Turn strategy enquiries into discovery-call-ready leads
Every strategy enquiry captures the client's primary focus area, decision-making authority, and desired start timeline, plus any business plan or financials they can share upfront, so you know the deal is real before you scope it.
The exact intake your business strategy consulting leads complete
This is the real 5-question guided intake for Business Strategy Consulting — the same flow your customers finish before you ever pick up the phone.
What a qualified business strategy consulting lead should tell you
Advisory engagements where a consultant helps a business define growth, turnaround, positioning, launch, or operational-alignment strategy, and the intake needs to know the focus area, who holds decision authority, and how soon the client wants to start.
- Main Focus Area Strategy
- Many Employees Organization Have
- Have Authority Approve And
- Would Like Begin This
- Organization Done Any Formal
The questions your team needs answered
Every business strategy consulting intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the main focus area for your strategy needs? | The focus area a client picks determines whether this is a growth, turnaround, positioning, launch, or operational-alignment engagement, which shapes how urgently and by whom the discovery call should be handled. |
| How many employees does your organization currently have? | Employee count gives a rough read on the likely scale and complexity of the engagement before your team drafts any scope. |
| Do you have the authority to approve and implement strategic decisions? | This answer carries one of the heaviest weights in the catalog, since a client without approval authority may not be able to move the engagement forward regardless of how strong the strategy need is. |
| When would you like to begin this strategy engagement? | An immediate start timeline scores far higher than exploring options, so the discovery call can be prioritized for clients who are ready to commit budget now. |
| Has your organization done any formal strategic planning before? | Knowing whether the organization has done formal strategic planning before tells your team whether the engagement starts from scratch or builds on existing work. |
How Cliont scores business strategy consulting leads
Every answer is weighted automatically — no manual review required.
Value signals
- Growth or expansion planning
- Turnaround or recovery planning
- Market positioning or competitive strategy
- New business or product launch strategy
- Aligning operations with long-term strategy
- Not sure
Urgency signals
- Immediately
See the lead your team receives
Business Strategy Consulting Lead
From first click to qualified lead
Follow prospects and clients 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 project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for business strategy consulting workflows
| Cliont capability | Business Strategy Consulting application |
|---|---|
| Weighted lead scoring | Decision-making authority is scored 9 for yes versus 3 for no, so leads without a real approver behind them are flagged before you invest time drafting a scope. |
| Conditional intake logic | The focus-area answer (growth, turnaround, positioning, launch, or operational alignment) can steer which sibling offer, like Growth Strategy or Business Turnaround, the lead should really be routed toward. |
| CRM routing | Leads who select an immediate start timeline are sent to your CRM with priority visibility so discovery calls get scheduled while the client's need is still active. |
| Guided video widget | Clients can explain their turnaround or launch situation in their own words alongside the structured focus-area and timeline answers, giving your team context before the first call. |
Common business strategy consulting lead scenarios
Founder ready to move now
A decision-maker selects growth or expansion planning as the focus and wants to start immediately, which pushes the lead straight to the top of the queue for a discovery call.
Business in distress
The client picks turnaround or recovery planning as the focus area, signaling a client under pressure who needs the discovery call scheduled without delay.
Larger org, longer runway
A 51+ employee organization is aligning operations with long-term strategy but selects a 1-3 month start, so the intake flags a real budget with a slower sales cycle rather than an urgent one.
No decision authority yet
Someone fills out the intake on behalf of the business but answers no to having authority to approve strategic decisions, which lowers the score and tells you a scoping call would need to loop in a real approver.
Still exploring, not sure yet
A prospect marks the focus area as not sure and the timeline as just exploring options, which the intake still routes through but scores lower than a committed engagement.
Connect Cliont to your workflow
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
More business consulting intake templates
Business Strategy Consulting lead-intake FAQs
How does the intake separate a growth strategy request from a turnaround engagement?
The focus-area question asks the client to pick between growth or expansion, turnaround or recovery, market positioning, new launch strategy, or operational alignment, so you see the type of engagement before the discovery call, and can hand off differently to a sibling offer like Growth Strategy or Business Turnaround if that fits better.
What happens if the person submitting the form can't actually approve a strategy engagement?
The intake asks directly whether the respondent has authority to approve and implement strategic decisions, and that answer carries a heavier weight than most other fields, so a no answer lowers the score and signals you may need a second stakeholder before scoping work.
Does the intake account for company size before we quote scope?
Yes, the employee-count question (from just me up to 51 or more) is captured on every submission so you can see the likely size of the engagement before the call, without asking the client to fill out a separate form.
Are leads who select 'just exploring options' worth following up with?
Timeline answers are weighted, with immediate starts scoring highest and exploring options scoring lowest, so these leads still reach your CRM but land lower in priority rather than getting discarded.
Does this intake replace the proposal or scope-of-work conversation?
No, the intake only qualifies the lead using focus area, authority, timeline, company size, and prior planning history, so your discovery call still handles pricing and formal scoping once the lead is confirmed.
How does the intake handle clients who've never done formal strategic planning?
The intake asks whether the organization has done any formal strategic planning before, which tells your team whether the engagement starts from a blank slate or builds on existing work, without affecting the client's ability to get through the form.
Turn business strategy consulting visitors into qualified clients
Give every business strategy consulting visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.