Get Lead Qualification Form

Completing the Lead Qualification Form online is an essential step in gathering vital information for effective sales engagement. This guide provides detailed instructions to help you navigate each section of the form with ease.

Follow the steps to successfully fill out your form.

1. Click ‘Get Form’ button to access and open the Lead Qualification Form.
2. In the ‘Name’ field, enter your full name. Provide accurate information to ensure proper identification.
3. Input the current date in the ‘Date’ field to indicate when the form is being filled out.
4. Fill in your complete address in the ‘Address’ section to provide your location.
5. Select the ‘Lead Source’ from the provided options to indicate how you were referred.
6. Complete the ‘City/St/Zip’ field with your city, state, and ZIP code for regional identification.
7. Circle the appropriate ‘Lead Rating’ that best represents your interest level: Cold, Warm, or Hot.
8. Type your name in the ‘Your Name’ field to clarify who is filling out the form.
9. In the ‘Next Action’ field, note what steps you plan to take next in the sales process.
10. Answer the question of how you heard about Indow inserts in the corresponding section.
11. Describe what prompted your inquiry or call, focusing on the problem you would like to solve.
12. Indicate the age of your home to help assess its needs.
13. Provide an estimate of how many windows are in your home.
14. Specify whether you are considering Indow window inserts for all windows and provide reasons if applicable.
15. Detail the type of windows you have and if they are original to the home.
16. Assess the overall comfort level in your home, mentioning any variances by room.
17. Identify any problems with noise that might affect your home’s comfort.
18. Describe the type of trim around your windows to ensure compatibility with Indow inserts.
19. Indicate if you have had a home energy audit or other energy efficiency work done and provide details.
20. Discuss any other solutions you may have investigated regarding the main issue you wish to address.
21. Once you have completed all fields, you may save the changes, download, print, or share the form as needed.

Start completing the Lead Qualification Form online today to streamline your sales process.