Know which value engineering leads are worth a site walk
Ask owners and developers about their project's design stage, whether drawings already exist, and approximate square footage before you commit to a site walk. Qualified projects, with documents attached, route straight to your CRM.
The exact intake your value engineering leads complete
This is the real 6-question guided intake for Value Engineering — the same flow your customers finish before you ever pick up the phone.
What a qualified value engineering lead should tell you
A design review conducted at a specific project stage to find cost, schedule, or material alternatives without sacrificing the owner's intended function or quality — qualified by how far the design has progressed and whether documents already exist to review.
- Project Value Engineering Review
- Stage Project Design In
- Have Existing Design Documents
- Primary Goal This Value
- Property Owner, Developer, Or
- Approximate Size Project In
The questions your team needs answered
Every value engineering intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of project needs value engineering review? | Project type distinguishes a straightforward new-construction review from a renovation or expansion, which typically carries more constraints on what can be changed. |
| What stage is the project design currently in? | Design stage carries the largest weight because value engineering has the most cost impact at schematic design and shrinks sharply once a project is already under construction. |
| Do you have existing design documents or drawings available for review? | Having existing drawings on hand scores higher because it lets a reviewer evaluate cost-saving alternatives without waiting on documents to be produced. |
| What is the primary goal for this value engineering review? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you the property owner, developer, or authorized representative for this project? | Confirming the submitter is the owner, developer, or authorized representative filters out leads that lack the authority to actually approve design changes. |
| What is the approximate size of the project in square footage? | Square footage gives an early read on project scale so your team can judge whether the scope matches what your firm typically takes on before a site walk is scheduled. |
How Cliont scores value engineering leads
Every answer is weighted automatically — no manual review required.
Value signals
- Concept or feasibility
- Schematic design
- Design development
- Construction documents
- Have Existing Design Documents: yes
- Property Owner, Developer, Or: yes
See the lead your team receives
Value Engineering 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 value engineering workflows
| Cliont capability | Value Engineering application |
|---|---|
| Conditional scoring logic | Weights design stage answers so schematic design and design development projects surface as higher priority than jobs already under construction. |
| Document collection within intake | Captures whether existing design drawings are available and requests them upfront, so a reviewer isn't scheduling a walk before seeing what's on paper. |
| Authorization flagging | Surfaces leads where the submitter answered 'no' to being the owner, developer, or authorized representative, so your team can confirm decision-making authority before committing time. |
| CRM routing with structured fields | Pushes project type, design stage, square footage, and stated goals into CRM fields so estimators aren't re-asking basic scoping questions on the call. |
Common value engineering lead scenarios
Owner With Drawings in Hand
A developer at schematic design already has drawings ready to submit and confirms they're the authorized decision-maker — this combination scores highest and moves straight to a CRM follow-up.
Project Already Under Construction
The intake flags projects that select 'Already under construction' at a lower weight, since the window to meaningfully value-engineer the design has largely closed.
No Drawings Available Yet
An owner wants a review but hasn't produced design documents — the intake still captures project type and goals so your team can gauge scope before deciding if a walk makes sense without paperwork.
Unclear Authorization to Proceed
Someone submits on behalf of a project but answers 'no' to being the owner, developer, or authorized representative, which lowers the score and signals a need to confirm authority before booking time.
Large-Footprint Cost Review
A project over 200,000 sq ft selects 'maintain scope while cutting cost' as the goal — the intake surfaces size and goal together so estimators know this isn't a quick materials swap.
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
Value Engineering lead-intake FAQs
How does the intake decide which value engineering leads deserve a site walk?
Design stage carries the heaviest weight — schematic design and design development score highest since that's when cost-saving changes are still practical — combined with whether drawings exist and whether the submitter is the owner or an authorized representative.
What happens when a project is already under construction?
That answer to the design-stage question carries the lowest weight in the catalog, so those leads still reach your CRM but are flagged as lower priority since fewer changes are typically still viable.
Can leads upload their existing design drawings during intake?
Yes — the intake asks directly whether design documents or drawings are available, and a 'yes' answer scores higher than a 'no,' since existing drawings let your team review faster.
Does the form check whether the person submitting actually has authority over the project?
Yes — one question directly asks if the submitter is the property owner, developer, or an authorized representative, and answering 'no' lowers the score so your team can verify decision-making authority before scheduling.
Does the intake ask what the client wants out of the review — cost, schedule, or materials?
Yes — a multi-select question captures whether the goal is reducing cost, shortening schedule, improving materials, or maintaining scope while cutting cost, so your team knows what to prepare for before the site walk.
How does square footage factor into qualifying the lead?
It's captured as context rather than a weighted score, giving your team an early sense of project scale — from under 10,000 sq ft to over 200,000 sq ft — before deciding scope and staffing for the review.
Turn value engineering visitors into qualified projects
Give every value engineering visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.