PlanForm: Lead Conversion Platform for Agencies
PlanForm helps agencies capture more leads by providing visitors with AI-generated growth plans. It is designed for teams that find standard consultation CTAs result in high bounce rates.
At a glance
- Category
- Marketing
- Best for
- Small agencies, Marketing agencies, Lead generation teams
- Pricing
- Pricing starts at £50 per month for the Base plan with unlimited usage. The Plus plan is £100 per month and includes CRM integration and support for multiple agencies, with a 14-day free trial available for this tier.
- Key use cases
- Lead Qualification, Interactive Lead Magnets, Supporting Consultation Bookings
- Integrations
- CRM integration
- Official website
- planform.ai
PlanForm is a lead conversion tool designed as an intermediate step in the sales funnel. Instead of asking visitors to book a call immediately, it uses a questionnaire to gather a prospect's business goals and challenges, then generates a personalized marketing growth plan and website analysis tied to the agency's specific services.
The tool is designed for small agencies that want to qualify leads and provide immediate value before the first sales call. It supports brand customization, including colors and logos, to help maintain a consistent agency identity.
Because the tool supports integration with existing booking systems, it is intended to supplement rather than replace current scheduling workflows. Buyers should confirm that the software is currently in private beta, which may affect availability.
Key Features
Analyzes questionnaire responses to create a tailored marketing plan based on the agency's services and offerings.
Supports tailoring the questions asked to prospects to help qualify leads.
Supports the use of brand colors, fonts, and logos within the questionnaire and plans.
Provides analysis of the visitor's website to engage users.
Designed to work with existing scheduling tools to direct leads toward booking a call.
Use Cases
Using questionnaires to understand a prospect's needs before they speak with a team member.
Replacing static PDFs or forms with a personalized growth plan that provides immediate value to visitors.
Using a value-first approach to encourage more visitors to complete the booking process for a consultation.
Best For
Integrations
Pricing
Pricing starts at £50 per month for the Base plan with unlimited usage. The Plus plan is £100 per month and includes CRM integration and support for multiple agencies, with a 14-day free trial available for this tier.
FAQ
The AI analyzes the goals and challenges a prospect enters into a questionnaire and matches them with the specific services and packages the agency provides.
No, it is designed to complement existing booking systems by adding a value step that encourages visitors to book a call after receiving their plan.
CRM integration is available on the Plus plan, which is priced at £100 per month.
Source category: Marketing
Source subcategory: Marketing Automation
