Know which deck installation leads deserve an estimate
Ask homeowners about project status, deck size, and material preference before you schedule a site visit, with yard photos and existing-deck details routed straight to your CRM.
Preview your deck installation intake
Explore 7 questions from the Deck Installation template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified deck installation lead should tell you
Construction of a new outdoor deck, either attached to an existing structure or freestanding, sized and specified based on the homeowner's project scope.
- Current Status Deck Project
- How Large Should New
- Material Would Prefer Deck
- Own Property Where Deck
- Soon Would Like Project
- Deck Be Attached House
- Already Have Building Plans
The questions your team needs answered
Every deck installation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the current status of your deck project? | A new-build or replacement answer signals an active project, while 'just exploring' still qualifies but weights the lead lower for prioritization. |
| Approximately how large should the new deck be? | Square footage gives your estimator a rough materials and labor scope before scheduling the site visit. |
| What material would you prefer for the deck? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you own the property where the deck will be installed? | Confirmed property ownership carries more weight than a 'no' answer, which flags the lead for an authorization check before you commit crew time. |
| How soon would you like the project to start? | An 'as soon as possible' timeline scores highest, letting you prioritize ready-to-book jobs over leads that are just planning ahead. |
| Will the deck be attached to the house or freestanding? | Knowing whether the deck attaches to the house helps your team anticipate structural and permitting requirements before the estimate. |
| Do you already have building plans or a design for the deck? | Separates real opportunities from leads that aren’t a fit yet. |
How Cliont scores deck installation leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- No deck, building new
- Replacing an existing deck
- Just exploring options
- Own Property Where Deck: yes
- As soon as possible
- Within 1-3 months
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Deck Installation 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 deck installation workflows
| Cliont capability | Deck Installation application |
|---|---|
| Weighted scoring | New-build and replacement projects score higher than 'just exploring' answers, and confirmed property ownership adds weight over unverified requests. |
| Conditional routing | Leads with an ASAP or 1-3 month start timeline can be routed to your calendar faster than 'just planning ahead' inquiries. |
| Structured job scoping | Size, material, and attached-vs-freestanding answers give your estimator a rough scope before they leave the office, cutting down on wasted site visits. |
| CRM delivery | Every submission, including deck size, material choice, and ownership status, lands in your CRM as a structured record instead of a raw form email. |
Example deck installation lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
New build, ready now
Homeowner has no deck yet, wants to start as soon as possible, and confirms they own the property — this combination scores highest and should route straight to your calendar.
Replacement, planning ahead
Homeowner is replacing an aging deck but says the project is 1-3 months out, so the lead still qualifies but can be scheduled with less urgency.
Early-stage research inquiry
Homeowner selects 'just exploring options' and isn't sure on size or material — the intake still captures the details but flags the lead as lower engagement rather than estimate-ready.
Non-owner submitting the request
The person filling out the form answers 'no' to owning the property, which weights the lead lower so your team can confirm authorization before booking a visit.
Large custom design, plans in hand
Homeowner wants a large, freestanding deck and already has building plans, which signals a more complex, design-coordinated job worth prioritizing on quote value even if timeline is flexible.
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Notify your team
Email, SMS, Slack
Configure other destinations
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Simple, transparent pricing
Choose the plan that works for your business.
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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 landscaping and outdoor living intake templates
Deck Installation lead-intake FAQs
Does the intake ask for deck size before we quote?
Yes, the catalog includes a size question with small, medium, large, or not-sure options, so your team knows roughly what they're pricing before the estimate visit.
What happens if the person filling out the form doesn't own the property?
The property ownership question is weighted lower for a 'no' answer, so those leads are scored down rather than dropped, letting you decide whether to confirm authorization first.
How does Cliont treat someone who's just exploring options?
That answer on the project-status question still qualifies as a lead but carries less weight than a new build or replacement, so you can separate active projects from early research.
Can the intake tell us if the deck will attach to the house?
Yes, the catalog asks whether the deck will be attached or freestanding, which affects structural scope and helps your crew prep for the site visit.
Does it collect anything about existing building plans or permits?
The intake asks whether the homeowner already has building plans or a design, which is useful context before you commit an estimator's time to a custom design conversation.
What material and timeline details come through with each lead?
Each submission includes the homeowner's material preference (wood, composite, or PVC/vinyl) and their desired start window, both of which are captured in the catalog and passed through to your CRM.
Turn deck installation visitors into qualified jobs
Give every deck installation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.