Identify the request type
Let the visitor choose the service or project category first.
Template
Quote request funnel template.
Use this funnel when the lead wants a price, but sales needs context first. It turns a vague request into a structured opportunity with service type, urgency, location and budget attached.
Home services
B2B service providers
Local businesses running Google Ads
Sales teams that need project context before calling
Funnel map
The structure behind the template.
The page should make the user feel they can clone a working structure, not assemble a form from scratch.
Capture scope and urgency
Ask when they want to start and how large the project is.
Check location fit
Avoid wasting time on out-of-area leads when the business is local.
Collect contact and route
High-fit, urgent leads can trigger immediate notifications. Low-fit leads can get an alternate ending.
Question stack
Suggested fields, arranged for momentum.
01
Service requested
02
Project scope
03
Timeline
04
Location
05
Budget range
06
Name, email and phone
Tracking
Attribution follows the lead.
UTM
CAPI
CRM
- Capture UTM source, medium, campaign, term and content on landing.
- Store gclid and fbclid with the final lead record.
- Send a deduplicated Meta Lead event after submission when consent allows it.
- Forward answers and attribution to your CRM via webhook.
Frequently asked questions
Should I show pricing before collecting contact?v
Use ranges if they help qualify. Exact pricing usually requires a call or inspection.
What should happen after submission?v
Send the lead to a thank-you page that sets response-time expectations and notify sales immediately.
Clone the structure and launch your version.
Start from this template, connect your tracking, and publish the funnel before your next ad test.