8 Questions to Have on Your Lead Forms That Will Help Attract Clients
Your Lead Capture Form is the first step to filtering your leads and automating your responses.
At HQ, I'm all about helping overwhelmed entrepreneurs simplify and automate their backend systems — and one of the best tools to start with is Dubsado.
But here’s the catch. Your Lead Capture Form isn’t just a place for name and email.
It’s the first filter and the first impression a potential client has with your business. The right questions can help you attract leads, save you hours on gathering information, and trigger automated responses and process triggers without you ever having to lift a finger.
Ready to impress your leads and convert them to paid clients? Here are the essential questions every service-based business should include on their website's lead form.
Basic Contact Info (But Make It Smart)
Keep it short, clear, and required:
First Name
Last Name
Email Address
Phone Number (optional, unless you require it as a potential contact method)
📌 Pro tip: Use smart field mapping in Dubsado so this info auto-populates in their project profile.
How Did They Find Your Business?
This is vital for your marketing strategy. Knowing where your clients come from lets you double down on what’s working, and lessen the load on what's not.
Use a project tracking dropdown with options like:
Instagram
Facebook
Referral
Google Search
Podcast
Pinterest
Other
What Service(s) Are They Interested In?
If you offer multiple services (e.g., ongoing support, maternity shoots, strategy calls), include a dropdown or checklist so leads can select what they need.
Example options:
CRM or Task Management
Admin or Operations Support
Workflow & Systems Strategy
Not Sure / Need Guidance
💡 You can use a Workflow Dropdown option in Dubsado to trigger specific canned emails responses or proposals/links inside of your workflows.
Let Them Share Their Current Challenges
This gives you insight into where they’re at and what kind of support they need — before you even hop on a Discovery Call.
Possible prompt:
“What systems or areas are currently causing the most stress in your business?”
This answer often discovers their pain points to make it easier to provide them real value during your Discovery Call.
What’s Their Ideal Start Date or Timeline?
Make sure your timing aligns. Are they ready now, or just gathering info?
Ask:
“Do you have a specific date or launch in mind you’re working toward?”
Use this to prioritize leads or offer waitlist options if you're booked for their requested timeline.
What’s Their Estimated Budget?
Money can feel awkward, but it doesn't have to be. Including a budget range upfront saves everyone time and helps you serve clients at the right level.
Example:
Under $500/month
$500–$1,000/month
$1,000+/month
I’m not sure yet
⚠️ Note: Make this question optional/not required if you’re worried it’ll deter early-stage business leads.
Have They Worked with Someone Similar?
This helps you gauge how much education or onboarding they may need.
Making this a dropdown option might be easiest for this and can include:
Yes, currently working with one
Yes, but not the right fit
No, this is my first time
Not sure what I need yet
Is There Anything Else They'd Like You to Know?
This is your open space. Clients may share time zones, preferred communication methods, or unique concerns that give you a leg up when replying.
🗒️ Making this question optional will make it easier on the lead. The less they have to think about answers, the better!
Bonus: Automation Tips 💡
Once you collect responses, you can do the following within your Dubsado Workflows:
Tag the project based on the service type
Automatically send a tailored thank you email
Trigger an email to send a scheduler link for an Intake Call
Notify you and/or your team via email
The more you automate here, the less manual tasks you'll have and the more time you save there.
Final Thoughts from Heather
The most effective Dubsado Lead Capture Forms are clear, simple, and designed with both you and your client in mind. By asking the right questions, you’re not just collecting data — you’re sharing the first impression of your client experience.
Need help building or optimizing your lead capture form? That’s what we do. At HQ Virtual Solutions, we help online service providers automate their systems, simplify their client experience, and get time back in their day.
👉 Click here to book a Dubsado Set Up or Strategy Workflow Call or follow us on Instagram (@hqvirtualsolutions) — let’s simplify your business together.
