See supplier count and risk type before you scope the work
Tell us how many suppliers need assessing, which risk type concerns the client most, and whether documentation is already on hand. Cliont scores the engagement and routes qualified work straight to your CRM.
The exact intake your supplier risk assessment leads complete
This is the real 6-question guided intake for Supplier Risk Assessment — the same flow your customers finish before you ever pick up the phone.
What a qualified supplier risk assessment lead should tell you
A structured review of a client's suppliers to flag financial instability, compliance exposure, and delivery risk before the client commits budget to sourcing or contracting decisions.
- Many Suppliers Assessed
- Risk Most Concerned About
- Have Decision-Making Authority Over
- Current Stage Relationship With
- Already Have Documentation Or
- Industry Or Sector These
The questions your team needs answered
Every supplier risk assessment intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many suppliers do you need assessed? | The number of suppliers to assess indicates the scope and likely billable size of the engagement. |
| What type of risk are you most concerned about? | Financial and compliance concerns typically require deeper diligence and command higher-value engagements than a routine performance check. |
| Do you have decision-making authority over supplier selection? | Confirming sign-off authority separates leads ready to commit from those still building internal consensus. |
| What is the current stage of your relationship with these suppliers? | Relationship stage tells the consultant whether this is proactive vetting, routine monitoring, or damage control after an incident, which changes how the discovery call should open. |
| Do you already have documentation or data on these suppliers available for review? | Knowing whether documentation already exists shows whether the engagement starts with data collection or straight into analysis. |
| What industry or sector do these suppliers operate in? | The supplier's industry or sector helps route the lead to a consultant with relevant regulatory or market experience. |
How Cliont scores supplier risk assessment leads
Every answer is weighted automatically — no manual review required.
Value signals
- One supplier
- 2-5 suppliers
- 6 or more suppliers
- Not sure
- Financial stability
- Compliance or regulatory issues
See the lead your team receives
Supplier Risk Assessment Lead - 6 Suppliers, Compliance Focus
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 supplier risk assessment workflows
| Cliont capability | Supplier Risk Assessment application |
|---|---|
| Weighted multi-select scoring | Financial stability and compliance concerns carry more weight than delivery or reputational concerns, so a lead worried about regulatory exposure scores higher than one asking only about on-time delivery. |
| Authority-based lead routing | A 'no' answer on decision-making authority (q003) lowers the score relative to a 'yes,' helping you separate leads ready for a discovery call from those still gathering internal buy-in. |
| Conditional context capture | Relationship stage (q004) shows whether the request is prospective vetting, onboarding, ongoing monitoring, or post-incident reassessment, so the discovery call opens with the right framing instead of generic scoping questions. |
| CRM field mapping | The open-text industry/sector answer (q006) writes directly into a custom CRM field, so leads can be filtered or assigned by sector without manual tagging. |
Common supplier risk assessment lead scenarios
Reassessing a supplier after an incident
A client flags one supplier for review following a compliance or delivery failure, which pairs a single-supplier answer with 'Reassessing after an issue' relationship stage — a different intake path than a routine portfolio check.
Full supplier portfolio review
Procurement teams with 6 or more suppliers and existing documentation on hand represent larger-scope engagements the intake can flag ahead of the discovery call.
Vetting a prospective supplier
A client evaluating a supplier they haven't yet engaged selects 'Prospective, not yet engaged,' which signals earlier-stage due diligence rather than crisis response.
Requester without sign-off authority
Someone gathering information without decision-making authority over supplier selection answers 'no' on that question, helping consultants decide whether to route the lead to a call or a nurture sequence.
Unclear risk concern at intake
Clients unsure which risk type matters most select 'Not sure' on the risk-type question, which still scores as high-value but signals the discovery call needs to start with scoping, not solutioning.
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.
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- 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 procurement and supply chain consulting intake templates
View all procurement and supply chain consulting intake templates →
Supplier Risk Assessment lead-intake FAQs
How does the intake handle clients who need multiple suppliers assessed?
The supplier-count question captures whether the client needs one, 2-5, or 6+ suppliers reviewed, so a single-supplier check-in and a multi-supplier portfolio audit arrive in your CRM clearly differentiated by scope.
Can a client flag more than one type of risk they're worried about?
Yes, the risk-type question is multi-select, so a lead can indicate concern about financial stability and compliance issues at once, and both signals feed into the lead's score.
Does the intake check whether the person filling it out can actually approve a supplier?
Yes, question q003 asks directly about decision-making authority over supplier selection, which weights leads with sign-off power higher than those gathering information for someone else.
What if the client doesn't have supplier documentation ready yet?
Question q005 captures whether documentation or data is already available for review, so consultants can see upfront whether the engagement starts with data-gathering or moves straight into analysis.
How is this different from the Vendor Sourcing intake?
Supplier Risk Assessment is for evaluating suppliers already identified or under consideration, using questions like relationship stage and documentation availability; Vendor Sourcing is a separate sibling subservice for finding new suppliers from scratch.
What happens with the free-text industry field?
The industry or sector question is open text, so it lands in the CRM as a raw field you can use to route the lead to whichever consultant on your team has relevant sector experience.
Turn supplier risk assessment visitors into qualified clients
Give every supplier risk assessment visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.