Know which executive visibility leads deserve a strategy call
Ask every prospective client about their visibility goals, prior media coverage, and who actually holds approval authority before you draft a proposal, then collect a bio and headshot so your team walks into the strategy call already prepared.
The exact intake your executive visibility leads complete
This is the real 7-question guided intake for Executive Visibility — the same flow your customers finish before you ever pick up the phone.
What a qualified executive visibility lead should tell you
PR work focused on raising one executive's public profile through media placement, thought leadership, speaking opportunities, or award submissions, qualified by who holds approval authority and what prior coverage already exists.
- Main Goal This Executive'S
- Organization This Executive Represent
- Executive Have Prior Media
- Executive Have Direct Approval
- Topics Or Areas Expertise
- Would Like This Visibility
- Materials Available This Executive
The questions your team needs answered
Every executive visibility intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the main goal for this executive's visibility? | The stated visibility goal determines whether the lead needs media pitching, content development, speaking placement, or awards strategy, which changes who on your team should take the call. |
| What type of organization does this executive represent? | Segments the lead so you can route, price, and prioritize it correctly. |
| Does the executive have prior media coverage or public appearances to reference? | Prior media coverage signals the executive already has a track record to build on, which weighs higher than starting from zero. |
| Does the executive have direct approval authority for this visibility effort? | This is the highest-weighted question in the catalog — without direct approval authority, the engagement risks stalling before any pitch goes out. |
| Which topics or areas of expertise should the visibility efforts focus on? | Captures the detail in the client’s own words so you’re briefed before the first call. |
| When would you like this visibility effort to begin? | An 'Immediately' start date separates leads that need fast follow-up from ones still in an exploratory phase. |
| Which materials are currently available for this executive? | Existing bio, headshot, and press mentions each carry their own weight, showing how prepared the client is versus starting materials from scratch. |
How Cliont scores executive visibility leads
Every answer is weighted automatically — no manual review required.
Value signals
- Executive Have Prior Media: yes
- Executive Have Direct Approval: yes
- Professional bio
- Headshot photos
- Past press mentions
- None yet
Urgency signals
- Immediately
See the lead your team receives
Executive Visibility 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 executive visibility workflows
| Cliont capability | Executive Visibility application |
|---|---|
| Weighted scoring engine | Approval authority and prior media coverage carry the heaviest weights in the catalog, so a lead with both surfaces as a priority before you spend time on a proposal that never lands. |
| Multi-choice asset checklist | The materials question (bio, headshot, press mentions, or none) auto-flags exactly which assets are missing so your team can request them before the strategy call instead of during it. |
| Free-text expertise capture | The open field on topics or areas of expertise routes each lead's request to the right specialist or media contact based on subject matter, not just visibility goal category. |
| Timeline-based routing | Leads selecting 'Immediately' can be flagged for faster follow-up than those marked 'Just exploring options,' keeping urgent executive visibility requests from sitting behind slower ones. |
Common executive visibility lead scenarios
Founder ready to pitch now
A business owner with direct approval authority, existing press mentions, and an 'Immediately' start date — the intake flags this as high-value and time-sensitive before it sits in a general inbox.
Marketing team building a case
A marketing team requesting thought leadership content on a quarter-long timeline with no materials yet — the intake still captures the topic focus so your team can scope the asset gap ahead of the call.
Nonprofit still exploring
A nonprofit rep who selects 'Not sure' for the visibility goal and 'Just exploring options' for timing — the intake routes this as a softer lead so it doesn't consume proposal time meant for approved buyers.
Practice with a press history
A professional practice with past press mentions, approval authority, and a request for speaking opportunities — the combination of prior coverage and decision-making power signals a lead worth prioritizing on the call sheet.
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 public relations intake templates
Executive Visibility lead-intake FAQs
How does the intake tell apart an executive who can greenlight the engagement from one who can't?
The approval authority question carries a much heavier weight when answered yes than no, so a lead where the executive can sign off scores noticeably higher than one where someone still needs to check with a decision-maker.
What happens if the client has no bio, headshot, or press history yet?
Selecting 'None yet' on the materials question is weighted lower than having existing assets, but the lead still routes to your CRM — your team just knows upfront it needs to build assets before pitching media.
How is Executive Visibility intake different from Media Relations or Product Launch PR?
This intake centers on a single person's ongoing profile — goals, approval authority, expertise areas — rather than a broad press outreach campaign or the launch timeline questions you'd see for Product Launch PR.
Can the intake capture goals beyond media coverage, like speaking slots or awards?
Yes — the visibility goal question includes thought leadership content, speaking opportunities, and awards or recognition as distinct options, so you know which type of outreach the client actually wants before the call.
What happens with a lead who says they're 'Just exploring options'?
That timeline answer still reaches your CRM, but it's a useful context flag — your team can decide whether it warrants a full strategy call or a lighter follow-up touch first.
Do I need anything uploaded before the strategy call?
The materials question asks what's already available — professional bio, headshot photos, or past press mentions — so you can request whatever's missing before the call instead of finding out live.
Turn executive visibility visitors into qualified clients
Give every executive visibility visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.