Online review intake that captures platform admin access up front
Ask which platforms house the reviews, what the current review situation looks like, and who actually holds admin access to respond — plus a profile screenshot — before you draft a single proposal.
The exact intake your online review management leads complete
This is the real 5-question guided intake for Online Review Management — the same flow your customers finish before you ever pick up the phone.
What a qualified online review management lead should tell you
Ongoing monitoring and response to a business's customer reviews across platforms like Google, Yelp, and Facebook, including the access setup and approval workflow that has to happen before any response work can start.
- Platforms Customer Reviews Mainly
- Current Overall Review Situation
- Have Admin Access Respond
- Soon Would Like Review
- Authorized Approve Responses Posted
The questions your team needs answered
Every online review management intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which platforms are your customer reviews mainly on? | Knowing whether reviews sit on Google, Yelp, Facebook, or an industry-specific site tells you which platform integrations and response workflows the client actually needs. |
| What is your current overall review situation? | The current review situation carries the widest weight range in the catalog, separating reputation-repair urgency from simple volume-building requests. |
| Do you have admin access to respond to reviews on these platforms? | Admin access is weighted 9 for yes versus 3 for no, since no response work can begin until platform access is actually granted. |
| How soon would you like review management to begin? | The requested start timeline separates leads ready to engage now from ones still exploring, so proposal effort goes toward near-term budget first. |
| Who is authorized to approve responses posted on behalf of the business? | Knowing who approves posted responses shows how many sign-off steps stand between a proposal and actual work getting done. |
How Cliont scores online review management leads
Every answer is weighted automatically — no manual review required.
Value signals
- Mostly positive, want more volume
- Mixed reviews needing responses
- Mostly negative reviews
- Few or no reviews yet
- Not sure
- Have Admin Access Respond: yes
Urgency signals
- Immediately
See the lead your team receives
Online Review Management 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 online review management workflows
| Cliont capability | Online Review Management application |
|---|---|
| Multi-select platform capture | The platform question lets a lead flag Google, Yelp, Facebook, an industry-specific site, or multiple at once, so the CRM record shows real monitoring scope instead of a single guess. |
| Weighted answer scoring | Review situation answers carry different weights (mostly negative at 9 versus not sure at 4), which lets Cliont surface reputation-repair leads above simple volume-building requests. |
| Access-gating logic | The admin access yes/no question is weighted 9 versus 3, so a lead without platform access is still captured but visibly flagged as needing a setup step before response work begins. |
| Approval-authority field | Capturing who approves responses — the client, marketing team, or owner — lets you address the actual decision-maker in the proposal instead of guessing at sign-off later. |
Common online review management lead scenarios
Reputation repair, mostly negative reviews
The client selects mostly negative reviews and wants to start immediately — this pairs the two highest-weighted signals in the catalog and should land as a priority strategy call.
Mixed reviews, no admin access yet
Reviews need responses but the client hasn't granted platform access — the intake flags this gap so you scope an access-setup step into the proposal instead of assuming you can respond on day one.
Few or no reviews, exploring options
A newer business with almost no review history and no committed timeline still qualifies, but the mix of answers points toward a lighter-touch conversation than a reputation-repair case.
Approval chain not yet determined
The client wants review management started but hasn't decided who signs off on posted responses, which matters for how you structure turnaround expectations before a proposal goes out.
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
Online Review Management lead-intake FAQs
How does the intake handle a client whose reviews are spread across several platforms?
The platform question captures every source in one multi-select answer — Google, Yelp, Facebook, industry-specific sites, or 'not sure' — so you know the real scope of monitoring work before quoting it.
What happens if the client doesn't have admin access to their own review profiles?
Admin access is a yes/no question with a wide weight gap between yes and no, so a no-access answer flags that account setup or ownership verification needs to happen before response work can start.
Can the intake tell me how serious the review situation is before I get on a call?
Yes — the current review situation question separates mostly positive, mixed, mostly negative, and few-or-no-reviews cases with different weights, so you can tell reputation repair apart from volume building at a glance.
Does the intake capture who has to approve posted responses?
It asks whether the client, their marketing team, an owner or executive, or nobody yet is authorized to approve responses, which tells you how many sign-off steps stand between the proposal and actual work.
Is this the right intake if a client just wants more reviews, not review responses?
Few or no reviews still qualifies through this catalog, but a client focused purely on generating new review volume may be a better fit for the Review Generation Campaign intake.
Turn online review management visitors into qualified clients
Give every online review management visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.