Build a Multi-Step Lead Capture Funnel

Overview

Create a 4-step form funnel for a B2B SaaS client using their existing Surface setup. The funnel should qualify leads, collect intent signals, and route to the right sales rep.

Full Brief

The client sells a project management tool to mid-market companies. They need a funnel that captures company size, use case, timeline, and budget — then routes hot leads to an AE calendar and warm leads to a nurture sequence. You'll use Surface's native form builder and connect it to their HubSpot CRM.

Deliverables

Tools & Stack