Know which fleet EV charging leads are worth a site assessment
The intake asks how many vehicles need charging, whether the property is owned or leased, and what stage the project is at, then collects depot photos and a utility panel photo so your team walks into the site assessment ready to scope the job.
The exact intake your fleet ev charging leads complete
This is the real 5-question guided intake for Fleet EV Charging — the same flow your customers finish before you ever pick up the phone.
What a qualified fleet ev charging lead should tell you
Planning and installation of dedicated EV charging infrastructure for a company or agency's own vehicle fleet, typically at a depot, yard, or central lot rather than for public or residential use.
- Many Fleet Vehicles Charge
- Own Or Control Property
- Organization This Charging Infrastructure
- Current Stage This Fleet
- Types Fleet Vehicles Will
The questions your team needs answered
Every fleet ev charging intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many fleet vehicles do you need to charge? | The number of vehicles determines how many chargers and how much electrical capacity the project needs, directly shaping deployment scale. |
| Do you own or control the property where charging will be installed? | Whether the lead owns or controls the property determines if they can authorize installation without a landlord in the loop, which affects whether a site assessment can be scheduled at all. |
| What type of organization needs this charging infrastructure? | Organization type signals the likely procurement process, since municipal or government buyers often move through longer approval cycles than a private business. |
| What is the current stage of this fleet charging project? | Project stage separates leads ready to sign from those still researching, so ready-to-install fleets can be prioritized for a site assessment first. |
| Which types of fleet vehicles will use this charging infrastructure? | The mix of vehicle types indicates whether the fleet needs standard light-duty charging or higher-power infrastructure for heavy-duty trucks and buses. |
How Cliont scores fleet ev charging leads
Every answer is weighted automatically — no manual review required.
Value signals
- 1-5 vehicles
- 6-20 vehicles
- 21+ vehicles
- Own Or Control Property: yes
- Early planning or research
- Budgeting or approvals underway
Disqualifiers
- Not sure yet
See the lead your team receives
Fleet EV Charging 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 fleet ev charging workflows
| Cliont capability | Fleet EV Charging application |
|---|---|
| Weighted answer scoring | Fleet size tiers from the vehicle count question (1-5 vs 21+) push larger deployments toward the top of your CRM queue automatically. |
| Property control check | The ownership question flags leased or third-party sites so your team can request landlord authorization before booking a site assessment. |
| Multi-select vehicle mix capture | Recording light-duty, medium-duty, and heavy-duty vehicle types surfaces fleets that will need higher-power charging equipment before you visit. |
| Project stage tracking | Distinguishing 'early planning' from 'ready to move forward' and 'expanding an existing setup' lets you prioritize which fleet leads to call first. |
Common fleet ev charging lead scenarios
Large fleet ready to install
A logistics company with 21+ vehicles selects 'ready to move forward,' confirms property ownership, and lists a mix of light and medium-duty trucks — an immediate high-priority routing to the CRM.
Municipal fleet in early planning
A government agency is still researching options and marks 'not sure yet' on vehicle count, but the organization-type and early-planning answers still flag it as a project worth nurturing rather than dismissing.
Expanding an existing depot
A facility management company already runs some chargers and selects 'expanding an existing charging setup,' signaling a different scope than a first-time build-out.
Fleet operator on leased land
A private business answers 'no' to owning or controlling the property, which lowers confidence on feasibility until landlord authorization is confirmed before a site assessment is booked.
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
Fleet EV Charging lead-intake FAQs
What happens if the lead doesn't own the property where they want chargers installed?
The property ownership question captures this directly, and a 'no' answer scores lower than confirmed ownership because it usually means a landlord or property manager needs to authorize the installation before a site assessment makes sense.
Can the intake tell the difference between a 5-vehicle depot and a 50-vehicle fleet?
Yes — the vehicle count question uses tiered options from 1-5 up to 21+, and larger fleets carry more weight in the score since they typically represent bigger infrastructure projects.
How does the intake handle a prospect who's still in early planning with no budget yet?
The project stage question separates 'early planning or research' from 'ready to move forward,' so these leads still reach your CRM but with context that they need a longer follow-up cycle rather than an immediate site visit.
Does the intake capture whether the fleet includes heavy-duty trucks or buses?
Yes, the vehicle type question lets the property owner select light-duty, medium-duty, and heavy-duty or bus vehicles, which matters because heavier vehicles usually require higher-power charging infrastructure.
How is this different from the EV Charging Site Assessment intake?
This intake is built around fleet ownership, vehicle count, and vehicle mix for depot-style installations, while the Site Assessment intake in the same category focuses on evaluating a specific property before design work begins.
What organization types does the fleet charging intake recognize?
It captures whether the lead is a private business, municipality or government agency, real estate developer, or facility management company, which helps your team anticipate procurement timelines before scheduling a site assessment.
Turn fleet ev charging visitors into qualified jobs
Give every fleet ev charging visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.