By the Cliont product team
insulation and weatherization lead intake software for contractors

Qualify more insulation and weatherization leads before the first call

A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their job, collects photos, and hands you a scored, qualified lead.

Video greetingGuided intakePhoto uploadInstant lead scoring
Live previewQuestion 1 of 7
What is the main issue you want addressed?
Drafts or air leaks
High energy bills
Uneven room temperatures

A custom intake for every insulation and weatherization job

Each one is a ready-to-embed smart survey tuned to the job — open any to try the exact experience your leads would complete.

Information you need before every insulation and weatherization job

  • Main Issue Want Addressed
  • Property Weatherization
  • Areas Suspect Sealing Or
  • Own This Property Or
  • Energy Audit Or Inspection
  • Soon Would Like This
  • How Old Property
  • Radiant Barrier Installed
  • Property This
  • There Already Insulation In

How insulation and weatherization lead scoring works

Value signals

  • High energy bills
  • Uneven room temperatures
  • Moisture or condensation issues
  • Not sure
  • Own This Property Or: yes
  • As soon as possible

Urgency signals

  • Drafts or air leaks
  • Water damage or mold concern
  • Immediately
  • Attic Space Accessible Without
  • Moisture or water intrusion
  • Energy Audit Or Inspection

Your visitor has a real job. A contact form can’t hear it.

Homeowners and property managers arrive ready to explain the job. Give them a conversation instead of a dead form — and get exactly what you need to win it.

Basic contact form

Three empty fields and silence

  • No job details or scope
  • No photos or context
  • No way to tell a real lead from a tire-kicker
  • You chase; most never reply
Cliont intake

A guided conversation that converts

  • Full job scope in their own words
  • Damage photos attached automatically
  • Every lead scored by value
  • Residential or commercial flagged for you

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.

From template to routed lead

Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.

Choose the right intake

Start with the industry, service, and job template that matches the work you want to qualify.

Configure the experience

Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.

Connect it to your site

Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.

Route the qualified lead

Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.

Insulation and Weatherization lead-intake FAQs

What does a insulation and weatherization intake collect?

Each insulation and weatherization template asks job-specific questions drawn from the selected service, then captures contact details and relevant photos. The resulting submission gives the team more context than a name-and-email contact form.

How are insulation and weatherization leads scored?

Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger insulation and weatherization opportunities without manually reviewing every raw submission first.

Can visitors try a insulation and weatherization intake on a phone?

Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.

Where can qualified insulation and weatherization leads be sent?

Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.

Simple, transparent pricing

Choose the plan that works for your business.

Most popular

Professional

Unlimited intake forms and leads for your growing business.

$397 / month
14-day free trial · Cancel anytime
  • 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
Try free for 14 days

Pay Per Lead

Only pay when you receive a qualified lead.

$47 / qualified lead
No setup fees · No monthly fees
  • 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
Get started

Browse every home improvement intake template

View all home improvement intake templates →

While they’re still using contact forms, you’re booking jobs

Give every website visitor a guided, bilingual, qualifying intake — and turn your insulation and weatherization traffic into signed work.