GenTech Northwest lesson
Choose useful generator lead-form questions: a GenTech lesson
Check which form answers your office and estimator use. Keep useful project details without making the form hard to finish.
Keep a generator lead-form question only if its answer helps someone take the next step. Ask about the job, let buyers say what they do not know and send the answers to the right person.
Jamie at GenTech Northwest values useful project detail before a visit. The form helps start the check; a person still needs to confirm fit.
On this page
What the client described
In his historical interview, Jamie describes time spent on visits that lacked a clear fit. He values the questions in the lead form. His team still checks the project by phone.
That is his view of what helped. It does not prove which field caused a sale or how many people left the form. A form alone cannot confirm the job.
Give each field a job
Look at your form one question at a time. Ask the office what it does with that answer. If no one uses it, the question may not need to be there.
A job address can help check your service area. The kind of work helps route the request. A timing question helps staff plan the first talk. Keep each purpose clear.
Make the answers easy
Use plain labels. Let people say they do not know a site detail. Do not make them guess a panel size or fuel setup just to ask for help.
Keep questions about the project. Your team can ask for more detail when it is needed. Explain that the form starts a request, not a firm price or a booked install.
Check that the answers get used
Keep the useful detail easy to find. Do not make the homeowner repeat it to each person. Test the form on a phone. Then judge real fit and held visits, not just the number of forms filled.
- Pick a few recent requests.
- Check which form answers reached the office.
- Ask which answers helped with the first call.
- Find questions staff had to ask again.
- Fix a missing handoff before adding more fields.
Try a field map before adding questions
Write the decision beside each field. If two fields drive the same choice, check whether you need both at this stage. Do not ask for a technical fact just because the form can store it.
After a change, check real request notes with the office. Did the answer arrive, and did anyone use it? A longer form is not proof of better fit.
Watch and learn
Jamie on useful form questions
Jamie gives his view of the questions before a call. It does not prove that a longer or harder form works better.
Selected section: 5:03–5:57.
This is a clip from an earlier client interview. The speaker shares their own results and views. It is not an audit or a forecast for your firm. The full video may mention old offers.
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Sources and further reading
Sources checked .
