Know which WordPress projects are worth a strategy call
Ask visitors whether they need a new build, redesign, or ongoing WordPress fixes, capture their timeline and hosting access, and collect brand or content files before they land on your calendar.
The exact intake your wordpress development leads complete
This is the real 7-question guided intake for WordPress Development — the same flow your customers finish before you ever pick up the phone.
What a qualified wordpress development lead should tell you
Building a new WordPress site, redesigning an existing one, adding custom functionality, or handling ongoing fixes and maintenance on a live WordPress install.
- Best Describes What Done
- Organization Already Have Wordpress
- Describes Approximate Scope Site
- Have Ability Access Or
- Soon Would Like Work
- Have Existing Branding, Content,
- Person Authorized Approve This
The questions your team needs answered
Every wordpress development intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes what you need done in WordPress? | The selected WordPress task sets the entire scope of the engagement, from a ground-up build to a quick fix, and drives how the rest of the intake is weighted. |
| Does your organization already have a WordPress site live? | Knowing whether a live WordPress site already exists tells you if this is greenfield work or a migration involving legacy content and structure. |
| Which describes the approximate scope of the site? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have the ability to access or grant admin access to your hosting and domain? | Admin access to hosting and domain is required before development can begin, so a 'no' signals extra onboarding steps rather than disqualifying the lead. |
| How soon would you like the work to begin? | Timeline separates leads ready to start now from those still browsing, letting you prioritize your strategy calls without treating early-stage leads as unqualified. |
| Do you have existing branding, content, or design materials ready to use? | Separates real opportunities from leads that aren’t a fit yet. |
| Are you the person authorized to approve this project and its decisions? | Confirming the respondent can approve the project protects against writing a proposal for someone who lacks the authority or budget to sign off. |
How Cliont scores wordpress development leads
Every answer is weighted automatically — no manual review required.
Value signals
- Build a new site from scratch
- Redesign or rebuild an existing site
- Add features or custom functionality
- Fix issues or ongoing maintenance
- Have Ability Access Or: yes
- Within a month
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
WordPress Development 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 wordpress development workflows
| Cliont capability | WordPress Development application |
|---|---|
| Conditional branching | The project-type answer (new build, redesign, feature add, or fix) determines which follow-up questions about scope and hosting access actually get asked. |
| Weighted lead scoring | Hosting/domain access and decision-maker authorization carry explicit weights, so a lead with no admin access or an unauthorized respondent scores lower even if the project type is high-value. |
| CRM routing | Qualified WordPress leads arrive in your CRM already tagged with project type, scope, and timeline, so you can prioritize proposal writing without a discovery call to fill in the basics. |
| Document collection | The intake collects brand and content materials upfront when the respondent confirms they're ready to use, cutting down on back-and-forth before the strategy call. |
Common wordpress development lead scenarios
New build, ready to start now
Lead wants a site built from scratch, has hosting access, and wants work to begin immediately — the intake flags this as a high-priority, decision-maker-approved request.
Redesign, still comparing options
Existing site is live but the visitor is only exploring options and can't yet confirm hosting access, so the intake routes it for a lighter follow-up rather than a full proposal.
E-commerce build without hosting access
Scope includes online store functionality but the respondent doesn't yet control hosting or domain — the intake surfaces that gap so you know to secure access before quoting.
Small fix, materials already ready
Request is a maintenance or bug fix on a small existing site, with branding and content already on hand, signaling a quick-turnaround job rather than a full design engagement.
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
WordPress Development lead-intake FAQs
How does the intake tell a new build apart from a maintenance request?
The first question asks the visitor to describe what they need done in WordPress, with options ranging from a new build to redesign, custom features, or fixes — that single answer sets the project type and weight for the rest of the lead.
What happens if a lead doesn't have hosting or domain access yet?
The intake asks directly whether they can access or grant admin access to hosting and domain. A 'no' answer still gets delivered to your CRM, but it's scored lower so you know to budget extra onboarding time before development can start.
Can the intake confirm the person filling it out can actually approve the project?
Yes — one question asks if the respondent is authorized to approve the project and its decisions, so you can see at a glance whether you're talking to the decision-maker or someone gathering information for someone else.
Does the intake distinguish a brochure site from an e-commerce or membership build?
It asks the visitor to select the approximate scope of the site, including options for online store functionality or membership, donation, and portal features, so store or portal requests are flagged before you scope a proposal.
What if someone says they're 'just exploring options' on timeline?
That's one of the four timeline choices in the catalog, alongside immediately, within a month, and in a few months — it's carried through as lower urgency rather than treated as unqualified, so you can still follow up at the right pace.
What if the lead doesn't have branding or content ready?
The intake asks whether existing branding, content, or design materials are ready to use, which tells you upfront how much of the engagement will involve content and design work versus pure development.
Turn wordpress development visitors into qualified clients
Give every wordpress development visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.