Sell a Vehicle intake that asks what your team actually needs to know
The intake captures title and lien status, vehicle condition, and preferred sale method, plus any vehicle history report, before the lead lands in your CRM ready for a valuation call.
The exact intake your sell a vehicle leads complete
This is the real 7-question guided intake for Sell a Vehicle — the same flow your customers finish before you ever pick up the phone.
What a qualified sell a vehicle lead should tell you
Qualification of a vehicle owner's intent and readiness to sell, covering title and lien status, current condition, and preferred sale method, so a sales team can route the lead to the right buying, trade-in, or consignment process.
- Hold Title Or Legal
- Vehicle Selling
- Vehicle'S Current Condition
- Plan Sell Vehicle
- Own Vehicle Free And
- Soon Complete Sale
- Have Maintenance Records Or
The questions your team needs answered
Every sell a vehicle intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently hold the title or legal ownership of the vehicle? | Confirms the seller can legally transfer the vehicle before your team invests time in valuation or paperwork. |
| What type of vehicle are you selling? | Routes the lead to the right specialist or buying process, since a commercial or fleet vehicle is handled differently than a car or motorcycle. |
| What is the vehicle's current condition? | Condition directly sets the lead's value score, separating a running, well-kept vehicle from a salvage unit that needs different handling. |
| How do you plan to sell the vehicle? | Tells your team whether to prepare a trade-in offer, a private-sale valuation, or a consignment conversation. |
| Do you own the vehicle free and clear of any loan or lien? | Flags whether a loan payoff needs to be arranged before the sale can close, which changes how your team structures the deal. |
| How soon are you hoping to complete the sale? | Signals how soon your team should follow up, even though it doesn't change the lead's underlying value score. |
| Do you have maintenance records or a vehicle history report available? | Indicates whether documentation will be available for buyer due diligence, without gating the lead. |
How Cliont scores sell a vehicle leads
Every answer is weighted automatically — no manual review required.
Value signals
- Hold Title Or Legal: yes
- Running, good condition
- Running, needs some work
- Not running
- Own Vehicle Free And: yes
See the lead your team receives
Sell a Vehicle 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 sell a vehicle workflows
| Cliont capability | Sell A Vehicle application |
|---|---|
| Weighted scoring logic | Automatically raises the score when the seller holds clear title and confirms the vehicle is running in good condition, both high-value signals for this catalog. |
| Conditional intake branching | Adjusts follow-up based on the vehicle type answer, so a commercial or fleet vehicle can be routed to a different specialist than a car or motorcycle. |
| Document upload capture | Collects title documentation and any available vehicle history report alongside the intake answers, before the lead reaches your CRM. |
| CRM routing | Sends qualified sale leads to your CRM tagged by sale method, private sale, trade-in, or consignment, so the right team member picks it up. |
| Lead prioritization bands | Separates a lien-free, running vehicle from a not-running or salvage one, so your team can decide desk priority before making contact. |
Common sell a vehicle lead scenarios
Clear title, running well
Owner confirms they hold the title free and clear and the vehicle is running in good condition, which pushes the lead into the higher-value scoring band immediately.
Loan still on the vehicle
Owner answers no to owning the vehicle free and clear, so the lead still qualifies but flags a payoff step your team needs to structure into the deal.
Not running or salvage unit
Owner selects a lower condition option, which scores differently than a running vehicle and signals the deal may route toward salvage buyers instead of a standard trade-in.
Unsure how to sell
Owner picks 'Not sure' for sale method, meaning the lead needs a guiding conversation comparing private sale, trade-in, and consignment before any offer is made.
Just exploring, no urgency
Owner selects 'Just exploring options' on timeline, so the lead is still captured with full detail but can sit in a longer-term follow-up sequence rather than an immediate callback.
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
Sell a Vehicle lead-intake FAQs
How does the intake handle a vehicle that still has a loan on it?
The intake asks directly whether the owner holds the vehicle free and clear of any loan or lien. A 'no' answer still qualifies the lead but scores slightly lower than a lien-free vehicle, so your team knows a payoff needs to be arranged before the sale closes.
Does the vehicle's condition change how the lead is scored?
Yes. Running vehicles in good condition score highest, followed by running vehicles that need work, then non-running vehicles, then salvage or heavily damaged ones, so your team can see deal complexity at a glance.
What happens if the seller doesn't have maintenance records or a vehicle history report?
That question is captured but doesn't gate or lower the lead's score. It simply tells your team whether documentation will be ready for buyer due diligence or needs to be pulled separately.
Can the intake tell whether someone wants a private sale, a trade-in, or consignment?
Yes, the intake asks how the owner plans to sell the vehicle, including a 'not sure' option, so your team can route the lead to the right conversation instead of assuming it's a straightforward trade-in.
Does the seller's timeline affect how the lead is prioritized?
The intake captures how soon the owner wants to complete the sale, from 'as soon as possible' to 'just exploring,' but this is used for follow-up sequencing rather than adjusting the underlying value score.
What vehicle types can this intake qualify?
The intake covers cars, trucks, SUVs, motorcycles, commercial or fleet vehicles, and other vehicle types, so a single form can handle the range of vehicles your team buys or trades for.
Turn sell a vehicle visitors into qualified jobs
Give every sell a vehicle visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you tie up a bay.