Commercial storage intake that captures project stage and site authority up front
Ask property type, project goal, and decision-making authority up front, and collect utility bills or load estimates before a site assessment is booked, so the team only visits properties tied to a real, owned project.
Preview your commercial battery storage intake
Explore 5 questions from the Commercial Battery Storage template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified commercial battery storage lead should tell you
Planning support for commercial-scale battery energy storage projects, covering system goals like backup power, peak demand reduction, or solar pairing, gated by site ownership and project stage.
- Property This Project
- Main Goal Battery Storage
- Stage This Project At
- Own Or Have Decision-Making
- Have Estimate Site'S Electrical
The questions your team needs answered
Every commercial battery storage intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property is this project for? | Property type determines whether the project involves commercial, industrial, municipal, or multi-family sizing and regulatory requirements. |
| What is the main goal for the battery storage system? | The stated goal is the most heavily weighted signal in the catalog, separating backup power and demand-charge projects from vague or undecided inquiries. |
| What stage is this project currently at? | Project stage shows how close the lead is to an installable, fundable project versus early research. |
| Do you own or have decision-making authority over this property? | A yes answer carries the highest weight in the catalog because only leads with ownership or decision authority can move a project to contract. |
| Do you have an estimate of the site's electrical load or backup power needs? | Whether load data already exists tells the team if the site assessment can move straight into design or needs to start with measurement. |
How Cliont scores commercial battery storage leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Reduce peak demand charges
- Pair with existing or planned solar
- Participate in a grid resilience or incentive program
- Not sure
- Own Or Have Decision-Making: yes
Urgency signals
- Backup power during outages
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Commercial Battery Storage Lead
From first click to qualified lead
Follow homeowners and property managers 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 job
Smart questions adapt to their job and capture the full scope.
They add photos
Damage photos and details come attached, so you assess before you drive out.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for commercial battery storage workflows
| Cliont capability | Commercial Battery Storage application |
|---|---|
| Weighted lead scoring | Ranks leads by stated goal, prioritizing backup power and peak-demand reduction above 'not sure' responses so higher-value projects surface first. |
| Conditional qualification logic | Separates commercial, industrial, municipal, and multi-family property types so each routes toward the right follow-up track. |
| Authority gating | Flags leads where the submitter lacks ownership or decision-making authority so the team can confirm the real decision-maker before booking a site visit. |
| Document collection | Requests load estimates or utility data during intake so a site assessment doesn't have to start from zero on sizing. |
Example commercial battery storage lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Backup power for critical operations
A commercial owner facing repeated outages wants backup power and is ready for installation, so the intake surfaces this as a near-term, high-value lead.
Demand-charge reduction at an industrial site
An industrial facility manager wants to reduce peak demand charges but the project is still in design or engineering, signaling a strong-fit lead that needs a longer sales cycle.
Solar-paired storage for a new development
A multi-family developer in early planning wants to pair storage with planned solar, a scenario the intake flags for coordination on system sizing before scheduling.
Grid incentive program inquiry
A municipal site in permitting wants to participate in a grid resilience or incentive program, prompting the intake to capture program details relevant to eligibility.
Inquiry without decision authority
A property manager without ownership authority submits an unsure goal and an early planning stage, a combination the intake flags for follow-up with the actual decision-maker before a site visit is scheduled.
Connect Cliont to your workflow
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Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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 battery and backup power intake templates
Commercial Battery Storage lead-intake FAQs
What happens when someone selects 'Not sure' for the system's main goal?
That answer carries a lower weight than a defined goal like backup power or demand-charge reduction, so the lead is still delivered but flagged for a qualifying call rather than an immediate site assessment.
Does the intake check whether the person submitting the form can actually approve the project?
Yes, the ownership and decision-making authority question is one of the highest-weighted signals in the catalog, so a 'no' answer routes the lead as lower priority for follow-up rather than an immediate visit.
Can the intake tell the difference between an industrial facility and a municipal project?
Yes, the property type question separates commercial, industrial, municipal, and multi-family projects, which lets your team route each type based on the regulatory and sizing work it typically requires.
Does the intake capture whether the owner already has electrical load data?
Yes, a direct yes/no question asks if the site's electrical load or backup power needs have been estimated, so your team knows whether the assessment starts with data review or baseline measurement.
How does the intake prioritize solar-paired projects versus standalone backup requests?
Backup power and demand-charge reduction carry the highest goal weights, with solar pairing and incentive-program participation close behind, so leads are ranked by which goal was selected rather than treated identically.
Turn commercial battery storage visitors into qualified jobs
Give every commercial battery storage visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.