</script>
"display": "form",
"settings": {
"pdf": {
"id": "",
"src": "",
"acroForm": false
}
},
"components": [
{
"label": "Contact Information",
"key": "contactInfoHeader",
"type": "htmlelement",
"tag": "h3",
"content": "Contact Information",
"input": false,
"tableView": false
},
{
"label": "Full Name",
"key": "fullName",
"type": "textfield",
"input": true,
"tableView": true,
"placeholder": "Your full name",
"validate": {
"required": true,
"minLength": 2,
"maxLength": 100
}
},
{
"label": "Email Address",
"key": "email",
"type": "email",
"input": true,
"tableView": true,
"placeholder": "you@example.com",
"validate": {
"required": true
}
},
{
"label": "Phone Number",
"key": "phone",
"type": "textfield",
"input": true,
"tableView": true,
"placeholder": "(555) 555-5555",
"validate": {
"required": false,
"maxLength": 25
}
},
{
"label": "Preferred Contact Method",
"key": "preferredContactMethod",
"type": "select",
"input": true,
"tableView": true,
"widget": "choicesjs",
"data": {
"values": [
{
"label": "Email",
"value": "email"
},
{
"label": "Phone",
"value": "phone"
},
{
"label": "Either",
"value": "either"
}
]
},
"validate": {
"required": true
}
},
{
"label": "Organization Details",
"key": "orgDetailsHeader",
"type": "htmlelement",
"tag": "h3",
"content": "Organization Details",
"input": false,
"tableView": false
},
{
"label": "Organization Name",
"key": "organizationName",
"type": "textfield",
"input": true,
"tableView": true,
"placeholder": "Your organization",
"validate": {
"required": true,
"maxLength": 150
}
},
{
"label": "Your Role / Title",
"key": "roleTitle",
"type": "textfield",
"input": true,
"tableView": true,
"placeholder": "Founder, Executive Director, COO, etc.",
"validate": {
"required": true,
"maxLength": 100
}
},
{
"label": "What best describes your organization?",
"key": "organizationType",
"type": "select",
"input": true,
"tableView": true,
"widget": "choicesjs",
"data": {
"values": [
{
"label": "Nonprofit",
"value": "nonprofit"
},
{
"label": "Camp / Retreat Center",
"value": "camp_retreat"
},
{
"label": "Church / Ministry",
"value": "church_ministry"
},
{
"label": "Small Business",
"value": "small_business"
},
{
"label": "Professional Services",
"value": "professional_services"
},
{
"label": "Education",
"value": "education"
},
{
"label": "Healthcare",
"value": "healthcare"
},
{
"label": "Other",
"value": "other"
}
]
},
"validate": {
"required": true
}
},
{
"label": "If other, please describe",
"key": "organizationTypeOther",
"type": "textfield",
"input": true,
"tableView": true,
"placeholder": "Tell me more",
"conditional": {
"show": true,
"when": "organizationType",
"eq": "other"
},
"validate": {
"required": false,
"maxLength": 150
}
},
{
"label": "Organization Size",
"key": "organizationSize",
"type": "select",
"input": true,
"tableView": true,
"widget": "choicesjs",
"data": {
"values": [
{
"label": "1\u201310 employees",
"value": "1_10"
},
{
"label": "11\u201325 employees",
"value": "11_25"
},
{
"label": "26\u201350 employees",
"value": "26_50"
},
{
"label": "51\u2013100 employees",
"value": "51_100"
},
{
"label": "101\u2013150 employees",
"value": "101_150"
},
{
"label": "151+ employees",
"value": "151_plus"
}
]
},
"validate": {
"required": true
}
},
{
"label": "Current Situation",
"key": "currentSituationHeader",
"type": "htmlelement",
"tag": "h3",
"content": "Current Situation",
"input": false,
"tableView": false
},
{
"label": "Biggest current challenge",
"key": "biggestChallenge",
"type": "select",
"input": true,
"tableView": true,
"widget": "choicesjs",
"data": {
"values": [
{
"label": "Too much depends on me",
"value": "depends_on_me"
},
{
"label": "Team accountability is weak",
"value": "accountability"
},
{
"label": "We lack systems and process",
"value": "systems_process"
},
{
"label": "Hiring / people issues",
"value": "hiring_people"
},
{
"label": "Growth is creating complexity",
"value": "growth_complexity"
},
{
"label": "Operations feel reactive",
"value": "reactive_ops"
},
{
"label": "Leadership alignment is off",
"value": "leadership_alignment"
},
{
"label": "Other",
"value": "other"
}
]
},
"validate": {
"required": true
}
},
{
"label": "If other, please describe",
"key": "biggestChallengeOther",
"type": "textfield",
"input": true,
"tableView": true,
"placeholder": "Describe the challenge",
"conditional": {
"show": true,
"when": "biggestChallenge",
"eq": "other"
},
"validate": {
"required": false,
"maxLength": 200
}
},
{
"label": "Which areas do you most need help with?",
"key": "helpAreas",
"type": "selectboxes",
"input": true,
"tableView": false,
"values": [
{
"label": "Operational clarity",
"value": "operational_clarity"
},
{
"label": "Team structure",
"value": "team_structure"
},
{
"label": "Hiring / onboarding",
"value": "hiring_onboarding"
},
{
"label": "Leadership development",
"value": "leadership_development"
},
{
"label": "Meeting rhythm / accountability",
"value": "meeting_accountability"
},
{
"label": "Process improvement",
"value": "process_improvement"
},
{
"label": "Culture health",
"value": "culture_health"
},
{
"label": "Strategic execution",
"value": "strategic_execution"
},
{
"label": "Financial / operational visibility",
"value": "financial_visibility"
}
],
"validate": {
"required": true
}
},
{
"label": "Do you currently have someone functioning as an operations leader?",
"key": "currentOpsLeader",
"type": "select",
"input": true,
"tableView": true,
"widget": "choicesjs",
"data": {
"values": [
{
"label": "Yes, full-time",
"value": "yes_full_time"
},
{
"label": "Yes, part-time",
"value": "yes_part_time"
},
{
"label": "Sort of / shared internally",
"value": "shared"
},
{
"label": "No",
"value": "no"
}
]
},
"validate": {
"required": true
}
},
{
"label": "How urgent is this need?",
"key": "urgency",
"type": "select",
"input": true,
"tableView": true,
"widget": "choicesjs",
"data": {
"values": [
{
"label": "Immediate",
"value": "immediate"
},
{
"label": "Within 30 days",
"value": "30_days"
},
{
"label": "Within 90 days",
"value": "90_days"
},
{
"label": "Just exploring",
"value": "exploring"
}
]
},
"validate": {
"required": true
}
},
{
"label": "Desired Outcome",
"key": "desiredOutcomeHeader",
"type": "htmlelement",
"tag": "h3",
"content": "Desired Outcome",
"input": false,
"tableView": false
},
{
"label": "What happens if nothing changes in the next 6\u201312 months?",
"key": "whatHappensIfNothingChanges",
"type": "textarea",
"input": true,
"tableView": true,
"placeholder": "What risk, pain, or cost are you carrying if things stay the same?",
"validate": {
"required": true,
"minLength": 20,
"maxLength": 1200
},
"rows": 4
},
{
"label": "What would success look like 6 months from now?",
"key": "successInSixMonths",
"type": "textarea",
"input": true,
"tableView": true,
"placeholder": "Describe what better would look like",
"validate": {
"required": true,
"minLength": 20,
"maxLength": 1200
},
"rows": 4
},
{
"label": "Budget and Follow-Up",
"key": "budgetFollowupHeader",
"type": "htmlelement",
"tag": "h3",
"content": "Budget and Follow-Up",
"input": false,
"tableView": false
},
{
"label": "Estimated budget for support",
"key": "budget",
"type": "select",
"input": true,
"tableView": true,
"widget": "choicesjs",
"data": {
"values": [
{
"label": "Under $1,500/month",
"value": "under_1500"
},
{
"label": "$1,500\u2013$3,000/month",
"value": "1500_3000"
},
{
"label": "$3,000\u2013$5,000/month",
"value": "3000_5000"
},
{
"label": "$5,000+/month",
"value": "5000_plus"
},
{
"label": "Project-based / one-time help",
"value": "project_based"
},
{
"label": "Not sure yet",
"value": "not_sure"
}
]
},
"validate": {
"required": true
}
},
{
"label": "Would you like a follow-up call?",
"key": "followUpCall",
"type": "radio",
"input": true,
"tableView": false,
"inline": true,
"values": [
{
"label": "Yes",
"value": "yes"
},
{
"label": "No",
"value": "no"
}
],
"validate": {
"required": true
}
},
{
"label": "Best time frame for a follow-up",
"key": "followUpTimeframe",
"type": "select",
"input": true,
"tableView": true,
"widget": "choicesjs",
"data": {
"values": [
{
"label": "This week",
"value": "this_week"
},
{
"label": "Next week",
"value": "next_week"
},
{
"label": "In the next 2\u20134 weeks",
"value": "two_to_four_weeks"
},
{
"label": "Not sure yet",
"value": "not_sure"
}
]
},
"conditional": {
"show": true,
"when": "followUpCall",
"eq": "yes"
},
"validate": {
"required": false
}
},
{
"label": "Anything else you'd like me to know?",
"key": "anythingElse",
"type": "textarea",
"input": true,
"tableView": true,
"placeholder": "Optional",
"validate": {
"required": false,
"maxLength": 1200
},
"rows": 4
},
{
"label": "Internal Lead Score",
"key": "leadScore",
"type": "number",
"input": true,
"tableView": true,
"hidden": true,
"calculateValue": "var score = 0; if (data.urgency === 'immediate') score += 20; else if (data.urgency === '30_days') score += 15; else if (data.urgency === '90_days') score += 8; if (data.budget === '5000_plus') score += 20; else if (data.budget === '3000_5000') score += 15; else if (data.budget === '1500_3000') score += 10; else if (data.budget === 'project_based') score += 8; if (['26_50','51_100','101_150','151_plus'].indexOf(data.organizationSize) !== -1) score += 15; else if (data.organizationSize === '11_25') score += 8; if (['depends_on_me','reactive_ops','accountability','leadership_alignment','systems_process'].indexOf(data.biggestChallenge) !== -1) score += 10; if (data.followUpCall === 'yes') score += 10; if (data.helpAreas) { var count = 0; for (var key in data.helpAreas) { if (data.helpAreas[key]) count++; } if (count >= 3) score += 10; } value = score;"
},
{
"label": "Internal Lead Tier",
"key": "leadTier",
"type": "textfield",
"input": true,
"tableView": true,
"hidden": true,
"calculateValue": "if (data.leadScore >= 60) { value = 'Hot'; } else if (data.leadScore >= 35) { value = 'Warm'; } else { value = 'Cold'; }"
},
{
"label": "Submit",
"key": "submit",
"type": "button",
"input": true,
"tableView": false,
"showValidations": false
}
]
</script>}
