Know which pergola leads deserve an estimate visit
Homeowners tell you the pergola type, installation surface, and whether they already have materials on hand — plus upload photos of the site — so you know if it's a wood build on pavers or an attached structure over soil before you drive out.
The exact intake your pergola installation leads complete
This is the real 7-question guided intake for Pergola Installation — the same flow your customers finish before you ever pick up the phone.
What a qualified pergola installation lead should tell you
Installation of a freestanding or house-attached pergola — wood, aluminum, or vinyl — over an existing surface such as concrete, decking, or soil, with scope depending on whether materials are already owned or need sourcing.
- Pergola Install
- Already Own Pergola Kit
- Surface Pergola Being Installed
- Property Owner Or Authorized
- Soon Would Like Installation
- Size Pergola Install
- Know Location Underground Utility
The questions your team needs answered
Every pergola installation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of pergola are you looking to install? | Pergola type determines whether the job needs a wood-frame crew, an aluminum/vinyl kit install, or work tied into the house's existing structure. |
| Do you already own the pergola kit or materials, or do you need them sourced? | Tells you whether the estimate needs to include material costs or is labor-only, changing the quote scope. |
| What surface is the pergola being installed on? | Reveals whether footings anchor into concrete/pavers, attach to a deck, or need to be set in soil, which changes the installation method. |
| Are you the property owner or authorized to approve this installation? | Weighted heavily because a lead without approval authority can waste a site visit if the real decision-maker isn't part of the conversation. |
| How soon would you like the installation to begin? | Weighted so homeowners ready to start immediately are prioritized over those still planning or just researching. |
| What size pergola are you planning to install? | Sets expectations for square footage and structural scope, letting you size the estimate before the site visit. |
| Do you know the location of underground utility lines in the installation area? | Flags whether a utility locate call is needed before digging footings, affecting scheduling and liability. |
How Cliont scores pergola installation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Property Owner Or Authorized: yes
- As soon as possible
- Within a month
- Planning for later
Disqualifiers
- I already have materials
See the lead your team receives
Pergola 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 pergola installation workflows
| Cliont capability | Pergola Installation application |
|---|---|
| Weighted scoring | Timeline answers from ASAP to just researching are weighted so leads ready to build now rise above early-stage inquiries. |
| Authorization check | The property-owner/authorized question is weighted 10 vs. 2, flagging leads without clear approval before you schedule a site visit. |
| Branching intake logic | Pergola type (wood, aluminum/vinyl, attached-to-house) can route leads toward the crew or subcontractor equipped for that build style. |
| Photo capture | Site photos of the installation surface let your team confirm concrete, deck, or soil conditions before quoting footings or anchoring. |
| CRM routing | Qualified pergola leads with material-sourcing and surface details land directly in your CRM, ready for an estimate to be scheduled. |
Common pergola installation lead scenarios
Non-owner or unclear authorization
The homeowner isn't the property owner or can't confirm approval authority, which the weighted authorization question flags before an estimate gets scheduled.
Urgent attached-structure build
Lead wants an ASAP start on a pergola attached to the house and needs materials sourced — the intake surfaces this as a priority, scope-heavy job.
Early-stage researcher
Timeline is 'just researching' and pergola type or surface is marked 'not sure,' signaling a lead that needs nurturing rather than an immediate site visit.
Labor-only, materials on hand
Homeowner already owns the pergola kit and just needs installation on an existing deck — a narrower scope than a full materials-plus-labor quote.
Large build, unknown utilities
A large pergola planned for soil or grass where the homeowner doesn't know underground utility line locations, meaning a locate call likely needs to happen before footings are dug.
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 landscaping and outdoor living intake templates
Pergola Installation lead-intake FAQs
How does the intake handle wood vs. aluminum vs. house-attached pergolas differently?
The pergola-type question captures this upfront so wood-frame builds, aluminum or vinyl kits, and house-attached structures can be routed to the right crew or flagged for the structural considerations each type requires.
What if the homeowner hasn't bought the pergola materials yet?
The materials question tells you whether you're quoting labor plus sourcing or a labor-only install, so the estimate scope is set correctly before your team shows up.
Does the intake check whether the person requesting is actually authorized to approve the job?
Yes — that question is weighted (10 for yes, 2 for no) so leads without clear approval authority stand out before you commit estimate time.
How does the intake prioritize how soon someone wants to start?
Timeline answers from 'as soon as possible' down to 'just researching' are weighted, so ready-to-build leads surface ahead of early-stage lookers in your CRM.
Does the intake ask about underground utilities before I quote?
It asks whether the homeowner knows the location of underground utility lines in the installation area, which helps you plan for a locate call before footings go in.
How is the installation surface captured, and why does it matter?
Homeowners select concrete/pavers, deck, soil, or not sure — this changes whether posts anchor into hardscape, attach to decking, or need footings dug in soil, which affects both method and cost.
Turn pergola installation visitors into qualified jobs
Give every pergola installation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.