Operations

5 Effective Lead Capture Form Questions to Boost Your Client Inquiries

hiii, I'm sarah
And there's nothing I love more than seeing someone's eyes light up when they realize what a system can for for them. Maybe you'll find that inspo in this blog 🫶
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First things first. lead capture forms = contact forms that capture potential clients looking to work with you, and are usually embedded on your website.

Now that’s out of the way…

Let’s talk about why effective lead capture form questions matter.

The amount of people I see underutilizing their lead capture form is wiiild. Sure, a basic contact form on your website is better than no contact form at all.

But if you’ve found yourself getting frustrated at the lack of information that potential clients have been putting in that ‘your message here’ box, or annoyed that you have to send follow up emails and DMs to find out if you can even help that person or not, it’s probably time to upgrade your lead capture form.

Not to mention the frustration that your client is feeling because instead of just sending you one message about working with you, they’ve now had to send six 🙃

You want to make sure that your lead capture form is working HARD for you, gathering all that helpful client data that you need to collect before that initial inquiry call with someone.

But good news – this is a super simple fix.

And no, you don’t need Dubsado to implement this in your biz. But it does bring a whole new level to your lead capture forms if you do have it – check out this post for more info!

You need to ask more closed questions.

Unlike open questions, closed questions are going to get you the exact answer you are looking to receive from your potential new client.

Asking something vague like ‘how can I help you’ is going to get you vague answers. Whereas asking something specific like, which service are you interested in? Is going to let you know exactly what to talk about on your discovery or consultation call.


Here are 5 questions you can easily add to your lead capture form today to make it way more effective:

What service are you interested in?

Have a drop-down selection to make it easy for your clients, and so you know exactly which one they mean. Best to set it so they can select multiple options – you don’t want to limit them to one if they were considering a few options!

Bonus points if you include the price point of each service, or at least include the ‘starting at’ price here. Pricing transparency is always appreciated and often helps people disqualify themselves for your service if it doesn’t suit their budget. This means no wasted time on a consult call for you!

How far into the decision-making process are you?

Love this question – tells you exactly what sort of pitch to deliver in your consultation call! Add this one as a dropdown selection too.

  • I’m ready to invest ASAP
  • I’m close to deciding but have a few more questions
  • I know I need help but still researching my options
  • Not ready to invest yet but I have some questions

What is your budget looking like?

You may or may not want this question in your lead capture – some people love it, some people don’t. Either way, I always recommend having prices on your website so people know what they’re working with, but if you have a ‘starting at’ statement for your pricing, this could be a helpful answer for you when pitching to your potential clients.

What type of follow up would you prefer?

This one is another one that will entirely depending on how you like to decide to work with a client or not, but it adds a whole new level to the client experience by letting your client choose their fave method of communication. Not everyone is going to want to ‘jump on a quick call’ before investing, just like not everyone is going to want to make a 4 figure commitment to a service from just the DMs or a few IG stories. If you’re able to offer options, you might find yourself attracting different personality types to your service!

This is a good one to have a drop-down selection for too so you can offer only the communication methods you are comfortable with.

How did you hear about me?

Another drop-down selection! This one is great for internal operations and marketing planning, but also really handy for your referral system. For marketing, it’ll tell you where your marketing efforts are paying off, or what is working and what isn’t for client attraction. And for your referral system, you’ll be able to ask them for the name of who referred them so that you can send a cute lil thank you note or gift to the person who mentioned you.

Give them a try and see how it goes!

Hiiiii! I'm Sarah 👋

Your new super organized and ‘so efficient it’s weird’ biz bestie

I’m here to support all the sparkly biz owners who love what they do, but hate the mountain of admin chaos that comes with it. I build systems to support the way YOU work with custom system setups and hands-on management so you can get back to doing the things that bring you joy.

Systems are kind of my jam, so they don't HAVE to be yours.

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