Know which microgrid leads are worth site assessment time
Whether a lead is just exploring the concept or already under construction, Cliont captures project stage, energy source mix, and site ownership before a site assessment gets booked, so your team stops surveying properties that were never ready.
The exact intake your microgrid development leads complete
This is the real 6-question guided intake for Microgrid Development — the same flow your customers finish before you ever pick up the phone.
What a qualified microgrid development lead should tell you
Planning support for connecting on-site generation, storage, and backup power sources into a single system that can run independently from the utility grid, scoped from ownership status through to project stage.
- Property Or Site This
- Current Stage This Microgrid
- Energy Sources Want Microgrid
- Own Or Have Legal
- Main Goal This Microgrid
- Had Any Technical Or
The questions your team needs answered
Every microgrid development intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property or site is this microgrid for? | Property or site type separates residential curiosity from commercial, developer, and municipal projects that typically require a different scope of site assessment. |
| What is the current stage of this microgrid project? | Project stage is the strongest signal in the catalog, distinguishing tire-kicking inquiries from projects already in permitting or construction. |
| Which energy sources do you want the microgrid to include? | Knowing the intended mix of solar, battery, generator, or wind tells your team what expertise and equipment the site assessment needs to cover. |
| Do you own or have legal authority over the site where the microgrid will be built? | Confirmed site ownership or legal authority determines whether a survey can proceed at all, and a 'no' answer flags the lead for follow-up before scheduling. |
| What is the main goal for this microgrid? | The stated goal, whether resilience, cost savings, sustainability, or independence, shapes how the site assessment conversation should be framed. |
| Have you had any technical or feasibility assessment done for this site? | A completed feasibility assessment means the site assessment can build on existing technical data rather than starting from scratch. |
How Cliont scores microgrid development leads
Every answer is weighted automatically — no manual review required.
Value signals
- Just exploring the concept
- Planning or design phase
- Seeking permits or approvals
- Construction or installation underway
- Expanding an existing system
- Own Or Have Legal: yes
See the lead your team receives
Microgrid Development 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 microgrid development workflows
| Cliont capability | Microgrid Development application |
|---|---|
| Weighted answer scoring | Project-stage answers are scored on a scale, so a lead already seeking permits or under construction surfaces well above one that's just exploring the concept. |
| Multi-select field capture | The energy source question lets a lead select solar, battery, generator, and wind in any combination, giving your team the equipment scope before the first call. |
| Conditional flagging | A 'no' answer on site ownership or legal authority is captured and weighted lower, flagging the lead for confirmation before a site assessment gets scheduled. |
| Automated CRM routing | Leads combining an advanced project stage with confirmed site ownership are routed straight to your CRM so they don't sit in a shared inbox. |
Common microgrid development lead scenarios
Early-stage homeowner inquiry
A residential owner selects 'Just exploring the concept' and marks energy sources as 'Not sure.' The intake still confirms site ownership so the lead is filed accurately without triggering a survey request.
Permit-ready commercial project
A business owner reports they're 'Seeking permits or approvals,' confirms site ownership, and wants solar, battery, and generator combined for grid independence — the highest-value combination the catalog can produce.
Developer without confirmed site control
A developer project in the planning phase answers 'No' to holding legal authority over the site, flagging the lead for ownership confirmation before a site assessment is scheduled.
Municipal system expansion
A municipal facility expanding an existing microgrid has already completed a feasibility assessment, letting the intake pass along prior technical work instead of starting the qualification from zero.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
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 battery and backup power intake templates
Microgrid Development lead-intake FAQs
How does the intake handle leads who don't yet own or control the site?
The site ownership question captures a yes/no answer directly, and a 'no' response is weighted lower than a confirmed 'yes,' so your team can follow up on site control before committing to a survey.
What if the property owner isn't sure which energy sources they want?
The energy source question includes a 'Not sure' option, so undecided leads still move through intake instead of stalling or getting discarded — you can scope the mix during the site assessment.
Can the intake tell a homeowner apart from a developer or municipal lead?
Yes, the property or site type question separates residential, commercial, developer, and municipal or public facility projects, which affects how you prioritize and route each lead.
Does having a prior feasibility study change how a lead scores?
It's factored in — a completed feasibility assessment carries meaningful weight, signaling the project has already cleared an early technical hurdle before reaching your team.
How are project-stage answers weighted?
Construction or installation underway and expanding an existing system score highest, permitting is close behind, and just exploring the concept scores lowest — giving you a clear read on how ready a lead actually is.
Where do qualified microgrid leads end up?
Once a lead is scored, it's sent to your CRM so your team can review project stage, ownership status, and goals before scheduling a site assessment.
Turn microgrid development visitors into qualified jobs
Give every microgrid development visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.