Question 1

What is the switch from a competitor request template for?

Accepted Answer

For software companies running a switching offer. The contract end date is the buying moment, and the data to move and number of users let your team quote the migration on the first call.

Question 2

What does the switch from a competitor request template ask?

Accepted Answer

9 questions: What's your name? Nice to meet you, {{name}}. What's your email? Which company are you with? What's your job title? Which tool are you using now? Why are you thinking of switching? What do you need to move? How many users? When does your current contract end?

Question 3

How does it qualify leads?

Accepted Answer

Each answer adds points. At 30 points or more a lead is Hot: it sees your booking link at the end and is marked Qualified in your lead list. From 10 points it is Warm. You can change the points and both thresholds in the editor.

Question 4

How do I use this template?

Accepted Answer

Press Use this template and it opens in the ManyPI form editor. Change the questions, the wording and the design, publish it, then share the link or embed it on your website. Every response becomes a lead in the list you choose.

Switch from a competitor request template

Thinking of switching? We'll handle the move.