Surge protection intake that captures panel age and surge history up
Homeowners tell you whether they want whole-house or point-of-use protection, confirm any recent surge damage, and share their panel age and ownership status — plus a photo of the panel — before you schedule the estimate.
The exact intake your surge protection leads complete
This is the real 7-question guided intake for Surge Protection — the same flow your customers finish before you ever pick up the phone.
What a qualified surge protection lead should tell you
Installation or evaluation of whole-house panel-mounted or point-of-use surge protection devices, scoped to the property's protection level, panel condition, and any recent surge damage to appliances or electronics.
- Property This
- Level Surge Protection Interested
- Experienced Recent Power Surges
- Own This Property Or
- Would Like This Work
- Know Age And Type
- There Specific Devices Or
The questions your team needs answered
Every surge protection intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property is this for? | Segments the lead so you can route, price, and prioritize it correctly. |
| What level of surge protection are you interested in? | Whole-house panel protection is weighted highest, signaling a larger install than a point-of-use outlet job. |
| Have you experienced recent power surges or appliance damage? | Recent surge or appliance damage carries the top weight in the catalog, marking a homeowner already motivated to act. |
| Do you own this property or manage it on behalf of the owner? | A property manager answering on behalf of an owner scores lower since another party may need to approve the work. |
| When would you like this work completed? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you know the age and type of your current electrical panel? | Not knowing panel age or type flags a lead that may need a panel assessment before a surge device can be sized correctly. |
| Are there specific devices or systems you most want protected? | Named devices or systems give the estimator a concrete list of what the protection needs to cover before quoting. |
How Cliont scores surge protection leads
Every answer is weighted automatically — no manual review required.
Value signals
- Whole-house panel protection
- Point-of-use outlet protection
- Not sure
- Experienced Recent Power Surges: yes
- Own This Property Or: yes
See the lead your team receives
Surge Protection 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 surge protection workflows
| Cliont capability | Surge Protection application |
|---|---|
| Weighted answer scoring | Whole-house panel protection interest scores higher than point-of-use or 'not sure' answers, so your CRM surfaces bigger-ticket surge jobs first. |
| Free-text capture | The 'specific devices or systems' field pulls in homeowner-named equipment so you can scope the right surge protection device before the estimate. |
| Ownership verification | Flags whether the person filling out the intake owns the property or manages it for someone else, which matters for who signs off on the work. |
| Photo capture on intake | Panel photos submitted with the surge protection request let you assess panel condition and space for a whole-house device before the visit. |
| CRM routing with lead context | Protection level, surge history, and panel knowledge travel with the lead into your CRM so estimators aren't starting the call from zero. |
Common surge protection lead scenarios
Post-storm appliance damage
Homeowner confirms recent power surges or appliance damage, wants whole-house panel protection, and needs the work done as soon as possible — this combination pushes the lead to the top of the queue.
Just browsing, no damage yet
Homeowner selects 'Not sure' on protection level, 'Just exploring options' on timeline, and doesn't know their panel details — still worth routing, but with lower priority than an active-damage lead.
Rental property manager inquiry
Respondent manages a multi-unit rental on behalf of the owner rather than owning it outright, which flags a lower-weighted decision-authority signal your team may want to verify before quoting.
Panel upgrade paired with surge protection
Homeowner already knows their panel's age and type and wants whole-house protection — a strong signal this job could pair with an electrical panel upgrade instead of a standalone point-of-use install.
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 electrical intake templates
Surge Protection lead-intake FAQs
How does the intake separate whole-house interest from point-of-use interest?
The protection-level question asks homeowners to choose whole-house panel protection, point-of-use outlet protection, or 'not sure,' and each option carries a different weight so whole-house interest scores higher going into your CRM.
What happens when a homeowner doesn't know their panel age or type?
The panel-knowledge question captures 'Yes, I know the details,' 'I know some details,' or 'I don't know' as a plain data point on the lead, so your team knows upfront whether a panel inspection needs to happen before quoting protection.
Does the intake flag property managers versus homeowners?
Yes — the ownership question asks whether the respondent owns the property or manages it for the owner, and a 'no' answer carries a lower weight since it can mean an extra decision-maker in the loop.
How are 'just exploring' timeline answers handled?
The timeline question captures as soon as possible, within a month, or just exploring, which lets you see intent at a glance without treating every lead as equally urgent.
Can homeowners tell us which devices or systems they most want protected?
Yes — a free-text field lets them name specific equipment like a home theater, sump pump, or HVAC system, so you arrive with a sense of what actually needs coverage.
What if the property submitted is commercial rather than residential?
The property-type question distinguishes single-family, multi-unit rental, and commercial properties, so commercial submissions are visible on the lead and can be routed differently if that's not your focus area.
Turn surge protection visitors into qualified jobs
Give every surge protection visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.