Know which lighting upgrade leads are worth site assessment time
Every enquiry captures fixture count, current lighting type, and ownership authority alongside fixture photos, so you know the retrofit scope before a site assessment is scheduled.
The exact intake your lighting efficiency upgrade leads complete
This is the real 7-question guided intake for Lighting Efficiency Upgrade — the same flow your customers finish before you ever pick up the phone.
What a qualified lighting efficiency upgrade lead should tell you
Evaluation of a property's existing fixtures, fixture count, and current lighting technology to size a retrofit to LED or controls-based lighting for lower energy use.
- Property Lighting Upgrade
- How Many Fixtures Be
- Current Type Lighting Installed
- Own Property Or Have
- Would Like Upgrade Take
- Interested In Adding Lighting
- This Upgrade Required Meet
The questions your team needs answered
Every lighting efficiency upgrade intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property needs the lighting upgrade? | Property type determines whether the lead should route through a residential, commercial, municipal, or multi-unit workflow with different scope expectations. |
| Approximately how many fixtures need to be evaluated or replaced? | Fixture count is the primary sizing signal, weighted from 3 up to 9 points, separating small swaps from large-scale retrofits. |
| What is the current type of lighting installed? | Knowing the current lighting type tells your team the realistic savings potential and whether the property even qualifies for a meaningful upgrade. |
| Do you own the property or have authority to approve this upgrade? | The steep weight gap between yes and no on approval authority flags whether the lead can actually authorize the work or still needs a decision-maker involved. |
| When would you like the upgrade to take place? | The requested timing distinguishes a property owner ready to schedule a site assessment now from one still gathering information. |
| Are you interested in adding lighting controls such as sensors or dimmers? | A yes here tells your team to scope sensors or dimmers into the assessment rather than treating it as a straight fixture replacement. |
| Is this upgrade required to meet a rebate, incentive, or compliance program? | A yes flags the project as rebate- or compliance-driven, which often comes with documentation and program deadlines your team should prepare for. |
How Cliont scores lighting efficiency upgrade leads
Every answer is weighted automatically — no manual review required.
Value signals
- Fewer than 10
- 10 to 50
- 51 to 200
- More than 200
- Not sure
- Own Property Or Have: yes
See the lead your team receives
Commercial Lighting Upgrade 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 lighting efficiency upgrade workflows
| Cliont capability | Lighting Efficiency Upgrade application |
|---|---|
| Weighted lead scoring | Combines the fixture-count answer with the ownership/authority answer so a 51-to-200-fixture commercial job with a confirmed owner scores well above a sub-10-fixture, unconfirmed enquiry. |
| Conditional branching | Surfaces the rebate/compliance and controls questions in context, so leads driven by an incentive program are tagged differently from a standard fixture swap request. |
| Photo capture on intake | Collects fixture photos upfront so your team can sanity-check current lighting type against what the owner selected before booking a site assessment. |
| CRM routing | Delivers qualified leads to your CRM with property type, fixture count, and compliance flag attached, so rebate-driven jobs can be routed to the right handling workflow. |
Common lighting efficiency upgrade lead scenarios
Commercial retrofit at scale
A commercial property reports more than 200 fixtures and confirms approval authority, pushing the fixture-count and ownership weights to the top of the score.
Small residential fixture swap
A homeowner with fewer than 10 fixtures and lighting already partly LED submits a lower fixture-count weight, so it queues behind larger jobs without being dropped.
Tenant without sign-off authority
The property occupant answers no on ownership or approval authority, flagging the lead for a decision-maker check before a site assessment gets booked.
Rebate-driven municipal project
A municipal facility flags the upgrade as rebate or compliance driven and requests lighting controls, so the lead routes with that documentation context attached.
Exploratory multi-unit inquiry
A multi-unit development owner selects 'just exploring options' for timing and 'not sure' on fixture count, distinguishing it from ready-to-schedule enquiries.
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
Lighting Efficiency Upgrade lead-intake FAQs
How does the intake handle a lead who isn't sure they have authority to approve the upgrade?
The ownership question carries a heavy weight difference between yes and no, so a 'no' answer flags the lead as needing a decision-maker confirmed before you commit a site assessment slot.
Can the form tell a small residential job apart from a large commercial retrofit?
Yes, property type and fixture count are separate questions, and fixture count carries increasing weight from fewer than 10 up to more than 200, so commercial-scale jobs surface above small swaps.
Why does the intake ask what type of lighting is currently installed?
Knowing whether the property runs incandescent, fluorescent, LED, or a mix of fixtures tells your team the realistic upgrade path and savings potential before anyone visits the property.
How are rebate or compliance-driven projects flagged?
A yes answer to the compliance and incentive question marks the lead as program-driven, which typically comes with documentation and deadline requirements your team can prepare for in advance.
Does the intake capture interest in lighting controls like sensors or dimmers?
Yes, a dedicated yes/no question flags when a property owner wants controls added to the scope, so the site assessment isn't limited to a straight fixture swap.
What does the intake collect before a lead reaches my CRM?
Alongside the qualification answers, the intake collects fixture photos so your team can confirm current lighting type and rough fixture count before scheduling anyone on-site.
Turn lighting efficiency upgrade visitors into qualified jobs
Give every lighting efficiency upgrade visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.