Know which benchmarking leads deserve a site assessment
The intake asks whether benchmarking is tied to a compliance deadline, whether the owner has 12 months of utility data on hand, and who's actually authorized to request it — then collects utility bills before a scored lead lands in your CRM.
The exact intake your building energy benchmarking leads complete
This is the real 6-question guided intake for Building Energy Benchmarking — the same flow your customers finish before you ever pick up the phone.
What a qualified building energy benchmarking lead should tell you
A structured comparison of a building's energy consumption against similar buildings, historical performance, or a regulatory benchmarking ordinance to establish an efficiency baseline.
- Building Benchmarking
- This Benchmarking Required Meet
- Have Access At Least
- Owner, Manager, Or Authorized
- Many Buildings Or Properties
- Main Goal This Benchmarking
The questions your team needs answered
Every building energy benchmarking intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of building needs benchmarking? | Segments the lead so you can route, price, and prioritize it correctly. |
| Is this benchmarking required to meet a local law or regulatory deadline? | A benchmarking deadline tied to local law signals urgency and a much higher likelihood of moving forward than a purely voluntary request. |
| Do you have access to at least 12 months of utility or energy usage data? | Having 12 months of usage data on hand means the assessment can start immediately, while missing data means extra prep work before any site visit is worthwhile. |
| Are you the owner, manager, or authorized representative for this building? | Only an owner or authorized representative can actually approve the work, so this answer separates decision-makers from inquiries that need to be redirected first. |
| How many buildings or properties need to be benchmarked? | The number of properties involved indicates whether this is a single-site job or a larger portfolio engagement that may warrant a different level of attention. |
| What is the main goal of this benchmarking? | The stated goal reveals whether the lead is driven by a compliance obligation, cost savings, certification, or just curiosity, each of which changes how quickly and firmly they're likely to commit. |
How Cliont scores building energy benchmarking leads
Every answer is weighted automatically — no manual review required.
Value signals
- This Benchmarking Required Meet: yes
- Have Access At Least: yes
- Owner, Manager, Or Authorized: yes
- Regulatory compliance
- Reduce energy costs
- Pursue certification or rating
See the lead your team receives
Building Energy Benchmarking 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 energy benchmarking workflows
| Cliont capability | Building Energy Benchmarking application |
|---|---|
| Weighted scoring engine | Regulatory deadline status, utility data availability, and authorized-requester status are each weighted heavily, so compliance-driven, data-ready, owner-submitted leads surface above vague or unauthorized inquiries. |
| Multi-select goal tagging | The main-goal question lets owners flag compliance, cost reduction, certification, or curiosity, tagging each lead in your CRM with its real motivation instead of a generic 'benchmarking interest' label. |
| Portfolio-size segmentation | The number-of-buildings question separates single-property enquiries from multi-site portfolios, so larger recurring accounts aren't buried alongside one-off requests. |
| Document upload capture | Utility bills and, where applicable, authorization documentation are collected during intake so a site assessment isn't scheduled before the underlying usage data even exists. |
Common building energy benchmarking lead scenarios
Compliance deadline is looming
An owner confirms benchmarking is required by a local ordinance and already has 12 months of utility data, which the intake weights as a high-value, ready-to-move lead.
Multi-building portfolio inquiry
A property manager selects 'more than five' buildings, signaling a larger recurring engagement that should route differently than a single-property request.
Missing utility data history
The property owner answers no to having 12 months of usage data, flagging that a data-gathering step or estimate-based approach will be needed before benchmarking can start.
Not the authorized decision-maker
Someone fills out the form who is not the owner, manager, or authorized representative, which lowers the lead's weight and signals the assessment may need a different point of contact confirmed first.
Certification-driven, no deadline
A commercial office owner selects 'pursue certification or rating' as the goal with no regulatory deadline, a different motivation than compliance-driven requests that still scores as valuable.
Connect Cliont to your workflow
Send leads
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Book jobs
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Notify your team
Email, SMS, Slack
Automate follow-up
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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 Energy Benchmarking lead-intake FAQs
How does the intake handle owners with multiple properties to benchmark?
The form asks how many buildings or properties need benchmarking, from one up to more than five, so you can see at a glance whether an enquiry is a single-property job or a larger portfolio engagement before you reach out.
Why does the intake ask about a regulatory deadline before anything else?
Whether benchmarking is tied to a local law or compliance deadline carries one of the heaviest weights in the scoring model, since deadline-driven owners are more likely to move forward quickly than someone benchmarking out of general curiosity.
What happens if the property owner doesn't have 12 months of utility data yet?
The intake still captures the lead but scores it lower on that question, so your team knows upfront that a data-gathering step will likely be needed before a benchmarking site assessment can proceed.
How do you make sure the person filling out the form can actually authorize the work?
The intake asks directly whether the respondent is the owner, manager, or an authorized representative, and this answer carries a large weight difference, so unauthorized inquiries are visibly deprioritized rather than treated the same as a decision-maker's request.
Can the intake tell the difference between compliance-driven and cost-driven benchmarking requests?
Yes — the goal question lets a lead select regulatory compliance, cost reduction, certification pursuit, or general awareness, and each option carries its own weight so you can see the real motivation behind each enquiry.
What documents should property owners upload with a benchmarking enquiry?
Owners are prompted to provide utility bills covering the required usage period, and, where relevant, an authorization letter if they aren't the building's direct owner, so your team isn't chasing down basic paperwork after the lead already reached your CRM.
Does this intake connect to related services like a Commercial Energy Audit?
Building Energy Benchmarking and Commercial Energy Audit run as separate intakes in Cliont's library, so a benchmarking lead that indicates broader energy-cost goals can be pointed toward that sibling subservice rather than assumed to be the same request.
Turn building energy benchmarking visitors into qualified jobs
Give every building energy benchmarking visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.