Qualify every business services lead before you take the first call
Cliont gives Business Services firms a guided intake built for B2B sales cycles instead of consumer forms — capturing company size, the specific service line a prospect needs (from HR consulting to procurement), and engagement scope before anyone books a call. Every enquiry gets scored and routed to your CRM so your team only chases work that's actually likely to close.
Browse every business services intake template
Each category ships ready-to-embed, job-specific intakes — open any to try the exact experience your leads complete.
Human Resources Consulting
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Business Consulting
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Recruiting and Staffing
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Virtual Assistant and BPO
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Payroll and Employer Services
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Business Brokerage
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Translation and Interpretation
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Procurement and Supply Chain Consulting
View intakes →Information business services teams need before dispatch
Across every business services service, Cliont intakes are built to capture:
- Main Reason Hr Compliance
- Many Employees Organization Have
- Hr Areas Want Reviewed
- Have Authority Approve Hr
- Soon This Compliance Review
- Have Written Hr Policies
- In Which State Or
- Main Goal Compensation Project
- Many Employees Covered By
- Have Any Documented Pay
How business services lead scoring works
Every answer across every business services intake is weighted automatically.
Value signals
- Employee complaint or internal issue
- Government notice, audit, or investigation
- Company growth or organizational change
- Not sure
- Have Authority Approve Hr: yes
- Within a month
Urgency signals
- Proactive checkup or routine review
- Immediately
- Severe cash flow problems
- Actively Seeking Purchase Existing
- Actively marketing to buyers
- Forms or interactive elements
Route leads by service, area, urgency, and value
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
Business Services lead-intake FAQs
Does Cliont work across all the different Business Services lines, or just one?
Cliont supports each Business Services line separately — HR consulting, business consulting, recruiting and staffing, virtual assistant and BPO, payroll and employer services, business brokerage, translation and interpretation, and procurement and supply chain consulting — each with its own qualification questions rather than a single generic form.
Our sales cycle is longer than a typical service business — does that matter for intake?
It matters more, not less: because engagements in this niche often involve a proposal or scoping call rather than an instant booking, the intake is built to filter out browsers and low-budget enquiries before they consume a partner's time on a discovery call.
Can Cliont route leads differently depending on which service they're asking about?
Yes — a prospect asking about recruiting and staffing can be routed to a different owner or pipeline stage in your CRM than one asking about payroll or business brokerage, since the qualifying questions and decision-makers differ by service line.
What if a prospect isn't sure which service they need?
The intake can capture the prospect's underlying problem alongside company details, so your team can steer them toward the right service line — HR consulting versus business consulting, for example — instead of losing the lead to a mismatched form.
Is this meant for firms selling to other businesses, not consumers?
Yes — every subservice in this niche is B2B, so the intake is built around business buyers, company-level details, and internal decision-making rather than individual consumer intent.
Turn your business services traffic into signed clients
Give every visitor a guided, bilingual intake — and meet a scored, qualified lead before you pick up the phone.