Describe what your reps sell and how they follow up. Makeform creates a direct sales lead form with contact fields, product choices, qualification questions, your permission language, and routing details.
Send new leads to Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a sales situation, tailor the prompt, or send it to the Makeform builder.
Audience
Prospects who meet a rep at a home visit or local demonstration
Format
Mobile-first interest form with product selection
Prompt size
261 chars
Example form structure
Mobile-first interest form with product selection
Name, email, mobile number, and city
Which products interest you?
What would you like the product to help with?
When are you considering a purchase?
Preferred follow-up channel and time
Suggested routing tags
Ready for contact
Needs recommendation
Follow up later
Ask for a preferred contact channel and time so the rep knows how to respond.
Step 1
Capture
contact details and lead source
Step 2
Understand
product interest and buying context
Step 3
Route
rep, territory, and requested next step
Step 4
Follow up
right channel, message, and timing
Why a focused lead form
Capture what sparked the inquiry, what the prospect wants, and which next step they requested while interest is fresh.
Start with essential contact and interest questions, then reveal qualification fields only when they apply.
Product choices, timing, budget bands, and next steps give reps consistent details for the opening message.
Record the rep, event, campaign, or territory so the team can route follow-up.
Built for direct selling
Start with your main channel, then adjust products, source labels, and follow-up options.
Capture attendees, interests, questions, and next steps without paper signup sheets.
Use a QR form and retain the event, booth, or staff source.
Turn scattered comments into structured inquiries with clear contact preferences.
Keep the referrer, prospect needs, and assigned rep together.
Lead capture workflow
Build for the next conversation, publish one form, and keep responses consistent.
Tell Makeform what you sell, where prospects arrive, and which next steps matter.
Require one contact method, add your permission text, and show conditional questions where useful.
Publish a link, QR code, or embedded form while interest is current.
Send product, source, timing, and next-step details to the right person.
Form vs notes vs generic signup
The right method stores contact details and enough context to continue the conversation.
Field guide
Use six focused field groups to identify prospects, understand interest, assign ownership, and guide follow-up.
Prospect identity
Ask for a full name and one usable contact method. Request location only when the sales process needs it.
Product interest
Use current product categories as options, plus an open question for needs that do not fit the list.
Buying context
Timing and a broad budget band help tailor the conversation. Offer a not-sure option for early inquiries.
Lead source
Record where the interaction began with a campaign value, event, referral field, or rep code.
Follow-up request
Let leads request a price, sample, recommendation, demo, or reminder, then choose a channel and contact window.
Permission and handoff
Explain the response and place your own contact permission wording beside the relevant checkbox.
Related tools
Add qualification, recommendations, appointments, quotes, and customer registration.
Ask preference questions that help a rep prepare a relevant product shortlist.
Open toolLet interested prospects request a time for a call, consultation, or demonstration.
Open toolCollect quantities, options, and project details needed to prepare a tailored quote.
Open toolFAQ
Practical answers for reps and sales teams replacing scattered notes, signup sheets, and message threads.
It records a prospect's contact details and follow-up context, including product interest, lead source, timing, preferred channel, and requested next step.
Typically require name, one reliable contact method, product interest, and permission using your wording. Keep timing, budget, location, source, and preferences optional or conditional.
Ask for name, one contact method, product interest, and next step. Use choice fields and preset event or staff identifiers; save detailed qualification for later.
Yes. Use conditional paths for category-specific questions. Recommendation leads can see preferences while demonstration leads see scheduling questions.
Include a rep, event, referral, campaign, or territory value. Use a dropdown or preset link value and consistent names for filtering and routing.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and collect responses without an artificial response cap. The paid tier removes the Makeform badge; it does not unlock basic form creation or impose a trial deadline.
Yes. Add preferred channel and time-window fields, explain the follow-up, and include your chosen contact permission language.
Responses appear in the Makeform inbox and can support workflows with Google Sheets, Slack, or Zapier. Structured source, owner, product, and next-step fields make handoffs clear.
Turn product interest into a clear next step.
