Consultation Scheduler & Lead Qualifier form template
A consultation booking form that scores each lead and estimates deal value from seats and price. Hot, ready-to-buy leads book a sales call, tiny or exploratory leads route to nurture, and the rest get a standard consultation — with a budget note that appears only for the smallest budgets.
What’s in the box
Lead scoring
Company size, budget and timeline build a lead score.
Deal estimate
A formula multiplies seats by price per seat for a live deal value.
Right call, right rep
Hot leads book sales; exploratory ones go to nurture.
Perfect for
- B2B SaaS
- Agencies & consultants
- Sales teams
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