Know which mobile coffee bar leads are worth tasting time
Every enquiry captures guest count, event date, and power/water access before it reaches your CRM, with setup-location photos attached so you know exactly what you're walking into before you quote.
The exact intake your mobile coffee bar leads complete
This is the real 7-question guided intake for Mobile Coffee Bar — the same flow your customers finish before you ever pick up the phone.
What a qualified mobile coffee bar lead should tell you
On-site espresso and specialty coffee service for weddings, corporate functions, and private gatherings, qualified by guest count, event timing, and whether the venue has power and water access for the cart.
- Event Or Occasion Coffee
- About How Many Guests
- Event Scheduled Take Place
- There Access Electricity And
- Event Take Place Indoors,
- Person Authorized Confirm And
- Have Any Specific Drink
The questions your team needs answered
Every mobile coffee bar intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of event or occasion do you need the coffee bar for? | Segments the lead so you can route, price, and prioritize it correctly. |
| About how many guests do you expect to be served coffee? | Guest count directly drives staffing and equipment needs, which is why every headcount tier carries meaningful weight while 'Not sure' scores lower. |
| When is the event scheduled to take place? | Timing is the strongest urgency signal in the catalog, with events inside 2 weeks weighted highest and undated enquiries weighted lowest. |
| Is there access to electricity and water at the event location? | A 'no' on power and water access is the intake's dedicated urgency flag, warning you that a generator or self-contained setup may need pricing before you commit staff. |
| Will the event take place indoors, outdoors, or both? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you the person authorized to confirm and book this service? | Confirming who can actually authorize the booking prevents your team from spending quote time on enquiries that still need internal sign-off. |
| Do you have any specific drink preferences or dietary requirements to mention? | Captures the detail in the client’s own words so you’re briefed before the first call. |
How Cliont scores mobile coffee bar leads
Every answer is weighted automatically — no manual review required.
Value signals
- Under 50
- 50 to 150
- 151 to 300
- Over 300
- Not sure
- Within 2 weeks
Urgency signals
- There Access Electricity And
See the lead your team receives
Mobile Coffee Bar Lead
From first click to qualified lead
Follow hosts and planners 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 event
Smart questions adapt to their event and capture the full scope.
They add inspiration
Inspiration photos and event details come attached, so you can quote fast.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for mobile coffee bar workflows
| Cliont capability | Mobile Coffee Bar application |
|---|---|
| Weighted scoring | Ranks a 200-guest corporate event two weeks out above a small private party with no set date, so your team calls back the highest-value job first. |
| Conditional follow-up flags | Flags any 'no' on power and water access so you can price a generator or self-contained cart into the quote instead of discovering it on-site. |
| CRM routing | Pushes event type, guest count, and access answers into your CRM as a structured deal record instead of a raw message you have to re-read to qualify. |
| Free-text capture | Routes drink and dietary notes from the intake straight to your prep list, so the barista team knows about oat milk or decaf requests before the tasting. |
Common mobile coffee bar lead scenarios
Last-minute wedding request
Event is within 2 weeks with 151-300 guests expected, so it scores near the top and routes straight to your CRM for a fast callback.
Venue with no confirmed power
A 'no' on electricity and water access flags the lead so your team can quote a generator or self-contained cart before confirming, rather than promising a setup you can't deliver.
Planner still gathering vendor quotes
Date not yet set and guest count marked 'Not sure' both carry lower weight, so the lead is routed but flagged for a qualifying call instead of an immediate proposal.
Large corporate or community booking
Over 300 guests for a corporate or institutional event signals a higher-value job that likely needs multiple baristas and equipment, distinct from a small private party.
Enquiry from an unauthorized contact
A 'no' on being authorized to confirm and book keeps the lead in your pipeline but weighted lower, so you follow up with the actual decision-maker instead of quoting the wrong person.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book events
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 mobile food services intake templates
Mobile Coffee Bar lead-intake FAQs
How does the intake handle venues without power or water on-site?
The access question flags any 'no' answer so you see it before you quote, giving you the chance to price in a generator or self-contained cart rather than turning the enquiry down outright.
Can the form tell me if the person filling it out can actually book the event?
Yes, the authorization question is weighted lower for 'no' answers, so enquiries from assistants or researchers still reach your CRM but are flagged for a different follow-up than a decision-maker.
What happens if a lead doesn't know their guest count yet?
A 'Not sure' answer on headcount carries less weight than a confirmed range, so the lead still comes through but is marked for a quick clarifying call before you send pricing.
Does the intake separate weddings from corporate bookings?
The event-type question stores the answer directly on the CRM record, so you can apply different coffee packages or pricing tiers for weddings, corporate events, private parties, or community events.
How does timing affect where a lead lands in my inbox?
Events scheduled within 2 weeks score highest, while enquiries with no set date yet score lowest, so urgent bookings surface ahead of early-stage browsing.
Where do drink preferences or dietary notes end up?
The free-text field for drink and dietary requests is captured with the rest of the lead so your barista team has prep notes before the tasting, not buried in a separate email thread.
Turn mobile coffee bar visitors into qualified events
Give every mobile coffee bar visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.