Every grading enquiry, scored before it reaches your CRM
Send owners and developers through a guided grading intake that captures project stage, site size, and known site conditions like slopes or underground utilities, then collects existing site plans before anything reaches your CRM.
The exact intake your grading leads complete
This is the real 6-question guided intake for Grading — the same flow your customers finish before you ever pick up the phone.
What a qualified grading lead should tell you
Grading work that shapes, levels, or slopes a commercial site's land ahead of construction, paving, or drainage correction, and needs a defined project stage, site plans, and ownership authorization before it can be scoped.
- Best Describes Current Stage
- Primary Purpose This Grading
- How Large Area That
- Already Have Site Plans
- Property Owner Or Authorized
- There Any Known Site
The questions your team needs answered
Every grading intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes the current stage of your grading project? | The project stage tells your team whether to prepare a scope-and-bid conversation or a mobilization-ready site walk, since permitted and in-progress projects carry the highest weight. |
| What is the primary purpose of this grading work? | Segments the lead so you can route, price, and prioritize it correctly. |
| Approximately how large is the area that needs grading? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you already have site plans or engineering drawings for the grading? | A yes answer signals the project is design-ready and carries more weight than a no, which flags a project that still needs engineering drawings before grading can start. |
| Are you the property owner or authorized to approve this grading work? | This is the highest-weighted question in the catalog — without confirmed ownership or authorization, no other project detail matters until that's resolved. |
| Are there any known site conditions, such as slopes, existing structures, or utilities, that could affect grading? | Flagging slopes, nearby structures, utilities, or drainage issues upfront lets your team assess risk and bring the right equipment before the site walk. |
How Cliont scores grading leads
Every answer is weighted automatically — no manual review required.
Value signals
- Pre-design or planning
- Permitted and ready to start
- Grading already in progress
- Rework or correction needed
- Already Have Site Plans: yes
- Property Owner Or Authorized: yes
See the lead your team receives
Grading Lead — Permitted Commercial Site
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 grading workflows
| Cliont capability | Grading application |
|---|---|
| Conditional branching | Adjusts follow-up emphasis based on whether the project is pre-design, permitted, in progress, or a rework, so planning-stage owners aren't asked mobilization questions. |
| Weighted scoring | Prioritizes leads who confirm ownership authorization and have site plans already in hand, since those two answers carry the heaviest weights in the grading catalog. |
| Multi-choice condition capture | Lets owners flag slopes, nearby structures, underground utilities, or drainage issues in one step, giving your estimator risk visibility before scheduling a site walk. |
| Document upload | Collects existing site plans or engineering drawings upfront so your team isn't estimating grading scope from a phone description alone. |
| CRM routing | Sends leads with confirmed ownership authorization and project readiness straight into your CRM pipeline, holding back inquiries where approval to proceed isn't confirmed. |
Common grading lead scenarios
Permitted, plans in hand
A developer with permits and engineering drawings already secured for a multi-acre pad is ready to mobilize, so the intake flags this as a high-value, site-walk-ready lead.
Early planning, no drawings yet
An owner in the pre-design stage without site plans still qualifies, but the intake notes the missing drawings so your team knows to open with a scope conversation, not a bid.
Rework after failed grading
A property owner reports grading already done incorrectly, with existing drainage issues flagged in the site conditions question, signaling a correction job rather than fresh work.
Submitter isn't the owner
A property manager or GC submits the request without confirming ownership authorization, so the intake captures that gap for your team to resolve before scheduling a walk.
Utilities and slopes flagged
A large parking-area grading request comes in with underground utilities and steep slopes both selected, giving your estimator risk context before ever seeing the site.
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 sitework and civil construction intake templates
Grading lead-intake FAQs
How does the intake treat projects that are still in the planning stage?
Pre-design or planning projects still qualify and route through, but the project-stage answer flags them differently from permitted or in-progress work so your team can open with a scoping conversation rather than a mobilization date.
What happens if the owner doesn't have engineering drawings yet?
A 'no' to the site plans question still lets the lead through, just with a lower weight than a 'yes' — it tells your team the project likely needs design work before grading crews can start.
How do you confirm the person submitting the request can approve the work?
The intake directly asks whether the submitter is the property owner or authorized to approve grading, which carries the highest weight in the catalog since unauthorized requests aren't worth scheduling a site walk over.
Can the intake surface site risks like slopes or underground utilities before we scope it?
Yes — the site conditions question lets owners select slopes, nearby structures, underground utilities, or existing drainage issues, so your estimator has risk context before the site walk.
Does site size or the stated grading purpose affect the lead's score?
No — project stage, site plans, and ownership authorization drive the score. Site size, purpose, and site conditions are captured as context for your team, not scoring inputs.
What if a submitted grading request is really a drainage or stormwater project?
The purpose question separates drainage correction from site prep, leveling, or paving, so you can spot that overlap and redirect the owner to your Stormwater Management intake if the scope is really ongoing water management rather than grading.
Turn grading visitors into qualified projects
Give every grading visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.