Stop writing proposals that never land
Each intake captures the video's purpose, who holds budget approval, and the target delivery timeline, plus reference footage links, so you know which enquiries are ready for a strategy call.
The exact intake your commercial video leads complete
This is the real 7-question guided intake for Commercial Video — the same flow your customers finish before you ever pick up the phone.
What a qualified commercial video lead should tell you
Production of a promotional or advertising video for a business, built around a defined purpose such as product promotion, brand awareness, or a social ad, and a specific distribution platform.
- Main Purpose This Video
- Will This Video Primarily
- Already Have Script Or
- Have Authority Approve Budget
- Filming Location
- Finished Video Ready
- Talent, Actors, Or Spokespeople
The questions your team needs answered
Every commercial video intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the main purpose of this video? | The stated purpose reveals the project type and expected scope, since promotion, brand overview, and event coverage each carry different production demands. |
| Where will this video primarily be used? | The intended platform mix determines deliverable formats, length, and licensing needs that shape the proposal before the strategy call happens. |
| Do you already have a script or creative concept prepared? | Whether a script or concept already exists tells you if the strategy call starts at ideation or moves straight into production planning. |
| Do you have authority to approve the budget and final creative direction? | This is the highest-weighted question in the catalog, directly separating leads who can approve budget and creative direction from those still gathering information. |
| What filming location do you need? | Filming location drives crew size, permits, and travel cost, so knowing it early keeps the proposal accurate. |
| When do you need the finished video ready? | The timeline weights range from as soon as possible down to just exploring, letting you prioritize strategy calls with leads ready to move now. |
| Do you need talent, actors, or spokespeople to appear in the video? | Needing talent or spokespeople adds casting and budget complexity that changes how the proposal is scoped. |
How Cliont scores commercial video leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Authority Approve Budget: yes
- As soon as possible
- Within a month
- 1 to 3 months
- Just exploring options
See the lead your team receives
Commercial Video 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 commercial video workflows
| Cliont capability | Commercial Video application |
|---|---|
| Weighted scoring engine | Combines the budget-authority answer with the delivery timeline selection to rank strategy-call requests by how ready and decision-capable the lead is. |
| Multi-choice field capture | Records every intended platform for the video, from website to TV or streaming, so proposals can scope aspect ratio, length, and licensing before the call. |
| Conditional flagging | Flags leads that need talent, actors, or spokespeople so casting and budget conversations get scheduled into the strategy call instead of surprising you later. |
| CRM routing | Sends scored commercial video leads, including their stated purpose and filming location, directly into your CRM so your team opens the call already knowing project scope. |
Common commercial video lead scenarios
Approved budget, tight deadline
The lead confirms they can approve budget and creative direction and need the finished video as soon as possible, putting the enquiry at the top of the strategy-call queue.
Exploring options, no authority
A prospect marks that they don't hold budget approval and are just exploring options, signaling a longer nurture cycle rather than an immediate proposal.
Concept-ready brand video
The client already has a script or creative concept prepared for a brand awareness video, so the strategy call can skip early ideation and move straight to production planning.
Multi-location shoot with talent
The lead needs filming across multiple locations and requires actors or spokespeople, flagging a more complex proposal that needs casting and logistics discussed upfront.
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 video and photography intake templates
Commercial Video lead-intake FAQs
How does the intake tell if a lead actually has budget authority?
The intake asks directly whether the client can approve budget and final creative direction, and this answer carries the heaviest weight in the catalog, separating decision-makers from people just gathering quotes.
Can Cliont tell whether the client already has a script or concept ready?
Yes, the intake asks whether a script or creative concept is already prepared, which tells you if the engagement starts with a strategy call or moves straight into production scoping.
How is delivery timeline factored into the lead score?
Timeline options range from as soon as possible down to just exploring options, each carrying a different weight, so leads with tighter deadlines surface above ones still in the research phase.
What happens if the client isn't sure where they want to film?
The filming location question includes a not sure option, so those leads still get scored and routed, but your team knows a location discussion needs to happen on the strategy call.
Does the intake capture whether talent or actors are needed?
Yes, the intake asks whether the video needs talent, actors, or spokespeople, which flags added casting and budget conversations before you write a proposal.
Turn commercial video visitors into qualified clients
Give every commercial video visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.