Use this when

A prospect or customer wants your business to respond, quote, schedule, or follow up.

Then

Review the lead, assign an owner, and convert qualified requests into intake, quote, or booking records.

Review before sharing

Check names, dates, totals, and scope. Use a secure system for sensitive details that do not belong in a simple form.

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Live document preview1.0.0

Your business

Contact & Lead Capture Form

1.0.0

Your completed fields will appear here. Load the example to see a finished document.

Agent-readable document text

CONTACT & LEAD CAPTURE FORM
Document version 1.0.0


Created with FreeBusinessForms.com

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Template notes

Practical review notes

This template helps create a consistent business record from the information you provide. Review it for accuracy, keep the supporting approval or receipt with the finished file, and use qualified advice when legal, tax, payroll, regulated, or location-specific requirements matter.

Good practice

Use a consistent document number.
Keep the source approval or receipt with the form.
Review names, dates, totals, and scope before sending.

Machine access

Agents can inspect and validate the same versioned fields used here.

View JSON Schema →

Inspect JSON Schema

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://freebusinessforms.com/schemas/contact-lead-capture-form.json",
  "title": "Contact & Lead Capture Form",
  "description": "Collect website inquiries, sales leads, partnership requests, and callback details in one structured record.",
  "type": "object",
  "additionalProperties": false,
  "properties": {
    "business_name": {
      "title": "Your business name",
      "type": "string"
    },
    "lead_name": {
      "title": "Lead or contact name",
      "type": "string"
    },
    "company_name": {
      "title": "Company name",
      "type": "string"
    },
    "email": {
      "title": "Email",
      "type": "string",
      "format": "email"
    },
    "phone": {
      "title": "Phone",
      "type": "string"
    },
    "lead_source": {
      "title": "Lead source",
      "type": "string",
      "enum": [
        "Website",
        "Referral",
        "Search",
        "Social media",
        "Event",
        "Other"
      ]
    },
    "request_type": {
      "title": "Request type",
      "type": "string",
      "enum": [
        "General question",
        "Quote request",
        "Schedule a call",
        "Partnership",
        "Support",
        "Other"
      ]
    },
    "message": {
      "title": "Message",
      "type": "string"
    },
    "priority": {
      "title": "Priority",
      "type": "string",
      "enum": [
        "Normal",
        "High",
        "Urgent"
      ]
    },
    "assigned_to": {
      "title": "Assigned to",
      "type": "string"
    },
    "next_followup_date": {
      "title": "Next follow-up date",
      "type": "string",
      "format": "date"
    }
  },
  "required": [
    "business_name",
    "lead_name",
    "email",
    "message"
  ],
  "x-form-version": "1.0.0"
}