Know which brand strategy leads are worth a strategy call
The intake confirms whether a client is starting a new brand, rebranding, or expanding, checks who can actually approve final direction, and collects existing logo files or style guides before anyone drafts a strategy call agenda.
Preview your brand strategy intake
Explore 6 questions from the Brand Strategy template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified brand strategy lead should tell you
Structured discovery to define or refine how a business, nonprofit, or professional practice positions itself, messages its offering, and directs its visual identity, before any logo, naming, or design work begins.
- Best Describes Current Brand
- Organization This Brand Strategy
- Have Existing Brand Materials
- Able Approve Final Brand
- This Brand Strategy Work
- Areas Want Brand Strategy
The questions your team needs answered
Every brand strategy intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes your current brand situation? | Rebrands, new brands, and expansions carry the highest strategy weight, while a minor materials refresh scores lower so proposal effort can be right-sized. |
| What type of organization is this brand strategy for? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have existing brand materials such as a logo or style guide? | Knowing whether brand materials already exist tells the strategist whether this is greenfield work or requires auditing an existing logo and style guide. |
| Are you able to approve final brand direction decisions, or is another stakeholder involved? | Sole decision-makers score highest because a proposal only lands when the person on the strategy call can actually approve the direction. |
| When do you need this brand strategy work completed? | Segments the lead so you can route, price, and prioritize it correctly. |
| Which areas do you want the brand strategy to address? | Selecting 'not sure yet' flags a lead that needs a discovery-style call rather than a narrowly scoped strategy proposal. |
How Cliont scores brand strategy leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Starting a new brand
- Rebranding an existing brand
- Expanding into a new market or product line
- Minor refresh of existing materials
- I can approve decisions alone
- Decisions are shared with others
Disqualifiers
- Not sure yet
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Rebrand Strategy 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 strategy workflows
| Cliont capability | Brand Strategy application |
|---|---|
| Conditional question logic | Adjusts framing based on whether the organization is for-profit, nonprofit, or a professional practice, so the same intake works across client types without extra forms. |
| Document upload | Collects existing logo files or style guides directly in the intake so the strategist can review current materials before the strategy call instead of chasing files afterward. |
| Lead scoring engine | Weights rebrands and new-brand launches above minor refreshes, and sole decision-makers above non-approvers, so the CRM queue surfaces the leads most likely to convert into a signed proposal. |
| Video intake widget | Lets a client briefly explain the story behind a rebrand or expansion in their own words, giving the strategist context the multiple-choice answers alone wouldn't capture. |
Example brand strategy lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Full rebrand, solo decision-maker
A founder rebranding an existing company who can approve direction alone — the intake flags this as the highest-value combination worth prioritizing for a strategy call.
New brand launch, shared decisions
An early-stage founder launching a new brand but sharing approval with co-founders or investors, so the intake surfaces that a second stakeholder will need to weigh in before signoff.
Market expansion, unsure of scope
A business expanding into a new product line that selects 'not sure yet' on which areas to address, signaling the call needs to open with discovery rather than a pre-scoped agenda.
Minor refresh, not the approver
Someone requesting a minor materials refresh who admits they aren't the final decision maker — a lower-effort combination the intake surfaces early so it doesn't consume proposal time.
Nonprofit repositioning inquiry
A nonprofit rebranding for messaging and positioning reasons rather than a visual refresh, which the intake routes with organization type and focus areas clearly attached.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
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 branding and design intake templates
Brand Strategy lead-intake FAQs
How does the intake tell a full rebrand apart from a minor refresh?
The brand situation question separates rebrands and new brands, which carry the most strategy work, from a minor refresh of existing materials, which is scored lower so your team can size the proposal accordingly.
What happens if the person filling out the form isn't the final decision maker?
The intake asks directly whether the respondent can approve brand direction alone, shares that decision with others, or isn't the final approver, so you know before the call whether a second stakeholder needs to be looped in.
Does the intake collect existing brand assets before the strategy call?
Yes — it asks whether the client already has a logo or style guide and can collect those files, so the strategist walks into the call knowing whether this is greenfield work or an audit of what already exists.
Can this intake handle nonprofits and professional practices, not just for-profit brands?
Yes, the organization type question distinguishes for-profit businesses, nonprofits, and professional practices so positioning and messaging framing can be adjusted before the call.
What if the client isn't sure which parts of brand strategy they need?
The focus-areas question includes a 'not sure yet' option, which flags leads that need a broader discovery conversation instead of a narrowly scoped proposal.
Is this the same intake used for logo design or visual identity system leads?
No, Brand Strategy has its own catalog focused on positioning, messaging, and decision authority — sibling subservices like Visual Identity System and Logo Design have separate intakes tuned to their own qualifying questions.
Turn brand strategy visitors into qualified clients
Give every brand strategy visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.