Accountancy enquiry form template
The questions to ask on your website enquiry form, and example rules for deciding which enquiries to accept, decline or send to a specialist.
Free to copy and adapt. Last updated October 2026.
Your rules
What should an accountancy enquiry form ask?
A good accountancy enquiry form asks enough to tell whether a prospect is a good fit before you speak to them: their business type, turnover, industry, the services they need, how many employees they have and when they need to start. With clear rules, those answers tell you which enquiries to accept, decline or pass to a specialist.
The enquiry form
The questions to put on your form, then example rules to adapt to the work you take on.
About them
- Name, email address and phone number
- Business name, if they have one
- How did you hear about us?
About their business
- Business type: sole trader, partnership, limited company, landlord or individual
- Industry
- Annual turnover, in bands such as under £50k, £50k to £250k, £250k to £1m, over £1m
- Number of employees
- Bookkeeping software they use, if any
What they need
- Services needed: accounts, tax returns, bookkeeping, VAT, payroll or advice
- Do they have a current accountant? If so, why are they looking to change?
- When do they need you to start?
- Anything else you should know before a call
Example rules
Adapt these to the work and clients your practice takes on.
- Decline enquiries with turnover below your minimumstrively automates this
- Decline industries you don't work withstrively automates this
- Decline limited companies with an overdrawn director's loan account, if that's not work you take onstrively automates this
- Accept limited companies above your minimum turnover and invite them to book a callstrively automates this
- Send payroll enquiries to your payroll specialiststrively automates this
- In busy periods, add new enquiries to a waitlist with your own messagestrively automates this
How to use it
Keep it short
Ask only what you need to decide whether to take the enquiry further. The rest can wait for the call.
Use bands for turnover
Prospects answer bands more readily than exact figures, and they're easier to write rules for.
Decline politely
A short, polite message for enquiries that aren't a fit protects your reputation.
Let your enquiry form decide for you
strively applies your rules to every enquiry, so the right prospects book a call and the rest are declined politely.
Frequently asked questions
What questions should an accountant's enquiry form ask?
Business type, industry, annual turnover, number of employees, the services needed, whether they have a current accountant and when they need to start, plus their contact details.
How do I filter out enquiries that aren't a good fit?
Set clear rules based on the answers, such as a minimum turnover or the industries you work with, and decline enquiries that don't meet them before anyone spends time on a call.
Should I ask for turnover on an enquiry form?
Yes, in bands. Turnover is one of the clearest signs of whether a prospect fits your fees, and bands are easier for prospects to answer.
Can enquiries be accepted or declined automatically?
Yes. strively checks every enquiry against your rules, accepts or declines it automatically and invites accepted prospects to book a call.
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