Qualification questions that show who buys, how many seats and when
Ask companies evaluating your product about their team, their decision and their budget before the first sales call. Each question below comes with when to ask it and what the answer tells you.
What lead qualification survey questions tell you
Lead qualification survey questions ask a company evaluating your product how big the team is, how many seats it needs, who takes part in the decision and how long the evaluation will run. Sales can then prepare the first call around the account's real size and process, and route small teams to self-serve before anyone spends an hour on a demo.
Ask them when a company books a demo or starts a trial, on the page that follows the signup, or by link in the first email from sales. Pick four or five: team size, seats, the role in the decision, the timeline and one open question about the stack.
Each response gets an owner and a status in the inbox, so sales can pick up the accounts with the most seats first. On every plan, workflows can add rows to Google Sheets or post to Slack, and they can send responses to HubSpot, where sales already keeps the account.
- Questions
- 10
- Best asked
- When a company books a demo or starts a trial
- Industry
- SaaS
- Where to find them
- From library in the Usertick survey editor, on every plan
The 10 team and company questions, with when to ask each
Grouped by what they tell you. Use them as they are or change the wording.
The size of the account
Ask team size and seats together, since the gap between them shows how far the first purchase will reach.
- 01Number
How big is the team that would use the product?
The number of people who would use the product. Results shows the median and the middle half, so you can see the typical account size behind your demo requests.
- 02Number
How many seats would you need?
Seats the company expects to need. Compare it with team size: a large gap can mean one department will start first, which is worth knowing before you quote.
How the decision gets made
Who decides, how many people are involved, how long it takes and how much security weighs tell sales how to run the deal.
- 04Number
How many people are involved in this decision?
How many people take part in the decision. A larger number points to a buying committee, so prepare material each of them can read without joining a call.
- 05Dropdown
What is your role in the decision?
The role of the person answering, from decision maker to procurement. Select End user in Results to find the accounts where sales still needs an introduction to the person who signs.
- 03Ruler
How many weeks will your evaluation take?
The length of the evaluation in weeks, on a ruler up to twelve. Use the median to plan follow-up, and flag long evaluations for a check-in halfway through.
- 07Big scale
How important is security review in your choice?
How much a security review weighs in the choice, on a ten-step scale. High scores are a signal to send your security documents early, so the review doesn't hold up the contract.
Budget and contract
These two questions show what the company expects to pay for and how, without asking for a figure.
- 06Points allocation
Split 100 points across where the budget should go:
Users split 100 points across licenses, onboarding, support and training. Results shows the average points per item, which tells sales which part of the offer to lead with.
- 10This or that
Which contract would you prefer?
Monthly or annual, as a single pair. The split bar shows how many prospects expect a yearly contract, which helps when you set the discount for annual plans.
The stack and the tool you replace
End with the open questions, which give sales the comparison and the integration to prepare before the call.
- 08Text
Which integration is a must-have for your stack?
An open question for the integration the company can't do without. Answers are tagged by theme, so you can filter for one tool and read every account that depends on it.
- 09Text
What would you be switching from?
Names the tool, spreadsheet or process the company would leave behind. Sales can prepare the comparison before the call, and onboarding can plan the import.
Tips for asking about team and company
Small choices that get honest, useful answers.
- 01
Ask before the first call
Put the questions in the demo request or trial signup flow, so sales reads the answers before speaking to the company.
- 02
Keep it to five questions
A long qualification form costs demo requests. Ask team size, seats, role and timeline, and leave the budget for the call when it feels too early.
- 03
Route by account size
Give each response an owner in the inbox by size, so large accounts reach sales the same day and small teams get a self-serve path.
- 04
Send answers to your CRM
On every plan, a workflow can send responses to HubSpot, Google Sheets or a webhook, so nobody types them in again.
Add these questions to a survey
From the library to the first answers.
- 1
Open the library
In the Usertick survey editor, choose From library, filter by industry and topic, and add several questions at once.
- 2
Or paste your own list
Paste questions reads up to 10 questions from any text on Free, 100 on Starter and 200 on Pro and above, keeps your wording and picks an answer type for each.
- 3
Choose where it runs
Show the survey on your website, send it by email, share its link and QR code, or switch it to a conversation.
- 4
Read the answers
Results counts every score and choice, and Usertick reads each written answer and files it by topic, on every plan.
Templates and more questions about team and company
Full surveys that ask about the same things, and neighboring topics in the library.
Templates
Browse all templatesFrequently asked questions
On the page after a demo request or trial signup, as a survey inside the page, or by link in the first email from sales. Link surveys keep any tag on the link with each answer, such as the campaign that brought the lead.
Four or five. Team size, seats, the role in the decision and the timeline are enough to route the lead, and budget and contract can wait for the call.
Yes, on every plan. Workflows can also add each response to Google Sheets, post it to Slack or Microsoft Teams, or call a webhook.
Points allocation is a gentler way in. It asks how the budget should be split across licenses, onboarding, support and training, and Results shows the average points per item.
Yes. The question library comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.
Yes. Once a question is in your survey, reword it, change its options or its answer type, and add logic to skip it for some answers.
Yes. The library is translated into Usertick's built-in languages, and in any other language it shows in English for you to translate.
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