Trades Geeks Sales Portal

Trades Geeks Lead Forms

Choose whether you are logging a nurture lead or onboarding a new client.

Use this form when a trade business shows interest after a cold call but is not ready for a sale yet.

1. Sales Information

Sales Agent * Select the sales agent who spoke with the prospect.

2. Prospect Details

Company Name

Trade Type *

First Name *

Last Name *

Phone Number *

Email Address

Address Line 1

Address Line 2

Town / City

Postcode *

3. Interest Level

Package DiscussedOnly select this if the call reached package discussion.

Additional NotesAdd call notes, objections, interest level, what was discussed, and what should happen next.

Use this form when the customer has agreed to proceed and you need to complete the full onboarding details.

1. Sales Information

Sales Agent *Select the sales agent who completed this sale.

2. Customer Details

Company Name

First Name *

Last Name *

Phone Number *

Alternative Phone Number

Email Address

Postcode *

Address Line 1

Address Line 2

Address Line 3

Town / City

3. Package Confirmation

Selected Package *

30-Day Initial Agreement

4. Business Information

Industry / Trade

Existing Website or Domain

Meta Business Page Link

Qualifications / Accreditations / Insurance / Warranties

5. Marketing Campaign Setup

Services to AdvertisePlease include the foot-in-the-door job, most wanted jobs, competitive pricing for ads, and any services you do not want us to advertise.

Target AreaPlease include all towns, villages, postcodes or areas you want to cover. Also note any areas you do not want to travel to.