Email marketing strategy intake that asks what your team actually
Every enquiry answers questions about their current email marketing stage, primary goals, and CRM platform, plus list size and approval authority — with any current campaign screenshots attached — before you draft a single proposal.
The exact intake your email marketing strategy leads complete
This is the real 5-question guided intake for Email Marketing Strategy — the same flow your customers finish before you ever pick up the phone.
What a qualified email marketing strategy lead should tell you
Planning work that defines how a business will use email and CRM tools to reach subscribers — covering their current program maturity, campaign goals, existing platform, and list size before any strategy proposal gets written.
- Best Describes Current Email
- These Goals This Strategy
- Crm Or Email Platform
- Person Who Can Approve
- How Many Contacts In
The questions your team needs answered
Every email marketing strategy intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes your current email marketing stage? | The current stage answer tells your team whether this is a build-from-scratch engagement or a refresh of an existing program, which changes both scope and pricing. |
| Which of these goals are you hoping this strategy will support? | The goals selected — nurturing, retention, promotions, or donor engagement — determine what kind of strategy the call should actually cover. |
| Which CRM or email platform do you currently use, if any? | Knowing the existing platform upfront lets your team assess migration or integration work before quoting the engagement. |
| Are you the person who can approve and implement this strategy? | Whether the respondent can approve and implement the strategy is the single strongest signal for whether the call will lead to a decision or just information gathering. |
| Approximately how many contacts are in your email list or CRM? | List size shapes both the scope of the strategy and the platform recommendations, since a list under 1,000 needs a different plan than one over 10,000. |
How Cliont scores email marketing strategy leads
Every answer is weighted automatically — no manual review required.
Value signals
- No email program yet
- Sending occasional emails
- Established but needs improvement
- Not sure
- Person Who Can Approve: yes
See the lead your team receives
Email Marketing 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 email marketing strategy workflows
| Cliont capability | Email Marketing Strategy application |
|---|---|
| Weighted lead scoring | Scores lean on the current program stage and the approval-authority answer, since those two fields carry the real signal for whether this becomes a paid strategy engagement. |
| Multi-select capture | Captures every goal a lead selects — nurturing, retention, promotions, or donor engagement — so your first call can be scoped to their actual priorities instead of a generic pitch. |
| Free-text field parsing | The current CRM or platform question stays open text, letting leads name specific tools so your team knows what they'd be migrating from or integrating with. |
| CRM routing | Qualified strategy leads land in your CRM with their stage, goals, platform, and list size already attached, so no manual re-entry before the strategy call. |
Common email marketing strategy lead scenarios
Starting from zero
A prospect with no email program yet still needs list size and goal information before you can scope a build-from-scratch strategy, not just a refresh.
Established program, underperforming
A lead marks their program as established but needing improvement, names their current CRM, and confirms they can approve changes — the clearest signal for a paid engagement.
Enthusiast, not the approver
Someone fills out the form with real detail on goals and platform but answers no to being able to approve or implement the strategy, so the intake flags that a second stakeholder needs to be looped in before a call is booked.
Nonprofit or membership goals
The lead selects donor or member engagement rather than sales-driven goals, which changes how the strategy call should be scoped compared to a retail or B2B inquiry.
Uncertain on the basics
A lead marks their stage and list size as 'not sure,' which the intake still treats as a real prospect worth a conversation rather than routing them away.
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 email and crm marketing intake templates
Email Marketing Strategy lead-intake FAQs
What happens if a lead doesn't have a CRM or email platform yet?
The platform question is free text, so a lead can answer 'none' or leave detail about what they're evaluating — this still routes through as a qualified strategy lead, since 'no email program yet' is one of the stage options the intake expects.
How does the intake handle leads who can't approve the strategy themselves?
The approval question is a direct yes/no with its own weight, so answering no doesn't disqualify the lead but flags for your team that a decision-maker still needs to be brought into the conversation before scoping work.
Why does the intake ask about list size before a strategy call happens?
List size (none, under 1,000, 1,000–10,000, or over 10,000) helps your team gauge scope and pricing before the call, so you're not building a proposal blind to whether you're working with a starter list or an established database.
Can I see what a prospect wants the strategy to accomplish before I call them?
Yes — the goals question is multi-select, so a lead can flag lead nurturing, customer retention, sales or promotions, or donor and member engagement, and you'll see all of it before you're on the phone.
Does this intake work for nonprofits, not just sales-focused businesses?
Yes — donor or member engagement is one of the listed goal options, so the intake captures nonprofit and membership use cases the same way it captures retention or promotional ones.
How is a lead scored if there's no urgency question for this subservice?
Scoring here weights the program stage and approval-authority answers most heavily since there's no time-pressure signal for a strategy engagement — a lead with an established program who can approve changes scores higher than one still exploring options.
Turn email marketing strategy visitors into qualified clients
Give every email marketing strategy visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.