See the approval authority before you write a proposal that never
Every enquiry captures what the name is for, whether trademark or domain availability needs checking, and who holds final approval — plus any candidate names or naming direction the client already has, so you only book strategy calls with the real decision-maker.
The exact intake your brand naming leads complete
This is the real 6-question guided intake for Brand Naming — the same flow your customers finish before you ever pick up the phone.
What a qualified brand naming lead should tell you
Development of a distinct name for a new venture, product line, or existing brand undergoing a rename, including evaluation of any candidate names the client has already generated.
- Name
- Already Have Candidate Names
- Name Checked Trademark Or
- Has Final Approval Authority
- Final Name Ready
- Naming Styles Open
The questions your team needs answered
Every brand naming intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What do you need a name for? | Whether the client is naming a new venture, a new product line, or renaming an existing brand determines the scope and complexity of the naming engagement. |
| Do you already have candidate names you want evaluated? | Knowing whether candidate names already exist tells you if the project is full exploration or a narrower evaluation and validation engagement. |
| Do you need the name checked for trademark or domain availability? | A confirmed need for trademark or domain availability checking signals the client is planning a real launch, not just brainstorming, and it carries the highest weight in the catalog. |
| Who has final approval authority over the chosen name? | Sole decision-making authority scores highest because it removes the approval friction that stalls naming projects after the proposal stage. |
| When do you need the final name ready? | The requested timeline shows how urgently the naming work needs to move, helping you sequence strategy calls against active deadlines. |
| Which naming styles are you open to? | Naming style preferences reveal the creative direction the client is open to, so the strategy call can start from alignment rather than exploration. |
How Cliont scores brand naming leads
Every answer is weighted automatically — no manual review required.
Value signals
- Name Checked Trademark Or: yes
- I have sole decision-making authority
- A team or partners will decide together
- An external stakeholder or board must approve
- Not sure
See the lead your team receives
Brand Naming Lead
From first click to qualified lead
Follow prospects and clients 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 share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for brand naming workflows
| Cliont capability | Brand Naming application |
|---|---|
| Weighted scoring logic | Leads with sole decision-making authority and a confirmed need for trademark or domain checks automatically score higher than leads awaiting board or external approval. |
| Multi-select capture | Naming style preferences (descriptive, invented, evocative, founder-based) are captured as a multi-choice answer so you see creative direction before the call, not during it. |
| Conditional branching | Whether the client is naming a new venture, a product line, or renaming an existing brand shapes how the rest of the intake is framed to that client. |
| CRM routing | Qualified naming leads, along with their approval authority and timeline answers, are sent directly to your CRM so you can prioritize sole-decision-maker leads first. |
Common brand naming lead scenarios
Founder naming a new venture
A solo founder needs a name for a new business, wants trademark and domain availability checked, and holds sole approval — the intake flags this as a strong, fast-moving lead.
Committee-driven rebrand
An existing company is renaming and final approval sits with an external stakeholder or board, so the intake still routes the lead but weights it lower than a sole decision-maker.
Candidate names already drafted
The client has a shortlist they want evaluated rather than a from-scratch naming project, which changes the scope of the strategy call before it's booked.
New product line, no urgency
A team is naming a new product line with no specific deadline and shared decision-making, useful for pipeline nurturing rather than immediate proposal work.
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 branding and design intake templates
Brand Naming lead-intake FAQs
Does the intake distinguish between clients starting from scratch and clients with candidate names already?
Yes — the intake asks whether the client already has candidate names to evaluate, so you know upfront whether the project is full naming exploration or shortlist evaluation.
Why does the intake ask about trademark or domain availability checking?
That question carries meaningful weight in the scoring because clients who confirm they need trademark or domain checks are further along in planning a launch, which signals a more concrete engagement.
How does decision-making authority affect how a lead is scored?
A client with sole approval authority scores higher than one waiting on a team, partners, or an external board, since fewer approval layers usually means a faster path to a signed proposal.
What happens if a client has no specific deadline for the name?
The intake still captures the timeline, so leads without urgency are visible in your CRM but don't get mistaken for a rush job when you're prioritizing strategy calls.
Can the intake capture what naming direction the client is open to?
Yes — clients select which naming styles they're open to, such as descriptive, invented, evocative, or founder-based, so you walk into the call already knowing their creative appetite.
Turn brand naming visitors into qualified clients
Give every brand naming visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.