Know which ecommerce leads are worth a strategy call
Each enquiry captures whether it's a new build or an existing site needing a store, how many products they're selling, and their target launch date, with product photos and descriptions collected upfront so you know what you're quoting before you write anything.
The exact intake your ecommerce website leads complete
This is the real 8-question guided intake for Ecommerce Website — the same flow your customers finish before you ever pick up the phone.
What a qualified ecommerce website lead should tell you
Design or rebuild of a website with an online store, sized to how many products the client plans to sell, what type of products they're selling, and whether payment processing is already set up.
- 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
The questions your team needs answered
Every ecommerce website intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently have an existing website that needs an online store added or rebuilt? | A rebuild of an existing store usually involves data migration and legacy cleanup, which changes the scope compared to a greenfield build. |
| About how many products or services will you sell on the site? | Product catalog size is directly weighted into the score because more products signal a more complex build and higher platform requirements. |
| Do you already have a way to accept online payments, such as a payment processor account? | Confirming a payment processor is already in place removes a setup step from the project and clarifies what's actually left to build. |
| Which best describes what you plan to sell? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you the person who can approve the site's design, content, and budget? | This answer carries real weight because a lead who can approve design, content, and budget moves toward a proposal far faster than someone who can't. |
| When would you like the ecommerce website to launch? | Launch timeline is weighted so leads wanting to go live soon are prioritized over ones who are still just exploring options. |
| Do you have existing product photos and descriptions ready to use? | Asset readiness tells you how much content work has to happen before the site can actually launch. |
| Do you need the site to integrate with existing inventory, shipping, or accounting systems? | Integration needs with inventory, shipping, or accounting systems add development scope that should be priced into the proposal from the start. |
How Cliont scores ecommerce website leads
Every answer is weighted automatically — no manual review required.
Value signals
- Under 20
- 20 to 100
- Over 100
- Person Who Can Approve: yes
- As soon as possible
- 1 to 3 months
Disqualifiers
- Not sure yet
See the lead your team receives
Ecommerce Website 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 ecommerce website workflows
| Cliont capability | Ecommerce Website application |
|---|---|
| Weighted lead scoring | Product count and launch timeline answers carry real weight, so a lead with over 100 products launching immediately scores higher than a browser who isn't sure how many products they'll sell. |
| File and asset intake | Clients report whether product photos and descriptions are ready, partially ready, or missing, so scope and content timelines are visible before you draft anything. |
| Decision-maker flag | The approver question is weighted directly into the score, so leads without budget authority are tagged before they reach your CRM as a proposal-ready contact. |
| Build-type routing | Whether a lead needs a new store, an added store, or a rebuild is captured on question one, so you can route rebuild enquiries differently from greenfield builds. |
Common ecommerce website lead scenarios
Large catalog, fast launch
A client selling over 100 physical products wants to launch as soon as possible and can approve budget directly, so the intake flags it as high priority for a same-week strategy call.
Existing store needs a rebuild
A client already has a store but it needs rebuilding, and they also want it connected to inventory, shipping, or accounting systems, which changes the scope of the proposal before you write it.
Early-stage explorer
A visitor with no website yet, unsure of product count, and a timeline of 'just exploring options' still moves through the same intake but signals a longer sales cycle rather than an immediate build.
Services or bookings, not products
A client wants to sell services or bookings rather than physical goods, with product assets only partially ready, so the intake surfaces a different build type and content gap up front.
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 web design and development intake templates
Ecommerce Website lead-intake FAQs
How does the intake tell a new store build apart from a rebuild?
The intake asks upfront whether the client has no website, an existing site with no store, or an existing store that needs rebuilding, so you can see the starting point before you scope anything.
Does the intake check whether the client can already accept payments?
Yes, it asks directly whether they already have a payment processor account, which tells you if payment setup is a task on your project list or already handled.
How do I avoid writing a proposal for someone who can't approve it?
The intake asks whether the person filling it out can approve the site's design, content, and budget, and that answer is weighted into the lead score so non-approvers are visible before you invest time in a proposal.
What if a lead's product photos and descriptions aren't ready yet?
The intake captures whether assets are fully ready, partially ready, or not ready at all, so you can plan content work into the timeline instead of discovering the gap mid-project.
Does the intake ask about integrations with inventory or accounting systems?
Yes, it asks whether the site needs to integrate with existing inventory, shipping, or accounting systems, which flags additional development scope early.
How are leads who are 'just exploring options' handled differently?
Launch timeline is one of the weighted answers, so someone who selects 'just exploring options' scores lower than a lead wanting to launch as soon as possible, letting you prioritize your CRM accordingly.
Turn ecommerce website visitors into qualified clients
Give every ecommerce website visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.