Lead Intake Form Template for United States

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Key Requirements PROMPT example:

Lead Intake Form

"Need a Lead Intake Form for our real estate agency that focuses on luxury properties in California, compliant with CCPA and including specific fields for property preferences and investment range, to be implemented by March 2025."

Document background

The Lead Intake Form is a crucial document used in the United States for businesses to gather information about potential customers while ensuring compliance with federal and state regulations. It serves as the initial point of contact documentation, capturing essential details about prospects while securing necessary permissions for future communication. The form must adhere to various privacy laws and consumer protection regulations, including TCPA and CAN-SPAM Act requirements. Lead Intake Forms typically include contact information, communication preferences, and specific disclaimers required by law.

Suggested Sections

1. Personal Information Section: Collection of basic contact details including name, address, phone, and email address

2. Contact Preferences Section: Fields for preferred contact methods, best times to contact, and opt-in/opt-out choices for different communication channels

3. Privacy Notice Section: Clear disclosure of how collected information will be used, stored, and shared, including TCPA and CAN-SPAM Act compliance statements

4. Consent Declaration Section: Express authorization statements and checkboxes for data collection, marketing communications, and terms acceptance

Optional Sections

1. Product Interest Section: Optional section for capturing specific products/services of interest when multiple offerings are available

2. Budget Range Section: Optional section for financial parameters when relevant to lead qualification

3. Timeline Section: Optional section for capturing expected purchase/decision timeframe for sales prioritization

4. Industry-Specific Information: Optional section for additional fields based on specific industry requirements (e.g., healthcare, financial services, real estate)

Suggested Schedules

1. Privacy Policy: Detailed privacy policy document outlining data handling practices and consumer rights

2. Terms of Service: Comprehensive terms and conditions governing the use of provided information

3. State-Specific Disclosures: Required legal disclosures for specific states where the business operates

4. Communication Opt-Out Procedures: Detailed procedures for opting out of future communications

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

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Real Estate
Financial Services
Healthcare
Education
Professional Services

Relevant Teams

Sales
Marketing
Legal
Customer Service
Operations

Relevant Roles

Sales Manager
Marketing Director
Compliance Officer
Business Development Representative
CRM Administrator

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Electronic Intake Forms

Legal framework for electronic intake forms compliant with US federal and state regulations, governing digital information collection and processing.

How a Sales & Marketing Lead uses Genie AI to reduce contract drafting time by 95%

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Authors

Alex Denne

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