By the Cliont product team
Attic insulation lead intake software for insulation & weatherization pros

Know which attic insulation leads deserve an estimate

Homeowners answer questions about their attic insulation need, attic size, and access before uploading photos of the attic space — so you know the scope and condition before you schedule an estimate.

Video greetingGuided intakePhoto uploadInstant lead scoring
Live previewQuestion 1 of 7
What best describes your attic insulation need?
New installation, no existing insulation
Add more to existing insulation
Replace damaged or old insulation

The exact intake your attic insulation leads complete

This is the real 7-question guided intake for Attic Insulation — the same flow your customers finish before you ever pick up the phone.

Preview
Your video greeting plays here

What a qualified attic insulation lead should tell you

Installation, addition, or replacement of insulation material in an attic space, scoped by the type of work needed, attic size, access conditions, and any moisture or pest issues present before a crew is dispatched.

  • Best Describes Attic Insulation
  • Property This Attic Located
  • How Large Attic Area
  • Attic Space Accessible Without
  • Property Owner Or Authorized
  • Soon Would Like This
  • Noticed Any Signs Moisture,

The questions your team needs answered

Every attic insulation intake asks these — and why each one matters.

QuestionWhy it matters
What best describes your attic insulation need?The type of insulation need (new install, add-on, replacement, or removal-only) sets the scope and materials before anyone quotes the job.
What type of property is this attic located in?Segments the lead so you can route, price, and prioritize it correctly.
Approximately how large is the attic area needing work?Segments the lead so you can route, price, and prioritize it correctly.
Is the attic space accessible without structural modifications?Whether the attic is accessible without structural modifications tells you if this is a standard estimate or a more involved site visit.
Are you the property owner or authorized to approve this work?Confirming ownership or authorization filters out tenants or family members who can't approve the work before you schedule.
How soon would you like this work completed?Timeline answers let you prioritize ASAP requests over 'just researching' leads in your callback queue.
Have you noticed any signs of moisture, mold, or pest activity in the attic?Reported moisture, mold, or pest activity flags jobs that may need a remediation conversation before or alongside the insulation work.

How Cliont scores attic insulation leads

Every answer is weighted automatically — no manual review required.

Value signals

  • New installation, no existing insulation
  • Add more to existing insulation
  • Replace damaged or old insulation
  • Remove insulation only
  • Not sure
  • Attic Space Accessible Without: yes

Urgency signals

  • Attic Space Accessible Without

See the lead your team receives

Attic Insulation Lead – New Install, ASAP

89/100
High Priority
Insulation needNew installation, no existing insulation
Property typeSingle-family home
Attic sizeMedium (500-1500 sq ft)
Attic accessAccessible without structural modifications
Authorized to approve workYes
TimelineAs soon as possible
Moisture, mold, or pest signsNo
Delivered to: Email · CRM · SMS notification

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 attic insulation workflows

Cliont capabilityAttic Insulation application
Conditional photo requestsTriggers a request for photos of existing insulation when the homeowner selects add-on or replacement, but skips that ask for new installations with no existing material.
Access-based routingFlags leads where the attic isn't accessible without structural modifications so those jobs get scheduled as extended site visits instead of standard estimates.
Ownership verificationUses the owner/authorization answer to filter out tenant inquiries before an estimate gets booked on a property the requester can't approve work on.
Condition flaggingSurfaces moisture, mold, or pest activity answers directly on the lead card so your crew knows to scope a remediation conversation alongside the insulation quote.
Timeline-based prioritizationSorts ASAP requests ahead of 'just researching' leads in your CRM queue so your team calls back the time-sensitive jobs first.

Common attic insulation lead scenarios

New install, easy access, ready now

Homeowner has no existing insulation, confirms attic access without structural work, and wants the job done ASAP — this scores as a high-priority lead ready for a fast estimate.

Top-up job, just researching

Homeowner wants to add insulation to an existing layer but selects 'just researching options' for timeline — the intake still captures scope details while flagging lower urgency.

Replacement with moisture flags

Homeowner needs damaged insulation replaced and reports signs of moisture, mold, or pest activity — this signals the crew should scope a remediation conversation alongside the insulation quote.

Attic needs structural access work

Homeowner indicates the attic isn't accessible without structural modifications, which flags the lead for a more involved site visit rather than a standard estimate.

Tenant inquiry, no authorization

Someone fills out the form but isn't the property owner or authorized to approve work — the intake surfaces this so the estimate isn't scheduled before ownership is confirmed.

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.

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

Attic Insulation lead-intake FAQs

Does the intake flag attics that are hard to access?

Yes — the form asks whether the attic is accessible without structural modifications, so you can tell before dispatch whether a job is a standard estimate or needs a more specialized site visit.

How does the intake handle moisture or pest issues in the attic?

Homeowners are asked directly about signs of moisture, mold, or pest activity, so leads with those issues can be routed for a remediation conversation before or alongside the insulation quote.

Can the intake tell if the person filling it out actually owns the property?

Yes — it asks whether the person is the property owner or authorized to approve the work, which helps filter out tenants or family members who can't sign off on a job.

What happens if a homeowner doesn't know their attic size?

The catalog includes a 'not sure' option for attic size, so the lead still moves forward with the scope details you have and the exact measurement gets confirmed at the estimate visit.

Does the intake distinguish removal-only jobs from new installations?

Yes — the insulation need question separates new installation, adding to existing insulation, replacing damaged insulation, and removal-only, so each lead arrives with the correct scope tagged.

Can I see how urgent a lead is before I call them back?

The timeline question captures whether the homeowner wants work done ASAP, within a month, within three months, or is just researching, so you can prioritize your callback queue accordingly.

Turn attic insulation visitors into qualified jobs

Give every attic insulation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.