See current clock-in methods before you scope the work
Know upfront whether a prospect is implementing new, replacing a broken system, or just researching, plus their employee count, current clock-in method, and which payroll platform they need to integrate with.
The exact intake your time and attendance systems leads complete
This is the real 7-question guided intake for Time and Attendance Systems — the same flow your customers finish before you ever pick up the phone.
What a qualified time and attendance systems lead should tell you
Support for evaluating, replacing, or troubleshooting employee time-tracking systems that need to integrate with payroll or HR platforms across one or more worksites.
- Best Describes Current
- How Many Employees Will
- Employees Clock In And
- System Work Across Multiple
- Person Authorized Approve This
- This System In Place
- Payroll Or Hr Platforms
The questions your team needs answered
Every time and attendance systems intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes your current need? | Distinguishes active implementation, replacement, or integration projects from someone still uncertain, which drives most of the lead's base score. |
| Approximately how many employees will use this system? | Employee count signals deployment complexity and likely contract size, from a small team to a 201+ enterprise rollout. |
| How do employees currently clock in and out? | Knowing whether they're on paper, spreadsheets, existing software, or biometric devices shows how much migration work the project will involve. |
| Do you need the system to work across multiple locations or worksites? | Multi-location requirements affect whether the system needs centralized reporting and site-level access controls, changing the scope of work. |
| Are you the person authorized to approve this purchase or project? | A yes/no on purchase authority carries explicit weight and helps route discovery calls to actual decision-makers instead of researchers. |
| When do you need this system in place? | Timeline answers from immediate to just researching are weighted to separate active buyers from early-stage inquiries. |
| Which payroll or HR platforms does this need to work with, if any? | Naming the specific payroll or HR platform reveals integration requirements before you commit time to scoping the project. |
How Cliont scores time and attendance systems leads
Every answer is weighted automatically — no manual review required.
Value signals
- Implementing a new system
- Replacing an existing system
- Fixing issues with current system
- Integrating with payroll or HR software
- Person Authorized Approve This: yes
- Within 1 month
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Time and Attendance Systems 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 time and attendance systems workflows
| Cliont capability | Time And Attendance Systems application |
|---|---|
| Weighted lead scoring | Prioritizes leads implementing, replacing, or integrating a system over those who selected 'Not sure yet,' and factors in whether the respondent has purchase authority. |
| Conditional intake logic | Surfaces the multi-location question and the payroll platform free-text field so scope details show up in the CRM record without a manual follow-up email. |
| CRM routing | Sends qualified time and attendance leads, tagged with their current clock-in method and named payroll platform, directly into your CRM for the assigned rep. |
| Buyer-authority filtering | Flags leads where the person completing the intake isn't authorized to approve the purchase, so discovery calls go to decision-makers first. |
Common time and attendance systems lead scenarios
New system for growing team
A business moving off paper logs is implementing a system for the first time and needs it to work across more than one worksite.
Replacing a failed integration
An existing time tracking tool won't sync with their payroll software, so they're replacing it and naming the specific platform it must connect to.
Troubleshooting current setup
A prospect already has a biometric or badge device but is reporting ongoing issues rather than looking for a full system change.
Early-stage, unauthorized researcher
Someone marks 'Not sure yet' on their need and isn't the person who approves the purchase, signaling more nurture time before a discovery call is worth booking.
Multi-location enterprise rollout
A larger headcount (201+) with multiple worksites and an immediate timeline points to a higher-value project worth prioritizing on the calendar.
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 payroll and employer services intake templates
Time and Attendance Systems lead-intake FAQs
How does the intake tell a real implementation project from someone just browsing?
The current-need question separates prospects implementing, replacing, or fixing a system from those who select 'Not sure yet,' and that answer is weighted lower alongside the purchase-authority question.
Does the intake ask what payroll or HR software the system needs to integrate with?
Yes, there's a free-text field for naming the specific payroll or HR platforms the time and attendance system must work with, so you know the integration scope before the call.
Can the intake flag prospects who aren't the actual decision-maker?
Yes, a direct yes/no question asks whether the person filling out the form is authorized to approve the purchase, and that answer carries real scoring weight.
Will the intake capture whether this is a multi-location deployment?
Yes, there's a dedicated question on whether the system needs to work across multiple locations or worksites, which matters for scoping complexity and pricing.
How does the intake handle a prospect still using paper logs versus one replacing existing software?
The current clock-in method question distinguishes paper, spreadsheets, existing software, and biometric or badge devices, which shapes how much migration work the project involves.
Is company size captured before the discovery call?
Yes, the employee count question gives you a headcount range from 1-10 up to 201 or more before you ever schedule time.
Turn time and attendance systems visitors into qualified clients
Give every time and attendance systems visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.