Know which Facebook and Instagram leads are worth a strategy call
Every Facebook and Instagram Ads enquiry captures campaign goals, ad budget, and approval authority up front, plus whether the client already has creative assets ready, so you know which leads are worth a strategy call before you write a proposal that never lands.
The exact intake your facebook and instagram ads leads complete
This is the real 8-question guided intake for Facebook and Instagram Ads — the same flow your customers finish before you ever pick up the phone.
What a qualified facebook and instagram ads lead should tell you
Paid campaign management across Facebook and Instagram's ad platforms, covering account setup, creative review, budget allocation, and audience targeting for lead generation, sales, or brand awareness objectives.
- Main Goal Facebook And
- Have Active Facebook And
- Run Paid Ads On
- Have Monthly Advertising Budget
- Will Provide Approval On
- Would Like Ad Campaigns
- Already Have Creative Assets
- Audience Or Location Want
The questions your team needs answered
Every facebook and instagram ads intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the main goal of your Facebook and Instagram ad campaigns? | The stated campaign goal determines whether the lead is worth pursuing as a revenue-driving sales client or a lower-weighted awareness inquiry. |
| Do you currently have active Facebook and Instagram business accounts? | Not having active accounts yet adds setup work before any campaign can run, so this answer directly affects both score and timeline expectations. |
| Have you run paid ads on these platforms before? | Whether a lead is currently running ads, has run them before, or never has changes whether the strategy call is an audit conversation or a from-scratch build. |
| Do you have a monthly advertising budget set aside for ad spend? | Budget reserved for spend is one of the strongest signals of readiness, so a 'no' meaningfully lowers the lead's score. |
| Who will provide approval on ad creative and campaign decisions? | Knowing whether the owner, a team, or a committee approves creative tells you how long the sales cycle is likely to run before a proposal can close. |
| When would you like your ad campaigns to launch? | An immediate launch date is treated as an urgency signal, distinguishing ready-to-buy leads from ones still exploring options. |
| Do you already have creative assets like images or videos for ads? | Whether creative assets already exist affects the scope of the proposal, since production work needs to be quoted separately if none exist. |
| Which audience or location do you want your ads to target? | The stated target audience or location helps assess whether the intended reach is realistic given the budget and platform before the strategy call happens. |
How Cliont scores facebook and instagram ads leads
Every answer is weighted automatically — no manual review required.
Value signals
- Lead generation
- Sales or e-commerce
- Brand awareness
- Event promotion
- Not sure
- Have Active Facebook And: yes
Urgency signals
- Have Active Facebook And
- Immediately
See the lead your team receives
Facebook and Instagram Ads 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 facebook and instagram ads workflows
| Cliont capability | Facebook And Instagram Ads application |
|---|---|
| Weighted scoring | Leads selecting 'Sales or e-commerce' or 'Lead generation' as their campaign goal score higher automatically than 'Brand awareness' or 'Not sure' responses. |
| Conditional routing | A 'no' answer on having a monthly ad budget set aside pulls the lead's score down, so it can be routed to a follow-up queue instead of straight to your CRM as sales-ready. |
| Decision-maker visibility | Whether approval sits with the owner, a marketing team, a committee, or is undetermined is passed to your CRM so the strategy call agenda matches who's actually in the room. |
| Urgency tagging | Leads that already have active Facebook and Instagram accounts and want to launch immediately are flagged as urgent, separating them from exploratory inquiries. |
Common facebook and instagram ads lead scenarios
Ready-to-launch e-commerce brand
Goal is sales or e-commerce, accounts are active, budget is set aside, and launch timing is immediate — this combination scores highest and should reach the CRM fast.
Exploratory brand-awareness inquiry
Goal is brand awareness with no active accounts yet and a launch timeline of 'just exploring options' — still a valid signal, but the intake flags it for a slower-paced follow-up.
No ad budget set aside
The lead answers no to having a monthly budget reserved, which pulls the score down and signals the strategy call should confirm spend before creative work is scoped.
Committee-approved relaunch
Approval sits with a board or committee rather than a single decision-maker, which the intake surfaces so the account manager knows to expect a longer sign-off cycle even though the client has run ads before.
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 paid advertising intake templates
Facebook and Instagram Ads lead-intake FAQs
What happens when a lead doesn't have active Facebook and Instagram business accounts yet?
The intake still captures the lead but scores it lower than one with active accounts, since account setup adds a step before campaigns can launch. That distinction helps you decide whether to route it straight to a strategy call or flag it for an onboarding conversation first.
Does the intake screen out leads with no ad budget reserved?
No, it doesn't disqualify them, but a 'no' answer on budget carries a lower weight than a 'yes,' which pushes the lead's overall score down. This keeps unfunded inquiries from looking as urgent as leads who are ready to spend.
Can the intake tell me who actually approves the ad creative?
Yes — the qualification catalog asks whether approval rests with the owner, a marketing team, a board or committee, or is not yet determined, and that answer is passed through to the CRM so your team knows who to loop in before scheduling.
How does launch timing affect which leads get priority?
Launch timing (immediate, within a month, one to three months, or just exploring) is captured on every submission, and 'Immediately' is treated as an urgency signal alongside having active accounts already, so those leads stand out from ones still exploring.
Does the intake ask if clients already have creative assets?
Yes, it asks directly whether the client has images or video ready for ads. That answer helps you gauge scope before the strategy call instead of finding out mid-proposal that creative production needs to be quoted separately.
How is this different from the Google Ads Management intake?
The fields are tailored to Meta's platforms — asking about active Facebook and Instagram accounts and creative assets specific to those formats — rather than the Google Ads Management catalog, which covers a different set of platform-specific fields.
Turn facebook and instagram ads visitors into qualified clients
Give every facebook and instagram ads visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.