Targeting the right audience and effectively communicating the value of your software is not easy. As a member of a SaaS marketing team, I understand the challenges involved in building sales funnels.
To address these common lead generation and qualification challenges, we've created customizable marketing templates ready for immediate integration into your campaign:
1. Price Quote Calculator
Your company might have custom solutions that are difficult to communicate. To help your potential customers understand which solution/ package is best for them, we've created this template:
How to make the most of this template:
Customize the parameters that affect the final price according to your needs. Add or remove questions around user count, features, and subscription duration effortlessly with involve.me's drag-and-drop editor, no coding skills needed.
Create your own customized formula, similar to an Excel spreadsheet. With involve.me, you have the option to either display the price immediately or initiate a call to provide a more detailed explanation of your pricing.
Turn your custom Price Quote Calculator into a lead magnet by requesting contact information before revealing the final price. To do that, simply add a "Contact Form" element.
Embed this template directly into your landing page or even your homepage. Alternatively, you can share it with your target audience via a link or QR code.
2. Demo Booking Form
As a member of the marketing team, you are responsible for bringing in MQLs and SQLs for your sales team. Improve your chances of generating more leads by creating a professional-looking Demo Booking Form, similar to this one:
How to make the most of this template:
Incorporate a Calendly link to your sales representative or use involve.me's built-in calendar feature.
Include additional questions to gather more valuable information from prospective customers. This will enable your sales team to better prepare for the call.
Personalize the template with your own branding elements, such as your company's logo, colors, and even custom fonts, for a cohesive and professional look.
Seamlessly integrate your Demo Booking form with other essential tools, such as Excel, HubSpot, Salesforce, and more. You can find a list of native integrations available here.
3. Employee Referral Form
While leads are important, finding the right colleagues is often even more crucial. Your HR team will be highly impressed if you propose using this simple yet convenient template for employee referrals:
How to make the most of this template:
1. Configure an automated confirmation email to be sent to the referrer immediately upon form submission. You can achieve this seamlessly with involve.me, without the need for third-party tools.
2. Use the 'Upload File' feature to enable candidates to submit their CVs directly through your form.
3. Include a checkbox option that allows candidates to indicate their consent for you to process their data.
4. Customer Engagement Quiz
Blog posts and videos certainly engage audiences, but have you explored the potential of quizzes? They're simple to create and can offer enjoyable experiences for both B2C and B2B audiences.
Take a look at this one:
We've designed this engagement quiz to demonstrate how effortlessly you can convey information and craft questions to effectively segment potential customers.
To make the most of this template:
Develop questions that provide valuable insights into your buyer personas. You can gain a wealth of information by analyzing the statistics.
Use your engagement quiz as a lead magnet by requiring email information for result access.
Collaborate with partners to share your quizzes, enabling them to introduce your brand to their audience and expand your brand awareness.
5. ROI Calculator
At the interest and decision stages, a customized ROI calculator can be a powerful tool to highlight the real value of your product. The ROI calculator we've developed serves as an excellent starting point for your team.
Consider which parameters to include and formulate an Excel-like formula to present accurate numbers.
When estimating the return on investment is challenging, consider connecting your ROI calculator with the Demo Booking Form so that your sales team can explain the offer in-depth.
Here's how to get the most out of this template:
Add a Calendly link to one of your sales representatives at the end of the ROI calculator to encourage visitors to initiate contact and learn more about your product.
Create a dedicated landing page for the ROI calculator to build an effective lead generation funnel.
Use involve.me's conditional logic to deliver personalized results based on users' responses.
6. Newsletter Signup Form
To expand your mailing list, create your own Newsletter Signup form that can be seamlessly embedded into various pages of your website. Below is an example of a Newsletter form crafted with involve.me:
How to make the most of this template:
Go beyond simply gathering email addresses and include additional questions about your audience's content preferences. This allows you to tailor your newsletters to their specific interests.
Streamline the newsletter distribution process by connecting your email marketing tool directly to this form. Find the full list of native integrations here.
With involve.me, you can implement filters to ensure that only business emails are accepted, while excluding disposable ones. This approach helps maintain a clean and high-quality mailing list.
7. NPS® Survey
If you're looking for a way to gather feedback continuously, consider doing so with the NPS® survey:
Customers rate their likelihood to recommend a product or service on a scale of 1 to 10, forming the NPS® score. They can also share their thoughts through an open-ended question, providing valuable insights for better understanding.
How to get the most out of this template:
Ensure that you create different outcomes for current customers based on their product ratings. For promoters, consider requesting a public review by including a link to your preferred review site on the outcome page.
Incorporate this NPS® survey into your email marketing campaigns to broaden its reach.
Think about adding open-ended questions, especially for customers who express strong dissatisfaction with the product. This approach can yield more in-depth feedback beyond numerical ratings.
At involve.me, we gather feedback daily. With over 12,000 responses from our customers, we used our AI insights feature to swiftly summarize and analyze this feedback. Read this case study to learn how we analyzed all replies in less than a minute.
8. Find My Payment Plan Quiz
This "Find My Payment Plan" quiz template can help engage with potential customers, guide them to the most appropriate solutions, and capture valuable lead information.
How to get the most out of this template:
Simplify research for potential customers by embedding this quiz into your Pricing page.
Use this quiz as a pop-up. With Involve.me, you can select the trigger, such as using a pop-up on exit intent.
Qualify your leads using data from the 'Find My Payment Plan' quiz.
9. Lead Magnet Download
Lead Magnet Download form template is a versatile tool that facilitates lead generation for companies using e-books as lead magnets. Customize and use the same template on your website:
How to get the most out of this template:
1. Adjust the template's content to match your campaign's message. Update the headline, subtext, and additional text to make it fit your e-book and goals.
2. Match the form's design to your brand's style. Change colors, fonts, and images to stay true to your brand.
3. Personalize the form fields to collect the information you require from leads. Think about asking for more than just their email, like their name, company, or industry.
10. User Qualification Survey
A User Qualification Survey helps categorize leads into different segments based on their needs, preferences, and readiness to engage. This segmentation allows marketing teams to tailor their messaging and strategies for different audience groups. Here's an example of such survey:
How to get the most out of this template:
Tailor the survey questions to gather the data you require for lead qualification. Customize questions related to the buyer's journey, budget, pain points, and any other criteria relevant to your product or service.
Set up different outcomes and logic to categorize leads based on their responses. For example, leads expressing high interest can be directed to a product demo, while those who need more information can receive additional resources.
Connect the User Qualification Survey with your CRM system or marketing automation tools to ensure that qualified leads are seamlessly transferred for further nurturing and follow-up.
Final Words
Every template featured in this blog is mobile-friendly, enhancing your search engine optimization efforts. By captivating visitors for longer durations, these templates send a positive signal to Google, underscoring the value of your page.
These templates, however, are just the starting point. You can further elevate your marketing campaigns by crafting your own quizzes, surveys, custom calculators, and forms. These personalized tools serve as powerful lead magnets, attracting an even wider pool of ideal customers.
Explore other templates that can help you improve your sales cycle:
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