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Lead Intake Form

Lead Intake Form Template for Ireland

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Key Requirements PROMPT example:

Lead Intake Form

"I need a Lead Intake Form for my Dublin-based management consulting firm that will launch in January 2025, with emphasis on capturing detailed project requirements and budget information from potential corporate clients while ensuring full GDPR compliance."

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Document background
The Lead Intake Form is a foundational document used in the early stages of client engagement within the Irish business environment. It serves as the initial point of formal contact between a business and potential clients, collecting necessary information while ensuring compliance with Irish and EU regulations, particularly GDPR. This document is typically deployed when a business needs to systematically gather information from prospective clients, capture their requirements, and obtain necessary consents for data processing and communication. The Lead Intake Form includes sections for personal information, business details, project requirements, and mandatory regulatory disclosures, making it an essential tool for businesses operating under Irish jurisdiction. It's designed to balance comprehensive information gathering with legal compliance, while maintaining user-friendly engagement.
Suggested Sections

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

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

3. Project/Service Requirements: Brief description of the client's needs, budget range, and timeline expectations

4. Source Information: How the lead heard about the company/service (for marketing analytics and relationship management)

5. Data Protection Notice: GDPR-compliant explanation of how the collected data will be used, stored, and processed

6. Consent Declarations: Explicit consent checkboxes for data processing and marketing communications

Optional Sections

1. Additional Decision Makers: Section for listing other stakeholders involved in the decision-making process, used when dealing with larger organizations

2. Previous Experience: Field for describing any relevant previous experience with similar services/products, useful for high-value or specialized services

3. Special Requirements: Section for noting any specific needs or accommodations, important for accessibility and customized service delivery

4. Preferred Communication Schedule: Fields for specifying preferred contact times and frequency, useful for high-touch sales processes

5. Budget Breakdown: Detailed budget allocation sections, relevant for complex projects or services with multiple components

Suggested Schedules

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

2. Terms and Conditions: Basic terms governing the intake process and initial relationship

3. Service Categories: List of available services or products with brief descriptions for reference

4. Data Processing Agreement: Standard data processing terms and conditions as required by GDPR

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 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






























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Relevant Industries

Professional Services

Technology

Consulting

Financial Services

Legal Services

Marketing and Advertising

Real Estate

Healthcare

Education

Manufacturing

Retail

Construction

Information Technology

Business Services

Relevant Teams

Sales

Marketing

Business Development

Legal

Compliance

Customer Success

Operations

Data Protection

Customer Relations

CRM Administration

Relevant Roles

Sales Manager

Business Development Representative

Marketing Manager

Customer Relations Manager

Data Protection Officer

Compliance Officer

Legal Counsel

Operations Manager

Digital Marketing Specialist

Account Executive

Customer Success Manager

Sales Operations Manager

Business Analyst

CRM Administrator

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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