Introduction
Tell us when you can talk and what the call should cover.
Sales & MarketingForms
Sales inquiry form: a call request your team can act on
A sales inquiry form asks a prospect for a conversation with the sales team, so it must capture a way to reach them, the window when they can talk, and the reason for the call. Keep the form to those details and a topic, because the substance belongs in the call itself. The key judgement is to promise only what your team can staff: a time window, a clear fallback if the call does not connect, and nothing more specific than that.
Words for the respondent
Words that tell the prospect what happens next
Confirmation
Thanks. Your request is in. If you chose a call, a member of the sales team will try the number you gave during the window you picked.
Best time to call
Pick a window you can answer, not the one that looks best on paper.
Phone number
Include the country code if you are calling from outside the United States.
What do you want to discuss?
Choose the closest option. The call is the place for the details.
Questions to leave out
Questions the call should answer instead of the form
Which competitors are you comparing us with?
Prospects often do not answer this on a form, and the answer is more useful as a conversation. Ask it on the call, once they know what you offer.
Are you the final decision-maker?
People often answer yes, which tells you little. Ask who else is involved during the call, when the answer can change what you prepare.
Field blueprint
Fields for a call request, in the order a salesperson needs them
| Field | Type | Required | Why you ask it |
|---|---|---|---|
Your details | Section header | Separates the contact details from the scheduling questions, so the window question does not look like a personal one. | |
Full nameFor example: Priya Nair | Short text | Required | The salesperson needs a name to ask for when the call connects. |
Work email | Required | The fallback channel if the call does not connect, and the place for a confirmation. | |
Phone numberEnter the number with its country code if it is not a US number. | Phone | Required | A call request without a number cannot be acted on. Ask for it only if your team will call. |
Company | Short text | Required | Lets the salesperson check the account before the call, so the first minute is not spent on basics. |
Best time to callMorning, before noonAfternoon, noon to 5 PMEveningAny time in business hours | Single choice | Required | Choose windows that match the hours your team actually staffs. A window nobody answers is worse than none. |
Your time zoneEasternCentralMountainPacificOutside the US | Dropdown | Required | A window means nothing without a time zone. Keep the list to the regions you serve. |
What do you want to discuss?A new purchaseRenewal or a change to an existing planA pricing questionSomething else | Dropdown | Required | Lets the salesperson bring the right material. This is a topic, not a brief, so keep the list short. |
Anything the call should cover?Optional | Long text | Optional | One or two sentences help the salesperson prepare. Longer answers belong on the call. |
If the call does not connectEmail me to arrange another timeTry again in the same windowDo not follow up | Single choice | Required | Sets expectations for a missed call and lets people who do not want follow-up say so. |
Try it
Preview the form as a prospect will see it
After a response arrives
What your team does with a call request
Requests are saved first, then picked up hourly
New requests are saved, and the scheduled job that handles them runs hourly in production. Only the form's creator gets a notification, and it follows that job, so do not expect a live alert when a request comes in.
Work the list from the grid
The submissions grid shows every request with its window and time zone. Export a CSV when you need a call sheet for the day, and keep the sheet in the same place as your other sales records.
Track requests that need an owner
Customer Care is an optional setting. When it is on, each request becomes a case that can carry a priority, tags and assignees. Use it when a call must be recorded and handed over, and leave it off for requests one person will handle.
Staff only the windows you offer
Check the grid at the start of each window, so a request is not waiting for a call nobody will make. If a window has no one free, remove it from the form rather than leaving it up.
Mistakes to avoid
Four call-request mistakes that waste a good lead
Promising a time instead of a window
A confirmation that says a salesperson will call at 2 PM sets a promise your schedule may not keep. Name the window and the usual pattern for a missed call instead.
Requiring a phone number without a call plan
A required phone field tells people you will call. If your team does not call every request, make the number optional and say when it will be used.
Letting a missed call end the conversation
A prospect who missed the window needs one clear next step, not silence. Decide that step before you publish, and put it in the confirmation message so the prospect knows what to expect.
Sending a generic thank-you message
A message that only says thanks for contacting us does not tell the prospect that a salesperson is coming. Name the team, the window and the number the call will come from.
Frequently asked questions
What should a sales inquiry form ask for?
Ask for a name, a company, a way to reach the person, a window when they can talk and a time zone. A short topic question helps the salesperson prepare. Budget, timeline and detailed needs usually belong to the call, so the form does not have to carry them.
What is the difference between a demo request and a sales call request?
A demo request asks for a guided walkthrough of the product, so it needs to know what the prospect wants to see. A sales call request asks for a conversation, so it needs a window and a number. If the prospect wants both, offer both choices on separate forms rather than one long questionnaire.
Should a sales contact request form have a template?
The field list above works as a template. Copy it into a document or form tool, then change the windows and topics to match the hours and offers your team actually has. A template that lists hours nobody staffs will generate calls nobody can take.
Browse by category
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Surveys
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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.
