Know which review generation leads are worth strategy-call time
The intake captures the campaign goal, priority platforms, and whether the business already has a customer database and messaging approval ready, plus a link to their current Google Business Profile, so you know exactly what you're walking into before the strategy call.
The exact intake your review generation campaign leads complete
This is the real 6-question guided intake for Review Generation Campaign — the same flow your customers finish before you ever pick up the phone.
What a qualified review generation campaign lead should tell you
A campaign designed to systematically request reviews from a business's existing customers, requiring clarity on the campaign goal, target platforms, and whether a compliant contact list and messaging approval are already in place.
- Main Goal This Review
- Platforms Want Focus On
- Have Active Customer Database
- Have Authority Approve Messaging
- Many Locations Or Business
- Would Like This Campaign
The questions your team needs answered
Every review generation campaign intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your main goal for this review generation campaign? | A goal of recovering from negative reviews signals a more complex, higher-stakes engagement than a straightforward review-volume push. |
| Which platforms do you want to focus on for reviews? | Knowing which review platforms the lead cares about tells you what tooling and expertise to bring into the strategy call before you scope the work. |
| Do you have an active customer database or contact list to reach out to for reviews? | A lead without an active customer database needs list-building as an added first step, which changes scope and timeline before any outreach can start. |
| Do you have the authority to approve messaging sent to customers on behalf of your business? | If the person submitting the intake can't approve customer-facing messaging, you'll need a second stakeholder involved before the campaign can launch. |
| How many locations or business profiles need review generation support? | Six-or-more-location businesses represent significantly larger scope and pricing than a single-location request. |
| When would you like this campaign to start? | An immediate start date separates active buyers ready to move from leads still just exploring options. |
How Cliont scores review generation campaign leads
Every answer is weighted automatically — no manual review required.
Value signals
- Increase overall number of reviews
- Improve average star rating
- Recover from negative reviews or reputation damage
- Build reviews for a new location or business
- Not sure
- Have Active Customer Database: yes
Urgency signals
- Have Active Customer Database
- Immediately
See the lead your team receives
Review Generation 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 review generation campaign workflows
| Cliont capability | Review Generation Campaign application |
|---|---|
| Weighted lead scoring | Combines the customer-database answer and messaging-approval answer into a single readiness score, so a lead with both a list and approval authority scores meaningfully higher than one missing either. |
| Multi-choice qualification fields | The platform-focus question captures every review site the lead cares about (Google, Yelp, Facebook, industry-specific), so you can staff or quote for the right platforms before the call. |
| Branching by scope | The location-count answer routes single-location leads differently from six-or-more-location leads, tagging the larger accounts as higher-complexity opportunities in your CRM. |
| Urgency tagging | An 'Immediately' answer on campaign start date is one of the two explicit urgency signals in the catalog, prompting faster internal follow-up than 'Just exploring options.' |
Common review generation campaign lead scenarios
Urgent multi-location rollout
A brand with six or more locations wants an immediate start and already has a customer database, which the intake flags as a high-value, high-urgency lead ready for a strategy call.
Recovering from a reputation hit
The lead's stated goal is recovering from negative reviews rather than simple volume growth, which routes to your CRM tagged as a reputation-repair engagement, not a routine review push.
No customer list to work from
The lead answers no to having an active customer database, so the intake surfaces this as added scope (list-building first) rather than a campaign that can launch right away.
Contact isn't the decision-maker
The person filling out the intake lacks authority to approve outbound messaging, which lowers the urgency score and signals you'll need a second stakeholder before work starts.
Just browsing, no timeline set
Goal is marked 'Not sure' and start date is 'Just exploring options,' which the intake still captures but scores lower priority than an active, immediate-start inquiry.
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
Review Generation Campaign lead-intake FAQs
How does the intake handle businesses with several locations?
The location-count question separates single-location requests from two-to-five or six-plus location businesses, so multi-site leads land in your CRM already flagged as larger-scope opportunities.
What happens if a lead doesn't have a customer database yet?
The intake still captures and routes the lead, but a 'no' answer on the customer database question is weighted lower than a 'yes,' since building a contact list first adds scope before any review outreach can begin.
Can the intake tell me which review platforms a lead actually cares about?
Yes, the multi-choice platform question lets leads select Google, Yelp, Facebook, or an industry-specific site, so you know which platform expertise to bring to the strategy call before you quote.
Does the intake check whether the person submitting it can actually approve messaging?
Yes, there's a direct yes/no question on messaging approval authority, and a 'no' answer is weighted lowest in the catalog, signaling you may need a second stakeholder before work can start.
How does the intake separate someone ready to start now from someone just researching?
The start-timeline question ranges from 'Immediately' to 'Just exploring options,' and an immediate start is one of the two urgency signals in the scoring, distinct from a browsing-stage inquiry.
Will this intake distinguish reputation-recovery work from a straightforward review-volume campaign?
Yes, the campaign-goal question separates 'Recover from negative reviews or reputation damage' from goals like increasing overall review count or improving star rating, so recovery work is flagged differently from a routine campaign.
Turn review generation campaign visitors into qualified clients
Give every review generation campaign visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.