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Lead Intake Form Template for Denmark

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Key Requirements PROMPT example:

Lead Intake Form

Document background
The Lead Intake Form is a crucial business document used in the Danish market to initiate and manage potential business relationships while ensuring compliance with local and EU regulations. This document is specifically designed to collect relevant information from potential clients or customers (leads) while adhering to the strict requirements of the Danish Data Protection Act, Marketing Practices Act, and GDPR. The form typically includes sections for basic contact information, business details, communication preferences, and mandatory consent mechanisms. It serves as the first formal point of contact between a business and potential clients, making it essential for lead generation and customer relationship management while maintaining legal compliance. The Lead Intake Form should be regularly reviewed and updated to ensure continued compliance with evolving Danish and EU data protection regulations.
Suggested Sections

1. Basic Contact Information: Essential contact details including name, email, phone number, and preferred contact method

2. Company Information: Business details including company name, registration number (CVR), and business address if applicable

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

4. Communication Preferences: Preferred channels and timing for communication

5. Data Processing Consent: GDPR-compliant consent section for processing personal data, including specific purposes

6. Marketing Consent: Separate consent section for marketing communications as required by Danish Marketing Practices Act

7. Privacy Notice Summary: Brief overview of how the data will be processed, stored, and protected

8. Declaration: Confirmation of information accuracy and acknowledgment of terms

Optional Sections

1. Budget Range: Optional field for leads to indicate their budget range - useful for B2B leads or high-value services

2. Timeline: Section for indicating desired timeline or urgency of inquiry

3. Referral Source: Optional tracking of how the lead found the business

4. Additional Requirements: Free-text field for specific requirements or special requests

5. Industry Sector: Relevant for B2B leads to specify their industry

6. Company Size: Optional field for B2B leads to indicate number of employees or revenue range

Suggested Schedules

1. Privacy Policy: Detailed privacy policy compliant with GDPR and Danish Data Protection Act

2. Data Processing Terms: Detailed information about how the collected data will be processed, stored, and protected

3. Cookie Policy: If form is online, detailed information about cookies used as required by Danish Cookie Order

4. Terms and Conditions: General terms governing the use of the form and subsequent communication

Authors

Relevant legal definitions



























Clauses




















Relevant Industries
Relevant Teams
Relevant Roles
Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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