What is your annual revenue?
Some people skip it or guess, and the answer rarely changes the first reply. Ask for a range on the call, when it can shape the offer.
Sales & MarketingForms
Lead capture form: ask for what your first reply needs
A lead capture form collects the details a sales or marketing team needs to start a conversation: a name, one reliable way to reply, and what the person wants help with. Keep required questions to what you need before the first reply, and move budget, timing and company detail to the follow-up conversation. The main judgement is between a short form people finish and a longer one that qualifies more people but can lose many of the people who start it.
What people search
Lead capture form: 320 average monthly searches.Google Ads Keyword Planner · 2026-10-09 · United States
Contact form for website: 1,000 average monthly searches.Google Ads Keyword Planner · 2026-10-09 · United States
Questions to leave out
Questions that cost more answers than they return
Which software tools does your team use today?
A long tool list makes a lead form feel like a survey. If the answer will not change what you send, ask about the problem instead.
Do you agree to newsletters, offers and calls from our partners?
Bundled consent is hard to understand and hard to honor later. Ask for each kind of contact separately, in wording your own counsel has reviewed.
What is your full mailing address?
A mailing address matters only when you will mail something. Collect it at that step rather than on the first inquiry.
Field blueprint
Fields for a first inquiry, in the order people answer them
| Field | Type | Required | Why you ask it |
|---|---|---|---|
About you | Section header | Splits a short form into two blocks so people can see what the contact questions are for. | |
Full nameFor example: Jordan Lee | Short text | Required | Lets the reply open with a name instead of a generic greeting. |
Work emailUse the address you check most often. | Required | This is the main way to reply. One reliable contact method is enough to start, so do not make both email and phone required. | |
Phone numberInclude the country code if you are outside the United States. | Phone | Optional | Needed only if your team calls. Say when a call may happen so the person can decide whether to share the number. |
Company name | Short text | Optional | Shows whether the person represents a business. Keep it optional for people who are buying for themselves. |
What would you like help with?A sentence or two about the problem you want to solve. | Long text | Required | The prospect's own description of the problem is the most useful part of the first reply. |
How did you hear about us?Search engineSocial mediaReferral from a customerEvent or webinarOther | Dropdown | Optional | Shows which channels bring inquiries worth answering. Keep the list short enough to scan, and review it every quarter. |
How soon do you want to start?This monthIn the next three monthsLater this yearNot sure yet | Single choice | Optional | Helps order the replies. Someone who needs to start this month reads differently from someone comparing options for next year. |
May we send occasional marketing emails?YesNo | Single choice | Optional | Keeps marketing permission separate from the reply the person asked for. Leave both options unselected by default. |
Words for the respondent
Words that set expectations on the form
Introduction
Tell us what you need help with and how to reach you.
Confirmation
Thanks. We have your request and will reply at the address you entered.
Work email
Use the address you check most often, because the reply goes there.
Phone number
Add it only if you are happy to receive a call.
What would you like help with?
A sentence is enough. The details can come later in the conversation.
Try it
Preview the form before you share the link
A filled example
A completed inquiry, as the person reviewing it would see it
Example only, not a real submission
- Full name
- Jordan Lee
- Work email
- [email protected]
- Company name
- Acme Example Co. (fictional)
- What would you like help with?
- We want to answer new inquiries within one working day and see which ones came from our website.
- How soon do you want to start?
- In the next three months
- May we send occasional marketing emails?
- No
After a response arrives
What happens after someone submits
Submissions are stored, then processed on a schedule
A scheduled job processes new submissions, and in production it runs hourly. The form's creator is notified after processing, so expect a short delay before anyone sees a new lead.
Read the submissions grid
Open the grid to read each inquiry in full. Export a CSV when you need the list in another tool, and keep the exports with your other sales records.
Turn on Customer Care when a lead needs an owner
In form settings you can have each submission create a Customer Care case with a priority, tags and assignees. Use it for leads that need tracked follow-up, and leave it off for simple contact requests.
Agree on a reply window before you publish
Write the window down, for example one working day for an email reply, and check the grid at set times each day. A form cannot make the team reply faster than its own process allows.
Frequently asked questions
What should a lead capture form ask for?
Ask for a name, one reliable way to reply, and the reason for the inquiry. Add a timing or company question only if the first reply would change because of the answer. Leave the rest for the call, where a fuller picture usually comes out.
Is a lead capture form the same as a contact form?
They overlap. A general contact form often takes any message, from press questions to support problems. A lead capture form is built around a sales reply, so it asks just enough to decide who should answer and what to send. If one page collects both kinds of message, use separate forms so each reply reaches the right owner.
Should a lead form ask for a phone number?
Only if your team will call. A phone field can lower completion for some people, so make it optional and say when a call may happen. If you never call from the form, leave the field out.
Is there a lead capture form template I can copy?
The field list above can be copied into a document or another form tool. The list is only a starting point. The sentence that explains why you ask each question matters as much as the field itself, because it can affect whether people answer honestly. Attain OS builds online forms that you share by link; it does not produce Word or PDF files.
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How to build it
Choose a category and a form type in the wizard. Answer three Atty Suggestions questions, then give the form a title. Atty builds the fields in the background. Edit the fields and ask Atty to refine them, then publish and share the /f/ link.
