Know which generator-to-battery leads are worth site assessment time
Ask property owners about their current generator setup, who has authority to approve the installation, and which critical loads need backup — then collect photos of the existing generator and panel before you ever schedule a site visit.
The exact intake your generator-to-battery transition leads complete
This is the real 6-question guided intake for Generator-to-Battery Transition — the same flow your customers finish before you ever pick up the phone.
What a qualified generator-to-battery transition lead should tell you
Replacing an existing fuel-based generator with a battery backup system, or adding battery capacity alongside it, at a residential, business, developer, or municipal property — scoped around what critical loads need protection and who can approve the install.
- Property Generator- -Battery Transition
- Have Working Fuel-Based Generator
- Main Goal This Transition
- Own Property Or Have
- Critical Loads Backup Power
- Soon Would Like Transition
The questions your team needs answered
Every generator-to-battery transition intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property needs the generator-to-battery transition? | Property type routes the lead toward residential-scale scoping versus a business, developer, or municipal project that likely needs a different install team and pricing tier. |
| Do you currently have a working fuel-based generator installed on-site? | Whether a working generator already exists carries one of the heaviest weights in the catalog because it determines if this is a true transition or a new battery-only build. |
| What is the main goal of this transition? | Knowing whether the goal is full replacement, a hybrid setup, or undecided shapes the sizing and scope of work your team quotes at the site assessment. |
| Do you own the property or have authority to approve this installation? | Ownership and approval authority is the highest-weighted question in the catalog, since a site assessment on a property the lead can't authorize work on is wasted time. |
| Which critical loads need backup power during an outage? | The critical-loads selection, especially medical or life-support equipment, changes both system sizing and the compliance checks your team needs to run before quoting. |
| How soon would you like the transition project to begin? | Timeline is weighted to rank immediate starters above planning-stage enquiries, giving you a straightforward order to work through new leads. |
How Cliont scores generator-to-battery transition leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Working Fuel-Based Generator: yes
- Own Property Or Have: yes
- Within 3 months
- Still in planning stage
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Generator-to-Battery Transition 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 generator-to-battery transition workflows
| Cliont capability | Generator-To-Battery Transition application |
|---|---|
| Weighted lead scoring | Ownership/authority and existing-generator answers carry the heaviest weights in this catalog, so leads without approval authority or an existing generator status are automatically ranked lower before they hit your CRM. |
| Photo and video upload widget | Property owners upload photos of the existing generator and electrical panel during intake, giving your team a first look at the current setup before deciding whether a site visit is worth scheduling. |
| Multi-select capture | The critical-loads question captures multiple selections at once — whole property, medical equipment, business equipment — so sizing conversations start with real load data instead of a guess. |
| CRM routing | Qualified generator-to-battery leads, along with their goal (full replace vs. hybrid) and timeline answers, are pushed to your CRM as structured fields your team can filter and prioritize by. |
Common generator-to-battery transition lead scenarios
Full replacement, ready immediately
A homeowner with a working generator wants it fully replaced and confirms ownership authority, with an immediate start timeline — the combination that scores highest under the current weighting.
Hybrid battery, still planning
A business owner wants to add battery alongside an existing generator rather than replace it, but is still in the planning stage — the intake captures the hybrid goal without treating it as urgent.
No approval authority yet
A tenant or property manager fills out the intake but answers no on ownership/approval authority, which carries a much lower weight and signals the lead needs an authority check before a site assessment is booked.
No generator on-site currently
The property has no working generator installed, so the lead is evaluating a battery-only backup build rather than a true transition — the goal question often comes back as not sure yet.
Medical-load backup for a facility
A municipal or business property flags medical or life-support equipment among its critical loads, which changes what the assessment team needs to verify before quoting sizing and code compliance.
Connect Cliont to your workflow
Send leads
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Book jobs
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
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Simple, transparent pricing
Choose the plan that works for your business.
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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
Generator-to-Battery Transition lead-intake FAQs
What happens when a lead doesn't yet know if they want full replacement or a hybrid setup?
The intake records "not sure yet" as a valid answer to the transition goal question rather than forcing a choice, so the lead still reaches your CRM flagged for a scoping conversation instead of being dropped.
How does the intake handle leads who don't own the property?
The ownership and approval-authority question carries a much lower weight when answered no, which pulls the overall score down and signals that authority should be confirmed before you commit to a site assessment.
Does the intake ask about medical or life-support equipment?
Yes — critical loads is a multi-select question that includes medical or life-support equipment as an option, so your team knows before the visit if code compliance and sizing need extra attention.
Can the intake tell the difference between a residential job and a municipal or developer project?
Yes, the property-type question separates residential, business, developer, and municipal or public facility leads, so you can route commercial-scale enquiries differently from single-home requests.
How is urgency captured if a lead hasn't started planning yet?
The timeline question weighs "immediately" highest, "within 3 months" next, and "still in planning stage" lowest, so leads self-rank by how close they are to starting without you having to call and ask.
How is this intake different from your Critical Power Backup intake?
This intake is built around whether an existing generator stays, goes, or gets supplemented — Critical Power Backup instead focuses on outage protection needs for loads that already require uptime, without the generator-transition framing.
Turn generator-to-battery transition visitors into qualified jobs
Give every generator-to-battery transition visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.