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.
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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
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
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
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
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