Qualify every business services lead before the first conversation
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
Preview 6 intake templates for human resources consulting, including hr compliance review, compensation planning, performance management.
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Business Consulting
Preview 7 intake templates for business consulting, including growth strategy, process improvement, business strategy consulting.
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Recruiting and Staffing
Preview 7 intake templates for recruiting and staffing, including executive search, professional recruiting, contract staffing.
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Virtual Assistant and BPO
Preview 6 intake templates for virtual assistant and bpo, including administrative support, back-office support, customer service outsourcing.
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Payroll and Employer Services
Preview 5 intake templates for payroll and employer services, including time and attendance systems, employee benefits administration, peo services.
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Business Brokerage
Preview 5 intake templates for business brokerage, including buy a business, business valuation, buyer representation.
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Translation and Interpretation
Preview 6 intake templates for translation and interpretation, including website translation, medical interpretation, business interpretation.
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Procurement and Supply Chain Consulting
Preview 5 intake templates for procurement and supply chain consulting, including supplier risk assessment, procurement optimization, inventory planning.
View intakes →Information business services teams need before the first conversation
Across every business services service, Cliont intakes are built to capture:
Business Services covers the professional service firms that sell expertise and execution to other companies rather than to consumers — HR consulting, business consulting, recruiting and staffing, virtual assistant and BPO support, payroll and employer services, business brokerage, translation and interpretation, and procurement and supply chain consulting. From an intake standpoint, each of these firms needs to know who the prospective client is, what problem they're trying to solve, the scale of the engagement, and whether there's a real budget and timeline before a partner or account manager spends time on a discovery call.
- 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
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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.