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Lead Intake Form

Lead Intake Form Template for Germany

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Key Requirements PROMPT example:

Lead Intake Form

"I need a GDPR-compliant Lead Intake Form for my IT consulting firm in Munich, targeting enterprise clients, with specific fields for project budget ranges and preferred implementation timelines for Q2 2025."

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Document background
The Lead Intake Form is a critical business document used in the German market for capturing and processing information about potential customers or business opportunities. This document is specifically designed to comply with German data protection laws, including the Bundesdatenschutzgesetz (BDSG) and EU's GDPR requirements. The form typically includes sections for personal information collection, consent mechanisms, data processing disclosures, and communication preferences. It serves as the first point of formal contact between a business and potential customers, requiring careful balance between business needs and legal compliance. The Lead Intake Form is particularly important in regulated German markets where documentation of consent and data processing transparency are essential for business operations.
Suggested Sections

1. Personal Information: Basic contact details including name, email, phone number, and preferred contact method

2. Company Information: Business details including company name, position, industry, and company size if applicable

3. Interest Categories: Specific products/services the lead is interested in, allowing for better lead qualification

4. Communication Preferences: Preferred methods and times for contact, language preferences

5. Data Protection Notice: Clear explanation of how personal data will be processed, stored, and used, in compliance with GDPR and BDSG

6. Consent Declarations: Explicit consent mechanisms for data processing and marketing communications, with separate checkboxes for different types of processing

7. Legal Disclosures: Required legal information including company details (Impressum) and data controller information

Optional Sections

1. Budget Information: Optional section for collecting budget range and timeline information, used when qualifying leads for high-value products/services

2. Project Details: Additional field for collecting specific project requirements, used for complex product/service offerings

3. Referral Source: Optional tracking of how the lead found the company, useful for marketing analytics

4. Additional Requirements: Space for special requirements or custom requests, used when offering customizable solutions

5. Newsletter Subscription: Optional section for newsletter signup, separate from main lead intake process

Suggested Schedules

1. Privacy Policy: Detailed privacy policy document referenced in the main form

2. Terms of Service: General terms of service for initial business contact

3. Data Processing Information: Detailed information about data processing practices and data subject rights

4. Marketing Preferences List: Detailed list of marketing communications types and frequencies available

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant Industries

Information Technology

Professional Services

Manufacturing

Retail

Financial Services

Healthcare

Education

Real Estate

Consulting

E-commerce

Telecommunications

Energy

Construction

Automotive

Legal Services

Relevant Teams

Sales

Marketing

Legal

Compliance

Business Development

Customer Success

Data Protection

Digital Marketing

Operations

Information Technology

Relevant Roles

Sales Manager

Marketing Director

Business Development Representative

Data Protection Officer

Legal Counsel

Compliance Manager

CRM Administrator

Digital Marketing Manager

Lead Generation Specialist

Sales Operations Manager

Customer Success Manager

Business Development Director

Marketing Operations Manager

Privacy Officer

Sales Director

Industries
General Data Protection Regulation (GDPR): EU's comprehensive data protection law that sets guidelines for collecting and processing personal information of individuals within the EU. Particularly relevant for forms collecting personal data.
Bundesdatenschutzgesetz (BDSG): German Federal Data Protection Act that implements and supplements GDPR in Germany, providing additional requirements for data processing and protection.
Bürgerliches Gesetzbuch (BGB): German Civil Code that governs contract formation and business relationships, including requirements for valid consent and business communications.
Telemediengesetz (TMG): German Telemedia Act that regulates electronic business communications and information services, including requirements for online forms and data collection.
Gesetz gegen den unlauteren Wettbewerb (UWG): German Unfair Competition Act that governs marketing practices and communications with potential customers, including regulations on email marketing and lead generation.
ePrivacy Directive: EU directive concerning privacy in electronic communications, particularly relevant for online lead intake forms and subsequent electronic communications.
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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