Lead intake form: questions, template, and AI routing
A lead intake form captures why someone reached out, what they need, how urgent it is, and what should happen next before your team replies.
Lead intake form vs lead qualification form
A lead intake form is the first layer: it captures the request, context, and contact path. A lead qualification form adds scoring logic so the team can decide whether the lead is sales-ready, needs nurture, or should receive a resource first.
The strongest setup combines both. Ask intake questions in a simple flow, then use AI to summarize the answers, flag urgency, and recommend the best next step.
Template fields
What to include in a lead intake form
Contact details
Name, email, company, role, and the best way to follow up.
Reason for inquiry
What they want help with and why they are reaching out now.
Current situation
What they use today, what is not working, and what they have already tried.
Priority and timing
Whether the request is urgent, planned, exploratory, or not ready yet.
Fit signals
Company size, market, budget capacity, volume, use case, or other qualification criteria.
Preferred next step
Book a call, get a resource, receive an estimate, join nurture, or answer one more question.
Lead intake questions
Question 1
What are you trying to solve or improve?
Question 2
What made this a priority now?
Question 3
What are you currently using or doing?
Question 4
What result would make this worth your time?
Question 5
How soon do you want to act?
Question 6
What should happen after we review your answers?
How AI improves lead intake
Summarize
Turn long answers into a quick lead summary your team can scan.
Prioritize
Detect urgency, fit, and missing context before follow-up.
Route
Send the lead toward booking, nurture, resources, or manual review.
Build a lead intake flow in WeaveLeads
Start from a qualification template, customize the intake questions, and publish the flow as a hosted page or embed that collects better context than a basic contact form.
FAQ
What is a lead intake form?
A lead intake form collects the context needed to understand a new inquiry before sales or support follows up.
What should a lead intake form include?
It should include contact details, reason for inquiry, current situation, pain point, timing, fit signals, and the preferred next step.
How is a lead intake form different from a lead qualification form?
A lead intake form captures the request and context. A lead qualification form goes further by scoring fit, urgency, and readiness for follow-up.
Can AI improve a lead intake form?
Yes. AI can summarize the intake answers, identify missing context, detect urgency, and recommend the best follow-up route.