Lead Generation Survey
The Lead Generation Survey helps you capture warm leads while learning exactly what they need, how they shop, and what they're willing to spend. It's built to feel quick and personal rather than like a form, so people are more likely to finish it and share their contact details along the way.
What the “Lead Generation Survey” survey measures
It captures the product or service category a lead is interested in, the specific problem they want solved, their preferred channels for finding solutions, and their budget range. On top of that, it collects contact details, name, age, and income bracket, giving you enough context to qualify and segment leads before your sales team even reaches out.
Who the “Lead Generation Survey” template is for
This template suits marketers running lead-gen campaigns, sales teams looking to pre-qualify prospects, and small businesses or startups that want to understand their audience before pitching a product. It also works well for agencies collecting leads on behalf of clients across different industries.
How to adapt the template to your needs
Swap the product category list to match what your brand actually sells, and adjust the price ranges to fit your real pricing tiers. You can add a branching question after the category choice to dig deeper into industry-specific pain points, drop the income question if it feels too invasive for your audience, or add a phone number field if that's your preferred follow-up channel.
Questions and answer options
Answer options:
— Software or technology
— Education or courses
— Health or fitness
— Financial services
— Travel or transportation
— Food or delivery
Answer options:
— Online search
— Social media
— Recommendations from friends or colleagues
— Advertising (online or offline)
— Specialized platforms or websites
Answer options:
— Less than $50
— $50–$100
— $100–$200
— More than $200
— Depends on the solution
Answer options:
— Less than $15,000
— $15,000–$30,000
— $30,001–$50,000
— More than $50,000
— Prefer not to answer
