Know which weatherization leads are worth an estimate
Homeowners tell you the main issue, which areas need sealing, and how old the property is—plus upload photos of drafty windows, doors, or the attic—before you ever schedule an estimate.
The exact intake your weatherization leads complete
This is the real 7-question guided intake for Weatherization — the same flow your customers finish before you ever pick up the phone.
What a qualified weatherization lead should tell you
Work that seals drafts, gaps, and moisture entry points around a home—windows, doors, attic, crawlspace, or exterior walls—typically triggered by high energy bills, uneven temperatures, or a failed energy audit.
- 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
The questions your team needs answered
Every weatherization intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the main issue you want addressed? | Drafts, high energy bills, and uneven temperatures score highest because they point to a clear, billable weatherization scope, while 'not sure' still qualifies but signals a diagnostic visit. |
| What type of property needs weatherization? | Property type distinguishes a single-family estimate from a multi-family or commercial job, which typically requires different crew size and scheduling. |
| Which areas do you suspect need sealing or weatherproofing? | A homeowner flagging several areas at once signals a broader scope of work than someone pointing to just one spot, helping your team size the estimate before arriving. |
| Do you own this property or manage it on behalf of the owner? | An owner answering yes scores nearly double a non-owner, since owners can approve work on the spot while managers or renters may need the actual owner's sign-off first. |
| Has an energy audit or inspection already been done on this property? | Separates real opportunities from leads that aren’t a fit yet. |
| How soon would you like this work completed? | Timeline answers range from 'as soon as possible' at the top weight to 'just exploring options' at the lowest, letting your team prioritize dispatch order without a phone call. |
| Approximately how old is the property? | Segments the lead so you can route, price, and prioritize it correctly. |
How Cliont scores weatherization leads
Every answer is weighted automatically — no manual review required.
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
See the lead your team receives
Weatherization 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 weatherization workflows
| Cliont capability | Weatherization application |
|---|---|
| Weighted answer scoring | Main-issue answers like drafts or high energy bills score higher than 'not sure,' so leads with a clear, addressable problem surface above vague enquiries. |
| Ownership verification logic | The yes/no ownership question is weighted so property managers and renters score lower than owner-occupants, prompting your team to confirm decision-making authority before scheduling. |
| Multi-select area capture | Homeowners can flag windows, doors, attic, basement, or exterior walls together, giving your team a scope preview instead of a single vague complaint. |
| Guided photo uploads | Requiring photos of the specific areas flagged—like a drafty window or a damp crawlspace—lets your team pre-assess scope before the estimate visit. |
Common weatherization lead scenarios
Drafts in an older home
Homeowner flags drafts or air leaks in a property over 30 years old and points to windows, doors, and the attic—this combination scores high and routes straight to your CRM.
High bills, no audit yet
Lead cites high energy bills but hasn't had an energy audit done—still a strong-fit lead, but your team knows to scope the visit as a first look rather than a follow-up to existing findings.
Property manager, not owner
Someone managing a rental unit on the owner's behalf answers 'no' to ownership, which scores lower than an owner-occupant lead and flags a need to confirm decision-making authority before dispatch.
Moisture in the crawlspace
Homeowner selects moisture or condensation as the main issue and flags basement or crawlspace as the suspect area—distinct from a drafts complaint and worth routing to a team member who handles moisture work.
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 insulation and weatherization intake templates
Weatherization lead-intake FAQs
What happens if a homeowner isn't sure what's causing the problem?
The intake still lets them pick 'Not sure' for the main issue and select multiple suspect areas—windows, attic, basement, and so on—so your team gets useful direction even when the homeowner can't diagnose the cause themselves.
Does the intake tell me if I'm talking to the property owner or a manager?
Yes—the ownership question captures whether the person filling out the form owns the property or manages it on someone else's behalf, which matters for scheduling authority and who signs off on the work.
How does the intake handle rentals or multi-family buildings differently from a single-family home?
The property type question separates single-family homes from multi-family buildings, rental units, and commercial properties, so you can see scope and access complexity before you drive out.
If a homeowner already had an energy audit, does that change how the lead is scored?
It's captured as context on the lead rather than a scoring factor, so your team knows whether to scope the estimate around existing audit findings or start from scratch.
Can the intake tell me how urgent the job is?
Yes—homeowners select a timeline ranging from 'as soon as possible' to 'just exploring options,' which lets you tell a homeowner with a live draft problem apart from someone still researching.
What if a homeowner checks multiple areas that need sealing?
The areas question is multi-select, so a lead flagging windows, doors, and the attic together tells you the job likely needs a broader estimate than one flagging a single area.
Turn weatherization visitors into qualified jobs
Give every weatherization visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.