Templates Business Operations Consultation Lead Capture Form Template

Consultation Lead Capture Form Template

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When would you like a consultation?

If you run a business, you know that client consultations are key to understanding needs and providing tailored solutions. So, if you offer to meet with customers and clients, you need the Consultation Lead Capture Form Template from WPForms.

This lead form template is a versatile tool for ensuring you never miss an opportunity to connect with potential clients.

Utilizing the Consultation Lead Capture Form Template

This lead form template streamlines the process of scheduling consultations and gathering crucial contact information. And since it’s a lead form template, it collects this information with only one screen at a time, so that your form is neat and your user isn’t overwhelmed.

On the first screen of this lead form, clients select their scheduling preferences. Form users choose between getting a consultation “As Soon as Possible” or setting their consultation for a “Scheduled Later Date.” Then, depending on their selection here, your user is taken to another screen and field.

If your potential client chooses to get a consultation “As Soon as Possible,” then they are prompted on the next screen to provide their phone number so that they can be contacted right away. But, if the form user selects the “Scheduled Later Date” option, they are asked on the next screen to choose a date and time from a menu of drop-down choices.

Then, your potential client enters their first and last name on the next screen and provides their email address on the final screen.

As always, we encourage you to customize this Consultation Lead Capture Form however you see fit. Perhaps you’d like to require more information from potential clients, or you might decide to include more fields on each screen. It’s easier than ever to make this form work for you, thanks to the drag-and-drop form builder from WPForms.

Ready to build your own lead form? Signing up with WPForms gives you access to this and hundreds of other form templates.