Know which visual identity leads are worth strategy call time
Every enquiry captures current branding status, which identity elements are actually needed, and who holds final sign-off — plus any existing brand assets the client shares — before it lands in your CRM.
The exact intake your visual identity system leads complete
This is the real 6-question guided intake for Visual Identity System — the same flow your customers finish before you ever pick up the phone.
What a qualified visual identity system lead should tell you
Creation or overhaul of a business's core visual assets — logo, color palette, typography, and the guidelines that tie them together — scoped to whichever elements the client actually needs and where those assets will be used.
- Best Describes Current Branding
- Visual Identity Elements Created
- Have Final Authority Approve
- Visual Identity System Completed
- Will This Visual Identity
- Have Existing Brand Assets
The questions your team needs answered
Every visual identity system intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes your current branding status? | Selecting 'No existing branding' or 'Complete rebrand or expansion into new markets' signals the highest-weighted, ground-up engagements worth prioritizing for a strategy call. |
| Which visual identity elements do you need created or updated? | Knowing exactly which elements are needed — logo, guidelines, templates, stationery — lets you scope a proposal instead of guessing at deliverables. |
| Do you have final authority to approve the visual identity design decisions? | A 'yes' (weight 9) confirms the lead can approve designs directly, while a 'no' (weight 3) flags a need to find the real decision-maker before drafting anything. |
| When do you need the visual identity system completed? | An 'as soon as possible' deadline flags leads who need a strategy call scheduled immediately rather than nurtured over months. |
| Where will this visual identity primarily be used? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have existing brand assets or reference materials to share with a designer? | Leads who already have brand assets to share let the designer prep talking points before the strategy call instead of starting from zero. |
How Cliont scores visual identity system leads
Every answer is weighted automatically — no manual review required.
Value signals
- No existing branding
- Outdated branding needing refresh
- Some elements exist but incomplete
- Complete rebrand or expansion into new markets
- Have Final Authority Approve: yes
See the lead your team receives
Visual Identity System 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 visual identity system workflows
| Cliont capability | Visual Identity System application |
|---|---|
| Weighted lead scoring | Ranks leads higher when they select 'No existing branding' or 'Complete rebrand or expansion into new markets', since those statuses carry the top weights in the catalog. |
| Decision-maker flag | Surfaces leads who answer 'no' to holding final approval authority so you can confirm the real stakeholder before drafting a proposal. |
| File upload capture | Lets clients attach existing brand assets or reference materials so designers can review brand history before the strategy call. |
| Multi-select requirement mapping | Records every element requested — logo, palette, guidelines, templates, stationery — so the proposal scopes the right deliverables instead of a generic package. |
Common visual identity system lead scenarios
Startup with no existing brand
A founder building from zero selects 'No existing branding', a top-weighted status, and typically needs the full stack of elements built out.
Established company refreshing a dated look
The client flags 'Outdated branding needing refresh' and already has partial assets to share, so the intake routes existing materials to the designer before the call.
Expansion into a new market
A business marks 'Complete rebrand or expansion into new markets' and needs the identity to work across signage and packaging, not just digital, changing the scope conversation.
Contact without sign-off authority
A marketing coordinator inquires but answers 'no' to holding final approval authority, a lower-weighted response that signals you need to confirm the real decision-maker before drafting a 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
Visual Identity System lead-intake FAQs
How does the intake handle leads who aren't the final decision-maker?
The approval-authority question carries its own weight, so a 'no' answer scores lower than a confirmed decision-maker and can flag that lead for a follow-up to identify who actually signs off before you invest proposal time.
What if a client isn't sure which visual identity elements they need?
The elements question includes a 'Not sure' option, so those leads still reach your CRM tagged as needing a scoping conversation rather than a fully defined project list.
Does the intake capture where the identity will actually be used?
Yes — clients select whether the identity is needed for digital platforms, print, packaging, signage, or social, so you know the scope before you quote.
Can clients share existing brand assets before the strategy call?
The intake asks whether the client has existing brand assets or reference materials to share, so designers can review history ahead of the first conversation instead of starting cold.
How does project timeline affect lead priority?
Clients select a completion timeframe from 'as soon as possible' to 'no specific deadline', which helps you sequence which enquiries deserve a call this week versus a nurture sequence.
How are full rebrands distinguished from partial updates?
The branding-status question separates 'no existing branding' and full rebrand or market-expansion cases from 'some elements exist but incomplete', letting you spot ground-up engagements versus smaller refresh work.
Turn visual identity system visitors into qualified clients
Give every visual identity system visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.