Lead Capture

When to use this template

A lead capture form sits at the top of every paid acquisition funnel, and small changes to it move CAC by double-digit percentages. The job is a balancing act: ask enough to qualify the lead so sales does not waste cycles on bad fits, but not so much that paying CPCs convert below their economic threshold. This template is calibrated for B2B SaaS and service businesses running Google, LinkedIn, or Meta ads. The required fields are the four that matter most for downstream qualification (first name, last name, work email, company), with optional phone and company-size fields that round out the lead score. Conversational mode is the default because mobile traffic from paid social campaigns dominates and one-at-a-time pacing converts better than a wall-of-fields landing form.

What you get

• Four required identifying fields tuned for B2B qualification
• Optional phone for higher-intent leads (sales-team-ready)
• Company size dropdown for ICP scoring and routing to the right rep
• Source attribution dropdown ("How did you hear about us?")
• Conversational layout with mobile-first conversion design
• Webhook-ready for direct CRM injection (HubSpot, Salesforce, Pipedrive)

• A/B test required vs. optional phone — phone-required forms convert 30% lower but produce 2-3x higher intent
• Pipe submissions to a routing tool that auto-assigns based on company size (1-10 → SMB rep, 200+ → enterprise rep)
• Add UTM parameter capture via hidden fields to attribute leads back to the originating campaign
• For ABM campaigns, enrich submissions via Clearbit or Apollo webhook so the rep gets context before reaching out
• Include a privacy-and-consent paragraph above the submit button to satisfy GDPR/CCPA — required for EU traffic

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