Content strategy intake that captures website access up front
This intake captures the primary content goal, current publishing cadence, and website access status before a strategy call is booked, along with an analytics export so you can scope the engagement instead of guessing.
The exact intake your seo content strategy leads complete
This is the real 7-question guided intake for SEO Content Strategy — the same flow your customers finish before you ever pick up the phone.
What a qualified seo content strategy lead should tell you
Planning content topics, structure, and publishing priorities to increase a website's organic visibility and attract targeted traffic based on business goals and existing content assets.
- Main Goal Content Strategy
- Publish Content On Website
- Have Access Make Changes
- Industries Or Topics Should
- Have Prior Keyword Research
- Would Like Start This
- Will Be Responsible Creating
The questions your team needs answered
Every seo content strategy intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the main goal for your content strategy? | The selected goal determines whether a prospect needs a traffic-building program or a conversion-focused content plan, which changes the entire strategy scope. |
| Do you currently publish content on your website? | Current publishing status shows whether you're starting from zero or auditing existing content, which changes how much time a strategy call needs to cover. |
| Do you have access to make changes to your website? | Access to make website changes determines whether a content strategy can actually be published, not just written, making this a practical go/no-go signal. |
| Which industries or topics should the content focus on? | Captures the detail in the client’s own words so you’re briefed before the first call. |
| Do you have prior keyword research or analytics data available? | Knowing whether a prospect already has analytics or prior research shows how much foundational work is needed before a strategy can be drafted. |
| When would you like to start this content strategy? | Start timeline separates prospects ready to move now from those planning ahead, letting you prioritize calls with prospects who want to begin immediately. |
| Who will be responsible for creating or approving the content? | Knowing who approves content upfront (internal team, hired provider, or shared) sets expectations for how much of the production workload falls on you. |
How Cliont scores seo content strategy leads
Every answer is weighted automatically — no manual review required.
Value signals
- Increase organic traffic
- Generate leads or sales
- Build brand authority
- Not sure
- Have Access Make Changes: yes
- Within a month
Urgency signals
- Immediately
See the lead your team receives
Content Strategy 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 seo content strategy workflows
| Cliont capability | SEO Content Strategy application |
|---|---|
| Conditional scoring logic | Weights 'Generate leads or sales' and 'Increase organic traffic' higher than 'Not sure,' so commercially motivated prospects rise to the top of your CRM queue. |
| Access-gate flag | Automatically flags prospects who answer no to having website access so you know before scoping whether a build resolution is needed first. |
| Free-text capture | Passes the industries-or-topics response through to your CRM record verbatim, so you arrive at the strategy call with context instead of asking it live. |
| Timeline-based routing | Separates 'Immediately' starts from 'Planning ahead, no set date' responses so your calendar prioritizes prospects who are ready to move. |
Common seo content strategy lead scenarios
Ready-to-invest, no content yet
Prospect selects 'No content yet' for current publishing status, picks 'Generate leads or sales' as the goal, and wants to start immediately — a strong signal to prioritize a strategy call over a generic proposal.
Access-blocked prospect
Prospect answers no to having website access, which limits what a content strategy can realistically deliver until that access is resolved — the intake flags this before a proposal gets drafted.
Brand authority builder
Prospect already publishes occasionally and lists 'Build brand authority' as the goal with shared content-approval responsibility, pointing to a slower-paced engagement than a lead-generation-driven request.
Data-rich, ready now
Prospect confirms they already have prior analytics or research available, has website access, and wants to start immediately — enough foundation to scope a strategy call without a discovery-heavy first meeting.
Undecided on direction
Prospect selects 'Not sure' for their main goal and 'Planning ahead, no set date' for timing, signaling they need education before they're ready to commit to a strategy call.
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 search engine optimization intake templates
SEO Content Strategy lead-intake FAQs
Why does the intake ask whether the prospect has access to make changes to their website?
Content strategy work usually requires publishing changes, so this field flags prospects who lack access and would need that resolved before any strategy can be executed.
How does the intake handle prospects with no content published yet?
The current publishing status field (regularly, occasionally, or no content yet) tells you whether you're building a program from scratch or refining an existing one, which changes what a strategy call needs to cover.
What does the free-text industry or topic field capture?
Prospects describe the industries or topics their content should focus on in their own words, giving you context on subject matter and scope before you ever get on a call.
Why does the intake ask about prior research or analytics data?
Knowing whether a prospect already has research or analytics findings shows how much foundational work your team will need to do before drafting a strategy, rather than starting from zero.
How does the intake score different content goals?
Goals tied to lead generation or organic traffic carry more weight than 'not sure,' so leads with a clear commercial objective surface higher in your CRM.
Does the intake ask who will actually create or approve content?
Yes — the responsibility field (internal team, hired provider, or shared) tells you upfront whether you'll be producing content, reviewing client drafts, or splitting the work.
Turn seo content strategy visitors into qualified clients
Give every seo content strategy visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.