Spot draft- and energy-bill-driven window leads first
Homeowners tell you upfront how many windows need work, whether it's a draft or energy-bill problem, and if they actually have authority to approve the job — with photos attached before you schedule an estimate.
Preview your energy-efficient windows intake
Explore 7 questions from the Energy-Efficient Windows template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified energy-efficient windows lead should tell you
Installation or replacement of windows built for better insulation, addressing drafts, high energy bills, noise, or outdated frames, based on window count and project type.
- Property Windows
- Many Windows Replaced Or
- This Full Window Replacement
- Own This Property Or
- Soon Would Like Work
- Issues Trying Address With
- Have Preferred Window Material
The questions your team needs answered
Every energy-efficient windows intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property needs the windows? | Segments the lead so you can route, price, and prioritize it correctly. |
| How many windows do you need replaced or installed? | Window count is weighted so larger jobs (4-10 or 10+) surface above small single-window requests. |
| Is this a full window replacement or new construction installation? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you own this property or have authority to approve the work? | Confirming ownership or approval authority filters out leads that can't actually authorize the work. |
| How soon would you like the work to start? | An immediate start timeline combined with other signals pushes a lead toward same-week scheduling. |
| Which issues are you trying to address with new windows? | Drafts or air leaks is the clearest urgency trigger, distinguishing performance problems from cosmetic upgrade requests. |
| Do you have a preferred window material or frame type? | Segments the lead so you can route, price, and prioritize it correctly. |
How Cliont scores energy-efficient windows leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- 1-3 windows
- 4-10 windows
- More than 10 windows
- Not sure
- Own This Property Or: yes
- Within a month
Urgency signals
- Immediately
- Drafts or air leaks
- Damaged or broken windows
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Energy-Efficient Windows 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 energy-efficient windows workflows
| Cliont capability | Energy-Efficient Windows application |
|---|---|
| Conditional scoring on ownership authority | Leads answering no to the ownership/authority question are automatically scored lower so estimators can prioritize decision-makers. |
| Multi-select issue capture | Drafts or air leaks selected in the issues question is treated as an urgency signal, distinct from cosmetic reasons like outdated appearance. |
| Weighted window-count scoring | More than 10 windows carries the highest weight, letting larger jobs surface above 1-3 window requests in your CRM queue. |
| Material preference pre-fill | The frame/material answer is passed to your CRM so estimators arrive with the right product samples instead of guessing. |
Example energy-efficient windows lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Draft complaint, wants immediate start
Homeowner flags drafts or air leaks and selects an immediate timeline — the intake surfaces this as urgent and high-value for same-week scheduling.
Large job, still exploring options
A homeowner selects more than 10 windows but marks the timeline as just exploring — high potential value but not ready to book, so it's routed for nurturing rather than an immediate estimate.
Tenant without approval authority
The customer answers no to owning or having authority over the property, which scores lower since the deal can't close without the actual decision-maker.
New construction vs. replacement mix-up
A homeowner isn't sure if their project counts as replacement or new construction, so the intake captures that uncertainty separately to route to the right estimator.
Connect Cliont to your workflow
Connect your CRM
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Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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 windows and doors intake templates
Energy-Efficient Windows lead-intake FAQs
How does the intake handle a homeowner who isn't sure they own the property?
The ownership/authority question scores a no-answer far lower than a yes, since a lead without approval power can stall or fall through after an estimate visit.
What happens if the customer doesn't know how many windows they need?
Not sure still carries meaningful weight in the window-count question, so those leads aren't discarded — they're flagged for a quick clarifying call instead of a full site visit.
Can the intake tell replacement jobs apart from new construction?
Yes, the project-type question separates replacement from new construction so estimators can prep different pricing and material assumptions before contacting the lead.
How is urgency scored for this subservice?
Drafts or air leaks are treated as the clearest urgency signal, and combined with an immediate start timeline, that lead ranks highest for a fast estimate.
Does the intake capture material preference for quoting?
Homeowners can indicate vinyl, wood, fiberglass, aluminum, or no preference, which lets your team prep the right product line before the estimate call.
What if the homeowner just wants better appearance, not energy savings?
The multi-select issues question still captures outdated appearance as a reason, so those leads reach your CRM even without a drafts or energy-bill trigger.
Turn energy-efficient windows visitors into qualified jobs
Give every energy-efficient windows visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.