Know which content strategy leads are worth a strategy call
Ask prospects whether they already have a documented strategy, which channels they want to develop, and who owns approval — then collect their brand guidelines and current content samples before you ever draft a proposal.
The exact intake your content strategy leads complete
This is the real 7-question guided intake for Content Strategy — the same flow your customers finish before you ever pick up the phone.
What a qualified content strategy lead should tell you
Discovery work that determines whether an organization already has a documented content plan, who can create and approve content, and what goals and channels the engagement should cover before a proposal is scoped.
- Organization Operating Without Documented
- Main Goal Want Content
- Content Channels Most Interested
- Have Someone On Team
- Person Who Can Approve
- Soon Would Like Start
- Best Describes Organization Type
The questions your team needs answered
Every content strategy intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your organization currently operating without a documented content strategy? | A 'No' answer means the organization has nothing to build on, which usually points to a full strategy engagement rather than a light refresh. |
| What is the main goal you want your content to achieve? | The stated goal (awareness, lead generation, education, or unsure) shapes what a strategy proposal needs to prioritize before the call. |
| Which content channels are you most interested in developing? | The selected channels tell you the scope of deliverables — a single blog plan looks very different from a blog-plus-podcast-plus-video plan. |
| Do you have someone on your team who can create or approve content regularly? | Confirming they have someone to create or approve content regularly signals whether they can actually execute a strategy once you deliver it. |
| Are you the person who can approve a new content strategy for your organization? | This is the highest-weighted question — if the respondent can't approve the strategy, a proposal risks stalling with the real decision-maker. |
| How soon would you like to start developing your content strategy? | An 'Immediately' timeline flags an urgent lead worth prioritizing on your calendar over prospects who are just exploring. |
| What best describes your organization type? | Organization type helps you tailor pricing and scope, since a nonprofit and an in-house marketing team need very different engagement structures. |
How Cliont scores content strategy leads
Every answer is weighted automatically — no manual review required.
Value signals
- Organization Operating Without Documented: yes
- Have Someone On Team: yes
- Person Who Can Approve: yes
Urgency signals
- Immediately
See the lead your team receives
Content 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 content strategy workflows
| Cliont capability | Content Strategy application |
|---|---|
| Weighted lead scoring | Scores prospects higher when they lack a documented strategy and have both content-creation capacity and approval authority, so proposal time goes to the deals most likely to close. |
| Conditional lead routing to CRM | Leads who confirm they can approve a new strategy and want to start immediately are pushed to your CRM as high priority, while unsure or exploring-only leads are tagged for nurture. |
| Multi-select intake fields | The channel question captures every channel the prospect wants — blog, social, email, video, podcast — so your team can scope the right mix of deliverables before the strategy call. |
| Organization profiling | The organization-type answer (small business, in-house team, nonprofit, professional practice) lets you tailor pricing and scope before you ever open a proposal document. |
Common content strategy lead scenarios
No strategy, ready now
The prospect confirms they have no documented content strategy, already have someone who can create content, and want to start immediately — the intake flags this as a high-value, urgent lead worth a same-week strategy call.
Committee needs sign-off
The person completing the form says they can't approve a new content strategy themselves, so the deal will need buy-in from someone else — the lead still qualifies but is flagged for a longer sales cycle before a proposal goes out.
Just exploring options
The prospect selects 'Not sure' for their main content goal and 'Just exploring options' for timeline — the intake routes this as an early-stage lead better suited to nurture content than an immediate strategy call.
In-house team, multi-channel
An in-house marketing team picks lead generation as their goal, selects blog, social, and email as channels, and confirms they already have someone who can create and approve content — the intake marks this as qualified and ready for a broader scope.
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 content marketing intake templates
Content Strategy lead-intake FAQs
How does the intake treat a prospect who isn't sure what channels or goals they want?
Selecting 'Not sure' on the goal or channel questions doesn't disqualify the lead, but combined with a 'Just exploring options' timeline it signals an early-stage conversation better suited to nurture content than an immediate strategy call.
What happens if the person completing the form can't approve a new strategy?
The approval-authority question is one of the most heavily weighted in the catalog, so a 'No' answer flags that the deal needs a second decision-maker before you invest time in a proposal, without automatically disqualifying the lead.
Does the intake differentiate a nonprofit from an in-house marketing team?
Yes — the organization-type question captures whether the prospect is a small business, in-house team, nonprofit, or professional practice so you can scope pricing and deliverables before the call.
Why does the form ask whether they already have a documented content strategy?
It's one of the highest-weighted questions in the catalog — a 'No' answer usually means a full strategy engagement is needed, while a 'Yes' answer suggests a narrower audit or refresh.
How is this intake different from the Blog Content or Website Copywriting intakes?
Content Strategy qualifies on organization-wide goals, channel mix, and approval authority rather than a single content asset, so it's built to scope planning engagements, not one-off writing projects like Blog Content or Website Copywriting.
Can the intake tell me which leads are worth prioritizing on my calendar?
Leads that combine no existing documented strategy, an in-house content creator, approval authority, and an 'Immediately' timeline score highest and can be routed straight into your CRM as high priority.
Turn content strategy visitors into qualified clients
Give every content strategy visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.