Know which marketing automation leads are worth strategy call time
The intake asks about current CRM or email platform setup, project stage, and list size, then attaches any workflow screenshots before routing qualified clients straight to your CRM.
The exact intake your marketing automation leads complete
This is the real 5-question guided intake for Marketing Automation — the same flow your customers finish before you ever pick up the phone.
What a qualified marketing automation lead should tell you
Setup or optimization of automated email and CRM workflows — triggers, sequences, and touchpoints — scoped around a client's stated goal, current platform, and how far their automation project already stands.
- Main Goal Marketing Automation
- Already Have Crm Or
- Current Stage Automation Project
- Have Authority Approve Changes
- How Large Current Contact
The questions your team needs answered
Every marketing automation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your main goal for marketing automation? | The stated goal — nurturing, retention, sales follow-up, or onboarding — determines which type of workflow to scope before the strategy call. |
| Do you already have a CRM or email marketing platform set up? | Knowing whether a CRM or email platform already exists tells you if this is a build-from-zero engagement or an optimization project. |
| What is the current stage of your automation project? | Project stage flags whether the client needs foundational discovery or a focused audit of workflows already running. |
| Do you have authority to approve changes to marketing systems and workflows? | Approval authority confirms you're talking to someone who can actually sign off on system changes, not just someone gathering information. |
| Approximately how large is your current contact or customer list? | List size signals the scope and complexity of the automation build, since under-500 and over-5,000 lists need very different setups. |
How Cliont scores marketing automation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Lead nurturing
- Customer retention
- Sales follow-up
- Onboarding new customers
- Not sure
- Already Have Crm Or: yes
See the lead your team receives
Marketing Automation 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 marketing automation workflows
| Cliont capability | Marketing Automation application |
|---|---|
| Weighted scoring | Weighs the client's automation goal (nurturing, retention, sales follow-up, onboarding) against their platform status so early-stage inquiries don't get mixed in with proposal-ready leads. |
| Conditional flagging | Surfaces leads who lack approval authority separately, so you know to identify the actual decision-maker before drafting a workflow proposal. |
| CRM routing | Sends project stage and list size straight into your CRM record so the strategy call opens with context instead of repeat discovery questions. |
| Lead scoring bands | Groups leads by combined goal, platform status, and list size so you can prioritize the larger, optimization-stage clients over exploratory 'not sure' inquiries. |
Common marketing automation lead scenarios
Starting from scratch, no platform
Client picks onboarding as the goal, has no CRM or email platform in place, and a list under 500 — the intake flags this as a foundational build rather than an optimization job.
Optimizing an existing large list
Client already has a platform, selects customer retention as the goal, and reports a list over 5,000 with workflows that need optimization — a higher-value fit for a scoped strategy call.
Champion without approval authority
Lead selects lead nurturing as the goal but answers no to having authority over marketing system changes — the intake surfaces this so you loop in the real decision-maker before drafting anything.
Sales follow-up with a large list
Client wants automated sales follow-up, already runs a CRM, has approval authority, and a list over 5,000 — a combination that scores as ready for a strategy call rather than more discovery.
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
Marketing Automation lead-intake FAQs
How does the intake decide if a lead is ready for a strategy call?
It combines the stated automation goal, whether a CRM or email platform already exists, and whether the person answering has approval authority over workflow changes — leads with authority and a defined goal surface as higher priority.
What happens if the lead doesn't have a CRM or email platform yet?
The intake still scores that answer, but it changes the scope of the engagement to a foundational build instead of an optimization project, so you know before the call which conversation you're walking into.
Does the size of their contact list actually change priority?
Yes — the intake captures list size in bands (under 500, 500–5,000, or more than 5,000) so you can gauge build complexity before quoting a proposal that fits the actual volume.
What if the person filling out the intake can't approve changes?
The authority question is weighted separately, so a lead without sign-off power still comes through but is flagged for follow-up to identify the actual decision-maker before you write a proposal.
How is this intake different from the CRM Implementation intake?
This subservice assumes some level of automation intent already exists — the questions focus on goal, workflow stage, and list size, rather than platform selection, which is what the CRM Implementation intake covers.
Can I see how far along their automation project already is before the call?
Yes — the project stage question (starting from scratch, some workflows in place, needing optimization, or not sure) is delivered with every lead so you don't spend the first ten minutes of the call on discovery.
Turn marketing automation visitors into qualified clients
Give every marketing automation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.