Know which paid media audit requests deserve a strategy call
Capture which platforms a prospect advertises on, their monthly spend, and whether they can grant ad account access, plus a recent performance export — Cliont scores every answer and sends audit-ready leads to your CRM.
The exact intake your paid media audit leads complete
This is the real 7-question guided intake for Paid Media Audit — the same flow your customers finish before you ever pick up the phone.
What a qualified paid media audit lead should tell you
A structured review request for an existing paid advertising account, covering which platforms are running, current spend level, whether audit access is available, and what the client wants out of the findings.
- Running Paid Advertising Campaigns
- Platforms Advertising On
- About How Much Spend
- Have Access Ad Accounts
- Main Goal This Audit
- Soon Would Like Audit
- Person Who Can Approve
The questions your team needs answered
Every paid media audit intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you currently running paid advertising campaigns? | A 'yes' means there's an active account to audit right now, while a lower-weighted 'no' signals the prospect is exploring rather than requesting a review of existing spend. |
| Which platforms are you advertising on? | The platform selection tells you which specific ad accounts need review and can point toward routing the lead to a platform-specific specialist. |
| About how much do you spend on paid ads per month? | Spend tier is directly weighted, so a $20,000+ monthly budget scores well above an under-$1,000 account and reflects the size of the opportunity. |
| Do you have access to the ad accounts you want audited? | Without account access the audit can't start, so a 'no' answer here scores lower and flags a permissions step before scheduling. |
| What is the main goal of this audit? | The stated goal distinguishes a prospect looking to replace their current agency from one preparing to scale spend, which changes how the call should be framed. |
| How soon would you like the audit completed? | Timeline isn't weighted for scoring but tells your team how soon to schedule the strategy call relative to other requests in the queue. |
| Are you the person who can approve changes based on the audit findings? | A 'no' here means the person submitting the form can't act on the audit's findings, which weighs the lead lower than one submitted by an approver. |
How Cliont scores paid media audit leads
Every answer is weighted automatically — no manual review required.
Value signals
- Running Paid Advertising Campaigns: yes
- Under $1,000
- $1,000-$5,000
- $5,000-$20,000
- Over $20,000
- Not sure
See the lead your team receives
Paid Media Audit 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 paid media audit workflows
| Cliont capability | Paid Media Audit application |
|---|---|
| Weighted scoring | Monthly spend tiers from the intake feed directly into lead score, so an 'Over $20,000' account surfaces above an 'Under $1,000' one without manual review. |
| Conditional logic | A 'no' answer on currently running campaigns can route the lead down a different path than an active advertiser, since there's less to audit today. |
| Access verification | The ad account access question flags leads that need to grant permissions before the audit can actually begin, so your team isn't scheduling a call it can't run. |
| Decision-maker flagging | The approval-authority question surfaces submissions from people who can't act on the findings, so those can get a gatekeeper follow-up instead of a full strategy call. |
| Multi-select capture | Platform selections (Google Ads, Meta, LinkedIn, TikTok) come through as structured data you can use to route leads toward platform-specific services like LinkedIn Ads or YouTube Ads. |
Common paid media audit lead scenarios
High-spend account needing a review
Prospect is running active campaigns at over $20,000/month, has account access ready, and is the person who can approve changes — this combination scores highest and routes straight through.
Second opinion on current agency
Client picks 'get a second opinion on current agency/team' as the goal while already running campaigns at moderate spend, signaling a possible switch rather than a new build.
Pre-scale audit before increasing budget
Goal is set to 'prepare before scaling budget' with a flexible timeline and uncertain spend answer — worth a follow-up rather than an immediate strategy call.
No campaigns running yet
Prospect answers 'no' to currently running paid ads, which carries the lowest weight on that question and shifts the intake toward exploratory rather than audit-ready framing.
Requester without approval authority
Someone fills out the form on behalf of a team but answers 'no' to being able to approve changes from the findings, flagging the lead for a gatekeeper follow-up before a call is booked.
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
Paid Media Audit lead-intake FAQs
What happens if a prospect isn't currently running any paid campaigns?
The intake still accepts the submission, but the 'currently running paid advertising campaigns' answer carries a lower weight than an active advertiser, so these leads score differently and can be routed to a different follow-up path.
Does the intake check whether we'll actually be able to access the ad account?
Yes, there's a direct yes/no question about ad account access, and a 'no' answer scores lower since it signals the audit can't start until access is granted.
How does the intake handle someone filling out the form who isn't the decision-maker?
The catalog includes a question on whether the respondent can approve changes based on findings, and a 'no' answer scores meaningfully lower than a 'yes,' flagging gatekeeper submissions for extra follow-up.
Does monthly ad spend actually change lead priority?
Yes, spend tiers are weighted directly — 'Over $20,000' scores highest and 'Under $1,000' scores lowest, so higher-spend accounts naturally surface as higher priority.
Can I tell if someone wants a fresh review versus a replacement for their current agency?
The audit goal question includes options like 'get a second opinion on current agency/team' versus 'prepare before scaling budget,' so you can see the underlying motivation before the call.
Does the intake capture which specific platforms are involved?
Yes, prospects select from Google Ads, Meta, LinkedIn, TikTok, or other platforms, which is useful context if you'd route platform-specific work to services like Google Ads Management or Facebook and Instagram Ads.
Turn paid media audit visitors into qualified clients
Give every paid media audit visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.