The Definitive Guide To Lead Generation Forms: Part 5


by 123FormBuilder

The Request A Quote Form: Request Leads And Prepare To Get Them

If you kept an eye on our blog lately, you’ve probably noticed that we’ve started an article series covering lead generation forms. Thus, for everybody aiming to collect more leads on their websites, we’d like to ask you to please welcome the request a quote form.

Just to freshen up things, until now we’ve got following lead generation favorites covered:
– the basic contact form
– the useful newsletter subscription form
– the incentivizing freebie form
… plus some valuable tips & tricks to get started with lead generation forms, as seen in the beginning of our article series.

So what’s the deal with the request a quote form? Oftentimes, it’s the first contact visitors can have with you through your site. Just like with other types of lead generation forms, the request a quote form is suitable for various businesses. Generally speaking, you can use this type of form when you’re a service provider, when you want to make your customer a personalized offer, and when you work on custom projects.

In what contexts can you use a request a quote form?

Here are a few examples:
– everything related to architecture, construction, maintenance, evaluation projects,
– web design, software development,
– marketing services, publication, PR, event management, consulting sessions,
– freelancing activities,
– and the list can go on with any other business that operates with various service offers.

How can a request a quote form generate leads?

Very simple. By asking the right information from your site visitors and by using the appropriate amount of questions. That means not too few, not too many, or you’ll see your form response rates lying close to the ground.

To go into further details we have to say that the questions you’re asking on your form should be enough to know who the customer is and what they want. Or else put, you’ll need a way to contact the customer back through their email address, for example, and you’ll definitely want to know what service they’re particularly interested in.

Now, depending on your business and the types of services you offer, you will build the most suitable request a quote form for your site. While in some cases you can settle with the customer’s name, email and the type of project they want to get an offer for, in other cases you might want to also know the project size, further execution details, estimated working time and any other pieces of information that help you shape your price offer.

What happens with the people who will out the request quote form? They become leads. All of them (of course, unless they are spam – but you can use our smart captcha if you think it might benefit you).

Some of them will convert into customers after the initial offering. Others will most likely not be convinced to acquire from you on the first interaction. But even with those you’ll be able to follow up. Send them an offer today and see how they react. Then, based on what their interest is, send them another one at a proper moment in time. They may not be convinced to buy from the start, but there are good chances they’ll respond to your offers some day. (And if not, then there probably wasn’t any spark at all between the two of you.)

This is how request a quote form respondents become leads for your business. And when it comes to operating with those leads, you sure have a nice range of options. For one, you can consult your leads anytime in your form submissions. Another possibility is to export entries to your CRM or your emailing system, from where you can track your leads better and even start marketing campaigns where you include them. Last but not least, you can export your submissions to CSV and filter the information within the document, based on any criteria you prefer.


Tips & ideas for request a quote forms

1. Select the fields with personal information carefully. You’ll need a name field, to know whom you’re addressing, as well as an email address, which you could make required. Asking for a phone number can be tricky, so a workaround can be including an optional phone field, while adding an instruction like “This is optional – Include your phone number if you prefer us to contact you by phone”. Furthermore, you can leave the address field out, unless it’s of utmost necessity, as if you need to know the address to calculate the price for a service.

2. Use an upload field on your form, if you want to give your leads the chance to send you photos, sketches or other types of documents that can help you get a better idea of the project. We even have a file upload form template to get you started.

3. If you want to have a basic, short form, you can make use of single choice fields, multiple choice fields and field rules. How does this work? Well, the single choice field will enable visitors to select between your different offers. The multiple-choice field will allow them to tick all the options that match their interest. Field rules can trigger an additional question for more detailed information gathering, based on a previous selection. By doing so, your form will be quick & short, just waiting for people to fill it out.

4. Text boxes and text areas might come in handy when you want to give your visitors the chance to describe their project as detailed as they want, to add any information they consider relevant, and to leave you personalized messages.

5. A Google Calendar integration on the form can help you with the situations when you’re working with strict deadlines. Include a calendar field on your form and respondents can fill out their project’s due date.

6. Personalize your request quote form. That implies branding it so that it aligns with your business colors and style, using thank you messages that assure the visitor you got their submission and you’ll be contacting them in a certain amount of time, or maybe even custom autoresponders where you can include a copy of the submission which can offer the respondent a summary of the project inquiry they’ve submitted.

7. Decide between a short form only with the basic information, or a comprehensive one with all necessary project details. As mentioned, it depends very much on the type of business you have, the service you offer and the projects you generally receive. Should you need a longer form to collect data about the project, you can use 123FormBuilder’s multi-page feature to divide the questions into well-structured pages.

That’s about it on the lead-generating request a quote form. We’d love to hear from you – How do you use this type of form for your business? Stay tuned for another useful article on how to stimulate competitive spirits & gather leads with the contest entry form.

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