New vehicle intake that captures financing and trade-in status up
Every new vehicle enquiry captures vehicle type, purchase timeline, financing status, and trade-in details before it lands in your CRM, so your sales team can see who's pre-approved and ready to buy. Upload requests for a driver's license and trade-in photos flag serious buyers instantly.
The exact intake your new vehicle purchase leads complete
This is the real 7-question guided intake for New Vehicle Purchase — the same flow your customers finish before you ever pick up the phone.
What a qualified new vehicle purchase lead should tell you
The process of guiding a buyer toward purchasing a brand-new vehicle from dealership stock, where purchase timeline, financing readiness, trade-in status, and decision-making authority determine how quickly the deal can close.
- Vehicle Purchase
- This Purchase Personal Use
- Soon Complete This Purchase
- Been Pre-Approved Or Arranged
- Have Trade-In Vehicle Include
- Person Authorized Make Final
- Brands Or Models Considering
The questions your team needs answered
Every new vehicle purchase intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of vehicle are you looking to purchase? | Knowing the vehicle type lets reps route the lead to the right inventory specialist and pull matching stock before the appointment. |
| Is this purchase for personal use or for a business/fleet? | Distinguishing personal from business/fleet purchases lets you route volume or commercial pricing enquiries to the right team from the start. |
| How soon are you planning to complete this purchase? | The timeline weighting separates buyers ready to close now from early-stage researchers, so your team prioritizes appointment time correctly. |
| Have you been pre-approved for or arranged financing for this purchase? | Financing arrangement carries one of the highest yes/no weights, showing which buyers can close without an on-site financing detour. |
| Do you have a trade-in vehicle to include in this purchase? | A trade-in answer flags that an appraisal needs to be scheduled alongside the sales appointment rather than discovered on arrival. |
| Are you the person authorized to make the final purchase decision? | Confirming decision-making authority prevents reps from spending showroom time with someone who can't actually sign the deal. |
| Which brands or models are you currently considering? | The free-text model list lets reps stage the exact vehicles the buyer is comparing before they set foot on the lot. |
How Cliont scores new vehicle purchase leads
Every answer is weighted automatically — no manual review required.
Value signals
- Within a month
- 1-3 months
- Just researching
- Been Pre-Approved Or Arranged: yes
- Person Authorized Make Final: yes
Urgency signals
- Immediately
See the lead your team receives
New Vehicle Purchase Lead
From first click to qualified lead
Follow vehicle owners 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
Photos of the vehicle and damage come attached, so you quote before it rolls in.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for new vehicle purchase workflows
| Cliont capability | New Vehicle Purchase application |
|---|---|
| Conditional routing | Automatically separates business/fleet purchases from personal-use purchases so fleet buyers land with your commercial sales contact instead of the general queue. |
| Weighted scoring | Combines purchase timeline and financing status so a buyer who is pre-approved and buying immediately outranks a 'just researching' enquiry with no financing arranged. |
| Decision-maker gate | Flags leads where the respondent isn't the authorized decision maker, so reps confirm the real buyer before committing appointment time. |
| Free-text capture | Logs the exact brands or models the buyer is considering so reps can have the right vehicles staged on the lot before the buyer arrives. |
| Trade-in flag | A yes answer on the trade-in question adds a note to the CRM record so an appraiser is looped in alongside the sales appointment. |
Common new vehicle purchase lead scenarios
Ready to buy this week
The buyer is planning to purchase immediately, has arranged financing, and is the person authorized to sign, so the intake pushes this straight to your CRM as a priority appointment.
Fleet buyer comparing models
A business or fleet purchase with a 1-3 month timeline and specific models named in free text, which your team can route to a commercial pricing conversation instead of a walk-in sale.
Trade-in complicates the deal
The buyer wants to buy immediately but hasn't arranged financing and has a trade-in vehicle, so the intake flags that an appraisal needs to happen alongside the sales appointment.
Early-stage researcher
The buyer selects 'just researching,' has no financing arranged, and isn't the final decision maker, so the lead is logged for nurture follow-up rather than an immediate appointment.
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 vehicle sales intake templates
New Vehicle Purchase lead-intake FAQs
How does the intake handle business or fleet purchases differently from personal buyers?
The intake asks whether the purchase is for personal use or business/fleet, so a fleet enquiry can be tagged and routed to a commercial pricing workflow instead of the standard personal-buyer pipeline.
What happens when a buyer has a trade-in vehicle to include?
When the buyer confirms a trade-in, the lead carries that flag into your CRM so your team knows to schedule an appraisal alongside the purchase appointment rather than finding out on arrival.
Can the intake tell me if the person filling out the form can actually approve the purchase?
Yes, the intake asks directly whether the respondent is authorized to make the final decision, and a 'no' answer scores lower so reps know to confirm the real buyer before booking showroom time.
Does the intake capture financing status before the appointment?
Yes, buyers are asked whether they've been pre-approved or arranged financing, which is one of the higher-weighted answers in the scoring so financed-ready buyers stand out from those who still need a financing conversation.
How does the intake separate a 'just researching' lead from a ready-to-buy lead?
The purchase timeline question weights 'immediately' well above 'just researching,' so your CRM shows which enquiries are close to closing versus still in early comparison mode.
Does this intake also cover used vehicles or trade-in-only enquiries?
No, this intake is built specifically for new vehicle purchases; Used Vehicle Purchase and Vehicle Trade-In enquiries run through their own dedicated intake forms.
Turn new vehicle purchase visitors into qualified jobs
Give every new vehicle purchase visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you tie up a bay.