Know which herd management leads are worth a site visit
Cliont's herd management intake asks growers and ranchers for their livestock type, current herd size, and main management need, plus current herd records, before a site visit is ever scheduled.
The exact intake your herd management leads complete
This is the real 7-question guided intake for Herd Management — the same flow your customers finish before you ever pick up the phone.
What a qualified herd management lead should tell you
Ongoing operational support for livestock herds, including health monitoring, breeding coordination, nutrition planning, and recordkeeping across one or more properties.
- Livestock Herd Management Support
- About How Many Animals
- Main Herd Management Right
- Keep Written Or Digital
- Owner Or Primary Decision-Maker
- Soon Start Herd Management
- Best Describes Where Herd
The questions your team needs answered
Every herd management intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of livestock do you need herd management support for? | The livestock type determines which species-specific protocols and site-visit prep your team needs to bring. |
| About how many animals are currently in your herd? | Herd size weights scale upward with count, so larger operations surface as higher-value ongoing management contracts. |
| What is the main herd management need right now? | Breeding coordination and health monitoring carry the top weights, marking those needs as higher-touch, higher-value work versus general oversight. |
| Do you currently keep written or digital records for your herd? | Whether records already exist changes onboarding scope, and the yes answer scores higher because it speeds the initial assessment. |
| Are you the owner or primary decision-maker for this herd? | This carries the highest weight of any question, since it confirms the lead can approve services without a second signoff. |
| How soon are you looking to start herd management support? | Only an 'Immediately' answer is treated as urgent, separating ready-now leads from seasonal or exploratory inquiries. |
| What best describes where your herd is located? | Multiple or leased properties change site-visit logistics, directly reducing the risk of sending equipment to the wrong acreage. |
How Cliont scores herd management leads
Every answer is weighted automatically — no manual review required.
Value signals
- Under 25
- 25 to 100
- 101 to 500
- Over 500
- Health monitoring and recordkeeping
- Breeding coordination
Urgency signals
- Immediately
See the lead your team receives
Herd Management Lead — Cattle, 150 Head
From first click to qualified lead
Follow homeowners and property managers 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 job
Smart questions adapt to their job and capture the full scope.
They add photos
Damage photos and details come attached, so you assess before you drive out.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for herd management workflows
| Cliont capability | Herd Management application |
|---|---|
| Weighted answer scoring | Herd size and the stated main need (breeding coordination and health monitoring score highest) combine to prioritize larger, higher-touch operations over hobby herds. |
| Conditional lead flags | A 'no' answer on the decision-maker question is delivered with a flag for confirmation instead of being scheduled straight into a site visit. |
| Site-visit prep data | The property-location answer (single, multiple, or leased land) travels with the lead so your team confirms acreage before dispatching equipment. |
| Direct CRM delivery | Qualified herd management leads land in your CRM with livestock type, herd size, and management need already attached, ready for a site-visit call. |
Common herd management lead scenarios
Large commercial herd, urgent need
A rancher with over 500 head selects breeding coordination and needs to start immediately. The intake flags this as a high-priority, urgent lead worth same-week outreach.
Small herd, still researching
A grower with under 25 animals marks the timeline as just exploring options. The lead scores lower on urgency but is still routed so it can be nurtured rather than dropped.
Manager submitting for the owner
Someone answers no to being the primary decision-maker for the herd. Cliont flags this for a confirmation step before a site visit gets scheduled, since that answer carries a lower weight.
Herd spread across leased land
A caller manages livestock across multiple or leased properties. The intake surfaces this location detail so your team can confirm exact acreage before sending equipment or staff out.
Established herd with existing records
A rancher already keeps digital herd records and needs ongoing health monitoring. Because the records already exist, the intake signals a faster, lower-friction onboarding for that lead.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
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 livestock services intake templates
Herd Management lead-intake FAQs
How does the intake keep us from sending a crew to the wrong property?
The intake asks whether the herd sits on a single property, multiple properties, or leased land, so your team knows the actual site setup before scheduling equipment or staff for a visit.
What happens if the person filling out the form isn't the herd owner?
The decision-maker question carries the highest weight in the catalog, so a 'no' answer is still delivered but flagged for confirmation before you commit site-visit time.
Does the intake treat cattle, sheep, poultry, and mixed herds differently?
Every species option in the livestock type question runs through the same qualification flow, but the answer tells your team what kind of expertise and equipment to bring for that species.
How is urgency actually determined for a herd management lead?
A timeline answer of 'Immediately' is the only response flagged as urgent in the scoring, so those leads surface ahead of anyone exploring options for a future season.
What if the rancher doesn't keep any current herd records?
Answering no to the recordkeeping question still scores the lead, just at a lower weight than a yes, since it changes how much setup work your team will need to do before a site visit.
How does Herd Management intake differ from Livestock Health Management or Breeding Services?
Herd Management covers ongoing oversight across health, breeding, nutrition, and culling in one intake, while Livestock Health Management and Breeding Services on this page's sibling list ask narrower, condition-specific questions for those specific needs.
Turn herd management visitors into qualified jobs
Give every herd management visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.