Customer Lead and Qualification Survey Template

Customer Lead and Qualification Survey template is a B2B survey template that is carefully designed by experts at QuestionPro. This survey template consists of 10+ questions that can be easily customized to suit the needs of a researcher. This sample survey template can be used to collect data and information from customers/consumers for budget assigned to a particular product or service, purchasing intent of an organization, just to name a few. This questionnaire can be used for qualifying customer leads.



   
Please indicate which of the following products you own:
Company
Yes No
Product 1
Product 2
Product 3
Product 4
Product 5
Product 6
Product 7
 
   
 
PURCHASE HISTORY

Please indicate when you last purchased a [Company] product?
 
0-3 months ago
 
3-6 months ago
 
6-12 months ago
 
12-24 months ago
 
24+ months ago
 
   
 
PRODUCT INTEREST

Please indicate the types of products you may be interested in purchasing or learning more about:
 
Product 1
 
Product 2
 
Product 3
 
Product 4
 
Product 5
 
Product 6
 
Product 7
 
Other
 
 
   
 
To help us serve you better, please tell us about your business:

Number of employees at your site:
 
1-100
 
101-250
 
251-500
 
501-1000
 
1000+
 
   
 
Annual budget for this product category:

 
$0-$10K
 
$10K-$50K
 
$50K-$100K
 
$100K+
 
Other (Please Specify)
 
 
   
 
Are you the person responsible for updates/purchases?
 
Yes
 
No
 
   
 
Is there another person in your organization who is responsible for purchasing [Product Class] or services?

Name
   
 
   
 
Title
   
 
   
 
Phone
   
 
   
 
Email
   
 
   
 
Thank you!
 
   
 
Permission to contact you via e-mail?
 
Yes
 
No
 

Why conduct Customer Lead and Qualification Survey Template?

From a marketing/sales point of view, a lead is someone that could potentially become a fulltime client/customer. What defines it as a lead is the fact that an individual/company has expressed an interest in what an organization or a business has to sell or offer.

  • Leads can be acquired through many different channels, from referrals through customers, white paper or ebooks etc. The origin of this lead, along with relevant information helps an organization or business determine how qualified the lead is, which means wherein customer purchase cycle this individual or company is.
  • QuestionPro’s Customer Lead and Qualification sample survey is carefully curated by experts and consists of relevant questions that can determine if an inquiry qualifies as lead or not. This sample survey template can be easily customized to suit to the needs of a researcher and questions can be added to this sample survey template at the click of a button.

Best Uses of Customer Lead and Qualification Survey Template

An organization or company’s marketing team is usually responsible for lead generation. A marketing qualified lead means, that there are greater chances of the individual/company to qualify to become a potentially successful consumer/customer.

  • To make sure an organization gets no false alarms, deploying this sample survey template with customized questions can gain organizations qualified leads.
  • A lead generation and qualification form can help organizations/businesses collect information from potential clients/customers and know why they are contacting the business and it is important for organizations to keep a track of these potential clients so that they can be converted into real-time business.

New Product/Concept Testing Surveys

Conjoint Analysis Survey Template

8 questions

Conjoint Analysis Survey Template is one of the widely used survey templates. This sample survey template measures preferences for retirement housing and to learn from the various options (apartment type) provided to the survey takers as to which option will be best suited to them. This survey template most likely should be sent to people nearing the retirement age to understand their preferences regarding the living facilities they would want to avail upon retirement if they want to move into such retirement homes.

New Product/Concept Testing Surveys

Consumer Product Registration Survey Template

45 questions

Consumer Product Registration Survey template has questions regarding product registration, product information, purchasing habit, demographic questions etc. In this age of technology and sophisticated gadgets, there is a boom in consumers purchasing goods online. However, the charm of brick and mortar store still pleases a good percentage of the crowd. By deploying consumer product registration survey to the targeted audience, researchers can understand the preferences and purchasing habits of consumers. By asking key demographic questions, researchers can know reasons for purchasing a product and for whom was the product purchased.

New Product/Concept Testing Surveys

Sales Training Meeting Satisfaction Survey Template

13 questions

Sale Training Meeting Satisfaction Survey Template is designed to obtain feedback from participants engaging in sales trainings. This survey template can be sent to attendees of sales training with the objective of getting valuable feedback about the training session, what they found most useful and if it will help them improve their overall sales skills to generate more revenue. In this survey, there are a number of relevant questions regarding training material, skill-set covered during the training, questions related to giving feedback on the training sessions that were attended by the participants and similar questions. This is a short survey but can be customized to suit the needs of a researcher.