This sales template includes 9 fields. Capture intent and qualify free trial users nearing the end of their trial for conversion to paid plans. Free to customize and use on ZenBuild.
Full Name (text, required)
Work Email (email, required)
Company Name (text, required)
Current Trial Plan (dropdown selection, required) — options: Basic Trial, Pro Trial, Enterprise Trial
Interested Paid Plan (dropdown selection, required) — options: Starter, Growth, Professional, Enterprise, Not Sure
Number of Users on Team (number, required)
Are You the Decision Maker? (multiple choice, required) — options: Yes, No – I'll Refer Internally
Primary Use Case or Goal (long text, required)
Would You Like to Speak with Sales? (multiple choice, required) — options: Yes, No – I'll Upgrade Online
