See the target date and budget authority before you quote
Ask whether the client needs filming, editing, or both, confirm they can approve the budget, and pin down a target date before you build a proposal around it.
The exact intake your corporate video leads complete
This is the real 7-question guided intake for Corporate Video — the same flow your customers finish before you ever pick up the phone.
What a qualified corporate video lead should tell you
Professional video production for businesses covering brand stories, internal training, product promotion, and event recaps, scoped by purpose, footage needs, and target completion date.
- Main Purpose This Corporate
- Plan Use This Video
- Filming At Location, Or
- Have Target Date Finished
- Authorized Approve This Video
- Already Have Script Or
- About How Long Should
The questions your team needs answered
Every corporate video intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the main purpose of this corporate video? | Segments the lead so you can route, price, and prioritize it correctly. |
| Where do you plan to use this video? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you need filming at your location, or only editing of existing footage? | Knowing whether filming is needed at the client's location or only editing of existing footage changes the entire scope and cost of the job. |
| Do you have a target date for the finished video? | A tighter target date signals a project that's ready to move, so it carries more weight than an open-ended timeline. |
| Are you authorized to approve this video project and its budget? | Confirming budget approval authority filters out requests from people who would need to escalate before any proposal could actually close. |
| Do you already have a script or outline for the video? | Separates real opportunities from leads that aren’t a fit yet. |
| About how long should the finished video be? | Segments the lead so you can route, price, and prioritize it correctly. |
How Cliont scores corporate video leads
Every answer is weighted automatically — no manual review required.
Value signals
- Within 2 weeks
- Within 1 month
- Within 3 months
- No specific date
- Authorized Approve This Video: yes
Disqualifiers
- Not sure yet
See the lead your team receives
Corporate 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 corporate video workflows
| Cliont capability | Corporate Video application |
|---|---|
| Conditional branching | Selecting filming needed versus editing existing footage only changes what the intake asks next, so you don't collect location-shoot details for an edit-only job. |
| Lead scoring | Target date and budget approval authority drive the score, so a two-week deadline from an authorized approver ranks above a no-date enquiry from a non-decision-maker. |
| CRM routing | Corporate video enquiries land in your CRM tagged with purpose, placement, and runtime, so you can triage brand-story work separately from internal training requests. |
| Multi-choice capture | The placement question lets clients flag multiple destinations like website, social, and paid advertising in one submission, giving you the full distribution picture upfront. |
Common corporate video lead scenarios
Marketing manager, two-week deadline
Needs a brand overview video live within two weeks and confirms budget authority, so the intake flags this as a high-value, ready-to-quote lead.
HR lead requesting internal training video
Wants internal training content with no external distribution plans, which shapes scope and length very differently from a marketing piece.
Existing footage, editing only
Client already filmed an event and only needs editing, so the intake routes this as a lighter production job rather than a full shoot.
No target date, still exploring
Prospect selects no specific date and is unsure where the video will run, signaling an early-stage enquiry that needs nurturing before a proposal.
Requester lacks approval authority
The person filling out the form isn't authorized to approve the budget, which lowers priority until a decision-maker is identified.
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
Corporate Video lead-intake FAQs
How does the intake tell a real production job apart from a research enquiry?
The target date and budget authority questions do most of the work: a near-term date plus confirmed approval authority scores much higher than someone with no specific date who isn't authorized to sign off.
Can the form separate filming jobs from editing-only jobs?
Yes, the intake asks directly whether the client needs filming at their location, editing of existing footage, or both, so you know the production scope before you ever talk to them.
Does the intake capture how long the finished video needs to be?
Yes, clients select an approximate runtime ranging from short social clips to pieces over ten minutes, which helps you scope editing time before quoting.
What if the client isn't sure where the video will be used yet?
They can select multiple placements or mark themselves as not sure yet, and that uncertainty is passed through to your CRM so you can guide the conversation rather than guess.
Does the intake check if a script already exists?
Yes, the yes/no question on whether a script or outline exists helps you plan whether the project needs creative development time built into the proposal.
How is this different from the intake for Commercial Video?
Corporate Video intake is built around internal purposes like company overviews, training, and testimonials, while Commercial Video sits alongside it as a distinct sibling subservice with its own catalog for ad-focused work.
What happens to a lead who wants filming but has no fixed date?
It still reaches your CRM, scored lower on urgency than a two-week deadline lead, so you can decide whether to prioritize a proposal or follow up later.
Turn corporate video visitors into qualified clients
Give every corporate video visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.