A well-designed sign-up form — and follow-up process — is key to collecting and maintaining important information about prospects. It’s the first step of a lead nurturing process, where you work, over time, to turn collected leads into loyal customers.
Of course, this all starts with getting their information in the first place. A well-structured sign-up sheet can ensure that you always collect the appropriate data and don’t miss out on any chances to connect with your leads.
That’s where a sign-up sheet template comes in. It makes it easy to create forms — physical and digital — to collect the contact information of potential leads, event attendees, or even volunteers. On this page, we share our easily customizable sign-up sheet template, and how you can use it to reliably collect lead information online and offline.
What is a sign-up sheet template?
Sign-up sheets are forms — online or physical — that let you collect information about your prospects with fields for potential customers or website visitors to enter their contact information. This information lets you personalize your marketing efforts and successfully nurture leads through your funnel.
A sign-up sheet template is a pre-structured document or form that a business can use to create a sign-up form. For digital templates, this is in the form of a dedicated landing page or pop-up window.
Another type of simple sign-up sheet template is a document you might use for an in-person event or to collect volunteer names. These templates often take the form of a Word document, Excel spreadsheet, or Google Sheets sheet that are easy to print and share.
Why use a sign-up sheet template?
As we’ve just seen, a sign-up sheet template may be a done-for-you piece of HTML code or even a complete online form you can use to capture online leads. It could also be a simple document for collecting information in person.
Let’s take a look at why you might want to use these templates in each case.
Online sign-up sheet template
An online sign-up sheet template enables you to create an online sign-up form and start collecting information on potential prospects in minutes without having to learn any code. According to HubSpot’s 2021 State of Marketing report, lead generation is the top priority for 34% of marketers. Businesses can use sign-up sheets to grow their mailing lists and increase brand awareness by letting more people know about their products or services.
Websites are a powerful marketing channel, so it’s the perfect place to capture leads with sign-up forms. So strategically placed sign-up sheets are an essential tool to support your lead generation and conversion efforts, and using a sign-up sheet template will help you get started right away instead of creating one from scratch.
In-person sign-up sheet template
An in-person sign-up sheet template allows you to record contact details and other relevant information in person. Whether you’re a local non-profit looking for new volunteers or a small business owner at a promotional event, a sign-up sheet template enables you to centralize your data in one document ready for later use.
What are some examples of a sign-up sheet template?
Now that you’re familiar with the benefits of using them, let’s take a look at two example sign-up sheet templates.
Volunteer sign-up sheet template
This printable sign-up sheet template is useful for an organization that needs volunteers to work in shifts, for example, at an animal shelter. It provides space for volunteers to fill in logistical information, such as the job they’re signing up for and their availability — this information will help with organizing the shifts. It also contains fields for essential contact information, including name, address, email address, and phone number.
Sign-up form templates for SaaS, webinars, and more
SaaS businesses rely on maximizing new subscriptions in order to grow and be profitable. You can improve your sign-up rate by making your online sign-up form as user-friendly as possible. For more valuable lead magnets, like a webinar, you can collect more user information.
But if you’re just offering a free trial of your product, try to stick to three fields or less.
monday.com’s sign-up sheet template
Our team at monday.com has created a bespoke sign-up sheet template you can customize to your needs.Simplicity is key to get consumers to sign up — and we kept this in mind while crafting our template. It has just three data entry fields — name, email address, and company — in a simple, single-column format.
The form template also comes with a fully customizable CTA button and background you can edit to align with your brand. On the back end, you can easily see the number of people who signed up, their contact information, other data.
If you want to take your lead management to the next level, we think you’ll love monday.com — the sign-up form template and hosted online forms are only the beginning. We also have a lead management template where you can collect and organize information about leads and keep a record of all communication. You can even separate leads into “won” and “lost” categories. Overall, it helps your sales team master their interactions with your leads and close more sales.
We also provide you with hosted and fully customizable sign-up forms that you can use for pretty much anything, whether it’s a contact form, an order form, an event registration form, or a volunteer sign-up form.
Our contact management template is also useful to keep your team synced on contact information in one place.
And because monday.com is a Work OS, its potential doesn’t stop at forms and leads. It empowers your teams to plan, organize, and collaborate on all work projects across all departments. If you’re tired of departmental silos slowing you down, look no further.
Sign-up sheet templates: tips & tricks
Ready to make your sign-up sheets work for you? Use these six tips to create a high-converting sign-up form.
1. Keep it simple
The most successful sign-up forms require the minimum amount of effort from the user. That means limiting the number of data fields, providing clear instructions, and using one column for online sign-up forms.
2. Get rid of email confirmation
Email confirmation is a good way to reduce errors that lead to lost leads, but users get tired of entering the same information twice. Instead of asking for email confirmation, you can set up rules that confirm the email address is formatted correctly.
3. Perfect your call-to-action
The call-to-action — or CTA — is otherwise known as the “submit button.” Not only should your CTA button be clearly visible, but it should also appear in several places on the sign-up page. But be warned — the word “submit” tends to have lower conversion rates than other CTAs that evoke emotions or a sense of urgency.
Here are a few example CTAs that will help you avoid the dreaded “submit”:
- Join us
- Learn more
- Try for free
- Get started
4. Offer value
People are choosy when it comes to who they give their email contact information, and it’s not surprising, considering 40% of us have more than 50 unread emails in our inboxes. A great way to encourage people to give you their contact details is to offer them something of value in return — i.e., a freebie. This could be a PDF, ebook, audio file, video, or something else. Today, the most powerful lead magnets are webinars or live digital events.
5. Show social proof
Customers trust other people’s product reviews more than a company’s own marketing and advertising. Social proof reassures them that you’re trustworthy — if other people are satisfied with your product or service, they will feel safer buying from you. It can also create a feeling of FOMO — or fear of missing out. 60% of millennials make reactive purchase decisions due to FOMO, so harnessing it can boost your sales.
6. Tell people what they’re signing up for
Redirect your leads to a simple thank-you page — after all, they just took the time to give you their information. Let them know what to expect from you — whether that’s a weekly newsletter, notifications for future events, or regular company updates.
FAQs about sign-up sheet templates
How do I make a sign-up sheet?
To create a digital sign-up sheet, create a new sheet in Google Sheets, Docs, or your platform of choice. Label the columns according to the information you need, such as name, email address, and phone number (or save time and use our template). Then you can either print it out, bring a tablet to your event for people to fill in their information, or share the link online if it’s for a digital event.
You can also use the sheet as a sign in sheet when you’re actually holding your event to get a list of your attendees.
How do I make a sign-up sheet in Word?
To create a printable sign-up sheet in Word, open a new Word document and select the table function. Choose the number of columns and rows you will need. Select a large number of rows if you expect a lot of signups. Label the top row with the information you want to include in each column, such as name and email address. The process is exactly the same if you want to create a similar sheet in Google Docs.
Not only is this a clunky way to go about it, the main problem with this method is that you can’t effectively use any of these sign-up sheets to collect information online, and you’ll have to manually enter any information into your CRM or event attendee spreadsheet later. You can use monday.com however to create forms that automatically populate a board, or even directly import data to our platform from a CSV file.
How do I create a sign-up sheet in Excel?
Open a new Excel spreadsheet. On the top line, fill out the cells A, B, C, etc., with the information you want to collect, such as name, email address, and phone number. Depending on what you’re collecting sign-ups for, you may want to include other information, such as company, position, and availability.
Again, a static spreadsheet is okay for a small non-profit or a one-off event, but your best option is to use a dynamic template that lets you create digital sign-up forms.