Ask only what you need to reply well
Every extra field puts some people off. For most small businesses, these are enough:
- Name
- Email and/or phone
- What they need (a short list to choose from, plus a message box)
- Location or suburb, if you only work in certain areas
- When they’d like it done
Save the detailed questions for the first conversation.
Make it easy on a phone
Many people will fill in your form on a phone. Use large tap targets, the right keyboard for each field (numbers for phone numbers) and a clear button label such as “Send enquiry” rather than “Submit”.
Say what happens next
After someone sends the form, tell them when they’ll hear back. “Thanks, we’ll be in touch within one business day” sets an expectation and reduces repeat enquiries.
Keep spam out without annoying people
Use a modern bot check rather than a hard puzzle, and validate fields on the server. Ask your provider how it handles spam before you publish the form.
Send it straight into your CRM
A form that emails a shared inbox relies on someone noticing. A form connected to your CRM creates the lead with its source and campaign, assigns an owner and starts the response clock.
NovaSoft One lead forms map answers into lead fields, record where the enquiry came from, check for duplicates and include bot protection. They are included from the Starter plan.
Form mistakes that cost enquiries
- Too many required fields. Ask for a phone number or an email, not necessarily both.
- A vague message box. “How can we help?” works better than “Message”.
- Hidden forms. Put the form or a clear link on every service page, not just the contact page.
- No confirmation. If nothing happens after pressing send, people send again or call.
- Puzzles. Hard CAPTCHA puzzles put real people off. Use modern, quiet bot protection instead.
Example: a quote request form for a trades business
- Your name
- Phone or email
- Suburb
- Type of job (choose from a list: repair, installation, inspection, other)
- Describe the job (optional message box)
- When would you like it done? (as soon as possible, within a month, just planning)
Six questions, most of them quick taps on a phone. It gives you enough to prioritise, assign and reply with something useful.
Testing your form
Fill in your own form every month on a phone and a computer. Check that it submits, that the confirmation appears and that the enquiry reaches the right person. Forms break quietly when websites change, and a broken form can cost weeks of enquiries before anyone notices.
Following up form enquiries
A form only starts the conversation. Decide who owns form enquiries, how quickly they get a reply and what that reply includes. Tag each enquiry with the page it came from: someone who filled in the form on your emergency repairs page needs a faster response than someone on your general contact page. Review form enquiries monthly to see which pages bring the most valuable work.
Quick checklist
- Ask only the five or six questions you need to reply well.
- Make the form easy to complete on a phone.
- Show a clear confirmation message and expected reply time.
- Use quiet bot protection rather than hard puzzles.
- Send enquiries straight into your CRM with the source recorded.
- Test the form monthly on a phone and a computer.
Track where leads come from
Record the source of every enquiry: website, Google, referral, social media. After a few months you’ll know which channels bring work you actually win, not just enquiries.
Common questions
How many fields should an enquiry form have?
Five or six is enough for most small businesses.
Should we ask for a phone number?
Ask for phone or email, and let people choose which they prefer.
How do we stop spam form submissions?
Use modern bot protection and server-side checks rather than hard puzzles.
This guide is general information for Australian businesses, not legal, tax or financial advice. Check anything specific to your situation with a qualified adviser or the relevant government agency.