By the Cliont product team
web design and development lead intake software for firms

Qualify more web design and development leads before the first call

A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their project, collects documents, and hands you a scored, qualified lead.

Video greetingGuided intakeDocument uploadInstant lead scoring
Live previewQuestion 1 of 8
Do you currently have an existing website that needs an online store added or rebuilt?
No website yet
Existing site, no store
Existing store needs rebuild

A custom intake for every web design and development project

Each one is a ready-to-embed smart survey tuned to the project — open any to try the exact experience your leads would complete.

Information you need before every web design and development project

  • Have Existing Website That
  • About How Many Products
  • Already Have Way Accept
  • Best Describes What Plan
  • Person Who Can Approve
  • Would Like Ecommerce Website
  • Have Existing Product Photos
  • Site Integrate With Existing
  • Best Describes What Done
  • Organization Already Have Wordpress

How web design and development lead scoring works

Value signals

  • Under 20
  • 20 to 100
  • Over 100
  • Person Who Can Approve: yes
  • As soon as possible
  • 1 to 3 months

Urgency signals

  • Immediately
  • Bug fixes or broken features
  • Website Experiencing Urgent Issue
  • Proactively improving inclusivity
  • Content download or opt-in

Your visitor has a real project. A contact form can’t hear it.

Prospects and clients arrive ready to explain the project. Give them a conversation instead of a dead form — and get exactly what you need to win it.

Basic contact form

Three empty fields and silence

  • No project details or scope
  • No documents or context
  • No way to tell a real lead from a tire-kicker
  • You chase; most never reply
Cliont intake

A guided conversation that converts

  • Full project scope in their own words
  • Relevant documents attached automatically
  • Every lead scored by value
  • High-intent leads flagged for you

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.

From template to routed lead

Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.

Choose the right intake

Start with the industry, service, and project template that matches the work you want to qualify.

Configure the experience

Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.

Connect it to your site

Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.

Route the qualified lead

Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.

Web Design and Development lead-intake FAQs

What does a web design and development intake collect?

Each web design and development template asks job-specific questions drawn from the selected service, then captures contact details and relevant documents. The resulting submission gives the team more context than a name-and-email contact form.

How are web design and development leads scored?

Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger web design and development opportunities without manually reviewing every raw submission first.

Can visitors try a web design and development intake on a phone?

Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.

Where can qualified web design and development leads be sent?

Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.

Simple, transparent pricing

Choose the plan that works for your business.

Most popular

Professional

Unlimited intake forms and leads for your growing business.

$397 / month
14-day free trial · Cancel anytime
  • 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
Try free for 14 days

Pay Per Lead

Only pay when you receive a qualified lead.

$47 / qualified lead
No setup fees · No monthly fees
  • 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
Get started

Browse every marketing and creative intake template

View all marketing and creative intake templates →

While they’re still using contact forms, you’re booking clients

Give every website visitor a guided, bilingual, qualifying intake — and turn your web design and development traffic into signed work.