In short
How do you choose the questions a contact form asks to qualify a lead?
Start with the choice each answer helps you make. Then ask only for facts you will use: what the visitor needs, whether the job fits your budget, area, or size, and when they want to start. Score each answer, so inquiries that fit go to the top and the rest still get a quick, polite reply.
On this page
- Who is this for?
- 1. What decision does each question need to make?
- 2. What should the questions cover?
- 3. How do you word a question so people can answer it?
- 4. Which questions slow people down without telling you much?
- 5. How do you give each answer points?
- What does a finished set of questions look like?
- What are the common mistakes?
- When is this not worth doing?
- How do you know the questions are working?
Choosing qualification questions means deciding which facts you need from an inquiry before you reply. Then you ask for those facts in words a visitor can answer. These five steps work for any small service business that takes inquiries through its website.
Who is this for?
This is for owners and small teams who read every inquiry themselves. They want to know which ones to answer first. It suits design studios, contractors, venues, consultants, and any trade where a few facts decide whether a job is a fit. Those facts are usually a budget, a place, or a date.
It assumes you already know what should happen to an inquiry after it arrives. If you have not decided that yet, start with the guide to qualifying leads from your contact form. Then come back to choose the questions.
1. What decision does each question need to make?
Write the decision first, then the question. Each question should feed one rule you can write in a sentence. For example: "A job outside these towns is not a fit." Or: "A start date in the next three months gets a call this week."
If you cannot name the rule a question feeds, you will read its answer and then ignore it. That costs the visitor effort and gives you nothing.
Try a quick test on each question. Ask what you would do differently if the answer were the opposite. If nothing changes, cut the question. This keeps the form short. It also means every answer you collect has a job to do.
2. What should the questions cover?
Most service businesses need answers in four areas.
| Area | What it tells you | Example question |
|---|---|---|
| Need | Whether you offer what they want | What would you like help with? |
| Fit | Whether the job suits you on budget, place, or size | Roughly what budget do you have in mind? |
| Timing | Whether you have time when they need it | When are you hoping to get started? |
| Decision | Who else helps choose | Is anyone else involved in choosing who to hire? |
Pick the fit question that matters most in your trade. For a studio it is usually budget. For a contractor it is usually where the job is. For a venue it is usually the date and the number of guests.
Few businesses need every row. Contact details are separate from all of this. Ask for one way to reply, not three.
3. How do you word a question so people can answer it?
Ask one thing at a time, in the words your customers use. "What's the scope and timeline?" asks two things at once. It also uses a word many visitors would not use. Split it into "What would you like help with?" and "When are you hoping to get started?"
Offer ranges when an exact number is hard. Many people do not know their budget to the dollar. Most can pick a range, like "$2,500 to $5,000."
Accept "not sure yet" as a real answer, because it is an honest one. A visitor who is not sure may still be a good fit. They may only need a price first.
Say why you are asking when a question could feel personal. "So we can suggest options that fit, roughly what budget do you have in mind?" sounds like help, not a test.
4. Which questions slow people down without telling you much?
Some questions look useful but rarely change your reply. Each one takes the visitor's time and tells you nothing you would act on.
- A required phone number, when you reply by email anyway.
- A required long description at the start, before the visitor knows what you need to hear.
- A company website question, when many of your customers are people, not companies.
- "How did you hear about us?" This helps your marketing. It does not decide your reply.
You can keep any of these as optional if they help you. Just do not make anyone answer them before they can send the inquiry.
5. How do you give each answer points?
Decide which question counts most, and give it the biggest share of 100 points. Split the rest across the other questions.
Then decide what each answer earns. A budget in your range earns full points. A budget a little below earns some. "Not sure yet" earns something in the middle, not zero. That way an honest answer does not count as a poor one. If a question has a list of answers to pick from, put "Not sure yet" on the list and give it points.
In Qualiform, you do not type points. You pick how much each question counts: Critical, High, Medium, Low, or Minimal. The question then shows its share, like "24% of the score," and the total is out of 100. Use your points to choose the level. Scoring runs in code, so the same answers always get the same score. For the idea behind this, see lead scoring.
What does a finished set of questions look like?
Here are two sets of questions. The points are examples only. Set yours from your own rules.
A design studio (example)
| Question | What earns points | Example points |
|---|---|---|
| What would you like help with? | A service the studio offers | 20 |
| Roughly what budget do you have in mind? | A range at or above the studio's smallest job | 40 |
| When are you hoping to get started? | In the next three months | 25 |
| Is anyone else involved in choosing who to hire? | A clear answer either way | 15 |
| Total | 100 |
The budget question can give its 40 points in steps:
| Budget answer | Example points |
|---|---|
| At or above the smallest job | 40 |
| Just below it | 20 |
| Not sure yet | 20 |
| Far below it | 0 |
A contractor (example)
| Question | What earns points | Example points |
|---|---|---|
| Where is the job? | Inside the area the business covers | 45 |
| What needs doing? | Work the business does | 30 |
| How soon do you need someone? | This week or this month | 25 |
| Total | 100 |
The question that counts most is different for each trade. The studio leans on budget. The contractor leans on where the job is.
What are the common mistakes?
- Asking questions no rule uses. You collect the answer and never use it.
- Asking for an exact budget. Many visitors guess or skip it. A range is easier to answer.
- Giving "not sure yet" zero points. It treats an honest answer as a poor fit.
- Making every question required. A visitor who cannot answer one may not send the inquiry at all.
- Using your own work words. Words like "scope," "deliverables," and "retainer" are yours, not your customers'.
- Never changing the questions after launch. Your rules change as your business does. Your questions should change too.
When is this not worth doing?
Sometimes a plain contact form is the better choice.
If you get a few inquiries a week and reply to each within the hour, sorting them saves you little. If every job you take is much the same, there may be nothing worth scoring. If you cannot yet write down what makes a job a good fit, questions will only collect answers you do not know how to use. Write the rules first.
Businesses that grow by word of mouth are another case. If most people were told to "just get in touch," a long set of questions can feel cold. A name, a way to reply, and one open question may suit them better.
How do you know the questions are working?
Read a month of inquiries next to what happened with each one. Check two things.
First, did the jobs you won score near the top? If a job you won scored low, a question or a point value is wrong.
Second, did almost everyone give the same answer to one question? That question does not tell one inquiry from another. Cut it or reword it.
To see why the order of your replies matters, read why a contact form treats every inquiry the same.
Common questions
How many qualification questions are too many?
A question is one too many if its answer would not change your reply. Many small service businesses can decide with three or four answers, plus a way to reply. A trade with more conditions may need one or two more.
Should every qualification question be required?
No. Require only the answers you cannot decide without, such as where the job is for a contractor. Let the rest be optional. Accept "not sure yet" as an answer.
Should the questions be different for each service you offer?
Only when you judge the services by different facts. If a small repair and a full installation are judged on the same facts, one set of questions works for both. If not, ask what the visitor needs first, and pick the next questions from that answer.