Stage 02Catch the enquiry

Lead capture & quote formsMake asking for a quote easier than leaving.

Not everyone wants to call. Some customers find you at 11 PM, or at work, or with a baby asleep. A good quote form lets them reach you in under a minute.

Sample · fictional businessSample quote form for a fictional roofing business.

The problem

Long forms scare people off. Vague forms waste your time.

Ask for too much and visitors give up. Ask for too little and you spend a day chasing basic details. The right form sits in the middle.

How it works

4 steps, set up once, working every day.

  1. Pick the right questions

    Just enough to quote or call back: job type, location, timing and contact details.

  2. Place it where people decide

    On your home page, on each service page, and behind every “Get a quote” button.

  3. Confirm right away

    The customer sees a clear thank-you and gets a short confirmation, so they know you have it.

  4. Send it to one place

    You get notified, and the lead lands in your lead tracker with the details attached.

What we set up

The pieces, one by one.

  • Quote request form tailored to your trade
  • Optional photo upload for jobs that need it
  • Instant confirmation message to the customer
  • Instant alert to you or your team
  • Leads saved to your lead tracker automatically
  • Consent wording for text messages where needed

Exactly what your setup includes is agreed on the call, based on what your business needs.

Questions

About lead capture & quote forms

Can customers send photos?

Yes, where it helps you quote — for example a damaged roof or a broken unit.

Where do form leads go?

To your lead tracker, with a notification to you. You decide who on your team should get alerts.

How many questions should a quote form have?

As few as you need to quote or call back. For most trades that is the job type, the address or area, timing and contact details. We can add a question or two for your trade.

Can I have different forms for different services?

Yes. A roof repair and a new roof may need different details, so each service can have its own short form.

What does the customer see after they send a form?

A clear thank-you on the page and a short confirmation from your business, so they know the request arrived and what happens next.

Want to see how this would work for you?

On the call we look at how leads reach your business today and whether this piece would actually help. No pressure, and pricing is shared openly.