See which brands need monitoring set up now
The intake asks which platforms to watch, how many brands or locations are involved, and whether the person filling it out can actually approve ongoing services, so you know the lead is real before you scope anything.
The exact intake your brand monitoring leads complete
This is the real 7-question guided intake for Brand Monitoring — the same flow your customers finish before you ever pick up the phone.
What a qualified brand monitoring lead should tell you
Tracking mentions of a brand, its names, and related terms across review sites, social media, search results, news, and forums, so a business can spot and respond to reputation shifts as they happen.
- Main Reason Want Brand
- Platforms Want Monitored
- Use Any Tool Or
- Authorized Approve Ongoing Marketing
- Many Locations Or Brand
- Soon Want Monitoring Begin
- There Specific Keywords, Names,
The questions your team needs answered
Every brand monitoring intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the main reason you want brand monitoring right now? | The stated reason distinguishes a lead reacting to an active reputation problem from one browsing options, which changes how fast the call should be scheduled. |
| Which platforms do you want monitored? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you currently use any tool or service to track mentions of your brand? | Separates real opportunities from leads that aren’t a fit yet. |
| Are you authorized to approve ongoing marketing services for this brand? | Confirming approval authority prevents a proposal from going to someone who can't actually greenlight ongoing monitoring services. |
| How many locations or brand names need monitoring? | The number of locations or brand names sets the scope and pricing tier before the strategy call even starts. |
| How soon do you want monitoring to begin? | How soon monitoring should start separates leads that need immediate setup from those still exploring the idea. |
| Are there specific keywords, names, or products you want tracked? | Specific names, products, or terms give the team a concrete starting scope instead of a generic monitoring request. |
How Cliont scores brand monitoring leads
Every answer is weighted automatically — no manual review required.
Value signals
- Responding to a current reputation issue
- Monitoring around a launch or campaign
- Understanding competitor mentions
- Not sure
- Authorized Approve Ongoing Marketing: yes
- Within this month
Urgency signals
- Ongoing proactive tracking
- Immediately
See the lead your team receives
Brand Monitoring 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 brand monitoring workflows
| Cliont capability | Brand Monitoring application |
|---|---|
| Conditional scoring logic | Weights the reason-for-request answer so 'responding to a current reputation issue' scores higher than general or exploratory interest, surfacing crisis-driven leads first. |
| Decision-maker verification | Flags whether the person completing the intake is authorized to approve ongoing marketing services, so you don't build a proposal for someone who can't sign off on it. |
| Structured intake fields | Collects the free-text list of specific names, products, or terms the lead wants tracked, giving your team a starting point for scoping before the strategy call. |
| Multi-location handling | Captures the number of brands or locations needing monitoring so multi-location inquiries route with the right scope from the first touch. |
Common brand monitoring lead scenarios
Active reputation issue unfolding
A brand is dealing with a current wave of negative mentions and wants monitoring live immediately, which the intake flags through the reason-for-request and start-timing answers.
Multi-location brand, ongoing tracking
A business with several locations wants proactive, ongoing monitoring rather than a one-time check, which the intake captures via the location count and platform selection.
Launch or campaign window
A marketing team wants monitoring around a product launch and lists specific names, products, or terms to track so early chatter doesn't get missed.
Competitor mention research
Someone wants visibility into how competitors are discussed across the same platforms, a lower-urgency but still commercially relevant request the intake separates from crisis response.
Unauthorized inquiry needs redirect
A contact fills out the form but isn't authorized to approve ongoing marketing services, which the intake surfaces so you know to loop in the actual decision-maker before proposing anything.
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 reputation management intake templates
Brand Monitoring lead-intake FAQs
How does the intake tell a reactive request apart from proactive monitoring?
The first question asks the main reason for wanting brand monitoring, with options ranging from responding to a current issue to ongoing proactive tracking, so you can see the intent before you ever open a proposal.
Can the intake handle brands with multiple locations?
Yes, it asks how many locations or brand names need monitoring, from a single brand up to more than five, so pricing and scope conversations start from an accurate number.
Does the intake check whether the person filling it out can actually approve the work?
Yes, it asks directly whether they're authorized to approve ongoing marketing services for the brand, which is one of the strongest signals in the scoring model for separating real buyers from information-gatherers.
Can the intake capture specific names, products, or terms to track?
Yes, a free-text field lets the lead list specific names, products, or terms they want monitored, giving you a starting scope before the strategy call.
What if the lead doesn't know which platforms they want monitored?
The platform question includes a 'Not sure' option, so an undecided answer still comes through and you can use the call to walk them through review sites, social, search, news, and forums.
How is this different from the Online Review Management intake?
Brand Monitoring focuses on tracking mentions across platforms and detecting issues early, while Online Review Management centers on managing and responding to reviews already collected; the two run as separate intakes so scope stays clear.
Turn brand monitoring visitors into qualified clients
Give every brand monitoring visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.