Which sales collateral requests deserve strategy call time
The intake asks whether a brand identity already exists, how ready the content is, and when finished designs are due, while collecting brand guideline files and existing collateral for reference — so you see the real scope before quoting a project that never lands.
The exact intake your sales collateral design leads complete
This is the real 7-question guided intake for Sales Collateral Design — the same flow your customers finish before you ever pick up the phone.
What a qualified sales collateral design lead should tell you
Design of brochures, pitch decks, one-pagers, catalogs, and other sales-support materials in print or digital form, scoped around the brand assets already on hand and the number of pieces required.
- Sales Collateral Designed
- Already Have Established Brand
- Will This Collateral Primarily
- Many Pieces Collateral Designed
- Have Final Content (Text,
- Finished Designs
- Person Who Can Approve
The questions your team needs answered
Every sales collateral design intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which type of sales collateral do you need designed? | The specific collateral type selected (deck, brochure, catalog, etc.) sets the base scope and production complexity of the project. |
| Do you already have an established brand identity (logo, colors, fonts)? | No existing brand identity usually means the sales collateral job is bigger than it looks and may need to route through logo design or brand strategy first. |
| Where will this collateral primarily be used? | Segments the lead so you can route, price, and prioritize it correctly. |
| How many pieces of collateral do you need designed? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have final content (text, images, data) ready to provide, or does it still need to be created? | Content that still needs to be created adds writing and sourcing work on top of design, directly affecting timeline and price. |
| When do you need the finished designs? | The requested delivery date tells you immediately whether the project fits your current queue before you invest time in a proposal. |
| Are you the person who can approve the final designs? | If the requester can't personally approve final designs, the project risks stalling in an internal review loop after you've already delivered drafts. |
How Cliont scores sales collateral design leads
Every answer is weighted automatically — no manual review required.
Value signals
- Brochure or flyer
- Pitch deck or presentation
- One-pager or datasheet
- Catalog or lookbook
- Business cards or stationery
- Not sure
Disqualifiers
- Not sure yet
See the lead your team receives
Pitch Deck Design 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 sales collateral design workflows
| Cliont capability | Sales Collateral Design application |
|---|---|
| Conditional scoring logic | Weighs collateral type, brand identity status, and approval authority together so a pitch deck request from a confirmed approver scores differently than a browsing 'not sure' enquiry. |
| File upload capture | Collects existing brand guideline files or logo assets up front, so you're not chasing them down after the strategy call is booked. |
| CRM routing | Sends collateral type, content readiness, and timeline straight into your CRM record so the first call starts with scope questions already answered, not asked. |
| Lead segmentation | Flags leads with no established brand identity as a different track than clients with assets ready, since the first group often needs a referral to brand strategy or logo design instead. |
Common sales collateral design lead scenarios
Full brand kit still missing
A prospect wants a brochure but has no established logo, colors, or fonts yet, and content still needs to be created — a much bigger scope than the request implies.
Deck due before a pitch
A founder needs a pitch deck for digital use only, content is ready, and they confirm they can approve the final design — a clean, fast-moving request.
Bulk catalog refresh
A client needs more than five pieces of a catalog or lookbook, with content only partially ready, signaling a larger production timeline and more revision rounds.
Requester isn't the approver
Someone requests business cards or stationery but flags they can't sign off on final designs, a detail worth surfacing before drafting anything.
Undefined, exploratory ask
A lead selects 'Not sure' for both collateral type and quantity with a flexible timeline — worth a lighter-touch follow-up rather than a full proposal.
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
Sales Collateral Design lead-intake FAQs
What happens when a lead answers 'Not sure' to the collateral type or quantity questions?
Those answers still carry weight in the scoring model, so the lead isn't dropped — it's flagged for a clarifying conversation instead of a full scoped proposal.
Does the intake tell me if a client already has brand assets before I start designing?
Yes — the existing brand identity question surfaces whether logo, colors, and fonts are already established, which changes the scope of a brochure, deck, or one-pager request significantly.
How does the approver question protect against wasted proposals?
The intake asks directly whether the person filling it out can approve final designs, so you can flag requests that need a second decision-maker before you invest time drafting.
Does the intake distinguish print jobs from digital-only requests?
Yes — the usage question captures whether the collateral is print only, digital only, or both, which affects file formats and production planning before you quote.
How does content readiness change what I quote?
The intake captures whether content is fully ready, partially ready, or still needs to be created, which is a direct driver of scope and timeline that a request for 'a brochure' alone won't tell you.
If a lead really needs a logo or brand strategy first, does this intake catch that?
The existing brand identity question surfaces that gap, so you can route them toward logo design or brand strategy before quoting sales collateral that has nothing to sit on.
Turn sales collateral design visitors into qualified clients
Give every sales collateral design visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.