Know which wood siding leads are worth your estimate time
Ask homeowners whether they need new installation, full replacement, or a repair, capture the wood species and any rot or warping, and collect photos before you commit to a drive-out.
The exact intake your wood siding leads complete
This is the real 6-question guided intake for Wood Siding — the same flow your customers finish before you ever pick up the phone.
What a qualified wood siding lead should tell you
Installation, replacement, partial repair, or refinishing of wood siding boards, shingles, or panels on a home's exterior, distinguished by project scope, wood species, and the extent of any existing damage.
- Done With Wood Siding
- Approximate Size Area Needing
- Know What Type Wood
- There Visible Damage Such
- Property Owner Or Authorized
- Would Like This Project
The questions your team needs answered
Every wood siding intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What do you need done with your wood siding? | The project-type answer separates full replacement and new installation jobs from smaller repair or refinishing requests, which affects estimate scope and pricing. |
| What is the approximate size of the area needing work? | Area size (single wall vs. entire exterior) gives a rough sense of labor and material volume before anyone drives out. |
| Do you know what type of wood siding is currently installed or desired? | Knowing the wood species (cedar, pine, engineered) up front affects material sourcing and lead time for the estimate. |
| Is there visible damage such as rot, warping, or missing boards? | A 'yes' on rot, warping, or missing boards signals a repair-driven job rather than a cosmetic one, and scores meaningfully higher than a 'no.' |
| Are you the property owner or authorized to approve this project? | This question carries the widest weight gap in the catalog, so it's the clearest signal for filtering out inquiries from non-owners who can't approve the work. |
| When would you like this project to begin? | The start-date answer tells you whether to prioritize a fast callback or treat the lead as still researching options. |
How Cliont scores wood siding leads
Every answer is weighted automatically — no manual review required.
Value signals
- New installation
- Full replacement
- Partial repair
- Refinishing or staining only
- Not sure
- There Visible Damage Such: yes
See the lead your team receives
Wood Siding 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 wood siding workflows
| Cliont capability | Wood Siding application |
|---|---|
| Weighted lead scoring | A 'yes' on visible rot, warping, or missing boards scores higher than a 'no,' so damage-driven repair and replacement leads surface above cosmetic refinishing inquiries. |
| Ownership verification | The authorization question carries the widest weight spread in the catalog, so leads from renters or non-decision-makers can be flagged before an estimate gets scheduled. |
| Conditional branching | The project-type answer can route the intake toward the right follow-up questions, so a refinishing request isn't asked the same scope questions as a full exterior replacement. |
| Photo capture | Photos of the damaged boards and the affected wall give your team a way to assess rot severity and wood species before deciding whether a site visit is warranted. |
Common wood siding lead scenarios
Storm-damaged full replacement
Homeowner reports rot, warping, or missing boards across multiple walls and wants to start as soon as possible. Damage and timeline answers push this to the top of the queue.
Single-wall refinishing request
A small section needs staining or refinishing rather than new boards. The intake captures the smaller scope so it's routed and estimated differently than a full replacement.
Non-owner inquiry filtered early
The person filling out the form isn't the property owner or authorized to approve the project. This answer carries the lowest weight in the catalog and flags the lead before an estimate gets booked.
Whole-exterior new installation
Homeowner wants new cedar siding across the entire exterior with a start date within three months. Project scope, wood type, and area size together sketch a larger job than a repair call.
Early-stage research inquiry
Homeowner selects 'not sure' on project type, size, and wood type, and says they're just researching. The intake still captures enough to route the lead without treating it as ready to schedule.
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 siding and exterior intake templates
Wood Siding lead-intake FAQs
How does the intake separate rot damage from a cosmetic refinishing request?
The damage question asks directly about rot, warping, or missing boards, and the project-type question separately captures whether the homeowner wants refinishing or staining only. Together they tell you whether you're walking into a repair job or a cosmetic one before you leave the office.
What happens if a homeowner doesn't know what type of wood siding they have?
The wood type question includes a 'not sure' option, so the lead still moves through the intake instead of stalling. You can confirm the species during the estimate rather than losing the lead at the form.
Can the intake catch tenants or non-owners before we schedule an estimate?
The ownership question asks whether the person is the property owner or authorized to approve the project, and a 'no' answer carries a far lower weight than a 'yes.' That lets you spot and deprioritize inquiries that can't actually move forward.
Does the timeline answer change how fast we should follow up?
Yes. The intake captures whether the homeowner wants to start as soon as possible, within a month, within three months, or is just researching, and each option carries a different weight so you can prioritize outreach accordingly.
How does the form handle partial repairs differently from full replacements?
The project-type question distinguishes new installation, full replacement, and partial repair, and the area-size question separately captures whether it's a single wall, multiple walls, or the entire exterior. That combination tells you the rough scope before you quote.
Do wood siding leads get treated differently from vinyl or fiber cement siding leads?
Each subservice, including Vinyl Siding and Fiber Cement Siding, has its own catalog of questions tailored to that material, so wood-specific concerns like rot, species, and refinishing don't get mixed with unrelated fields.
Turn wood siding visitors into qualified jobs
Give every wood siding visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.