Lead Intake Form

Lead Intake Form Template for Philippines

Create a bespoke document in minutes, or upload and review your own.

4.6 / 5

4.8 / 5

Let's create your Lead Intake Form

1. Select your governing law and document type:

2. Enter your key requirements:

3. Create your document to edit, review or download

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

"I need a Lead Intake Form for my Manila-based real estate agency that will launch in January 2025, with strong emphasis on data privacy compliance and the ability to collect property preference information from potential buyers."

Document background

The Lead Intake Form serves as a crucial initial point of contact between businesses and potential clients in the Philippines market. This document is specifically designed to capture essential information about prospective clients (leads) while ensuring compliance with Philippine regulations, particularly the Data Privacy Act of 2012 (RA 10173) and relevant consumer protection laws. The form is typically used during the early stages of client engagement, whether through digital platforms, in-person meetings, or trade events. It includes fields for personal and business information, consent declarations, and data processing notifications. The document's structure reflects both business development requirements and legal obligations, making it an essential tool for companies operating in the Philippine market who need to systematically collect and process lead information while maintaining regulatory compliance.

Suggested Sections

1. Personal Information: Basic contact details including name, address, contact numbers, and email address

2. Business Information: If applicable, company name, position, business address, and business contact details

3. Interest Details: Specific products, services, or information the lead is interested in

4. Contact Preferences: Preferred method and time of contact

5. Source Information: How the lead learned about the company/service

6. Data Privacy Consent: Explicit consent section complying with the Data Privacy Act of 2012, including purpose of data collection and processing

7. Declaration: Statement confirming accuracy of provided information and acknowledgment of terms

Optional Sections

1. Budget Range: Optional field for leads to indicate their budget range, used when qualifying leads for specific products or services

2. Timeline: Optional section for leads to indicate their decision-making timeline or project implementation schedule

3. Additional Requirements: Space for specific requirements or special requests, used when the lead has unique needs

4. Referral Information: Details about who referred the lead, if applicable

5. Previous Engagement: Section for indicating any previous interaction with the company, used for returning leads

Suggested Schedules

1. Privacy Notice: Detailed privacy policy explaining how personal information will be collected, used, stored, and protected

2. Terms and Conditions: General terms governing the use of the provided information and potential business relationship

3. Data Processing Notice: Specific information about how the data will be processed, shared, and maintained within the organization

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok��˰� | 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

Insurance

Professional Services

Technology

Retail

Healthcare

Education

Manufacturing

Consulting

Telecommunications

Construction

Relevant Teams

Sales

Marketing

Business Development

Customer Relations

Compliance

Legal

Digital Marketing

Client Services

Lead Generation

Data Protection

Relevant Roles

Sales Manager

Marketing Director

Business Development Executive

Customer Relationship Manager

Data Protection Officer

Compliance Officer

Sales Representative

Marketing Coordinator

Lead Generation Specialist

Business Development Manager

Digital Marketing Manager

Client Services Manager

Find the exact document you need

Pt Intake Form

A Philippine-compliant physical therapy intake form for collecting patient information, medical history, and treatment consent under local healthcare regulations.

tiktok���˰�

How tiktok���˰� reduced drafting time by 75% for a legal firm

Let's create your Lead Intake Form

Authors

Alex Denne

Find the exact document you need

Pt Intake Form

Hypnosis Intake Form

Veterinary Patient Intake Form

Seller Intake Form (Real Estate)

Massage Client Consultation Form

Mediation Intake Form

Health Coach Intake Form

Basic Intake Form

Computer Repair Intake Form

Yoga Intake Form

Naturopathic Intake Form

Event Intake Form

Chiropractic Patient Intake Form

Legal Intake Form

Event Planning Client Intake Form

Nutrition Intake Form

Project Intake Form

Massage Form

General Intake Form

Therapy Intake Form

Real Estate Lead Intake Form

Real Estate Client Intake Form

Program Intake Form

Phone Intake Form

Marketing Client Intake Form

Intake Referral Form

Initial Intake Form

Client Intake Assessment Form

Nonprofit Intake Form

Financial Coaching Intake Form

Virtual Assistant Intake Form

Massage Client Intake Form

Home Care Intake Form

Case Intake Form

Referral Intake Form

Biopsychosocial Intake Form

Wellness Intake Form

Real Estate Buyer Intake Form

Marriage Counseling Intake Form

Financial Intake Form

Consulting Intake Form

Case Management Intake Form

Order Intake Form

Bookkeeping Client Intake Form

Salon Client Intake Form

Creative Intake Form

Esthetician Client Intake Form

Client Intake Form

Lead Intake Form

Employment Intake Form

Vendor Intake Form

Intake Assessment Form

Clinical Intake Form

Procurement Intake Form

Patient Intake Form

Download our whitepaper on the future of AI in Legal

�ұ�Ծ���’s Security Promise

Your documents are private:

Your documents are protected:

Organizational security

Innovation in privacy:

Want to know more?

Use Cases

tiktok��˰�

How tiktok��˰� reduced drafting time by 75% for a legal firm

�ұ�Ծ��’s Security Promise