Templates / Business

WhatsApp Lead Generation Form Template

A lead that lands in a CRM waits for someone to open the CRM. A lead that lands in WhatsApp gets answered while the person is still on your page. This template asks the four questions that separate a real buyer from a browser, then hands you the thread.

Great for

• A click to WhatsApp ad on Facebook, Instagram or Google
• A landing page CTA for a service business or agency
• A link in bio for consultants, brokers and sales teams

Budget and timeline are the two questions that do the qualifying. Both are ranges rather than free text, because a prospect who will not name a figure will still pick a band, and a band is enough to decide whether to call today or add them to a nurture list.

Resist adding a fifth and sixth qualifying question. Every one you add trades conversion rate for information you could get in the first thirty seconds of the conversation you are about to have anyway.

Questions in this template

1. Your name Required Text
2. WhatsApp number Required Phone
3. Work email Email
4. Company Text
5. What are you interested in? Required Dropdown A quote for a project, A product demo, Pricing and plans, A partnership
6. What is your budget? Required Multiple choice Under 1000 USD, 1000 to 5000 USD, 5000 to 20000 USD, Over 20000 USD, Not sure yet
7. When do you want to start? Required Multiple choice This week, This month, This quarter, Just researching
8. Anything you want us to know before we call? Text

How to use this template

1. Open WhatsForm and start your form, free and without a credit card.
2. Add your WhatsApp number so every response lands on the right phone.
3. Edit the questions to fit your business, or describe your form and let AI build it.
4. Share your form link or QR code and watch responses arrive in WhatsApp.