Green home consultation request form template
This five-step green home consultation form asks what interests the homeowner, their living situation, how soon they plan to act and their budget, followed by the contact details. You can clone it into your Growform account and add your upgrades.
What the form asks, step by step
The questions qualify a green home lead on interest, ownership, timing and budget. Each one is a single tap, including a “Not sure” option for newcomers.
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Step 1: “What’s your interest in a green home?”
Energy efficiency, sustainable materials or water conservation points to the right expert.
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Step 2: “What’s your current living situation?”
Owners can act on upgrades, while renters and buyers need a different conversation.
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Step 3: “How soon do you plan to go green?”
Homeowners acting immediately should hear from you before those just exploring.
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Step 4: “What’s your budget for green upgrades?”
Budget bands from under $1k to over $10k match leads to realistic projects.
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Step 5: “How shall we contact you?”
Name, email and phone come last.
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After submitting
Rewrite the thank-you message to say when an advisor will call and what the consultation covers.
Who it’s for
Energy efficiency contractors, sustainable builders and green home consultants use this template on consultation pages. It works as a short green home questionnaire that shows what the homeowner cares about, whether they own the property, how soon they want to act and what they can spend. With those answers you can recommend insulation, solar, water-saving fixtures or a full assessment on the first call. Installers focused on panels can use the solar quote request form.
Why this structure converts
- “Not sure” is offered on the first step, so homeowners who are new to green upgrades can still continue.
- Ownership is asked early, because renters rarely control upgrades to the building.
- Budget and timing together show which leads are ready for a quote.
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Make it yours
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Ask about the home’s age
Add a question about when the home was built, since older homes often need insulation and window upgrades.
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List specific upgrades
Replace the broad interests with the upgrades you install, such as heat pumps, insulation, solar panels or rainwater systems.
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Mention incentives
If rebates or tax credits apply in your area, link to them on the thank-you screen.
Send every lead where your team works
Frequently asked questions
What should a green home questionnaire ask?
It should ask what the homeowner wants to improve, whether they own the home, when they plan to act and their budget. This template asks those four before the contact details.
Can renters use the form?
Yes. Renters and buyers identify themselves on step two, so you can reply with advice rather than an installation quote.
Where do consultation requests go?
They are emailed to you and can be sent to HubSpot, Salesforce, JobNimbus or a Google Sheet.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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