Stop driving out to unqualified concrete patio jobs
Your intake captures patio size, property ownership, and site accessibility before any estimate gets booked, with photos of the installation area attached to every submission in your CRM.
The exact intake your concrete patio installation leads complete
This is the real 7-question guided intake for Concrete Patio Installation — the same flow your customers finish before you ever pick up the phone.
What a qualified concrete patio installation lead should tell you
A new poured concrete slab built for outdoor living space, covering both first-time installations and full replacements of an existing patio surface.
- Approximate Size Patio Area
- This New Patio Installation
- Own This Property Or
- Area Where Patio Will
- Would Like Patio Installation
- Features Want Included With
- Site Plan Or Design
The questions your team needs answered
Every concrete patio installation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the approximate size of the patio area you want installed? | Patio size scales directly with material and labor cost, so larger selections indicate bigger-ticket jobs worth prioritizing for an estimate. |
| Is this a new patio installation or a replacement of an existing patio? | Whether the job is a new pour or a replacement changes the scope significantly, since replacements typically require demolition and disposal that new installs don't. |
| Do you own this property or manage it on behalf of the owner? | Confirming the person can approve the work as the owner (weighted 9) versus managing on someone else's behalf (weighted 4) tells your team whether they're talking to the actual decision-maker. |
| Is the area where the patio will be installed easily accessible for equipment and materials? | Easy equipment and material access is weighted higher because restricted access can add cost, delay, or require special equipment your crew needs to plan for in advance. |
| When would you like the patio installation to begin? | Segments the lead so you can route, price, and prioritize it correctly. |
| Which features do you want included with the patio? | Segments the lead so you can route, price, and prioritize it correctly. |
| Has a site plan or design layout for the patio already been created? | Knowing whether a site plan already exists tells your team how much design work is left before pricing can be finalized. |
How Cliont scores concrete patio installation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Small (under 200 sq ft)
- Medium (200-500 sq ft)
- Large (over 500 sq ft)
- Not sure
- Own This Property Or: yes
- Area Where Patio Will: yes
See the lead your team receives
Concrete Patio Installation 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 concrete patio installation workflows
| Cliont capability | Concrete Patio Installation application |
|---|---|
| Conditional follow-up questions | When a homeowner selects 'Replacement of existing patio,' the intake can surface demolition and removal context that a new-installation answer wouldn't trigger. |
| Weighted lead scoring | Ownership and site-access answers are scored higher than manager or restricted-access responses, so the leads most likely to convert to a booked estimate surface first. |
| Multi-select capture | Feature selections like stamped finish, drainage, or steps are captured in one field so estimators see project complexity before drafting a quote. |
| Document and photo requests | If a homeowner confirms a site plan already exists, the intake can prompt for that upload immediately instead of leaving design details to a phone call. |
Common concrete patio installation lead scenarios
Large backyard patio build
Homeowner selects a large (over 500 sq ft) area, confirms they own the property, and reports easy equipment access — the intake scores this as a high-value lead worth prioritizing for an estimate.
Replacement over an aging slab
Customer picks 'Replacement of existing patio' and flags steps or level changes as a wanted feature, giving your team scope details before they quote demolition and haul-away.
Property manager inquiry
Someone submits on behalf of an owner rather than as the owner themselves, which scores lower and signals your team should confirm decision-making authority before scheduling.
Tight or restricted access site
The homeowner owns the property but reports the install area isn't easily accessible for equipment, a lower-weighted answer that flags the job for a site visit before final pricing.
Early planning, no design yet
The lead is still in the planning stage and hasn't created a site plan, letting your team route it as a nurture lead rather than an immediate estimate slot.
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 concrete and masonry intake templates
Concrete Patio Installation lead-intake FAQs
How does the intake distinguish an owner from a property manager?
The ownership question scores an owner's response higher than a manager acting on someone else's behalf, since owners can approve and pay for the work directly without an extra authorization step.
Does the intake capture decorative finishes or drainage needs before the estimate?
Yes, homeowners select any wanted features like stamped finishes, drainage solutions, or steps in a multi-select question, so your estimator can plan material and labor scope before showing up.
What happens if the homeowner doesn't know the exact patio size?
A 'Not sure' option is available for the size question, so the lead still moves forward with a placeholder size your team can confirm during the site visit rather than being dropped.
Can the intake collect a site plan if the homeowner already has one?
There's a dedicated question asking whether a site plan or design layout already exists, which lets your team request that document upfront instead of starting design conversations from scratch.
How does the intake handle sites with restricted equipment access?
Access to the install area is asked directly as a yes/no question and weighted lower when access is limited, flagging the lead for a scheduling or logistics review before the estimate.
Is this intake different from the one used for concrete driveway installation?
It uses patio-specific fields like area size, decorative or drainage features, and step requirements rather than driveway load or vehicle-access questions, since the two projects have different scope drivers.
Turn concrete patio installation visitors into qualified jobs
Give every concrete patio installation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.