LEAD PROPOSAL FORM

FIRMS DETAILS

Organization

Contact Person

Email *

Phone *

Address

Street Address

City

State

Country

Postal code

LEAD GENERATION SERVICE OVERVIEW

Which specific services are required for your project? Please select all that apply:

Other (Please specify):

LEAD QUALIFICATION CRITERIA

All leads provided will include:

Full Name

Contact Number

Email Address

Case Details (e.g., type of claim, mis-selling details)

Would you like additional qualifying details? (Yes / No, please specify)

LEAD DELIVERY METHOD

Please select your preferred lead delivery method:

Real-Time API Integration (Direct to CRM)

Google Sheet (Live Tracking)

Encrypted Email Delivery

Other...

INTEREST CONFIRMATION

Based on the details above, are you interested in proceeding with our lead supply service?

Yes, send us the agreement.

Maybe, let’s discuss further.

No, not interested at this time.

We are interested in supplying leads to you instead.

Additional comments/questions:

NEXT STEPS:

Once you confirm interest, we will send the Lead Supply Agreement for review and signing.
Upon agreement, we will begin lead transfer based on your preferences.

Thank you, and we look forward to working with you!

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