Know which battery backup leads deserve an estimate visit
Ask homeowners about their backup goals, existing solar setup, and property type up front, then collect panel and utility bill photos before your team schedules an estimate visit.
The exact intake your whole-home battery backup leads complete
This is the real 7-question guided intake for Whole-Home Battery Backup — the same flow your customers finish before you ever pick up the phone.
What a qualified whole-home battery backup lead should tell you
Installation of a battery storage system sized to keep a home's essential or full electrical load running during grid outages, evaluated against the homeowner's backup goals, existing solar status, and authority to approve the work.
- Main Goal This Battery
- Have Solar Panel System
- Property This
- Property Owner Or Authorized
- Soon Would Like This
- Home Experience Frequent Or
- These Want Kept Powered
The questions your team needs answered
Every whole-home battery backup intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your main goal for this battery backup system? | The stated goal separates outage-driven and solar-pairing prospects, which carry the highest weight, from cost-motivated or undecided homeowners. |
| Do you currently have a solar panel system installed? | Existing solar status tells your team whether the estimate needs to cover a paired system or a stand-alone battery install. |
| What type of property is this for? | Property type flags whether this is a standard residential job or one that needs multi-unit or commercial scoping before anyone is dispatched. |
| Are you the property owner or authorized to approve this installation? | Confirming ownership or authorization to approve the installation is a core signal for whether the lead is worth an estimate visit at all. |
| How soon would you like this installation to happen? | Timeline separates homeowners ready to book from those still comparing options, shaping how fast the lead should be worked. |
| Does your home currently experience frequent or extended power outages? | Outage frequency gives the estimator concrete justification for a backup use case before they schedule a visit. |
| Which of these do you want kept powered during an outage? | The circuits homeowners want kept powered determine whether the system needs to be sized for essential loads only or the entire home. |
How Cliont scores whole-home battery backup leads
Every answer is weighted automatically — no manual review required.
Value signals
- Pair with existing or planned solar
- Reduce electricity costs
- Property Owner Or Authorized: yes
- As soon as possible
- Within 3 months
- Still researching and planning
Urgency signals
- Backup power during outages
Disqualifiers
- Not sure yet
See the lead your team receives
Whole-Home Battery Backup 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 whole-home battery backup workflows
| Cliont capability | Whole-Home Battery Backup application |
|---|---|
| Conditional branching | Follow-up questions about solar pairing only surface when a homeowner indicates they already have or plan to install solar, keeping battery-only intakes shorter. |
| Weighted lead scoring | Outage-driven goals, confirmed ownership, and an as-soon-as-possible timeline combine to push a lead into the High Priority band before anyone drives out. |
| Multi-select capture | The circuits-to-back-up question feeds directly into the lead record so estimators know if they're sizing for essential loads only or a full whole-home system. |
| Photo and document upload | Panel and utility bill photos are collected during intake so sizing conversations can start with real load data instead of guesswork. |
Common whole-home battery backup lead scenarios
Frequent outage household
Homeowner selects backup power as the main goal and confirms they lose power often, wanting essential appliances and a sump pump kept running, which pushes the lead toward a priority follow-up.
Solar pairing add-on
A homeowner who already has solar installed is looking to pair a battery with the existing system, a distinct path from a stand-alone battery-only install.
Cost-focused researcher
Goal is reducing electricity costs and timeline is still researching and planning, so the lead carries value but needs nurturing rather than an immediate dispatch.
Rental or small commercial inquiry
Property type comes back as a multi-unit rental or small commercial building, prompting your team to confirm scope and ownership before treating it like a standard residential estimate.
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 solar and home energy intake templates
Whole-Home Battery Backup lead-intake FAQs
Does the intake ask whether the homeowner already has solar?
Yes, it captures whether solar is already installed, planned, or not part of the project, so your team knows going in whether this is a paired system or a battery-only install.
How does the intake confirm the person can actually approve the installation?
It asks directly whether the requester is the property owner or authorized to approve the work, which is one of the stronger signals in scoring a lead as worth an estimate visit.
What happens with leads who select 'Not sure yet' for their main goal?
Not sure yet still carries decent weight in scoring, since these homeowners are engaging with the intake, but pairing that answer with timeline and outage history helps your team judge how ready they really are.
Can I tell from the intake which circuits a homeowner wants backed up?
Yes, the multi-select question on essential appliances, heating and cooling, well or sump pumps, home office equipment, and whole-home coverage tells your estimator whether to plan a partial or full backup system before they arrive.
Does the intake flag rental or commercial properties differently?
Property type is captured as single-family, multi-unit rental, or small commercial, so your team can review those leads with the right scope in mind rather than assuming a standard residential job.
Is outage frequency part of the intake?
Yes, homeowners are asked whether they experience frequent or extended outages, giving your team real context for the backup use case before the estimate conversation starts.
Turn whole-home battery backup visitors into qualified jobs
Give every whole-home battery backup visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.