Know which commercial design-build leads are worth a site walk
The intake asks whether the prospect owns or controls the site, has an approved budget, and what project stage they're at, then collects site plans and ownership documents before anything lands in your CRM.
The exact intake your commercial design-build leads complete
This is the real 6-question guided intake for Commercial Design-Build — the same flow your customers finish before you ever pick up the phone.
What a qualified commercial design-build lead should tell you
Integrated architecture and construction delivered under one contract for a new commercial building, major renovation, or tenant fit-out, where the intake needs to establish project scope, site control, and funding status before a site walk is worth scheduling.
- Best Describes Project Scope
- Commercial Property This
- Own Or Control Property
- There Already Approved Budget
- Current Stage This Project
- Property Owner, Or Representing
The questions your team needs answered
Every commercial design-build intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes your project scope? | Project scope (new build vs. renovation vs. fit-out) sets both the expected complexity and which of your design-build offerings actually fits. |
| What type of commercial property is this for? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you currently own or control the property or site for this project? | Confirmed site control means the project can realistically move to a site walk, while 'no' signals the site is still being negotiated or acquired. |
| Is there already an approved budget or funding source for this project? | An approved budget or funding source is one of the strongest signals that a project is ready to move rather than still being explored. |
| What is the current stage of this project? | Project stage tells you whether you're stepping into concept work, taking over an in-progress design, or building from finished drawings, each requiring a different scope of engagement. |
| Are you the property owner, or are you representing the owner in this decision? | Distinguishing an owner or authorized representative from an advisor with no decision authority keeps your team from scoping a project no one in the room can approve. |
How Cliont scores commercial design-build leads
Every answer is weighted automatically — no manual review required.
Value signals
- New building construction
- Major renovation or addition
- Tenant improvement or fit-out
- Own Or Control Property: yes
- There Already Approved Budget: yes
- I am the owner
Disqualifiers
- Not sure yet
See the lead your team receives
Commercial Design-Build Lead
From first click to qualified lead
Follow owners and general contractors 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 add photos & plans
Site photos and plans come attached, so you scope before you bid.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for commercial design-build workflows
| Cliont capability | Commercial Design-Build application |
|---|---|
| Weighted scoring | Confirmed site control and approved-budget answers carry more weight than 'not yet' responses, so an owner-controlled, funded project surfaces above one still in early feasibility. |
| Branching logic | Project stage answers (concept, ready to design, design underway, design complete) can route leads toward different next steps instead of a single generic estimate request. |
| Disqualification signals | An 'advising but no decision authority' answer flags leads that shouldn't move to a site walk until an actual owner or authorized representative is engaged. |
| CRM routing | Leads with confirmed site control, approved budget, and clear scope route into CRM as site-walk-ready, while the rest can be tagged for nurture. |
| Document capture | Site plans and proof of site control are collected during intake, so your team isn't chasing basic property documents after a site walk is already scheduled. |
Common commercial design-build lead scenarios
Ground-up build, budget approved
New building construction with confirmed site control and an approved budget — the intake surfaces this as ready for a site walk rather than an early exploratory call.
Tenant fit-out before funding
A tenant improvement project where the budget isn't approved yet is scored lower than a funded one, flagging it for follow-up instead of an immediate estimate.
Advisor with no decision authority
Someone advising the owner but not authorized to decide is separated from actual decision-makers, so your team isn't scoping a project for someone who can't sign off.
Site still in negotiation
A major renovation where the prospect doesn't yet own or control the property signals a different timeline than a fully controlled site.
Scope not yet defined
A prospect selecting 'Not sure yet' for scope and 'concept or feasibility' for stage gets routed differently than one who is design-complete and ready to build.
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 design-build intake templates
Commercial Design-Build lead-intake FAQs
How does the intake separate commercial design-build leads from a value engineering or constructability review request?
Because project scope, property type, and project stage are captured upfront, a request to review an existing design's cost reads differently than a lead starting a new build — those are better matched to your Value Engineering or Constructability Review intake.
What happens if the prospect doesn't yet own or control the site?
The site control answer is weighted lower than confirmed ownership, so a lead still negotiating a site is scored accordingly and can be routed for later follow-up instead of an immediate site walk.
Does the intake account for whether there's an approved budget yet?
Yes — a confirmed budget or funding source carries meaningfully more weight than 'not yet,' which helps you tell a funded project apart from an early exploratory one before committing to an estimate.
How does the intake handle someone who isn't the actual decision-maker?
The ownership/authority question distinguishes an owner or authorized representative from someone advising with no decision authority, which is weighted lowest of the three options.
Can this intake tell a tenant improvement project apart from new construction?
Yes — project scope is a direct single-choice question covering new building, major renovation or addition, tenant improvement or fit-out, and not sure yet, each weighted differently.
What if a lead turns out to be for an industrial facility instead of commercial?
Property type is captured directly in the intake, so projects that are really industrial in nature can be matched to your Industrial Design-Build intake and routing instead.
Turn commercial design-build visitors into qualified projects
Give every commercial design-build visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.