Know which predictive maintenance leads are worth capability review time
Every submission captures the equipment type, current sensor coverage, and asset count buyers want monitored, plus maintenance logs, so you can see failure history and approval authority before you schedule a capability review.
Preview your predictive maintenance intake
Explore 7 questions from the Predictive Maintenance template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified predictive maintenance lead should tell you
Condition-monitoring programs that use sensors and data analysis to catch equipment problems before failure; qualification centers on how much equipment is in scope, whether monitoring already exists, and whether the contact can approve a new maintenance vendor.
- Equipment Want Monitor
- Have Any Sensors Or
- Many Pieces Equipment Want
- Experienced Unplanned Equipment Failures
- Current Status This Facility'S
- Authorized Approve New Maintenance
- Would Like This Program
The questions your team needs answered
Every predictive maintenance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of equipment do you want to monitor? | Equipment type determines which sensor package and technician skill set the capability review needs to prepare. |
| Do you currently have any sensors or monitoring devices installed on this equipment? | Whether sensors already exist changes this from a greenfield install into an integration or expansion project. |
| How many pieces of equipment do you want to cover with this program? | Equipment count is weighted so larger asset counts surface as higher-value program opportunities than small single-machine requests. |
| Have you experienced unplanned equipment failures in the past year? | A yes on recent unplanned failures carries the highest weight because it signals real pain that justifies moving to predictive monitoring now. |
| What is the current status of this facility's maintenance approach? | A reactive maintenance approach is treated as an urgency signal, while facilities already using predictive tools need a different, expansion-focused conversation. |
| Are you authorized to approve new maintenance programs or vendor services for this facility? | Approval authority is weighted heavily because it tells you whether the contact can actually greenlight a program or is only researching on someone else's behalf. |
| When would you like this program to begin? | An immediate start date is treated as an urgency signal that should move the lead ahead of facilities still in the planning stage. |
How Cliont scores predictive maintenance leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- 1 to 5
- 6 to 20
- More than 20
- Not sure
- Experienced Unplanned Equipment Failures: yes
- Authorized Approve New Maintenance: yes
Urgency signals
- Reactive (fix after failure)
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Predictive Maintenance Lead
From first click to qualified lead
Follow owners and general contractors 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 project
Smart questions adapt to their project and capture the full scope.
They add photos & plans
Site photos and plans come attached, so you scope before you bid.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for predictive maintenance workflows
| Cliont capability | Predictive Maintenance application |
|---|---|
| Weighted scoring engine | Prioritizes leads reporting unplanned failures in the past year and confirmed approval authority, so an authorized buyer with a recent breakdown scores above a browsing contact with no failure history. |
| Conditional urgency routing | Facilities marked as running reactive maintenance and wanting to start immediately are flagged separately from those still in the planning stage, letting your team triage capability reviews by urgency. |
| Multi-choice equipment tagging | Buyers select whether they want rotating machinery, production line equipment, HVAC/utility systems, or electrical systems monitored, so your team can match the right technician before the review call. |
| Document collection at intake | Maintenance logs and asset details are gathered upfront so your team isn't chasing failure history or equipment lists after the capability review is already booked. |
Example predictive maintenance lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Reactive plant, recent failures, ready now
The facility is running reactive maintenance, reports unplanned failures in the past year, and wants to start immediately — the intake flags this combination as high urgency and value.
Researching for someone else
The submitter isn't authorized to approve a new maintenance program; the intake still captures equipment type and count so you can loop in the actual decision-maker instead of building a proposal for a dead end.
Large rollout, still in planning
More than 20 pieces of equipment need coverage but the facility hasn't installed sensors and is still in the planning stage, signaling a bigger long-term account that needs a different follow-up cadence than an immediate start.
Expanding an existing predictive program
The facility already uses some predictive tools and has sensors installed, meaning the review conversation is about scaling or integrating rather than an initial pitch on the value of monitoring.
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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
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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 industrial maintenance intake templates
Predictive Maintenance lead-intake FAQs
How does the intake separate a serious predictive maintenance lead from someone just browsing options?
The scoring weighs whether the contact has approval authority to sign off on a new maintenance program and whether the facility has had unplanned failures in the past year, so a researcher without either signal scores lower than an authorized buyer with a recent failure.
Does the form tell us if the facility already has sensors or monitoring in place?
Yes — buyers answer directly whether monitoring devices are currently installed, so your team knows before the call if this is a greenfield deployment or an integration with existing hardware.
What happens if a lead fills out the form but can't approve a new vendor?
The lack of approval authority is captured and scored lower than an authorized contact, but the equipment type, count, and current maintenance approach are still collected so you can identify who to loop in.
Can the intake distinguish a small pilot from a plant-wide rollout?
Equipment count is captured as a range from 1 to 5 up through more than 20, with each range weighted, so a five-machine pilot and a plant-wide program surface with different scores.
How does a facility running reactive maintenance get flagged versus one already using preventive or predictive methods?
The current maintenance approach question records whether the facility is reactive, on a scheduled preventive plan, or already using some predictive tools, which changes both the urgency and the pitch your team should prepare.
Is this the right intake if a buyer wants to add sensors to production line equipment specifically, not rotating machinery?
Yes — the equipment type question covers production line equipment, rotating machinery, HVAC/utility systems, electrical systems, and other equipment as separate options, so you see exactly what category the buyer wants covered.
Turn predictive maintenance visitors into qualified projects
Give every predictive maintenance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.