Community management intake that asks what your team actually needs to
Ask which platforms need coverage, how often responses should be monitored, and who has authority to approve messaging — then collect current brand guidelines before a strategy call ever gets booked.
The exact intake your community management leads complete
This is the real 7-question guided intake for Community Management — the same flow your customers finish before you ever pick up the phone.
What a qualified community management lead should tell you
Ongoing monitoring, moderation, and response to comments, messages, and engagement across a client's social platforms, distinct from posting or content creation itself.
- Social Media Platforms Community
- Already Have Active Social
- Main Goal Community Management
- Often Engagement And Responses
- Has Authority Approve Responses
- Soon Would Like Community
- Have Existing Brand Guidelines
The questions your team needs answered
Every community management intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which social media platforms need community management? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you already have active social media accounts set up? | Whether accounts are already active determines if the engagement is an ongoing management service or a setup-plus-management project with a different scope and price. |
| What is your main goal for community management? | Segments the lead so you can route, price, and prioritize it correctly. |
| How often do you need engagement and responses monitored? | Requested monitoring frequency shapes staffing and pricing, since daily monitoring is a materially different commitment than weekly check-ins. |
| Who currently has authority to approve responses and content on your accounts? | The approval-authority answer is directly weighted, since who signs off on responses affects both how fast the engagement can move and how likely it is to close. |
| How soon would you like community management to begin? | Wanting to start immediately, paired with already-active accounts, is one of the strongest urgency signals for prioritizing outreach. |
| Do you have existing brand guidelines or approved messaging for responses? | Knowing whether approved brand guidelines exist tells you how much onboarding work happens before response management can actually start. |
How Cliont scores community management leads
Every answer is weighted automatically — no manual review required.
Value signals
- Already Have Active Social: yes
- Myself, the account owner
- Our internal marketing team
- An outside agency we already work with
- Not yet determined
Urgency signals
- Already Have Active Social
- Immediately
See the lead your team receives
Community 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 community management workflows
| Cliont capability | Community Management application |
|---|---|
| Weighted single-choice scoring | Who currently holds approval authority — owner, internal team, outside agency, or undetermined — is weighted directly, so leads with clear internal sign-off surface above ones still figuring out their approval chain. |
| Document collection before the call | Existing brand guidelines are requested up front, so your team walks into a strategy call already knowing whether tone and messaging standards exist or need to be built. |
| Urgency-aware routing | Leads who already have active accounts and want to start immediately are flagged separately from planning-stage inquiries, so fast-moving opportunities don't sit behind long-cycle ones in your CRM. |
| Multi-select platform capture | Platform scope is captured in one structured field instead of a free-text answer, so multi-platform requests are visible at a glance before you write a proposal that never lands. |
Common community management lead scenarios
Reputation crisis needs immediate coverage
A brand already has active accounts and wants monitoring to start immediately with protecting brand reputation as the stated goal — the intake flags this combination for fast follow-up rather than a standard queue.
New brand, no accounts live yet
The lead selects that accounts aren't set up and is only planning ahead with no set date, signaling a setup-and-launch project rather than an ongoing management engagement ready for a strategy call today.
Internal marketing team already in place
Approval authority sits with an internal marketing team across several platforms with daily monitoring requested — a higher-weighted, higher-clarity lead that's easier to scope on a first call.
Already retains an outside agency
The lead names an outside agency as the current approver, a lower-weighted signal that often means they're shopping comparisons rather than ready to switch, so the intake routes it for a lighter-touch follow-up.
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 social media marketing intake templates
Community Management lead-intake FAQs
How does the intake tell a strategy-call-ready lead apart from one that needs more information first?
Scoring weights who currently has approval authority to sign off on responses — an account owner or internal marketing team scores higher than 'not yet determined,' which usually means more internal alignment is needed before a proposal makes sense.
Does the intake ask about each platform separately?
No — platforms are captured as a single multi-select question, so a lead needing Instagram, LinkedIn, and TikTok coverage is captured in one answer instead of three separate ones.
What happens if a lead already works with another agency?
That answer carries a lower weight in the approval-authority question, since leads already routed through an outside agency are often further from a decision, and Cliont surfaces this so you can adjust your follow-up accordingly.
Can the intake collect existing brand guidelines before the first call?
Yes — the intake asks whether approved brand guidelines or messaging already exist, so you know before the call whether you're working from an established voice or building one from scratch.
How does the intake distinguish urgent leads from ones planning ahead?
Wanting to begin immediately, combined with already having active accounts, is treated as an urgency signal, while 'planning ahead, no set date' is scored to reflect a longer sales cycle.
What if the client isn't sure what they want community management to accomplish?
The main-goal question includes a 'Not sure' option, which is a legitimate answer path — it flags the lead as one that needs a discovery-style conversation rather than a scoped proposal.
Turn community management visitors into qualified clients
Give every community management visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.