Stop surveying properties that won't qualify for EV charging
Your intake asks about property type, station count, and distance to the electrical panel, then collects site plans or panel photos before a lead ever reaches your CRM.
The exact intake your ev charging site assessment leads complete
This is the real 6-question guided intake for EV Charging Site Assessment — the same flow your customers finish before you ever pick up the phone.
What a qualified ev charging site assessment lead should tell you
An on-site or document-based evaluation of a property's electrical panel capacity, distance to the proposed charger location, and site layout to determine whether EV charging stations can feasibly be installed.
- Property This Assessment
- Many Charging Stations Considering
- Know Approximate Distance From
- Property Owner Or Authorized
- Current Status This Project
- Have Existing Electrical Or
The questions your team needs answered
Every ev charging site assessment intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property is this assessment for? | Property type flags whether the lead should route toward a residential, multi-family, commercial, or municipal assessment workflow, since site complexity and equipment needs differ sharply. |
| How many charging stations are you considering for this site? | Station count is directly weighted, so installations of 3-10 or more chargers point to commercial-scale projects worth prioritizing over single-charger home installs. |
| Do you know the approximate distance from the planned charger location to the electrical panel? | Distance from the charger location to the electrical panel signals how much trenching or conduit work the assessment will need to scope before your team ever visits. |
| Are you the property owner or an authorized representative able to approve this project? | Because a 'yes' answer is weighted at 10 versus only 2 for 'no,' this question filters out inquiries from tenants or unauthorized parties who cannot actually greenlight the project. |
| What is the current status of this project? | Project status shows how close the lead is to moving forward, with 'ready to proceed' and 'required for permit' scored highest since they're most likely to convert into a scheduled assessment. |
| Do you have existing electrical or site plans available to share with an assessor? | Knowing whether electrical or site plans already exist tells your assessor whether to bring extra measuring equipment or expect a faster walkthrough. |
How Cliont scores ev charging site assessment leads
Every answer is weighted automatically — no manual review required.
Value signals
- 1-2 stations
- 3-10 stations
- More than 10 stations
- Property Owner Or Authorized: yes
- Early research phase
- Budgeting or planning underway
Disqualifiers
- Not sure yet
See the lead your team receives
EV Charging Site Assessment 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 ev charging site assessment workflows
| Cliont capability | EV Charging Site Assessment application |
|---|---|
| Weighted scoring | Station count and project status answers carry explicit weights, so a commercial lead asking about 10+ chargers and ready to proceed automatically outranks a homeowner still in early research. |
| Conditional document capture | When a lead confirms they have existing electrical or site plans, the intake can collect those files upfront so your assessor arrives prepared instead of requesting them after the visit is already scheduled. |
| Approval verification | The authorized-representative question is weighted heavily on its own, letting you flag and hold leads that can't yet confirm decision-making authority before a site visit gets booked. |
| CRM routing | Once property type, station count, and approval status are captured, qualified site assessment leads land in your CRM with the context needed to prioritize commercial and municipal jobs over single-station inquiries. |
Common ev charging site assessment lead scenarios
Commercial rollout ready now
A business selects 3-10 or more stations, confirms they're the authorized approver, and marks the project as ready to proceed — this combination scores highest and should be routed for immediate scheduling.
Homeowner early in research
A single-family owner picks 1-2 stations and marks the project as early research phase with an unknown panel distance, giving your team a lead worth nurturing rather than dispatching an assessor immediately.
Property manager without approval
Someone inquires on behalf of a multi-family property but answers no to being an authorized approver, dropping the score sharply and flagging the lead for an ownership check before any assessment gets scheduled.
New development needing permits
A new construction site marks the project as required for permit or approval, which scores nearly as high as ready-to-proceed and often needs faster turnaround to keep a build timeline moving.
Municipal site, distance unknown
A public property selects 'not sure yet' for station count and 'not sure' for panel distance, signaling a lead that still needs scoping conversation before your team commits assessor time.
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 ev charging infrastructure intake templates
EV Charging Site Assessment lead-intake FAQs
How does the intake stop us from surveying a property the owner can't actually approve?
The intake asks directly whether the person submitting the request is the property owner or an authorized representative, and a 'no' answer is weighted far lower than a 'yes,' so those leads surface as lower priority instead of getting scheduled straight into a site visit.
What happens if a lead doesn't know how many charging stations they want yet?
The catalog includes a 'not sure yet' option for station count that still carries a moderate weight, so undecided leads aren't discarded — they're scored appropriately and can be routed for a scoping conversation before an assessment is booked.
Can property owners upload existing electrical or site plans before we visit?
Yes — the intake asks whether existing electrical or site plans are available, which tells your assessor what to bring and can shorten the time needed on-site.
Does the property type change how a lead gets treated?
Property type is one of the first questions asked, distinguishing single-family, multi-family, commercial, municipal, and new construction sites, since each carries different equipment and complexity expectations before you scope a visit.
Why does distance to the electrical panel matter this early?
Knowing whether the charger location is under 50 feet, 50-150 feet, or further from the panel helps your team anticipate trenching or conduit work before committing to a site visit, rather than discovering it once someone's already on-site.
How does project status affect lead priority?
Leads marked as ready to proceed or required for permit approval score highest, while early research phase inquiries score lower, so your team can tell at a glance which requests are closer to converting into a scheduled assessment.
Turn ev charging site assessment visitors into qualified jobs
Give every ev charging site assessment visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.