Know which email campaign leads are worth a strategy call
Our guided intake asks whether a platform is already in place, how large the subscriber list is, and which campaign types are needed — plus collects brand assets — so you can see who's ready to launch and who's still in the planning stage before you draft a proposal.
Preview your email campaign management intake
Explore 7 questions from the Email Campaign Management template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified email campaign management lead should tell you
Planning, building, and sending recurring or one-off email campaigns to a subscriber list, spanning newsletters, promotions, automated sequences, and transactional sends — qualified by platform status, list size, campaign type, and who can approve the work.
- Already Have Email Marketing
- Size Current Email Subscriber
- Email Campaigns Help With
- Soon Want Campaigns Launch
- Person Who Can Approve
- Have Branded Design Assets
- Main Goal Email Campaigns
The questions your team needs answered
Every email campaign management intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you already have an email marketing or CRM platform set up? | A 'yes' on having a platform already set up scores higher because it means less onboarding work before campaigns can go live. |
| What is the size of your current email subscriber list? | Segments the lead so you can route, price, and prioritize it correctly. |
| What type of email campaigns do you need help with? | Automated sequences and promotional campaigns carry the highest weights of any option, so leads requesting them signal a larger scope of work than a simple newsletter request. |
| How soon do you want campaigns to launch? | 'Immediately' is the single highest-weighted answer in the catalog, marking leads ready to move straight to a strategy call rather than a nurture sequence. |
| Are you the person who can approve campaign content and strategy? | This question flags whether the respondent can actually approve campaign content and strategy, preventing time spent on a proposal that has no decision-maker behind it. |
| Do you have branded design assets or templates ready to use? | Whether branded assets already exist determines if creative production needs to be scoped into the engagement before campaigns can launch. |
| What is the main goal for your email campaigns? | Segments the lead so you can route, price, and prioritize it correctly. |
How Cliont scores email campaign management leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Already Have Email Marketing: yes
- Regular newsletters
- Promotional or sales campaigns
- Automated sequences or drip campaigns
- Transactional or notification emails
- Within a month
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Email Campaign Management 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 email campaign management workflows
| Cliont capability | Email Campaign Management application |
|---|---|
| Multi-select answer scoring | When a client checks both promotional campaigns and automated sequences, the intake adds both weights, surfacing higher-value scope requests ahead of simple newsletter requests. |
| Decision-maker flag | The approval-authority question is scored separately from the rest of the intake, so leads where the respondent can't greenlight strategy are routed for follow-up rather than a full proposal. |
| Conditional field logic | List size and campaign type answers are captured together, so a lead with a large list requesting automated sequences is distinguishable from a small-list newsletter request. |
| CRM routing | Once scored, the client's platform status, list size, and timeline answers are sent directly to your CRM so the strategy call agenda is already built. |
Example email campaign management lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
No platform, no list yet
The client hasn't set up an email or CRM platform and has no subscriber list, so the intake flags this as an early-stage build rather than a campaign-only engagement.
Large list wants automation
A client with an established list over 10,000 subscribers selects automated sequences and promotional campaigns — the two highest-weighted campaign types — signaling a higher-value scope.
Approver unclear on the account
The person filling out the intake isn't the one who can approve content or strategy, so the answer to that question surfaces before a proposal gets written for the wrong contact.
Ready to launch immediately
The client selects the highest-weighted launch timeline option, immediately, signaling readiness to move straight to a strategy call rather than a nurture sequence.
Still exploring, no clear goal
The client selects 'not sure yet' for both campaign type and main goal, indicating the account needs a discovery conversation before scoping rather than a straight proposal.
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 email and crm marketing intake templates
Email Campaign Management lead-intake FAQs
How does the intake tell us if a lead already has an email platform in place?
A yes/no question asks directly whether the client already has an email marketing or CRM platform set up, which affects both the score and how much setup work the engagement will involve.
Can the intake separate leads by subscriber list size?
Yes, the intake captures list size in four bands from no list yet up to over 10,000 subscribers, so you can see scope and complexity before the call.
Does the intake check whether the person filling it out can actually approve the work?
Yes, a dedicated yes/no question asks whether the respondent can approve campaign content and strategy, which is one of the highest-weighted questions in the catalog and helps prevent proposals aimed at the wrong contact.
What happens when a client selects more than one campaign type?
The campaign-type question is multi-choice, so a client can select newsletters, promotional campaigns, automated sequences, and transactional emails together, with automated sequences and promotional campaigns carrying the highest individual weights.
How does the intake handle leads who say they're still in the planning stage?
The launch-timeline question weights 'immediately' highest, 'within a month' in the middle, and 'still in planning stage' lowest, so planning-stage leads are scored accordingly rather than treated the same as ready-to-launch ones.
How is this different from the Email Marketing Strategy intake?
This intake focuses on execution readiness — existing platform, list size, campaign type, and approval authority — while the Email Marketing Strategy subservice is set up separately for clients who need planning work before any campaigns are built.
Turn email campaign management visitors into qualified clients
Give every email campaign management visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.