No more wasted discovery calls
Enquiries you'd never take on are declined before they reach your diary, so every call is with someone worth speaking to.
Enquiry forms that qualify your leads for you
Add a custom enquiry form to your website. strively checks every response against your rules and accepts or declines the enquiry automatically, so your diary only fills with clients you want to work with.
Included in every plan, from £110 a month.
What is a qualifying enquiry form?
A qualifying enquiry form is a form on your website that collects what you need to know about a prospective client, such as business type, turnover and the services they want, and checks it against rules you set. Enquiries that meet your criteria are accepted and move on to booking a meeting. Those that don't are declined automatically.
Why practices use qualifying enquiry forms
The information you need, up front
Prospects answer your questions before the first meeting, so you walk in knowing what they do and what they need.
The same decision every time
Your rules are applied to every enquiry, whoever is in the office and however busy the team is.
How enquiry forms work
Set it up once, and every new enquiry is handled the same way.
Build your form
Choose the questions you want prospects to answer, from business type and turnover to the services they need.
Set your rules
Decide which answers mean a good fit and which don't, such as a minimum turnover or services you don't offer.
Add it to your website
Put the form on your site with a simple link, so enquiries come straight into strively.
Let strively decide
Each enquiry is checked against your rules automatically, the moment it arrives.
Good fitInvited to book a discovery call
Limited company · £400k · Accounts, tax, payroll
Not a fitNever reaches your diary
Sole trader · £18k · One-off tax return
Everything your enquiry form can do
Ask the questions that matter to your practice
Every practice qualifies clients differently, so the questions are yours to choose.
- Business type, turnover and number of employees
- The services the prospect needs
- Anything else you'd normally ask on a first call
Your enquiry form
Question 1What type of business do you run?
Question 2What is your annual turnover?
Question 3Which services do you need?
Question 4How many employees do you have?
Rules that accept or decline for you
Tell strively what a good-fit client looks like, and it applies your rules to every enquiry.
- Accept or decline based on any answer
- Turn away work below your minimum fee
- Only meet the clients you want to work with
Your rules
IfTurnover is £100k or moreAccept
IfBusiness is a limited companyAccept
IfOnly needs a self assessmentDecline
Applied to every new enquiry
From enquiry to booked meeting, automatically
An accepted enquiry doesn't sit in an inbox. It moves straight on to the next step.
- Accepted prospects are invited to book a discovery call
- Every enquiry is tracked in your pipeline
- Routed to the right specialist on the Team plan
Today's enquiries
Hartley & Co LtdMeeting booked · Tue 10:00Accepted
Brook Lane DentalInvited to bookAccepted
J. PatelBelow your minimum feeDeclined
Enquiry forms for every kind of practice
Set rules that match the work you want, whatever kind of practice you run.
Accountants
Focus on the limited companies and sole traders you want, and decline enquiries below your minimum fee.
Example rule: decline clients with overdrawn loan accountsBookkeepers
Find out how a business keeps its books and what it needs each month before you quote.
Example rule: decline clients in industries you don't servicePayroll bureaux
Check headcount and pay frequency up front, so you only quote for payrolls that suit you.
Example rule: accept employers with five or more staffTax advisers
Make sure specialist enquiries reach the adviser who handles that work.
Example rule: route R&D enquiries to your specialistHow strively's enquiry forms compare
Most tools collect data, strively is the only one that processes it for you.
strively · Enquiry form for socials and website with automated qualificationsAutomated
Ignition · Forms add-on, no automatic qualifyingNot automatedGoProposal · No website enquiry form foundNot automatedFigsFlow · Web forms, no automatic accept or reject foundNot automatedSocket · Leads add-on, no automatic accept or reject foundNot automatedBetter Proposals · Forms are for clients after they signNot automatedPandaDoc · Web forms on paid usage creditsNot automatedChecked October 2026 against each tool's published information. Follow a row for the full comparison.
Where enquiry forms fit in
Every strively feature hands over to the next, from first enquiry to onboarded client.
- You're hereEnquiry formsQualify every enquiry automatically.
- Waitlist →Keep enquiries warm in busy periods.
- Meeting booking →Book discovery calls without the back-and-forth.
- Automated chasers →Follow-ups at every stage, sent for you.
Frequently asked questions
A qualifying enquiry form is a form on your website that collects what you need to know about a prospective client and checks it against rules you set. Enquiries that meet your criteria are accepted and move on to booking a meeting. Those that don't are declined automatically.
Yes. You choose the questions prospects answer, such as business type, turnover, number of employees and the services they need.
They're declined automatically, so they never take up a discovery call in your diary.
You add it to your website with a simple link. Enquiries then come straight into strively.
Every plan includes custom enquiry forms and automatic accept or reject rules, from Automate at £110 a month. Routing enquiries to the right specialist is part of the Team plan.
Stop spending time on enquiries you'd never take on
A 30-minute demo, tailored to your firm, using the kind of enquiries you get every week.
Book a demo