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In this collection

Three templates for website projects.
Briefing, onboarding and inquiry for website projects.

All entries are in the Peak Forms template catalog.

03Demo drafts

3 of 3 demo drafts

  • Inquiry and briefingSelected

    Qualify leads

    Need, revenue, timing, authority, contact. From 60 points optionally straight to a meeting.

    Qualify leads
    Invitation
    Qualify leads
    01Ad02E-mail03Message04Company05Preferred start
  • Inquiry and briefingDemo draft

    Get to know a project

    Goal, start time, budget range and e-mail in four questions.

    Get to know a project
    Invitation
    Get to know a project
    01Ad02E-mail03Message04Preferred start
  • Project startDemo draft

    Onboard customers

    Contact, phone, company, website, billing e-mail, 90-day goal, preferred start, tools, consent.

    Onboard customers
    Invitation
    Onboard customers
    01Ad02E-mail03Message04Company05Phone06Preferred start

This collection's templates as a local design demo with sample fields. Each template's full questions are in Peak Forms.

Before the kick-off

From first contact to the start.
Relaunch for a fictional law firm

First the short briefing, after the go-ahead the detailed onboarding. That way the client answers each question only once.

The template library

The question comes
before the form.

An occasion. The fitting questions. A clear next step.

Currently in your previewQualify leadsQualify leads
01 / Inquiry and briefing

Qualify leads

Need, revenue, timing, authority, contact. From 60 points optionally straight to a meeting.

Questions5Company + Preferred start
02 / Inquiry and briefing

Get to know a project

Goal, start time, budget range and e-mail in four questions.

Questions4Preferred start
03 / Project start

Onboard customers

Contact, phone, company, website, billing e-mail, 90-day goal, preferred start, tools, consent.

Questions6Company + Phone + Preferred start

In this collection

Three templates for website projects.

All entries are in the Peak Forms template catalog.

Inquiry and briefing

  • Qualify leadsYayında

    Need, revenue, timing, authority, contact. From 60 points optionally straight to a meeting.

    Peak One'da Connect
  • Get to know a projectYayında

    Goal, start time, budget range and e-mail in four questions.

    Peak One'da Connect

Project start

  • Onboard customersYayında

    Contact, phone, company, website, billing e-mail, 90-day goal, preferred start, tools, consent.

    Peak One'da Connect

Frequently asked questions

Can the client continue later?

Yes, in the same browser: after the first answer Peak Forms saves the progress.

Do I need all three templates?

No. Many start with just the briefing and add the onboarding once projects come in regularly.

Am I notified about new inquiries?

Yes, for results with a notification, such as qualified inquiries in the inquiry template.