AI lead qualification & scoring form

Qualify, score, and route every lead automatically — with AI built right into your form

The AI Lead Qualification & Scoring Form is a complete lead intake and triage system that collects demo requests, scores each lead using AI, and automatically sends the right follow-up to the right person — without any manual review. Built for sales teams and founders who can't afford to treat every lead the same, this template captures budget, role, team size, timeline, and buying intent, then uses AI to classify each submission as Hot or Cold and generate a qualification summary straight to your inbox. From first form submission to personalized client email, the entire workflow runs on its own.

Who can use this form?

• Sales teams — replace manual lead triage with an AI-generated score and summary delivered to the admin inbox on every new submission.
• Founders and solo operators — prioritize which demo requests to respond to first without spending hours reading through form submissions.
• RevOps and growth teams — build a structured, trackable pipeline from the moment a lead fills out the form, with pipeline status and assignee fields built in.
• Agencies taking on new clients — qualify inbound interest fast and only spend time on leads that match your ideal customer profile.

What features are included?

• AI-powered lead scoring — automatically analyze every submission and generate a 1–10 score, Hot/Cold classification, a 2–3 sentence summary, and the top 2 qualification signals — all delivered to your admin via email the moment a lead submits.
• Conditional email notifications — send personalized follow-up emails automatically based on lead quality: a warm, excited message to hot leads and a professional holding email to cold ones.
• Admin-only pipeline fields — track Lead Quality, Pipeline Status, Lead Score, and Assignee internally without exposing those fields to the person filling out the form.
• Branded PDF export — generate a one-page Lead Qualification Report for any record, showing score, pipeline status, contact info, budget, and problem statement — ready for sales calls or CRM uploads.
• Slack integration — alert your sales team instantly in a connected Slack channel the moment a lead is marked Hot.

How to customize it with Formaloo

• Edit the AI scoring prompt — swap in your own qualification criteria, adjust the scoring logic, or change the output format to match how your sales team thinks about lead fit.
• Add your branding to the PDF template — update the HTML template with your logo, colors, and company name so every exported lead report looks like it came from your team.
• Adjust pipeline stages — add, remove, or rename the Pipeline Status options (New, In Negotiation, Won, Lost, Retargeting) to match your actual sales process.
• Connect your CRM or tools — route form data to Google Sheets, your CRM, or any connected tool so qualified leads land exactly where your team already works.
• Use answer piping to personalize every message — pull the lead's name, company, or any submitted field into email subjects and bodies automatically using @field_id variables.

Stop triaging leads by hand and start responding to the ones that actually matter. The AI Lead Qualification & Scoring Form handles the entire intake-to-triage workflow automatically — from collecting structured data to generating an AI score to sending the right email — all without writing a single line of code. Open it in Formaloo, connect your email and Slack, and your lead qualification system is live in minutes.