Know which short-form video leads are worth a strategy call
Ask prospective clients about their content goals and platform mix, whether they need recurring videos or a one-time project, and collect any raw footage they already have before your team scopes the work.
The exact intake your short-form video content leads complete
This is the real 6-question guided intake for Short-Form Video Content — the same flow your customers finish before you ever pick up the phone.
What a qualified short-form video content lead should tell you
Production of short vertical videos for social platforms, either as an ongoing retainer or a one-time project, scoped by content goal, platform mix, footage readiness, and who holds budget authority.
- Main Goal Short-Form Video
- Platforms Post This Content
- Ongoing Recurring Videos Or
- Already Have Raw Footage
- Would Like This Content
- Person Who Can Approve
The questions your team needs answered
Every short-form video content intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the main goal for your short-form video content? | Lead generation and product promotion carry the highest weight, so those leads should be prioritized over vague brand-awareness or engagement enquiries. |
| Which platforms are you planning to post this content on? | Platform selection determines format, length, and captioning requirements, which directly affects how you scope and price the work. |
| Do you need ongoing recurring videos or a one-time project? | Ongoing recurring content scores highest since retainer work is more valuable to plan and staff for than a single project. |
| Do you already have raw footage or source material available? | Whether raw footage already exists changes the production timeline and cost, so it shapes how you scope the proposal before the call. |
| When would you like this content to launch? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you the person who can approve budget and final content decisions? | Confirming the respondent can approve budget filters out leads who'd need internal sign-off before any proposal can actually move forward. |
How Cliont scores short-form video content leads
Every answer is weighted automatically — no manual review required.
Value signals
- Brand awareness
- Lead generation
- Product or service promotion
- Community or audience engagement
- Not sure
- Ongoing recurring content
Disqualifiers
- Not sure yet
See the lead your team receives
Short-Form Video Content 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 short-form video content workflows
| Cliont capability | Short-Form Video Content application |
|---|---|
| Weighted lead scoring | Combines the recurring-vs-one-time answer with the content goal answer so retainer requests tied to lead generation or promotion surface above one-off, low-clarity enquiries. |
| File upload capture | Lets clients attach existing raw footage or brand assets during intake so you know what production actually starts from before the call. |
| Decision-maker flag | Uses the budget-approval yes/no answer to separate leads ready for a proposal from those who still need to loop in a decision-maker. |
| Multi-select platform capture | Records every platform (Instagram, TikTok, YouTube, Facebook) the client wants content for, so scoping and pricing reflect the real channel spread instead of a guess. |
Common short-form video content lead scenarios
Recurring retainer for lead generation
A client wants ongoing recurring content aimed at lead generation across TikTok and Instagram but has no footage yet, so the intake flags a higher-value retainer opportunity that still needs production planning.
One-time product launch video
A client needs a single video to promote a product launch and already has raw footage ready to hand off, which changes the scope and turnaround compared to a recurring engagement.
Brand awareness, still exploring
A lead selects brand awareness as the goal but marks platforms and timeline as 'not sure,' so the intake still captures useful context without overstating readiness to buy.
Enthusiastic but not the approver
A marketing coordinator fills out the form with strong goals and platform detail but confirms they can't approve budget, signaling the proposal will need a second contact before it can move.
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
Short-Form Video Content lead-intake FAQs
Can the intake tell me if a lead wants a retainer or a one-off video?
Yes, the intake asks directly whether the client wants ongoing recurring content or a one-time project, and recurring requests are weighted higher since retainers are more valuable to plan around.
Will I know which platforms a lead needs content for before I quote?
The intake collects platform selections (Instagram, TikTok, YouTube, Facebook, or unsure) so you can scope aspect ratios, length, and captioning needs before writing a proposal.
Does the form check whether the client already has raw footage?
Yes, a yes/no question captures whether raw footage or source material already exists, which materially changes your production timeline and cost estimate.
How do I avoid pitching someone who can't actually approve the budget?
The intake asks the respondent directly whether they can approve budget and final content decisions, and a 'no' answer scores lower so you can chase the right contact before drafting a proposal.
What happens if a lead is unsure of their content goal?
'Not sure' is still a valid, scoreable answer on the goal question, so those leads reach your CRM with lower confidence context rather than being dropped from the pipeline.
What if a lead actually needs full content production or a strategy engagement instead?
This intake is scoped to short-form video specifically; leads whose answers suggest broader needs are still captured here, and you can route them toward related pages like Social Media Content Production or Social Media Strategy.
Turn short-form video content visitors into qualified clients
Give every short-form video content visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.