Know which customer feedback leads deserve a strategy call
Ask prospects about their feedback program goals, monthly customer interaction volume, and preferred channels, then flag approval authority and launch timeline before you draft a proposal. Collect any current survey exports upfront so you know exactly what's already in place.
The exact intake your customer feedback program leads complete
This is the real 6-question guided intake for Customer Feedback Program — the same flow your customers finish before you ever pick up the phone.
What a qualified customer feedback program lead should tell you
Structured, recurring collection of customer feedback via surveys, POS, or web/app forms, used to measure satisfaction and generate the review activity that reputation management programs are built on.
- Lack System Collecting Customer
- Main Goal Feedback Program
- Many Customer Interactions Have
- Channels Want Use Collecting
- Have Authority Approve New
- Would Like Feedback Program
The questions your team needs answered
Every customer feedback program intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently lack a system for collecting customer feedback? | A 'yes' answer means the prospect has no existing way to collect feedback, making this a build-from-zero opportunity rather than a smaller optimization engagement. |
| What is the main goal of your feedback program? | The goal carries the widest weight spread, with 'increase positive online reviews' scoring highest, so it should shape whether the follow-up leads with reputation growth or satisfaction tracking. |
| How many customer interactions do you have in a typical month? | Monthly interaction volume signals program scale, from a lightweight quarterly survey under 50 interactions to an enterprise rollout above 1,000. |
| Which channels do you want to use for collecting feedback? | Channel selections tell you which integrations a proposal must budget for, whether that's SMS, email, POS, or web forms. |
| Do you have authority to approve new customer communication tools for your organization? | This is one of the two highest-weighted questions in the catalog, and a 'no' sharply lowers the score because the respondent likely can't approve the purchase. |
| When would you like the feedback program to launch? | 'Immediately' is the only launch timing in the urgency signal set, so it should trigger same-day outreach while 'just exploring' routes to a slower nurture path. |
How Cliont scores customer feedback program leads
Every answer is weighted automatically — no manual review required.
Value signals
- Lack System Collecting Customer: yes
- Improve products or services
- Increase positive online reviews
- Track ongoing customer satisfaction
- Not sure
- Have Authority Approve New: yes
Urgency signals
- Immediately
See the lead your team receives
Customer Feedback Program 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 customer feedback program workflows
| Cliont capability | Customer Feedback Program application |
|---|---|
| Weighted lead scoring | Prioritizes leads who lack a feedback system, want to increase reviews, and hold purchase authority — the three highest-weighted answers in this catalog — ahead of low-authority or undecided respondents. |
| Multi-choice field capture | Records every channel a client wants (email, text, POS, web forms) in one pass, so scoping and pricing a proposal doesn't require a separate discovery call. |
| CRM routing | Sends qualified customer feedback program leads straight to your CRM with goal, volume tier, and authority already attached, so reps stop drafting proposals for contacts who can't say yes. |
| Guided video intake | Lets a prospect describe their current lack of a feedback system or dissatisfaction with an existing one in their own words before the strategy call, giving reps context beyond the form answers. |
Common customer feedback program lead scenarios
No system, ready now
The prospect has no existing feedback system, holds approval authority, and wants to launch immediately — the intake flags this as a top-priority proposal candidate.
Just exploring, no authority
Someone selects 'just exploring options' for launch timing and answers no to approval authority, signaling this is early research rather than a buying moment.
High-volume, multi-channel account
A business reporting over 1,000 monthly customer interactions across email, text, and point-of-sale needs a scoped program, not a template pitch.
Review growth is the driver
The stated goal is increasing positive online reviews, the highest-weighted goal option, which points toward pairing this program with review generation work.
Refining an existing program
The client already has a feedback system in place and picks 'track ongoing customer satisfaction' as the goal, indicating an optimization engagement rather than a build from zero.
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
Customer Feedback Program lead-intake FAQs
How does the intake tell a strong feedback program lead from a tire-kicker?
Answers to the goal question, current system status, and approval authority carry the heaviest weights, so a decision-maker who lacks a system and wants to grow reviews scores far higher than someone browsing without buying power.
Can the form separate small businesses from higher-volume accounts?
Yes, the monthly customer interaction question breaks volume into four tiers, from under 50 up to over 1,000, so you can see program scale before you write anything up.
What happens if someone says they're just exploring options?
That answer is not in the urgency signal set, so those leads land as lower-priority in your CRM instead of triggering the same follow-up as an 'immediately' launch timeline.
Does the intake capture which feedback channels a client actually wants?
Yes, the multi-choice channel question covers email surveys, text surveys, in-person or point-of-sale, and web or app forms, so you know what to scope before the strategy call.
How do you confirm the person filling out the form can approve the purchase?
A direct yes/no question about authority to approve new customer communication tools is weighted heavily, so leads without buying power are visibly deprioritized rather than treated the same as a signed-off contact.
Is this intake only for brand-new feedback programs?
No, the lack-of-system question distinguishes prospects starting from scratch from those already running a program, so you can tailor the follow-up whether it's a build or a refinement.
Turn customer feedback program visitors into qualified clients
Give every customer feedback program visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.