Capture the Information Your Team Needs from the Start
Turn basic enquiries into organised opportunities by gathering relevant information, identifying the required next action and routing each contact into the correct process.
A Name and Telephone Number Rarely Tell the Whole Story
The objective is not to make forms longer. It is to ask the smallest number of useful questions needed to give the business and the enquirer an appropriate next step.
Unstructured capture
- Enquiries scattered across different channels
- Missing service, location, urgency or timescale information
- Staff repeatedly gathering basic details and attachments
- Every enquiry entering the same manual process
Structured capture
- Relevant information gathered from the beginning
- Questions adapted to the enquiry type
- Files, photographs and context attached where required
- Contact classified, routed and added to the correct CRM process
From Initial Interest to the Right Next Action
A single progressive journey rather than disconnected steps—each stage building on the information gathered before it.
Enquiry source identified
Records whether the contact arrived through a website, landing page, campaign, referral or another configured source.
Relevant questions shown
Conditional form logic displays different questions according to the selected service, role, requirement or enquiry type.
Useful context collected
Gathers agreed information such as location, timescale, requirements, availability, budget range or supporting files.
Enquiry classified
Responses apply relevant tags, categories or priority indicators based on rules agreed with the client.
Correct route begins
The contact enters the appropriate CRM pipeline, the team member is alerted, and the correct follow-up process starts.
Classification supports prioritisation and routing. It should not make sensitive or high-impact decisions that require appropriate human judgement.
Ask What Is Relevant—Not Everything Possible
Recruitment enquiries
Recruitment forms should complement the agency's existing process and should not make automated hiring decisions.
Trades and local services
Other enquiry-led businesses
The final questions depend on the client's process. LeadAI should collect only information that has a clear operational purpose.
Different Enquiries Can Receive Different Next Steps
Qualification should improve relevance for both the business and the person making contact. An enquiry that is not ready for an immediate sales conversation may still require information, nurturing, manual review or a different route.
Immediate booking option
Present a calendar or consultation slot when the enquiry is ready to proceed.
Priority staff notification
Alert the correct team member for urgent or high-value opportunities.
Standard follow-up journey
Begin the agreed nurture and follow-up sequence for warmer contacts.
Request for additional information
Ask for missing context needed before the next action can begin.
Alternative route or manual review
A polite alternative path or manual review where an automated route is not appropriate.
Captured Information Should Continue Through the Journey
Lead capture creates the starting information. The wider LeadAI system ensures it reaches the correct record, person and next action rather than becoming another form submission sitting inside an inbox.
Forms should collect only relevant information, explain how submitted data will be used and connect to the appropriate privacy information. File uploads and sensitive information require suitable access controls and platform configuration.
Are Your Enquiries Giving Your Team Enough Information?
Book a Growth System Audit to review how enquiries currently arrive, what information is missing and how each opportunity should be routed.