Download Gated Content

There is a version of lead capture that works and a version that quietly destroys your pipeline. The version that fails asks for a name and email, dumps every submission into the same list, and hopes the sales team figures out who is worth calling. The version that works collects just enough context to know whether this person is a curious reader or a potential buyer, and routes them accordingly.

This template is built for gated content downloads, the most common lead capture scenario in B2B marketing. Someone wants your ebook, whitepaper, or guide. You want to know who they are and whether they are worth a follow-up. The form sits between those two goals and handles both in under two minutes.

Six Fields That Separate Browsers from Buyers

This is a 6-field lead capture form on 2 pages. It runs in conversational mode, presenting one field at a time so the experience feels lightweight even though it collects meaningful qualification data. Estimated completion time is 1 to 2 minutes.

The form starts with full name and work email address. The email field placeholder reads "you@company.com" rather than a generic email prompt, which is a subtle but effective way to signal that this is a professional resource and discourage personal Gmail addresses. For B2B teams, work email is the most valuable field on the form because it tells you the company domain, which feeds into account-based marketing tools, CRM enrichment, and sales research.

Company name and job title come next. Company name is required; job title is optional. This split is intentional. Company name is essential for any CRM workflow that groups leads by account. Job title is useful for segmentation but not worth losing a submission over. A VP of Marketing who skips the title field is still a qualified lead. Making it optional keeps friction low while giving your team an extra data point when people do fill it in.

Industry Selection and the Follow-Up Gate

An industry dropdown with six options (Technology, Finance, Healthcare, Education, Retail, Other) appears next. This field serves two purposes. First, it lets marketing teams segment leads by vertical for targeted nurture sequences. A healthcare lead who downloaded your compliance guide gets different follow-up content than a retail lead who downloaded the same guide. Second, it gives sales reps immediate context. When a lead from the finance industry downloads a whitepaper on data security, the rep knows which talking points to lead with.

The final field is a radio button: "Would you like a follow-up from our team?" with two options: "Yes, please reach out" and "No, just the download." This field is the single most impactful addition to a standard lead capture form. It splits your leads into two groups instantly. The people who say yes are requesting a conversation. The people who say no want the content and nothing else. Routing these two groups differently, one to a sales sequence and one to a nurture drip, dramatically improves both conversion rates and the reputation of your outreach.

Most lead capture forms skip this question and let the sales team decide who to call based on company size or job title. The problem is that a CMO who just wants to read your report does not want a cold call on Tuesday. Asking the question respects the lead's intent and gives your team a clear signal instead of a guess.

Connecting Downloads to Revenue Without the Guesswork

The operational value of a structured lead capture form compounds over time. Every submission lands in your dashboard with the same fields, so you can filter by industry, sort by company name, and separate follow-up requests from content-only downloads. Export to your CRM and every lead enters the right pipeline from day one.

The form connects to Google Sheets, HubSpot, Notion, Slack, Mailchimp, and 40+ other tools. Marketing teams typically route submissions to an email automation platform where industry and follow-up preference trigger different sequences. Sales teams get notified only about leads who requested contact, which means higher connection rates and fewer annoyed prospects.