Turn growth strategy enquiries into discovery-call-ready leads
Every enquiry captures the primary growth challenge, business age, and whether the requester has authority to approve the engagement — plus any historical financial or sales data they can share upfront — so you see discovery-call-ready leads instead of scope work that never closes.
The exact intake your growth strategy leads complete
This is the real 7-question guided intake for Growth Strategy — the same flow your customers finish before you ever pick up the phone.
What a qualified growth strategy lead should tell you
An advisory engagement that maps out how a business intends to grow — through new markets, added products, or scaled operations — and turns that direction into an actionable plan. For intake purposes, the priority is identifying the specific growth challenge, the business's operating history, and who actually holds authority to approve the engagement.
- Main Growth Challenge 'Re
- Many Years Has Business
- Have Authority Approve Growth
- Many Employees Business Have
- Would Like Begin Working
- Already Have Historical Financial
- Areas Business Would This
The questions your team needs answered
Every growth strategy intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the main growth challenge you're trying to address? | Identifies the specific growth challenge so the discovery call can be scoped to the right specialty from the start. |
| How many years has your business been operating? | Distinguishes early-stage businesses from established ones — both score as high-value but need different discovery-call framing. |
| Do you have the authority to approve a growth strategy engagement? | Flags whether the person completing the intake can actually approve the engagement, so leads without a decision-maker attached get routed for stakeholder confirmation instead of a wasted call. |
| How many employees does your business currently have? | Segments the lead so you can route, price, and prioritize it correctly. |
| When would you like to begin working on your growth strategy? | Marks leads ready to start 'Immediately' as the most time-sensitive, ahead of those 'Just exploring options.' |
| Do you already have historical financial or sales data available to review? | Shows whether financial or sales data is already available, which determines whether the first call needs a data-gathering step. |
| Which areas of the business would this growth strategy need to cover? | Captures every business area the strategy needs to touch, so the team can see full scope and staff the right consultants before the call. |
How Cliont scores growth strategy leads
Every answer is weighted automatically — no manual review required.
Value signals
- Entering new markets
- Increasing revenue from existing markets
- Expanding products or services
- Scaling operations to support growth
- Less than 1 year
- 1 to 3 years
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Growth Strategy 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 growth strategy workflows
| Cliont capability | Growth Strategy application |
|---|---|
| Lead scoring engine | Weights growth challenge, business age, and approval authority together, so a lead answering 'Immediately' with confirmed authority surfaces above one still 'exploring options.' |
| Document upload capture | Lets prospects attach existing financial or sales data directly in the intake when they confirm it's available, saving a follow-up email before the discovery call. |
| CRM routing | Sends every qualified growth strategy lead — with growth challenge, timeline, and authority answers attached — straight into your CRM instead of a shared inbox. |
| Multi-select mapping | Captures every area selected for the engagement — sales, operations, finance, team, or technology — as tags on the lead record so you can pre-assign the right consultants. |
| Priority flagging | Marks leads that answer 'No' to approval authority so your team follows up to confirm the actual decision maker before booking time on the calendar. |
Common growth strategy lead scenarios
Ready-to-move market entry
An established business selects 'Entering new markets,' wants to start immediately, confirms approval authority, and has financial data ready — the intake flags it as high priority for a near-term discovery call.
Early-stage, still exploring
A business under a year old picks 'Not sure yet' for its growth challenge and 'Just exploring options' for timeline — still treated as a real opportunity, but routed with lower urgency than time-sensitive leads.
Multi-department scaling request
A 51+ employee business selects 'Scaling operations' and checks multiple areas — operations, finance and funding, and technology — signaling a broader engagement that needs more prep before the call.
Non-decision-maker inquiry
Someone completes the intake with a high-value growth challenge but answers 'No' to having approval authority, so the lead is flagged to identify the actual decision maker before booking a discovery call.
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
Growth Strategy lead-intake FAQs
How does the intake separate ready-to-book prospects from early researchers?
The timeline question distinguishes 'Immediately' from 'Just exploring options,' and combined with the approval-authority answer, that tells you which leads are worth booking a discovery call right away versus nurturing.
What happens if the person filling out the form doesn't have authority to approve the engagement?
A 'No' answer to the authority question flags the lead so your team can identify and reach the actual decision maker before spending discovery-call time on someone who can't sign off.
Does it matter if a business doesn't have financial or sales data ready yet?
The intake captures whether historical financial or sales data is already available, so consultants know upfront whether the first call needs to include a data-gathering step or can move straight into strategy discussion.
How are businesses with different growth challenges scored?
New markets, revenue growth, expansion, and scaling operations are all treated as high-value challenges; 'Not sure yet' still qualifies as an opportunity but carries less certainty about scope.
Why does the intake ask about employee count if it isn't weighted for scoring?
Employee count is captured purely for segmentation, so consultants can gauge engagement size and staffing needs before the call — it doesn't move a lead's priority ranking on its own.
Can the intake capture growth strategy needs that span multiple business areas?
Yes — the areas-to-cover question is multi-select, so a lead can flag sales and marketing, operations, finance and funding, team and talent, and technology together, giving you the full scope before you prep for the call.
Does business age affect how leads are prioritized?
No — younger businesses under a year old score as high-value opportunities right alongside established ones with four to ten years of operating history, so early-stage companies aren't screened out.
Turn growth strategy visitors into qualified clients
Give every growth strategy visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.