Know which building controls leads deserve a site assessment
We ask about existing automation systems, project goals, and building size, then collect recent utility bills before your site assessment—so you only walk properties worth the visit.
The exact intake your building controls optimization leads complete
This is the real 6-question guided intake for Building Controls Optimization — the same flow your customers finish before you ever pick up the phone.
What a qualified building controls optimization lead should tell you
Evaluation of a building's existing automation, HVAC, and lighting controls to identify where retuning, upgrades, or new sequencing can cut energy use and improve comfort, typically starting with what control system (if any) is already in place.
- Property Has Building Controls
- Building Have Building Automation
- Main Goal This Project
- How Large Building Or
- Owner Or Authorized Representative
- Would Like This Project
The questions your team needs answered
Every building controls optimization intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property has the building controls? | A multi-site or portfolio answer flags a lead that likely needs different scoping and pricing than a single-building assessment. |
| Does the building currently have a building automation or control system installed? | Whether the building already runs a modern, legacy, partial, or no control system determines the scope of the optimization work and is weighted accordingly. |
| What is the main goal for this project? | Goals like reducing energy costs or upgrading outdated equipment carry higher weight than 'not sure yet,' helping your team spot leads with a defined driver for the project. |
| Approximately how large is the building or facility in square feet? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you the owner or an authorized representative able to approve building system changes? | Confirming the respondent can actually approve building system changes prevents a survey from being scheduled with someone who can't sign off on the work. |
| When would you like this project to begin? | An 'Immediately' answer is the defined urgency signal for this subservice, distinguishing ready-to-move leads from those still exploring options. |
How Cliont scores building controls optimization leads
Every answer is weighted automatically — no manual review required.
Value signals
- Yes, a modern digital system
- Yes, an older or legacy system
- Partial or manual controls only
- No controls system
- Reduce energy costs
- Improve occupant comfort
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Building Controls Optimization 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 building controls optimization workflows
| Cliont capability | Building Controls Optimization application |
|---|---|
| Weighted scoring engine | Applies the catalog weights to the current controls status (modern digital, legacy, partial, or none) and to project goals like reducing energy costs, so a legacy-system lead chasing cost savings scores differently than an exploratory inquiry. |
| Authorization gate | Flags leads where the respondent answers 'no' to being an owner or authorized representative, so someone without sign-off authority doesn't get an assessment booked before that's resolved. |
| Urgency detection | Surfaces 'Immediately' timeline answers ahead of 'Just exploring options' responses so your team calls back the projects most likely to move forward. |
| Multi-choice goal capture | Lets a property owner select multiple project goals at once (compliance, cost reduction, comfort), giving your team the full picture before a site assessment instead of a single guessed reason. |
Common building controls optimization lead scenarios
Legacy system, ready now
Property owner reports an older or legacy control system and wants to start immediately, usually to cut energy costs or fix comfort complaints. This combination of an urgent timeline and a value-signal goal typically scores highest.
Portfolio or multi-site inquiry
The lead selects multiple sites or a portfolio as the property type and lists compliance or reporting as a goal, which changes how the assessment should be scoped compared to a single building.
Homeowner still exploring
A residential property owner with no controls system selects 'just exploring options' as the timeline, signaling early-stage interest that a survey team shouldn't prioritize over near-term opportunities.
Facility manager without authority
Someone submits on behalf of a commercial building but answers 'no' to being an owner or authorized representative, which is a signal to confirm sign-off before scheduling a site visit.
Modern system, remote monitoring goal
A large facility already running a modern digital control system wants to add remote monitoring or automation rather than replace anything, which points toward a lighter-touch scope than a legacy retrofit.
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 energy efficiency intake templates
Building Controls Optimization lead-intake FAQs
How does the intake treat buildings with an existing control system versus none at all?
The question about whether a building automation or control system is already installed carries different weight depending on the answer, since a legacy or partial system usually means a faster, more defined retrofit than a building with no controls at all.
Can the intake catch someone who isn't authorized to approve building changes?
Yes. The intake asks directly whether the respondent is the owner or an authorized representative able to approve system changes, and a 'no' answer scores lower so your team can confirm sign-off before booking a site assessment.
How are multi-site or portfolio leads different from a single-building inquiry?
The property type question includes an option for multiple sites or a portfolio, which flags leads that likely need a different scoping conversation than a single commercial or residential building.
What uploads should a property owner submit before the site assessment?
The intake collects recent utility bills and photos of existing controls or panels so your team can review consumption patterns and equipment condition before scheduling a visit.
Does an 'immediately' timeline actually change how the lead is prioritized?
Yes, an 'Immediately' answer to the project start timeline is a defined urgency signal, so those leads surface ahead of ones marked 'just exploring options' when routed to your CRM.
Can I run this alongside HVAC Energy Optimization or a Commercial Energy Audit?
Building Controls Optimization is a distinct catalog with its own scoring, but many of the same property owners are also candidates for HVAC Energy Optimization or a Commercial Energy Audit, and Cliont can run those intakes separately for the same account.
Turn building controls optimization visitors into qualified jobs
Give every building controls optimization visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.