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Lead Intake Form

Lead Intake Form Template for Nigeria

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Key Requirements PROMPT example:

Lead Intake Form

"I need a Lead Intake Form for my Nigerian technology consulting firm that will be used digitally, with strong emphasis on data protection compliance and the ability to capture detailed technical requirements from potential enterprise clients."

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Document background
The Lead Intake Form serves as a crucial initial documentation tool in the Nigerian business environment, designed to streamline the process of gathering information from potential clients while ensuring compliance with local regulations, particularly the NDPR 2019. This document is typically used when a business first encounters a potential client and needs to collect relevant information for follow-up and service provision. The form includes sections for personal information, business details, service interests, and necessary consent declarations. As a Lead Intake Form, it helps organizations maintain organized records of prospects while protecting both parties' interests through proper documentation and data handling procedures. The document is particularly important in the Nigerian context where proper documentation of business relationships and data protection compliance are essential for legal and operational purposes.
Suggested Sections

1. Personal Information: Basic contact details including full name, address, phone number, email, and preferred contact method

2. Business Information: Details about the company/business if applicable, including business name, registration number, industry, and business address

3. Service Interest: Specific products/services the lead is interested in, including desired timeline and budget range

4. Data Protection Notice: Statement explaining how the collected information will be used, stored, and protected in compliance with NDPR 2019

5. Source Information: How the lead heard about the company/service, including referral sources or marketing channels

6. Consent Declaration: Explicit consent for data collection and processing, including marketing communications opt-in/opt-out options

Optional Sections

1. Additional Decision Makers: Section for capturing information about other stakeholders involved in the decision-making process, used when dealing with corporate clients

2. Previous Experience: Information about prior use of similar services or products, included when relevant to service delivery

3. Special Requirements: Section for noting any specific needs or accommodations required, used when offering customizable services

4. Financial Information: Basic financial qualification questions, included when dealing with high-value services or products

5. Time Sensitivity: Details about urgent requirements or preferred timeline, used when service timing is crucial

Suggested Schedules

1. Privacy Policy Summary: Simplified version of the company's privacy policy highlighting key points relevant to data collection

2. Service Categories List: Detailed list of available services or products for reference

3. Terms of Initial Engagement: Basic terms governing the initial contact and information exchange

4. Required Documentation Checklist: List of additional documents that may be required for proceeding with the service

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions
























Clauses




















Relevant Industries

Professional Services

Financial Services

Technology

Consulting

Real Estate

Manufacturing

Healthcare

Education

Retail

Construction

Legal Services

Telecommunications

Relevant Teams

Business Development

Sales

Marketing

Customer Service

Legal

Compliance

Operations

Client Relations

Data Protection

Administration

Relevant Roles

Business Development Manager

Sales Representative

Marketing Manager

Customer Service Manager

Data Protection Officer

Compliance Officer

Sales Director

Account Manager

Client Relations Manager

Operations Manager

Legal Counsel

Chief Marketing Officer

Industries






Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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