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Before you start

  • Define your lead routing strategy (who handles sales, partnerships, press inquiries)
  • Prepare email addresses for different inquiry types (sales@, partnerships@, support@)
  • Review your Privacy Policy and ensure it covers contact form data usage
  • Have your CRM or notification system (Slack, email) ready for integration testing

What you'll find in this guide

  • Complete contact form configuration for lead capture and routing
  • Form field optimization for qualification without friction
  • Lead routing strategies and CRM integration best practices
  • Compliance requirements including consent management and privacy
  • Conversion optimization techniques for founder-operator teams
  • Accessibility standards and SEO optimization for contact pages

Contact pages are critical conversion surfaces that capture high-intent prospects, partners, and candidates. A well-optimized contact component routes inquiries efficiently, reduces response time, and feeds your growth flywheel through CRM integration and automated follow-ups.

High-Intent Surface

Contact pages are top conversion paths for prospects, partners, and talent acquisition

Speed-to-Lead

Clear routing and instant alerts reduce response time and improve close rates

Signal Capture

Collects source, campaign, and qualification data critical for lead prioritization


Conversion Optimization

High-Intent Traffic: Contact forms capture visitors ready to engage
Speed-to-Lead: Faster response times directly correlate with higher close rates
Qualification: Capture company size, budget, and timeline for prioritization

Operational Efficiency

Automated Routing: Direct inquiries to the right team member instantly
CRM Integration: Feed leads directly into your sales and marketing automation
Source Attribution: Track which channels produce the highest-value conversations

Credibility Building

Professional Presence: Set clear expectations and response SLAs
Trust Signals: Show who you’re positioned to help and how
Social Proof: Include testimonials or logos near the form

Growth Flywheel

Lead Nurturing: Feed email lists and onboarding sequences
Partnership Pipeline: Streamline BD and collaboration inquiries
Content Source: Turn inquiries into case studies and testimonials


Banner

Title

Required - Page or section headline
Examples: “Get in Touch”, “Let’s Connect”, “Contact Our Team”
Keep clear and action-oriented

Sub Title / Intro

Optional - Sets expectations and context
Example: “We respond to all inquiries within 1 business day. Let us know how we can help.”*
Include response SLA and who should contact you

Cover Image / Icon

Optional - Visual element for the contact section
Always add Alt Text if using an image
Can be team photo, office image, or branded graphic


Full Name

Required - Complete name of the person contacting you
Single field is usually sufficient
Avoid splitting into first/last name unless CRM requires it

Work Email

Required - Professional email address
Use email validation to ensure format correctness
Consider rejecting disposable email domains for quality

Reason/Topic

Required - Purpose of their inquiry
Options: “Sales”, “Partnerships”, “Media/Press”, “Careers”, “Support”, “Other”
Keep to 4-6 clear options to avoid choice paralysis

Message

Required - Main inquiry content
Provide helpful prompts: “Tell us about your goals, timeline, and any relevant links”
Rich text or plain text depending on your needs

Company

Recommended - Organization name
Helps with lead qualification and routing
Optional but valuable for B2B contexts

Role/Title

Optional - Job title or function
Useful for understanding decision-making authority
Examples: “CEO”, “Head of Marketing”, “VP Sales”

Website/LinkedIn

Optional - Professional profile or company URL
Helps with lead research and qualification
Accept LinkedIn profiles, company websites, or portfolios

Budget Range

Optional - For sales-focused forms
Select options: “Under $10K”, “$10K-$50K”, “$50K-$100K”, “$100K+”
Adjust ranges based on your pricing model

Timeline/Urgency

Optional - Project timeline
Options: “ASAP”, “Within 1 month”, “1-3 months”, “3+ months”, “Just researching”
Helps prioritize follow-up activities

Phone

Optional - Contact number
Include country code instructions
Only add if you plan to make phone calls

Country/Region

Optional - Geographic location
Useful for timezone coordination and local regulations
Can help with market analysis and expansion planning


Consent Checkbox

Recommended - Required for legal compliance
Label: “I agree to the Privacy Policy and consent to be contacted”
Privacy Policy Link: Must link to your current privacy policy
Required for GDPR and other privacy regulations

Marketing Opt-in

Optional - Separate consent for marketing communications
Boolean Checkbox: Separate from general contact consent
Label: “Yes, I’d like to receive updates about events and resources”
Keep separate from required consent for contact

Data Retention

Policy - Define how long you retain form submissions
Document retention periods in your privacy policy
Implement regular purging for inactive leads

Security Standards

Guidelines - Protect sensitive information
Never ask for passwords or secrets in contact forms
Avoid file attachments unless absolutely necessary
Use HTTPS for all form submissions


Recipient Emails

Required - Array of email addresses for notifications
Use role-based addresses: sales@, partnerships@, support@
Avoid single-person bottlenecks that create delays

Routing Rules

Optional - Conditional routing based on inquiry type
If Reason=“Sales” → route to sales@company.com
If Reason=“Partnerships” → route to partnerships@company.com
Always include a default fallback route

Slack/Webhook

Optional - Real-time notifications
Send alerts to “#inbound” or “#leads” channel
Include key fields: Reason, Company, Email, Source
Enable faster response times for high-priority leads

Auto-Responder

Optional - Immediate confirmation email
Subject: “Thanks for contacting [Company Name]”
Body: Set expectations, include helpful links
Consider adding FAQ links or calendar booking for sales inquiries

Success Message

Required - Inline confirmation after submission
Example: “Thanks! We’ll reply within 1 business day.”
Set specific SLA and honor it consistently

Success Redirect

Optional - Redirect to thank you page
URL: “/thank-you” or “/contact-success”
Overrides inline success message if set
Good opportunity for additional CTAs or social proof


General Contact

Use Case: Multi-purpose inquiry form
Fields: Name, Email, Reason/Topic, Message
Routing: Based on Reason selection
Best For: Corporate sites with diverse inquiry types

Sales/Demo Request

Use Case: High-intent prospect capture
Fields: Name, Work Email, Company, Message
Routing: Direct to sales team
Best For: SaaS products, B2B services

Partnerships/BD

Use Case: Business development inquiries
Fields: Name, Email, Company, Website, Message
Emphasis: Mutual value and audience reach
Best For: Platform businesses, content partnerships

Media/Press

Use Case: Journalist and media inquiries
Fields: Name, Email, Outlet, Deadline, Message
Special: Faster SLA note (same day response)
Best For: PR-active companies, thought leadership


Contact Information

Name → contact.name (CRM field)
Work Email → contact.email
Company → account.name
Phone → contact.phone
Role → contact.job_title

Qualification Data

Reason → lead_type or lifecycle_stage
Budget Range → deal.budget
Timeline → deal.close_date_estimate
Source → contact.original_source

Activity Tracking

Message → latest_activity_note
UTM Data → original_source fields
Form Submission → contact_creation_date
Page Source → landing_page_url

UTM Parameter Capture

Hidden Fields that capture marketing data
utm_source, utm_medium, utm_campaign
utm_term, utm_content
Helps track which channels produce best leads

Session Data

Additional Tracking for attribution
referrer (where they came from)
landing_page (first page visited)
first_touch and last_touch timestamps


Value Proposition

Clear Statement: Who should contact you and why
Example: “Get expert guidance on scaling your B2B SaaS startup”
Social Proof: Add 1-2 credible logos or short testimonial near form

SLA Setting

Response Time: Promise realistic response time
“We respond within 1 business day during weekdays”
Business Hours: Include if relevant for urgent inquiries

Progressive Disclosure

Start Short: Name, Work Email, Reason, Message
Add Conditionally: Company field only if needed for triage
Optional Fields: Budget, timeline for qualification without friction

CTA Alignment

Match Business Goal: Button text aligned with primary objective
“Book a Demo”, “Request Access”, “Start Partnership Discussion”
A/B Testing: Test intro copy, field counts, CTA labels


  1. Open Contact Component in Sanity Studio
  2. Configure Header:
    • Set Title and introductory copy
    • Add Cover Image with Alt Text if desired
    • Include response time expectations
  3. Design Form Fields:
    • Add required fields: Name, Work Email, Reason, Message
    • Include optional qualification fields as needed
    • Configure Reason/Topic dropdown options
  4. Set Up Privacy and Consent:
    • Add consent checkbox with Privacy Policy link
    • Include optional marketing opt-in
    • Ensure compliance with applicable regulations
  5. Configure Notifications:
    • Set recipient email addresses
    • Add Slack webhook or other notification systems
    • Configure routing rules for different inquiry types
  6. Set Success Handling:
    • Write success message with clear SLA
    • Configure thank you page redirect if needed
    • Set up auto-responder email if desired
  7. Add SEO Elements:
    • Complete meta title and description
    • Set OG image for social sharing
    • Ensure page is indexable
  8. Test Integration:
    • Submit test form from live site
    • Verify all notifications and routing work
    • Test CRM integration and data mapping

Captcha Integration

reCAPTCHA/hCaptcha: Prevent automated spam
Coordinate with development team for implementation
Choose invisible captcha for better user experience

Rate Limiting

Submission Limits: Prevent spam bursts
Limit submissions per IP address per time period
Coordinate with development team for setup

Honeypot Fields

Hidden Traps: Catch basic spam bots
Hidden fields that humans can’t see but bots will fill
Reject submissions with honeypot data


Before Publishing

  • Title and intro copy clearly set expectations and target audience
  • Required fields configured: Name, Work Email, Reason/Topic, Message
  • Consent checkbox present with accurate Privacy Policy link
  • Notification recipients set up with role-based email addresses
  • Routing rules tested for each Reason/Topic option
  • Success message or thank you redirect configured with realistic SLA
  • SEO fields completed: meta title, description, indexability set
  • Test submission completed on staging/production environment
  • All notification systems (email, Slack, CRM) verified working
  • Spam protection measures enabled (captcha, rate limiting, honeypot)

What's the recommended number of Reason/Topic options?

Which email addresses should you use for notifications?

What should you avoid asking for in contact forms?

Why are separate consent checkboxes important?

What's the benefit of UTM parameter capture?


Form Accessibility

Labels: Every input needs visible labels, not just placeholders
Error Messages: Provide clear, inline error messages with ARIA attributes
Keyboard Navigation: Ensure full keyboard accessibility and visible focus states

Visual Design

Color Contrast: Sufficient contrast for text and buttons
Alt Text: Add for decorative images; mark as decorative if non-essential
Responsive: Ensure forms work on all device sizes

Page Structure

Page Title: Include brand and “Contact” (e.g., “Contact | Founders Club”)
Structured Data: Consider ContactPage or Organization contactPoint JSON-LD
Meta Description: Describe what visitors can expect from contacting you

Content Quality

Clear Value Prop: Explain who should contact you and why
Response Expectations: Set clear SLAs and honor them
Professional Tone: Maintain consistent brand voice throughout


  • Full Name - Required for personalization
  • Work Email - Required for response and CRM
  • Reason/Topic - Required for routing (4-6 options)
  • Message - Required main inquiry content
  • ⚠️ Company - Helpful for B2B qualification
  • ⚠️ Consent Checkbox - Required for GDPR compliance
  • ⚠️ Success Message - Sets response expectations
  • ⚠️ Notification Setup - Ensures leads reach the right team
  • General Contact: Multi-purpose with reason-based routing
  • Sales/Demo: High-intent prospect capture with qualification
  • Partnerships: BD inquiries emphasizing mutual value
  • Media/Press: Journalist inquiries with faster response SLA
  • Contact Data: Name, email, company, role mapping
  • Qualification: Budget, timeline, source attribution
  • Activity Tracking: Message content, submission metadata
  • Source Attribution: UTM parameters, referrer data

What did you learn?

  • How to design high-converting contact forms that capture qualified leads
  • Lead routing strategies and notification systems for faster response times
  • Privacy compliance requirements including consent management and data handling
  • CRM integration techniques for seamless lead nurturing and attribution
  • Conversion optimization tactics including friction reduction and social proof
  • Security measures including spam prevention and rate limiting
  • Accessibility standards and SEO optimization for professional contact pages
  • Testing procedures and pre-publish checklists for reliable form functionality