Qualify more energy efficiency leads before the first call
A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their job, collects photos, and hands you a scored, qualified lead.
A custom intake for every energy efficiency job
Each one is a ready-to-embed smart survey tuned to the job — open any to try the exact experience your leads would complete.
Commercial Energy Audit
An assessment of a commercial building's energy use to identify efficiency improvements and potential cost savings.
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Lighting Efficiency Upgrade
Assessment and upgrade of existing lighting fixtures and controls to more energy-efficient technology for lower energy use.
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Utility Incentive Consulting
Guidance on identifying and applying for utility rebates and incentive programs to offset costs of energy efficiency improvements.
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Building Controls Optimization
Assessment and tuning of building automation, HVAC, and lighting control systems to improve energy performance and occupant comfort.
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Building Energy Benchmarking
A service that measures and compares a building's energy use against similar buildings or regulatory standards to identify efficiency status.
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HVAC Energy Optimization
Assessment and improvement of heating, ventilation, and air conditioning systems to reduce energy consumption and operating costs.
Preview intake →Information you need before every energy efficiency job
- Building Or Facility Audit
- How Large Facility In
- Main Reason Want This
- Have Access At Least
- Authorized Arrange Building Access
- Would Like Audit Take
- This Facility Had Any
- Property Lighting Upgrade
- How Many Fixtures Be
- Current Type Lighting Installed
How energy efficiency lead scoring works
Value signals
- Under 10,000 sq ft
- 10,000-50,000 sq ft
- 50,000-200,000 sq ft
- Over 200,000 sq ft
- Not sure
- Have Access At Least: yes
Urgency signals
- Immediately
Your visitor has a real job. A contact form can’t hear it.
Homeowners and property managers arrive ready to explain the job. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No job details or scope
- No photos or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full job scope in their own words
- Damage photos attached automatically
- Every lead scored by value
- Residential or commercial flagged for you
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.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and job template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
Energy Efficiency lead-intake FAQs
What does a energy efficiency intake collect?
Each energy efficiency template asks job-specific questions drawn from the selected service, then captures contact details and relevant photos. The resulting submission gives the team more context than a name-and-email contact form.
How are energy efficiency leads scored?
Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger energy efficiency opportunities without manually reviewing every raw submission first.
Can visitors try a energy efficiency intake on a phone?
Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.
Where can qualified energy efficiency leads be sent?
Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.
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
Browse every energy and environmental intake template
While they’re still using contact forms, you’re booking jobs
Give every website visitor a guided, bilingual, qualifying intake — and turn your energy efficiency traffic into signed work.