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Lead Intake Form
"I need a Lead Intake Form for my financial advisory firm that complies with FCA regulations and includes specific sections for investment preferences and risk tolerance, to be implemented by March 2025."
1. Contact Information: Collection of basic contact details including name, phone, email, and address
2. Data Protection Notice: Mandatory information about how personal data will be collected, used, stored and processed in compliance with UK GDPR
3. Consent Declarations: Explicit consent checkboxes for data processing and marketing communications as required by PECR and UK GDPR
4. Source Information: Details about how the lead discovered or was referred to the service/product
5. Requirements Section: Specific needs, interests, and requirements of the lead regarding products or services
1. Budget Information: Financial parameters and budget constraints - include when leads involve significant financial commitment
2. Timeline Preferences: Preferred contact times and urgency of enquiry - include when service delivery timing is relevant
3. Additional Stakeholders: Information about other decision-makers - include for B2B or complex sales processes
4. Industry-Specific Information: Specialized fields relevant to specific industries (e.g., financial services, healthcare) - include based on sector requirements
1. Privacy Policy: Detailed data protection and privacy information explaining compliance with UK GDPR and Data Protection Act 2018
2. Terms and Conditions: Standard terms relating to lead processing, follow-up procedures, and any limitations or conditions
3. Marketing Preferences Form: Detailed opt-in/opt-out preferences for different types of marketing communications as required by PECR
Authors
Data Subject
Lead
Prospective Customer
Data Controller
Data Processor
Marketing Communications
Consent
Service Provider
Products and Services
Processing
Third Party
Special Categories of Personal Data
Privacy Notice
Marketing Preferences
Legitimate Interests
Data Protection Laws
Applicable Laws
Contact Information
Authorized Personnel
Privacy
Consent
Marketing Communications
Information Collection
Data Storage
Data Processing
Third Party Sharing
Data Subject Rights
Marketing Preferences
Information Use
Confidentiality
Data Retention
Data Security
Opt-out Rights
Access to Information
Purpose Limitation
Data Accuracy
Withdrawal of Consent
Complaints Procedure
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