Know which accounts payable leads are worth consultation time
Before you agree to take on new accounts payable work, see how many vendor bills a prospect actually processes each month, whether they already use accounting software, and whether the person filling out the form can even approve payments — with an AP aging report attached.
The exact intake your accounts payable leads complete
This is the real 7-question guided intake for Accounts Payable — the same flow your customers finish before you ever pick up the phone.
What a qualified accounts payable lead should tell you
Ongoing intake for prospects who need vendor bills tracked, coded, and paid on schedule, qualified by bill volume, current record-keeping state, and who actually holds payment approval authority.
- Best Describes Who Accounts
- About How Many Vendor
- Use Accounting Software Track
- Current State Vendor Bill
- Person Authorized Approve And
- Soon Accounts Payable Support
- Have Any Overdue Vendor
The questions your team needs answered
Every accounts payable intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which best describes who needs accounts payable support? | Segments the lead so you can route, price, and prioritize it correctly. |
| About how many vendor bills do you need to process each month? | Monthly bill volume is the clearest indicator of how much ongoing work this client would create, so higher volumes weight the lead score up. |
| Do you currently use accounting software to track bills and payments? | Whether they already track bills in accounting software affects how fast you can onboard their AP process versus building it from scratch. |
| What is the current state of your vendor bill records? | The state of their vendor bill records tells you whether this is a straightforward handoff or a records cleanup before regular AP work can even start. |
| Are you the person authorized to approve and make vendor payments? | If the person filling out the form can't approve payments, you'll need the actual decision-maker involved before you can scope or price the work. |
| How soon do you need accounts payable support to begin? | An immediate start date signals urgency and helps you prioritize which consultations to schedule first. |
| Do you currently have any overdue vendor bills? | Overdue vendor bills point to an AP process that's already behind, which often means the client needs help sooner than a routine inquiry. |
How Cliont scores accounts payable leads
Every answer is weighted automatically — no manual review required.
Value signals
- 1-10 bills
- 11-50 bills
- 51 or more bills
- Not sure
- Use Accounting Software Track: yes
- Organized and up to date
Urgency signals
- Immediately
See the lead your team receives
Accounts Payable Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for accounts payable workflows
| Cliont capability | Accounts Payable application |
|---|---|
| Weighted scoring | Bill volume, existing software use, and organized record-keeping each carry their own weight, so a 51+ bill business with clean books scores higher than a low-volume prospect with no records. |
| Conditional flagging | A 'no' answer to being authorized to approve vendor payments can flag the lead for a decision-maker check before the consultation is booked. |
| Urgency detection | Prospects who select 'immediately' for their start date, or confirm overdue vendor bills, are surfaced ahead of leads still planning ahead with no set date. |
| CRM routing | Once a prospect answers the full accounts payable intake, their bill volume, records state, and approval status travel with the lead into your CRM instead of sitting in an inbox. |
Common accounts payable lead scenarios
High-volume business needs help now
A business processing 51 or more bills a month reports disorganized records and wants support to start immediately — the intake flags this as high value and urgent.
Solo professional just exploring
A self-employed prospect with 1-10 bills a month is planning ahead with no set start date, so the intake routes it as a lower-urgency lead rather than a priority follow-up.
Prospect can't approve their own payments
Someone fills out the intake but answers no to being authorized to approve vendor payments, signaling you'll need the actual decision-maker in the consultation before quoting.
Overdue vendor bills already piling up
A client reports overdue vendor bills, which pairs with the urgency question to surface a lead that needs attention faster than a routine onboarding inquiry.
Nonprofit with organized existing records
A nonprofit organization already keeps its vendor bill records organized and up to date, making the transition simpler than a disorganized cleanup-style engagement.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More bookkeeping intake templates
Accounts Payable lead-intake FAQs
Does the intake ask whether the prospect already has organized bill records?
Yes — it asks about the current state of vendor bill records, from organized and up to date down to no records currently kept, so you know upfront whether you're stepping into a clean handoff or a records cleanup.
Can I tell if the person filling out the form can actually approve payments?
The intake directly asks whether the respondent is authorized to approve and make vendor payments, which matters because you don't want to scope work with someone who can't sign off on it.
How does the intake handle prospects with overdue vendor bills?
It asks directly whether there are currently overdue vendor bills, so you can spot leads that need faster attention before the consultation is even scheduled.
Will low-volume prospects get filtered out automatically?
No leads are hidden — the intake scores 1-10 bills a month lower than 51 or more, but every submission still reaches your CRM so you can decide whether a smaller client fits your book.
Does the intake distinguish individuals, self-employed clients, businesses, and nonprofits?
Yes, the first question separates these categories so you can see at a glance whether the inquiry fits the type of AP work you take on.
Is existing accounting software use factored into the lead score?
Yes — whether a prospect already uses accounting software to track bills and payments is a weighted question, since it affects how quickly you can onboard their AP process.
Turn accounts payable visitors into qualified clients
Give every accounts payable visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.