Which utility incentive enquiries deserve a site assessment
The intake captures property type, planned upgrades, and project stage before a call ever happens, plus the utility bill and ownership documentation your team needs to check rebate eligibility.
The exact intake your utility incentive consulting leads complete
This is the real 6-question guided intake for Utility Incentive Consulting — the same flow your customers finish before you ever pick up the phone.
What a qualified utility incentive consulting lead should tell you
Structured intake to determine whether a property owner or organization is eligible for utility rebates and incentive programs tied to planned energy efficiency upgrades, before a consultant commits time to a site visit.
- Property Or Organization This
- Already Identified Specific Energy
- Property Owner Or Authorized
- Utility Provider Services This
- Current Stage Project
- Areas Improvement Interested In
The questions your team needs answered
Every utility incentive consulting intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property or organization is this for? | Property type determines which utility incentive programs apply, since residential, commercial, and municipal rebate structures differ significantly. |
| Have you already identified specific energy efficiency upgrades you plan to make? | A confirmed yes on identified upgrades signals a more assessment-ready lead than one still exploring options, reflected directly in the weight difference. |
| Are you the property owner or an authorized decision-maker for this project? | Only a property owner or authorized decision-maker can act on incentive recommendations, so this answer carries the widest weight spread in the catalog. |
| Which utility provider services this property? | The servicing utility determines which specific rebate programs and incentive amounts a consultant should even check for this property. |
| What is the current stage of your project? | Project stage weighting is deliberately non-linear — 'ready to start' and 'design or budgeting' score higher than 'work already completed', since finished work often can't retroactively claim incentives. |
| Which areas of improvement are you interested in? | The selected improvement areas tell a consultant how broad the site assessment needs to be before scheduling it. |
How Cliont scores utility incentive consulting leads
Every answer is weighted automatically — no manual review required.
Value signals
- Already Identified Specific Energy: yes
- Property Owner Or Authorized: yes
- Early planning
- Design or budgeting
- Ready to start work
- Work already in progress
Disqualifiers
- Not sure yet
See the lead your team receives
Utility Incentive Consulting 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 utility incentive consulting workflows
| Cliont capability | Utility Incentive Consulting application |
|---|---|
| Conditional intake logic | Routes the flow differently for residential homes versus commercial, municipal, or new development properties captured in the property-type question. |
| Weighted lead scoring | Applies the built-in weight gap between authorized decision-makers and non-owners so unauthorized enquiries don't reach the top of your queue for a site assessment. |
| Document capture | Collects utility bills and ownership documentation alongside the intake answers, so eligibility checks don't wait on a follow-up email. |
| CRM routing rules | Sends high-scoring, ready-to-start projects straight to your CRM while flagging early-planning or completed-work leads for a nurture track instead of a survey booking. |
Common utility incentive consulting lead scenarios
Homeowner ready to start upgrades
Residential property, upgrades already identified, and the respondent confirms they're the decision-maker with work at the ready-to-start stage — this combination scores highest and routes straight to the CRM for a site assessment.
Commercial property still exploring options
A business property owner in early planning who selects 'Not sure yet' on improvement areas still qualifies, but the lower project-stage weight flags it for a nurture sequence rather than an immediate assessment.
Enquiry from a non-owner tenant
When the respondent answers no to being the property owner or authorized decision-maker, the intake scores the lead far lower so consultants don't survey a property without authority to act.
Work already completed before inquiry
A property owner reports work is already finished, which carries the lowest project-stage weight — the intake flags this as a poor fit for a rebate consultation rather than sending it out as an assessment-ready lead.
New development with multiple upgrade areas
A new development project selecting several improvement areas at once (lighting, HVAC, building envelope) signals a larger-scope engagement worth prioritizing for a site assessment.
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
Utility Incentive Consulting lead-intake FAQs
How does the intake handle leads who aren't the property owner?
The authorization question carries a large weight gap between yes and no answers, so tenants or non-authorized contacts score much lower and are held back from triggering an immediate site assessment request.
Can the intake catch projects that are already too far along to qualify?
Yes — the project-stage question weights 'work already completed' the lowest of all stages, which flags those leads for a different follow-up path instead of routing them as assessment-ready.
Does the intake ask for the property's utility provider?
Yes, it collects the servicing utility as free text, which matters because incentive programs and rebate amounts are specific to each utility provider.
What happens if a property owner hasn't decided which upgrades to make yet?
The intake still qualifies them — selecting 'not sure yet' on improvement areas or answering no to having identified upgrades scores lower than a decided lead but still reaches your CRM for follow-up.
Can the intake distinguish residential, commercial, and municipal leads?
Yes, the property or organization type question separates residential homes, businesses, new developments, and municipal facilities so you can prioritize by program eligibility differences.
How are leads interested in multiple improvement areas scored?
The intake records every selected area — lighting, HVAC, insulation, appliances, or renewables — as a multi-select, giving your team the scope of the potential assessment before you commit time to it.
Turn utility incentive consulting visitors into qualified jobs
Give every utility incentive consulting visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.