Know which preconstruction leads deserve a site walk
Our guided intake captures project type, design stage, and site control status upfront, along with site plans or concept documents, so you know what you're walking into before you schedule a site walk.
The exact intake your preconstruction services leads complete
This is the real 6-question guided intake for Preconstruction Services — the same flow your customers finish before you ever pick up the phone.
What a qualified preconstruction services lead should tell you
Early-stage planning, budgeting, and feasibility work that shapes scope and cost before a design-build team commits to a project, covering how defined the design is, whether the site is controlled, and who holds decision-making authority.
- Best Describes Project Right
- Property Type This Project
- Own Or Control Project
- Far Along Design This
- Decision-Maker Selecting Design-Build Team
- Have Target Budget Range
The questions your team needs answered
Every preconstruction services intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes your project right now? | The project type sets a baseline for scope complexity, with ground-up and undefined projects flagged as the highest-value fits for early preconstruction involvement. |
| What is the property type for this project? | Property type helps route the lead to the team members with the right building-type experience before any estimate is put together. |
| Do you currently own or control the project site? | Confirmed site control separates owners ready to move forward from those still working through acquisition, which directly affects whether a site walk makes sense right now. |
| How far along is the design for this project? | A concept-stage design means preconstruction input can still shape cost and scope, which is exactly the window this service is built to serve. |
| Are you the decision-maker for selecting a design-build team? | Knowing whether the submitter has authority to select a design-build team prevents your estimating team from spending time with someone who still needs to loop in a final decision-maker. |
| Do you have a target budget range identified for this project? | Whether a budget range exists yet tells your team if this is a scoping conversation or a pricing conversation, which changes how the first site walk should be structured. |
How Cliont scores preconstruction services leads
Every answer is weighted automatically — no manual review required.
Value signals
- New ground-up building
- Renovation or expansion
- Tenant improvement or buildout
- Project not yet defined
- Own Or Control Project: yes
- Concept or idea stage only
See the lead your team receives
Preconstruction Services 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 preconstruction services workflows
| Cliont capability | Preconstruction Services application |
|---|---|
| Conditional scoring logic | Weighs site control and decision-maker answers more heavily than property type, so a lead who owns the site and has authority to hire scores above one who is still gathering information. |
| CRM routing rules | Sends leads with confirmed site control and an identified decision-maker straight into your CRM as priority preconstruction opportunities, ahead of undefined or exploratory inquiries. |
| Document collection at intake | Requests site plans, surveys, or existing concept designs upfront so your team isn't estimating scope from a phone call before a site walk is even scheduled. |
| Lead scoring bands | Separates concept-stage, site-controlled leads from schematic-or-later submissions, letting you prioritize a site walk for projects where preconstruction input still shapes cost and scope. |
Common preconstruction services lead scenarios
Ground-up building, concept stage only
An owner controls the site but has no design started yet and hasn't set a budget range, so the intake flags it as an early-stage, high-value lead worth nurturing toward a site walk.
Renovation with design nearly finished
A decision-maker submits a renovation or expansion project where schematic design is already underway, giving your team a clearer scope to price against before committing time.
Tenant improvement, site not yet secured
A prospective tenant inquires about a buildout but doesn't yet control the property, so the intake surfaces that gap early instead of letting it surface during a wasted site walk.
Undefined project, no decision authority
Someone submits an inquiry marked 'project not yet defined' and isn't the final decision-maker, letting your team route it to a lighter-touch follow-up instead of a full estimate.
Institutional project with budget identified
A developer building a school or medical facility confirms they already have a target budget range, which the intake uses to prioritize the lead for a faster site walk.
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
Preconstruction Services lead-intake FAQs
How does the intake handle inquiries where the owner hasn't identified a budget yet?
The intake still captures the project type, design stage, and site control status even when no target budget range is confirmed, so your team can decide whether early-stage feasibility work makes sense before committing to a full estimate.
What happens if the person filling out the form doesn't control the site?
Site control is asked directly, and a 'no' answer scores lower than a confirmed 'yes,' which helps you distinguish real estate that's ready to move from projects still stuck in acquisition or entitlement.
Can the intake tell the difference between a decision-maker and someone gathering information?
Yes, the catalog asks directly whether the submitter is the decision-maker for selecting a design-build team, and that answer is weighted separately from project details so you can spot who actually has authority to move forward.
Does the intake distinguish preconstruction inquiries from constructability review or value engineering requests?
Preconstruction Services intake focuses on project definition, design maturity, and site readiness rather than reviewing an existing design, so leads better suited to Constructability Review or Value Engineering can be routed differently based on how the project describes itself.
What if the design hasn't started at all yet?
That's captured as its own option in the design-stage question, and combined with site control and decision-maker status, it helps your team see whether the project is genuinely ready for preconstruction support or still in early exploration.
How does property type factor into how a lead is scored?
Property type (office, retail, industrial, multifamily, or institutional) is collected as a segmentation field so your team can route the lead to the right internal expertise, even though it doesn't carry a scoring weight on its own.
Turn preconstruction services visitors into qualified projects
Give every preconstruction services visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.