Know which crawl space leads are worth an estimate visit
Ask about current insulation condition, crawl space access, and vapor barrier status before you schedule an estimate, with photo uploads of the entry point and any moisture staining.
Preview your crawl space insulation intake
Explore 7 questions from the Crawl Space Insulation template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified crawl space insulation lead should tell you
Installation of insulation and moisture-control materials inside a home's crawl space, usually triggered by missing insulation, moisture or mold, or a planned energy-efficiency upgrade.
- Best Describes Current Condition
- Technician Physically Access And
- Know Approximate Square Footage
- There Vapor Barrier Installed
- Property Owner Or Authorized
- Soon Would Like This
- Property This
The questions your team needs answered
Every crawl space insulation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes the current condition of your crawl space? | This is the highest-weighted question on the catalog, and a moisture or mold answer separates jobs that need urgent attention from a straightforward upgrade. |
| Can a technician physically access and move through the crawl space? | A no on physical access warns your team the job may require extra equipment or a scoping visit instead of a standard estimate. |
| Do you know the approximate square footage of the crawl space? | Square footage helps estimate material quantity and labor time even when the homeowner can only give a rough range. |
| Is there a vapor barrier currently installed in the crawl space? | Knowing whether a vapor barrier already exists tells your crew if the job is a fresh install or a replacement, which changes scope and pricing. |
| Are you the property owner or authorized to approve this work? | This question is weighted to catch leads submitted by someone who can't actually approve the work, like a renter, before your team schedules a visit. |
| How soon would you like this project completed? | Timeline shows whether the homeowner wants the work done immediately or is just researching, helping your team prioritize scheduling. |
| What type of property is this for? | Property type flags rental or commercial buildings that may involve a landlord, property manager, or different code requirements than a single-family home. |
How Cliont scores crawl space insulation leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- No insulation present
- Old or damaged insulation
- Moisture or mold issues
- In good condition, just an upgrade
- Not sure
- Technician Physically Access And: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Crawl Space Insulation 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 crawl space insulation workflows
| Cliont capability | Crawl Space Insulation application |
|---|---|
| Conditional branching | A moisture or mold answer on the crawl space condition question can trigger different follow-up handling than a routine 'just an upgrade' answer. |
| Photo and video widget | Homeowners upload images of the crawl space entry point and any visible moisture staining so your team can judge access and severity before scheduling. |
| Lead scoring | Crawl space condition, technician access, and property ownership answers combine into a single score so moisture-damage and no-insulation jobs surface ahead of exploratory upgrade requests. |
| CRM routing | Qualified crawl space leads, complete with condition, access, and vapor barrier answers, land directly in your CRM instead of a shared inbox. |
Example crawl space insulation lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Moisture or mold reported
The homeowner flags moisture or mold in the crawl space, the highest-weighted condition on the intake, so the lead surfaces as a priority job needing a closer look.
Crawl space is hard to access
A technician confirms it can't be entered or moved through easily, which lowers the access score and signals the job may need extra equipment or a scoping call before quoting.
Renter, not the property owner
The person filling out the intake answers no on ownership or authorization, dropping the lead's score until an actual decision-maker is confirmed.
Upgrade on an already-insulated space
Insulation is in good condition and the homeowner is just exploring options, so the intake still captures square footage and vapor barrier details for a lower-urgency follow-up.
Multi-family or commercial building
The property type answer flags a rental or commercial building instead of a single-family home, which can change scope and who the crew needs to coordinate with on-site.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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 insulation and weatherization intake templates
Crawl Space Insulation lead-intake FAQs
How does the intake handle a crawl space a technician might not be able to enter?
The access question asks directly whether a technician can physically get into and move through the space, and a no answer is weighted lower so your team knows in advance it may need special equipment or a scoping visit rather than a standard estimate.
What if the homeowner doesn't know the square footage of the crawl space?
The intake includes a 'Not sure' option for square footage so the lead still moves forward, and your team can confirm exact dimensions during the estimate rather than losing the lead to an unanswered field.
Does the intake ask about an existing vapor barrier before booking?
Yes, homeowners are asked whether a vapor barrier is already installed, with yes, no, and not sure options, so your crew arrives knowing whether they're adding, replacing, or assessing moisture control from scratch.
How is a lead reporting moisture or mold treated differently?
Moisture or mold issues carry the highest weight on the condition question, ahead of missing or old insulation, so those leads score higher and stand out from routine upgrade requests.
What happens if the person filling out the form isn't the property owner?
The ownership and authorization question is weighted heavily, so a no answer lowers the lead's score and flags it for a follow-up to confirm who can actually approve the work before your team drives out.
Can the intake tell rental or commercial properties apart from single-family homes?
Yes, the property type question captures single-family, multi-family or rental, commercial, or other, so your team can see scope and stakeholder differences before the estimate is scheduled.
Turn crawl space insulation visitors into qualified jobs
Give every crawl space insulation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.