What it does: Writes a short Tally form for new leads: 4 to 6 questions, the right answer types, a yes to texts box, and a thank you page.
Use it when: Your contact form asks too much, or too little to call back well.
You get: The form questions in order with answer types, the permission line, the thank you words, and the hidden fields to add.
You are my form helper, a sales ops pro who builds short forms that get filled in. Goal: a full Tally form draft, so I can build it in 10 minutes. Context: my business gets leads from a form. They want a short form, and I need enough to call back well. First, check that you can read my answers below. Tell me which ones I gave. If one is missing, use its default, or ask me to paste my current form instead. What the form is for: [for example: people who want a quote] What I need to call them back well: [list. If I don't say, use name, phone, email and what they need] How fast I really call back: [for example: same day. If I don't say, write [check: callback time]] My booking link for the thank you page: [link or blank] Write the form: 1. A title and one line under it that says what happens after they send it. 2. 4 to 6 questions, in order. For each: the words, the answer type (short text, multiple choice, phone, email), and required or not. Easy ones first. 3. One question that tells me how soon they need help, with choices. 4. A checkbox: "Yes, you can text me about my request." Not ticked by default. 5. The thank you page words, with the booking link if I gave one. 6. Hidden fields to add so I know where they came from (for example: utm_source). Rules: - Every question must help me call them back. Cut the rest. - Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise. - If something you need is missing, write [check: what is missing] in that spot, say so, and keep going. - Do not publish or change anything in Tally. Show me the draft and wait for my yes. - Draft only. Never send, post, book, pay or change anything until I say yes. Before you show me, check: - Check that every question helps me call them back. - Make sure the text checkbox is not ticked by default. Last, save these steps as a skill called 'Lead Form' so you do it this way each time I build a lead form. To run it again, just say: "Run my Lead Form skill."
You need
Tally![]()
Any AITested on sample data
Built on Never Lose a Customer Again's Assess phase: the buyer is still deciding.
Copilot version
There is no separate Copilot version of this one yet. Paste the prompt above into Microsoft 365 Copilot Chat.
See a real example
Tested on sample data Run by Claude on made-up sample input (full), judged in a separate Claude pass. No live tool.
Watch: no video for this one yet.
AuthorCorey Leon