Know which direct mail leads are worth a strategy call
Cliont's intake asks whether a client already has a mailing list, how many recipients they're targeting, and when the mailing needs to go out — then collects artwork files before the lead ever hits your CRM.
The exact intake your direct mail campaign leads complete
This is the real 7-question guided intake for Direct Mail Campaign — the same flow your customers finish before you ever pick up the phone.
What a qualified direct mail campaign lead should tell you
Printing and mailing of postcards, letters, flyers, or catalogs to a targeted list of physical addresses, scoped around whether the client has a mailing list, how many recipients they're reaching, and how finished their artwork is.
- Direct Mail Piece
- Already Have Mailing List
- How Many Recipients Will
- Have Finished Design Artwork
- Would Like This Mailing
- Authorized Approve This Mailing
- This One-Time Mailing Or
The questions your team needs answered
Every direct mail campaign intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of direct mail piece do you need? | The mail piece type sets the production specs and pricing tier, since a catalog quotes very differently from a postcard. |
| Do you already have a mailing list ready to use? | This is weighted higher when a list already exists, telling you upfront whether you're only printing and mailing or also sourcing addresses. |
| Roughly how many recipients will this mailing reach? | Recipient volume is weighted by tier, so larger print runs are scored as higher-value work than a small under-500 test mailing. |
| Do you have finished design artwork ready to print? | Artwork readiness tells you whether design services need to be scoped alongside print and mailing. |
| When would you like this mailing to be sent? | Timeline carries the widest weight spread in the catalog, from a 9 for 'as soon as possible' down to a 2 for just exploring, so it strongly shapes how the lead is prioritized. |
| Are you authorized to approve this mailing project? | This yes/no question is weighted heavily toward 'yes,' helping you filter out inquiries from people who can't actually approve the mailing budget. |
| Is this a one-time mailing or part of a recurring campaign? | Knowing whether this is one-time or recurring helps you separate single print jobs from leads with ongoing campaign potential. |
How Cliont scores direct mail campaign leads
Every answer is weighted automatically — no manual review required.
Value signals
- Already Have Mailing List: yes
- Under 500
- 500 to 2,000
- 2,000 to 10,000
- Over 10,000
- Not sure
Disqualifiers
- Not sure yet
See the lead your team receives
Direct Mail Campaign 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 direct mail campaign workflows
| Cliont capability | Direct Mail Campaign application |
|---|---|
| Conditional question logic | If a client selects 'No, I need design help' on the artwork question, the intake can flag design services as part of the scope instead of assuming print-ready files are coming. |
| Weighted lead scoring | Recipient volume tiers (under 500 through over 10,000) and mailing-list readiness are scored on different weights, so a large-list mailing surfaces above a small undecided inquiry automatically. |
| Approval-authority filtering | The yes/no question on approval authority is weighted heavily, helping you deprioritize leads submitted by someone who can't actually sign off on the mailing budget. |
| CRM routing | Once a client confirms list readiness, volume, and timeline, the completed intake is sent straight to your CRM instead of sitting in an inbox waiting for you to chase missing details. |
Common direct mail campaign lead scenarios
Large-List Postcard Rollout
Client has a ready mailing list of over 10,000 recipients and wants the postcard mailed as soon as possible. The intake captures list readiness and volume together, so this reaches your CRM as a high-value job.
First-Time Small Mailer
A newer client picks a letter or flyer, has no mailing list yet, is under 500 recipients, and marks themselves as just exploring options. The intake still records every answer, but the lower volume and open timeline give it a different weight than a large recurring campaign.
Recurring Catalog Campaign
Client selects a catalog or brochure, flags it as a recurring campaign, and has partially finished artwork covering 2,000 to 10,000 recipients. This mix signals an ongoing account rather than a one-off print run.
Unauthorized Design Inquiry
Someone fills out the form on behalf of a company but marks they aren't authorized to approve the mailing and needs design help from scratch. The intake still routes it, but the approval-authority answer flags it for a different follow-up than a signed-off buyer.
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 print and signage intake templates
Direct Mail Campaign lead-intake FAQs
Does the intake check whether the client already has a mailing list?
Yes, the form asks directly whether they have a mailing list ready to use, with a stronger weight on 'yes' than 'no.' That tells you upfront whether you're quoting print and postage only, or print plus list sourcing.
How does mailing volume affect the lead score?
Recipient count is asked as a tiered choice from under 500 up to over 10,000, each carrying a different weight. Larger runs score higher, so bigger mailings surface as higher-value work without you having to ask on a call.
What happens if the client doesn't know what mail piece they want yet?
The mail-piece question includes a 'Not sure' option, so an undecided client is still captured and routed rather than dropped from the funnel before you've had a chance to advise them.
Can the intake tell me if I'm talking to the actual decision-maker?
Yes, there's a direct yes/no question on whether the person is authorized to approve the mailing project, and it carries a notably heavier weight when answered yes. That helps you avoid writing a proposal to someone who has to check with someone else.
Does the form distinguish one-time mailings from recurring campaigns?
Yes, clients pick between a one-time mailing, a recurring campaign, or not sure yet. That lets you separate single print jobs from leads with ongoing revenue potential, similar to how you'd treat a repeat trade show display client versus a one-off order.
What files does the intake collect before the lead reaches me?
It captures artwork status directly from the client, so you know before the first call whether design work is needed, partially done, or print-ready — cutting down on back-and-forth before you can quote.
Turn direct mail campaign visitors into qualified clients
Give every direct mail campaign visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.