About this template
The Pre-Sales Qualification Form is an essential tool for sales teams and business owners looking to optimize their time and focus on high-intent leads. By capturing critical prospect information before your first discovery call, you can better prepare your pitch, assess deal viability, and ensure your team is spending time on the right opportunities. This template helps you move away from manual data entry and toward a structured, professional intake process.
This form collects key data points including company size, specific pain points, current solution usage, budget expectations, and project timelines. By standardizing the information you collect, you can easily compare prospects, identify high-value leads, and shorten your overall sales cycle. It is designed to be professional, intuitive, and easy for your potential clients to complete, helping you build trust from the very first interaction.
Key features
- Standardize prospect intake to save time on discovery calls.
- Easily identify high-intent leads using budget and timeline fields.
- Professional, clean layout that reflects your brand identity.
- Seamlessly sync responses to Google Sheets for team review.
- Mobile-friendly design for prospects on the go.
Use cases
Qualifying inbound leads from your website contact page.
Gathering project requirements for custom software or consulting serv…
Gathering project requirements for custom software or consulting services.
Filtering potential clients for high-touch professional services.
Standardizing discovery data for a growing sales team.
What this form collects
- Full Name (Short answer)Please enter your first and last name.
- Company Name (Short answer)What is the name of your organization?
- Email Address (Short answer)We will use this to contact you regarding your inquiry.
- What is your primary goal for this project? (Paragraph)Briefly describe the challenge you are looking to solve.
- What is your estimated budget for this project? (Dropdown)Select the range that best fits your planned investment.
- What is your ideal project timeline? (Multiple choice)When are you looking to get started?
- Additional Information (Paragraph)Is there anything else we should know?
FAQ
Why use a pre-sales form instead of a generic contact form?
A pre-sales form allows you to ask specific qualifying questions that help you determine if a lead is a good fit for your services before you invest time in a meeting.
Can I customize the questions in this template?
Yes, once you save this template to your Google Drive, you have full control to add, remove, or edit any questions to match your specific sales process.
How do I notify my sales team when a new lead fills out the form?
You can enable email notifications within Google Forms settings to receive an alert every time a new response is submitted.
Is this template suitable for B2B sales?
Absolutely. It is specifically designed to capture the organizational and project-based details that are critical for B2B lead qualification.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.