What challenge is the person you're referring facing?
R
Client Referral Form
Concierge agent · 1.6K uses
Concierge Agent
Contact Form Template
Contact Forms Kill Your Pipeline. Stop losing leads to generic contact forms that treat enterprise buyers the same as individual users. Our AI contact form adjusts its questions based on company size, budget, and specific use case to capture better lead data and improve your sales team's follow-up success rate.
Qualify Instantly
Route Smart
Close Faster
Used 1,917+ times
What's inside this template
Start from this conversation and adapt it to your team — change any question, add your own logic, and connect the tools you already use.
Questions it always asks
The core fields every response captures.
What's your primary business challenge we can help solve?
What's your timeline for implementing a solution?
How it adapts
Follow-ups that change based on what people say.
If company size > 100 employees, ask about procurement process
If budget < $10k, route to inside sales team instead of enterprise
Where it routes people
Different paths for different answers.
Enterprise deals (>$50k) go to senior account executives
Technical inquiries route to sales engineering team
Automations it can trigger
Actions that fire the moment a response comes in.
Create lead record in Salesforce with qualification score
Send Slack notification to assigned sales rep with lead summary
Add contact to appropriate nurture sequence in HubSpot
SOC 2 Type II and ISO 27001:2022 certified. Responses are encrypted in transit and at rest, and you own your data. View our Trust Center.
How this AI template works
The AI starts with basic contact information, then intelligently branches into company-specific questions based on the visitor's responses. It identifies budget range, timeline, and decision-making process before routing qualified leads directly to the appropriate sales rep with full context.
Getting started
- 1
Configure lead qualification criteria and routing rules
- 2
Set up integrations with your CRM and sales tools
- 3
Customize questions for different visitor segments
- 4
Deploy the form on your website and landing pages
Template Details
- Agent Type
- Concierge
- Category
- Customer feedback survey
- Industry
- SaaS / TechProfessional Services
- Business outcome
- Convert more leadsImprove customer satisfaction
- Job to be done
- Qualify leads
- Journey stage
- Intake & qualification
- Integrations
- Email, Hubspot, Webhook
- Times Used
- 1,917+
Forms collect fields. Conversations capture context.
Static forms force complex situations into rigid dropdowns. Perspective captures structured data and the reasoning behind it — so your team makes better decisions, faster.
The static form
yoursite.com/intake
Category *
Select...
Details
Describe your situation...
Submit
Result:Category: "Other"|Details: "It's complicated"
No context. No follow-up. No next step.
- Static contact forms capture name and email but miss budget, timeline, and decision-making authority. Sales teams waste 30 minutes on discovery calls with prospects who can't buy.
- Generic contact us forms treat enterprise buyers the same as tire-kickers. High-value prospects get routed to junior reps while small businesses waste senior sales time.
- Contact form submissions sit in CRM queues for hours before anyone responds. By the time sales reaches out, prospects have already engaged three competitors.
The AI conversation
"Tell me more about the timeline — when did this start, and is there a deadline your team is working against?"
Extracted & structured automatically
Category
High-priority
Urgency
Deadline: 2 weeks
Sentiment
Frustrated but hopeful
Next step
Route to senior team
Triggered: Slack alert sent| CRM updated
Right team. Full context. Instant action.
- AI conversations ask follow-up questions to uncover budget ranges, decision timelines, and stakeholder involvement. Sales enters calls knowing exactly how to position and price solutions.
- Smart routing sends enterprise deals to senior reps and SMB inquiries to inside sales. Each prospect gets the right resource based on their actual needs and company profile.
- Instant qualification means prospects get immediate feedback and next steps. High-intent visitors book meetings while competitors are still sending generic email responses.
What makes a contact form convert visitors to qualified leads?
Effective contact forms balance information gathering with user experience, but static templates fail at both. The best lead capture systems adapt questions based on prospect responses and qualify in real-time. Modern contact forms should identify budget, authority, need, and timeline without overwhelming visitors. However, traditional contact us templates can't ask intelligent follow-up questions or route prospects based on qualification criteria. This results in poor lead quality and wasted sales time on unqualified prospects.
FAQ
Frequently Asked Questions
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Replace drop-off, poor qualification, and missing context with AI conversations that capture structured data and real understanding. Set up in minutes.
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