Business Details

  • Business Name

  • Location/Site

  • Conducted on

  • Site Contact

  • Title (if known)

  • Phone

  • Email

Current/Recommended Setup

  • What type of lead is this?

Current Hardware

  • Make/Model

  • Serial Number

  • Black Meter Reading

  • Colour Meter Reading

  • Photo of current hardware

  • Description of the hardware state (why does it need to be replaced)


  • Model

  • List Accessories

  • Reason for recommending this hardware

Solutions Info

  • Does the customer have any solutions currently?

  • List the current solution details to the best of your ability. Include version numbers if possible

  • Why is this solution not working?

  • Detail what issues they are having, which makes you believe a solution is required. e.g. Significant number of manual entries into accounting package, which could be automated

IT Info

  • Current IT Company

  • Detail what services their IT currently provide

  • What issues do they experience with their IT?

Lead generated by:

  • Employee Name and Signature

  • Branch

  • Position

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.