Commercial energy audit intake that captures utility data up front
Property owners tell you the building type, square footage, and whether they have 12 months of utility bills before you ever book a walkthrough, so you can prioritize facilities worth a site assessment and route the rest to your CRM.
The exact intake your commercial energy audit leads complete
This is the real 7-question guided intake for Commercial Energy Audit — the same flow your customers finish before you ever pick up the phone.
What a qualified commercial energy audit lead should tell you
A structured assessment of a commercial building's energy consumption, systems, and utility history to identify cost-saving upgrades and confirm the facility is a fit for an on-site audit.
- 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
The questions your team needs answered
Every commercial energy audit intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of building or facility needs the audit? | Building type determines which equipment and systems the audit needs to cover, shaping the scope before the site visit. |
| Approximately how large is the facility in square footage? | Larger facilities carry more potential energy savings and audit fees, so square footage tiers directly weight the lead score. |
| What is the main reason you want this energy audit? | The stated reason for the audit, whether cost savings, compliance, or rebates, changes what documentation and reporting the audit needs to produce. |
| Do you have access to at least 12 months of utility bills or usage data? | Having 12 months of utility data ready means the audit can proceed faster and produce a more accurate baseline, so it's weighted as a value signal. |
| Are you authorized to arrange building access and approve audit findings? | Without authorization to arrange access or approve findings, a site assessment can't actually be scheduled, so this answer determines whether the lead is booking-ready. |
| When would you like the audit to take place? | Segments the lead so you can route, price, and prioritize it correctly. |
| Has this facility had any energy-related upgrades or audits in the past five years? | Separates real opportunities from leads that aren’t a fit yet. |
How Cliont scores commercial energy audit leads
Every answer is weighted automatically — no manual review required.
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
See the lead your team receives
Commercial Energy Audit 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 commercial energy audit workflows
| Cliont capability | Commercial Energy Audit application |
|---|---|
| Weighted lead scoring | Square footage tiers and utility bill availability are weighted into the score, so a large facility with 12 months of billing data outranks a small, data-poor inquiry. |
| Conditional branching | The building type answer can route office, industrial, multifamily, and municipal leads differently based on the audit scope each requires. |
| Authorization flagging | Leads who indicate they cannot arrange access or approve findings are marked distinctly, so you can chase down the actual decision-maker before scheduling a site assessment. |
| Document collection in-form | Utility bills are collected as part of the intake itself instead of a follow-up email, so 12 months of usage data arrives with the lead. |
Common commercial energy audit lead scenarios
Large facility, utility data ready
An industrial or multifamily property over 200,000 sq ft with 12 months of utility bills on hand scores highest and can be fast-tracked to a site assessment.
Small office, unsure on details
A sub-10,000 sq ft office contact who selects 'Not sure' on square footage and lacks utility data still scores, but the intake flags it as lower confidence for prioritization.
Property manager, no sign-off authority
When the person filling out the form isn't authorized to arrange access or approve findings, the intake surfaces that gap so you can confirm ownership before scheduling.
Rebate-driven municipal audit
A public facility citing rebate or incentive qualification as the reason for the audit signals a different scope and paperwork path than a routine cost-reduction request.
Recently upgraded building
A facility that reports energy upgrades or an audit within the past five years may need a narrower scope of work than a first-time audit candidate.
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
Commercial Energy Audit lead-intake FAQs
How does the intake prioritize different facility sizes?
Square footage tiers from the catalog carry weighted scoring, so a 200,000+ sq ft facility ranks above a sub-10,000 sq ft one, and 'Not sure' answers still score without being discarded.
What if the lead doesn't have utility bills ready?
The intake asks directly whether 12 months of utility data is available; a 'no' answer still scores the lead but lower, so you know to request billing history before committing to a visit.
Can the intake tell me if the contact can actually approve the audit?
Yes, the authorization question flags whether the person can arrange building access and approve findings, which matters for facilities managed by a third party.
Does the intake capture why the property owner wants the audit?
It records whether the motivation is cost reduction, a regulatory requirement, rebate eligibility, certification goals, or planned equipment upgrades, so you can tailor your proposal before the site visit.
What building types does this intake cover?
The catalog covers office, retail, industrial or warehouse, multifamily residential, municipal or public facilities, and an open-ended option for anything else.
Does the intake ask about prior audits or upgrades?
Yes, it asks whether the facility has had energy-related upgrades or audits in the past five years, which helps you scope the visit instead of duplicating past work.
Turn commercial energy audit visitors into qualified jobs
Give every commercial energy audit visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.