Know which turnaround leads are worth discovery call time
Ask every enquiry about their current business situation, whether they have authority to approve changes, and which areas—finance, operations, staffing—need attention, then collect financial statements before the discovery call.
The exact intake your business turnaround leads complete
This is the real 5-question guided intake for Business Turnaround — the same flow your customers finish before you ever pick up the phone.
What a qualified business turnaround lead should tell you
Advisory engagement for businesses facing declining revenue, cash flow strain, or operational breakdown, where qualification hinges on how severe the situation is, who holds decision authority, and which functional areas need intervention first.
- Best Describes Current Business
- Approximate Size Business By
- Have Authority Approve And
- Areas Business Most Attention
- Business Previously Worked With
The questions your team needs answered
Every business turnaround intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which best describes your current business situation? | Severe cash flow problems carry the highest weight because it signals a business at real risk, while 'just exploring options' still qualifies but at a lower urgency tier. |
| What is the approximate size of your business by number of employees? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have the authority to approve and implement business changes? | A 'no' on decision authority sharply lowers the score because turnaround engagements can't move forward without someone empowered to approve the plan. |
| Which areas of the business need the most attention? | Flagging finance and cash flow as the priority area carries more weight than operations or staffing, since cash position often determines how much time the business has to act. |
| Has the business previously worked with a consultant or advisor on this issue? | Knowing whether a consultant already worked this issue helps you tell a fresh case apart from one where a prior engagement stalled or failed. |
How Cliont scores business turnaround leads
Every answer is weighted automatically — no manual review required.
Value signals
- Declining revenue or sales
- Operational inefficiencies
- Just exploring options, no crisis yet
- Have Authority Approve And: yes
- Finance and cash flow
- Operations and processes
Urgency signals
- Severe cash flow problems
See the lead your team receives
Business Turnaround 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 turnaround workflows
| Cliont capability | Business Turnaround application |
|---|---|
| Weighted answer scoring | Severe cash flow problems score higher than 'just exploring options,' so genuinely urgent turnaround cases surface above research-stage enquiries in your CRM. |
| Decision-authority gating | The yes/no question on approval authority is weighted heavily, flagging leads where the person filling out the form can't actually greenlight the engagement. |
| Multi-select problem-area tagging | Finance and cash flow, operations, sales, and staffing selections tag the lead by focus area, so you know before the call whether it needs a financial or operational specialist. |
| Employee count segmentation | Company size answers help you size the likely engagement before committing consultant time, separating a solo owner-operator fix from a multi-department restructuring. |
Common business turnaround lead scenarios
Cash-strapped owner needs stabilization
The situation question flags severe cash flow problems and the authority question confirms they can approve changes, pushing this straight to a high-priority discovery call.
Mid-size company with operational drag
A 51-200 employee business selects operational inefficiencies and flags operations and processes as the priority area, signaling a larger-scope engagement than a solo owner-operator fix.
Exploratory enquiry, no crisis yet
Someone selects 'just exploring options, no crisis yet' and 'not sure' for problem areas, which scores lower than an active crisis but still routes through for a lighter-touch follow-up.
Declining sales at a small business
A 1-10 employee business flags declining revenue and marks sales and marketing as the area needing attention, a distinct profile from a cash-flow or staffing-driven turnaround.
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 Turnaround lead-intake FAQs
How does the intake tell a genuine crisis apart from someone just researching options?
The current business situation question weights severe cash flow problems and declining revenue higher than 'just exploring options, no crisis yet,' so browsing enquiries score lower without being discarded.
Does the form check whether the person filling it out can actually approve changes?
Yes, there's a direct yes/no question on decision-making authority, and a 'yes' answer scores substantially higher than a 'no,' since turnaround work stalls without an authorized decision-maker.
What if the business isn't sure which department is the real problem?
The multi-choice question on which areas need attention includes a 'not sure' option, so those leads still get captured and routed, just scored lower than a clear finance-and-cash-flow flag.
Can I see company size before the discovery call?
The intake asks for approximate employee count, giving you a sense of scope before you decide how to staff or price the engagement.
Does it matter if they've already worked with a consultant on this issue?
The intake asks whether the business previously engaged an advisor on the same issue, which helps you gauge whether you're starting fresh or picking up after a prior engagement stalled.
What can I collect from a distressed business before the call?
You can request financial statements and cash flow documentation upfront, so you walk into the discovery call with real numbers instead of relying on the business owner's summary.
Turn business turnaround visitors into qualified clients
Give every business turnaround visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.