Sales Enquiry Form Template
Qualify buying interest without interrogating it: evaluation context, seat count, and go-live timing in one respectful pass.
Considering us? Tell us a little about what you're evaluating and we'll come back with real answers: a relevant demo, honest pricing, no canned sequence.
A sales enquiry form walks a narrow line: ask too little and your first reply is a questionnaire, ask too much and serious buyers close the tab. This template holds the line at five questions, the minimum that lets a salesperson send a first reply with real answers in it. For a small sales team, that first reply is the entire competitive advantage.
Five questions, each load-bearing. "What are you evaluating us for?" is the centerpiece, and its placeholder prompts for the current tool. Buyers who name what they use today are deep in a real evaluation, and knowing the incumbent shapes the whole conversation. Seat count is the sizing question, phrased as need rather than company headcount because those two diverge: a 2,000-person company buying for a 6-person team is a 6-seat deal with enterprise paperwork, and you want to know both. The go-live question separates urgency tiers without pressure, so "just exploring" earns a helpful, patient reply instead of a pushy one, and the option labels signal that honesty is safe. Company-and-role sit in one field, which keeps the form compact while telling you whether you are talking to the economic buyer or a researcher. Both are valuable, and you handle them differently.
Left off, and who it is for. Budget questions read as fishing before you have shown pricing, and the seat count implies the number anyway. Phone number stays off because forcing it on an email-native buyer costs conversions and starts the relationship with a small violation. Lead-source dropdowns stay off too: your analytics already know, so do not spend buyer patience on your attribution homework. The teams reaching for this: B2B SaaS behind a "Talk to sales" button, agencies and consultancies scoping fit before a call, and product-led companies whose self-serve tier handles small teams while this form catches the 20-seat-and-up conversations.
Tune it, then answer fast. Tune seat bands to your actual pricing tiers so the answer maps to a quote. Add a logic rule that reveals procurement questions (security review? SSO?) only for the 100+ band. Push enquiries by webhook into your CRM with the timeline answer attached, and let CSV export be your weekly pipeline snapshot. Honor the ending's promise, which commits to a substantive human reply within a day, because that promise is why buyers fill in the evaluation field with care. Response time is the strongest controllable factor in B2B conversion. Turn notifications on and put real answers in the first reply. That is the system.
Frequently asked questions
Why is there no budget question?
Seat count and timeline imply deal size without making buyers commit to a number before seeing pricing. Budget talk lands better in the first conversation, where context flows both ways.
Can enquiries land directly in our CRM?
Add a webhook, and each enquiry POSTs in real time with every answer, signed for verification. Map seat count and timeline to your lead-scoring fields on arrival.
How do we treat "just exploring" leads differently?
Filter the responses view by the go-live answer: explorers get a helpful resources reply, this-month buyers get a same-day call. One field, two motions.
Can we ask enterprise questions only when relevant?
Add a logic rule that shows SSO or security-review questions only when the 100+ seat band is chosen, so small buyers never see enterprise paperwork.