Which search reputation leads are worth a strategy call
Every enquiry captures what's ranking, where it appears, how it's affecting the client, and whether they control their own profiles before you write a proposal that never lands.
Preview your search reputation management intake
Explore 5 questions from the Search Reputation Management template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified search reputation management lead should tell you
Addresses harmful, outdated, or false content ranking prominently for a person's or business's name, drawing on the catalog's issue type, content location, and business impact fields to determine scope before a strategy call.
- Best Describes Search Reputation
- Concerning Content Appear
- This Situation Affecting Or
- Have Authority Manage Or
- Soon Would Like Start
The questions your team needs answered
Every search reputation management intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes the search reputation issue you want addressed? | Defamatory content scores highest because it carries legal and reputational urgency that outranks a simple outdated listing. |
| Where does the concerning content currently appear? | Segments the lead so you can route, price, and prioritize it correctly. |
| How is this situation currently affecting you or your business? | A client already losing business signals measurable, active damage that justifies faster follow-up than a purely precautionary enquiry. |
| Do you have the authority to manage or update your business or personal online profiles? | Lacking authority over the client's own profiles changes the scope of work to third-party outreach rather than direct edits, which affects both pricing and timeline. |
| How soon would you like to start addressing this issue? | An immediate timeline is the strongest urgency signal in this catalog and should move a lead to the front of the queue. |
How Cliont scores search reputation management leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Negative reviews appearing in search results
- Negative news or media articles
- Outdated or irrelevant content still ranking
- False or defamatory content about me or my business
- Not sure
- Already losing customers or business
Urgency signals
- Want to monitor proactively, no current issue
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Search Reputation 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 search reputation management workflows
| Cliont capability | Search Reputation Management application |
|---|---|
| Lead scoring | Weights false or defamatory content and reported business losses above proactive monitoring requests, so you can see which cases need immediate attention versus which are exploratory. |
| Qualification branching | Uses the profile authority answer to flag cases where the client lacks direct control over their listings, so you know before the call whether third-party coordination will be part of scope. |
| CRM routing | Sends qualified leads with their issue type, content location, and timeline attached directly to your CRM, so the strategy call starts with context instead of a cold intake repeat. |
| Multi-select capture | Records every platform where the concerning content appears in one submission, so multi-front cases spanning review sites, news outlets, and social media are visible from the first touch. |
Example search reputation management lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Defamatory content already costing business
The client flags false or defamatory content and reports they're already losing customers, which combines two high-value signals and points to an urgent, well-defined engagement.
Negative review dominating page one
A single unresolved review platform result is the core complaint, with no measurable loss yet reported, so the intake surfaces this as a moderate-value case worth scoping rather than rushing.
Media coverage with no profile access
The client wants a news article addressed but doesn't control the underlying profiles, which the intake flags so you can plan for third-party outreach instead of direct edits.
Proactive monitoring, no active issue
Someone wants ongoing visibility rather than crisis response, a lower-urgency signal the intake separates from active suppression cases so it doesn't clog your priority queue.
Outdated content lingering across platforms
Old, irrelevant results are still showing across review sites, forums, and social platforms, and the intake's location question tells you how many fronts the engagement will touch before you scope it.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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
Search Reputation Management lead-intake FAQs
How does the intake handle cases where the client doesn't control their own profiles?
The profile authority question flags whether the client can update their business or personal profiles directly, so you can see upfront whether the engagement needs third-party outreach or verification work before you commit to a proposal.
Can the intake tell me how urgent a case is before I call?
Yes, the timeline question captures whether the client wants to start immediately or is just exploring, which the scoring flags as the clearest urgency signal in this catalog.
Does the intake distinguish between a review problem and a content ranking problem?
Yes, the content location question asks whether the material appears in results pages, on review platforms, in news coverage, on social media, or on forums and blogs, so you know the shape of the problem before the call.
What if the client reports impact but no actual business loss?
The impact question separates clients already losing business from those who are concerned but unaffected or purely precautionary, which lets you prioritize active-damage cases over speculative ones.
How is this different from the Online Review Management or Brand Monitoring intakes?
This intake is built around what's ranking and where it's visible, not just review responses or ongoing monitoring, so it captures issue type and content location fields specific to suppression and removal work rather than the sibling subservices' review-generation or monitoring focus.
Does the intake ask for documentation of the content in question?
The catalog doesn't require file uploads, but you can request screenshots or links to the specific results, articles, or profiles once a lead is qualified and routed to your CRM.
Turn search reputation management visitors into qualified clients
Give every search reputation management visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.