Turn content production enquiries into strategy-call-ready leads
See what content type, platform mix, and delivery frequency a prospect actually needs before you draft anything, and collect their brand assets or reference content so you know who can approve the work before the call.
The exact intake your social media content production leads complete
This is the real 6-question guided intake for Social Media Content Production — the same flow your customers finish before you ever pick up the phone.
What a qualified social media content production lead should tell you
Recurring or one-off creation of photos, graphics, short-form video, or long-form video for a client's social accounts, scoped by content type, platform mix, and delivery cadence before a proposal is written.
- Content Produced
- Often New Content Delivered
- Platforms Content Intended
- Already Have Brand Style
- Content Be Filmed Or
- Have Authority Approve Content
The questions your team needs answered
Every social media content production intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of content do you need produced? | Short-form and long-form video carry the highest weights, so requests centered on video production surface as more valuable leads than simple photo or graphic requests. |
| How often do you need new content delivered? | Delivery frequency separates one-time project requests from retainer-shaped weekly or monthly work, which changes how you scope and price the proposal. |
| Which platforms is the content intended for? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you already have a brand style guide or visual brand assets? | Whether brand assets already exist determines if the engagement needs upfront brand groundwork before any content can go into production. |
| Will content be filmed or photographed on-site, or do you need it created remotely? | On-site versus remote production changes the logistics, crew, and cost structure you'd need to quote in the proposal. |
| Do you have the authority to approve content and provide final sign-off? | Confirming sign-off authority upfront prevents you from writing a proposal for someone who can't actually approve the work. |
How Cliont scores social media content production leads
Every answer is weighted automatically — no manual review required.
Value signals
- Photos
- Short videos/reels
- Graphics/designed posts
- Long-form video
- Not sure
- Already Have Brand Style: yes
See the lead your team receives
Social Media Content Production 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 social media content production workflows
| Cliont capability | Social Media Content Production application |
|---|---|
| Weighted lead scoring | Higher weights on short-form video and long-form video content types push production-heavy requests to the top of your queue ahead of simpler photo or graphic requests. |
| Conditional flagging | A "no" answer on sign-off authority flags the lead so you confirm the real approver before drafting a proposal, instead of writing one for a submitter who can't greenlight the work. |
| CRM routing | Leads that specify weekly or monthly delivery cadence route to your CRM tagged as retainer-shaped, separate from one-time project requests. |
| Media collection widget | Collects brand style guide files or reference content upfront, so you're not chasing assets after the strategy call is already booked. |
Common social media content production lead scenarios
Weekly reel retainer inquiry
A client wants ongoing short-form video across Instagram and TikTok and already has brand assets ready to share, which the intake flags as a higher-value, retainer-shaped lead.
One-off shoot, format undecided
A prospect needs a single project but selects "Not sure" for content type, so the intake still captures platform and frequency answers before a discovery call fills in the gaps.
No brand guide yet
The client answers no to having brand style guide or visual assets, signaling the proposal needs to account for brand groundwork before content production can start.
Approver isn't on the call
The person submitting the request answers no to having final sign-off authority, which flags the lead so you confirm who actually approves content before writing a proposal that never lands.
On-site filming across platforms
A prospect needs long-form YouTube video filmed on location plus supporting graphics for Instagram and LinkedIn, giving the intake a broader content mix and logistics scope to price accordingly.
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
Social Media Content Production lead-intake FAQs
How does the intake handle a client who isn't sure what type of content they need?
The content type question includes a "Not sure" option so the lead still moves forward with platform and frequency answers captured, rather than stalling the form or getting discarded as unqualified.
Does the form separate one-time projects from ongoing content retainers?
Yes — the delivery frequency question captures whether the request is a one-time project, weekly, monthly, or ongoing with no set cadence, so retainer-shaped leads are visible before you scope a proposal.
What happens if a client doesn't have a brand style guide yet?
The intake records that directly, so you know upfront whether the engagement needs brand asset development before content production, instead of finding out mid-project.
Can the intake tell me whether the person filling it out can actually approve the content?
Yes — the sign-off authority question is captured separately, so you can see if the submitter has approval power before spending time writing a proposal that never lands with the real decision-maker.
Does the intake account for on-site filming versus remote production?
Yes — one question asks whether content will be filmed or photographed on-site, created remotely, or either works, which affects how you scope logistics and pricing.
How does the intake handle requests that span multiple platforms?
The platform question is multi-select, so a lead asking for content across Instagram, TikTok, and LinkedIn simultaneously is captured as one request rather than three separate submissions.
Turn social media content production visitors into qualified clients
Give every social media content production visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.