About this template
The Agency Discovery Call template is a ready-to-use lead generation form for teams that want professional data collection without starting from a blank page. Book a discovery call and pre-qualify the prospect's budget and needs. It includes about 5 questions covering What's your name?, Email for call details, Which service interests you most?, Best day/time for your call?, and Any specific challenges to discuss?.
Who it's for
Service businesses, agencies, freelancers, and sales teams that need more than a name and email — they need qualified pipeline.
Questions included
- What's your name? · required
- Email for call details · required
- Which service interests you most? · required
- Best day/time for your call? · required
- Any specific challenges to discuss?
Why build this in FormHouse
Every submission can be scored 0–100 by AI against your ideal customer profile, summarized in one line, and routed to Slack, Sheets, or your CRM. Unlimited responses on every plan — no per-lead tax when your ads work.
How to use this template
- Open the Agency Discovery Call template and click “Use this template” (or generate a close variant with AI).
- Customise questions, branding, and logic so the form matches your offer and ideal respondent.
- Optional: turn on AI lead scoring, connect Google Sheets or Slack, and add payments if you collect deposits.
- Publish and share the link, or embed the form on your site.
FAQ
- What is a agency discovery call form?
- Book a discovery call and pre-qualify the prospect's budget and needs. Use it as a starting point, then customise branding, logic, and integrations in FormHouse.
- Who should use this lead generation form?
- Service businesses, agencies, freelancers, and sales teams that need more than a name and email — they need qualified pipeline.
- Can I customise this template?
- Yes. Duplicate it into your workspace, edit every question, add conditional logic, payments, or AI scoring, and publish on a FormHouse URL, custom domain, or embed.
- Is this template free to use?
- Yes. FormHouse includes unlimited forms and unlimited responses on fair use. AI lead scoring has a free monthly allowance; Pro unlocks higher AI limits and removes more branding limits depending on your plan.
- How is FormHouse different for lead gen forms?
- Every submission can be scored 0–100 by AI against your ideal customer profile, summarized in one line, and routed to Slack, Sheets, or your CRM. Unlimited responses on every plan — no per-lead tax when your ads work.
- Can I embed this form on my website?
- Yes. Embed inline, as a popup, slider, or full page. Platform guides cover WordPress, Webflow, Framer, and Squarespace.