Know which preventive maintenance leads deserve a capability review
Ask which equipment types need coverage, how soon the program should start, and whether your contact can approve a service contract, then send qualified facilities to your CRM with their equipment list attached.
The exact intake your preventive maintenance program leads complete
This is the real 6-question guided intake for Preventive Maintenance Program — the same flow your customers finish before you ever pick up the phone.
What a qualified preventive maintenance program lead should tell you
A recurring cadence of scheduled inspection, servicing, and parts replacement across a facility's production, material-handling, HVAC, and electrical equipment, intended to catch wear before it causes unplanned downtime.
- Facility Preventive Maintenance Program
- Equipment Types Be Included
- Facility Have Any Maintenance
- Authorized Approve Maintenance Service
- Soon Would Like Preventive
- How Many Pieces Equipment
The questions your team needs answered
Every preventive maintenance program intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of facility needs the preventive maintenance program? | Segments the lead so you can route, price, and prioritize it correctly. |
| Which equipment types need to be included in the program? | Each equipment type selected carries its own weight, so a facility requesting coverage across production machinery, conveyors, HVAC, and electrical systems scores higher than one asking about a single system. |
| Does your facility currently have any maintenance program in place? | Facilities running purely reactive maintenance are flagged as urgent, since they're closer to an unplanned breakdown than facilities with even a partial schedule in place. |
| Are you authorized to approve a maintenance service contract for this facility? | Confirming contract-approval authority separates a true decision-maker from a screener still gathering information for procurement. |
| How soon would you like the preventive maintenance program to start? | How soon the program needs to start is the clearest urgency signal on the whole intake, ranking leads from immediate need down to casual research. |
| Approximately how many pieces of equipment would the program cover? | The rough equipment count gives your team a scope indicator so quoting isn't a guess before the capability review. |
How Cliont scores preventive maintenance program leads
Every answer is weighted automatically — no manual review required.
Value signals
- Production machinery
- Conveyors or material handling equipment
- HVAC or boiler systems
- Electrical systems
- Not sure
- Authorized Approve Maintenance Service: yes
Urgency signals
- Informal, reactive maintenance only
- Immediately
See the lead your team receives
Preventive Maintenance Program 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 preventive maintenance program workflows
| Cliont capability | Preventive Maintenance Program application |
|---|---|
| Weighted multi-select scoring | Equipment-type selections like production machinery, conveyors, HVAC, and electrical systems each carry their own weight, so a facility asking for full coverage scores higher than one asking about a single system. |
| Authorization flagging | The yes/no contract-approval question separates decision-makers from screeners, so your team knows before the capability review whether a second contact needs to be looped in. |
| Current-state branching | Answers on the existing maintenance program — no program, reactive only, partial, or formal-needing-improvement — route leads with different urgency framing instead of treating every facility the same. |
| Scope sizing from equipment count | The under-10 to over-50 equipment range gives a rough sense of program size before your team builds a service schedule or quote. |
Common preventive maintenance program lead scenarios
Plant stuck on reactive maintenance
A facility manager whose team only fixes things after they break flags 'Informal, reactive maintenance only' — the urgency signal that pushes this lead ahead of exploratory inquiries.
Multi-line plant, full equipment mix
A manufacturing plant selecting production machinery, conveyors, and electrical systems for coverage with over 50 pieces of equipment stacks the high-value weights from every equipment-type option.
Facility manager without sign-off
Someone scoping the program answers 'no' on contract approval authority — the lead still routes through, but flagged so the team knows to loop in a decision-maker before quoting.
Just comparing providers
A caller picks 'Just exploring options' for timing and 'Not sure' for equipment types — the intake still captures the enquiry but the low-urgency answer keeps it out of the same-day follow-up queue.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
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 industrial maintenance intake templates
Preventive Maintenance Program lead-intake FAQs
How does the intake treat a facility with no maintenance program at all versus one that's fully reactive?
Both are captured through the current-maintenance-program question, but 'Informal, reactive maintenance only' is weighted as an urgency signal, while 'No program at all' is scored as a separate baseline so your team can see which facilities are closer to a breakdown.
What happens if the caller isn't sure which equipment types need coverage?
'Not sure' is a valid option on the equipment-type question and still carries weight, so the lead isn't dropped — it just signals your team needs a walkthrough or asset list before scoping the program.
Can the intake tell if the person filling it out can actually sign the contract?
Yes — a direct yes/no question on contract-approval authority is scored separately, so you can distinguish a decision-maker from someone gathering quotes for procurement.
Does the intake differentiate a warehouse from a processing plant?
Facility type is a direct question on the intake, so leads from manufacturing plants, warehouses, and processing facilities arrive clearly labeled rather than lumped together.
How is urgency scored when someone says they want to start immediately versus within a few months?
The start-timeline question carries the highest weight for 'Immediately' and steps down through 'Within a month,' 'Within a few months,' and 'Just exploring options,' so your team can prioritize outreach in that order.
Does the intake ask how many machines the program would need to cover?
Yes — an equipment-count range question (under 10, 10 to 50, over 50, or not sure) gives your team a rough scope indicator before anyone quotes a service frequency.
Turn preventive maintenance program visitors into qualified projects
Give every preventive maintenance program visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.