See door count and wiring status before the survey
Ask property owners how many doors need card access, whether wiring already exists, and how soon they want the work done, so you know the scope before you schedule a site survey.
Preview your card access system intake
Explore 6 questions from the Card Access System template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified card access system lead should tell you
Installation, upgrade, or repair of card-based access control systems that let approved personnel badge into specific doors or entry points, in place of keys or codes.
- Property This
- Card Access System
- Many Doors Or Entry
- There Existing Wiring Or
- Property Owner Or Authorized
- Soon Want This Work
The questions your team needs answered
Every card access system intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property is this for? | Segments the lead so you can route, price, and prioritize it correctly. |
| What do you need for the card access system? | The project-type answer separates new installs and upgrades, which usually carry more scope, from repair or troubleshooting calls, which are often quicker fixes. |
| How many doors or entry points need card access? | Segments the lead so you can route, price, and prioritize it correctly. |
| Is there existing wiring or infrastructure at the entry points? | Knowing whether wiring already exists lets you estimate labor and materials before committing to a site visit. |
| Are you the property owner or an authorized decision-maker for this project? | Confirming the respondent has authority to approve the project avoids surveying a site where the real decision-maker hasn't been reached. |
| How soon do you want this work completed? | Timeline signals whether the request is ready to move now or is still in the exploration stage, which changes how quickly you should follow up. |
How Cliont scores card access system leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- New installation
- Upgrade or expansion
- Repair or troubleshooting
- Not sure
- Property Owner Or Authorized: yes
- Within a month
Urgency signals
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Card Access System Lead
From first click to qualified lead
Follow homeowners and property managers 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 job
Smart questions adapt to their job and capture the full scope.
They add photos
Damage photos and details come attached, so you assess before you drive out.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for card access system workflows
| Cliont capability | Card Access System application |
|---|---|
| Weighted lead scoring | Combines project type, decision-making authority, and timeline answers into a single score so new installs from authorized owners with immediate need rise to the top of your queue. |
| Guided qualification form | Walks property owners through property type, door count, and existing wiring before they ever speak with your team, so a survey visit isn't scheduled blind. |
| CRM routing | Sends scored card access leads, along with their door count and wiring answers, straight into your CRM so your team can prep for the survey instead of re-asking basic scope questions. |
| Lead segmentation by scope | Separates new installation, upgrade or expansion, and repair requests so you can staff or quote the site survey differently depending on job type. |
Example card access system lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
New office needs full installation
A business owner with no existing wiring wants card access on 3-5 doors installed immediately, flagging strong scope and urgency for a survey.
School expanding an existing system
A managed property or school already has wiring in place and wants an upgrade or expansion across 6+ entry points, a higher-scope job worth prioritizing.
Owner troubleshooting a failed reader
A property owner reports a repair or troubleshooting need on 1-2 doors with existing infrastructure, a smaller but still qualified service call.
Tenant inquiring without authority
Someone fills out the form but is not the property owner or authorized decision-maker, a signal to confirm authority before committing a survey slot.
Early-stage exploration, no urgency
A caller selects 'just exploring options' and 'not sure' on doors and wiring, useful to route as a lower-priority follow-up rather than an immediate survey.
Connect Cliont to your workflow
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Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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 access control intake templates
Card Access System lead-intake FAQs
How does the intake handle a lead who doesn't know their door count?
The door count question includes a 'Not sure' option, so those leads still get captured and routed, but you can see at a glance which enquiries need a scoping call before a site survey is worth scheduling.
Can the form tell me if existing wiring is already in place?
Yes, the intake asks directly whether there is existing wiring or infrastructure at the entry points, which helps you estimate labor before you commit to a visit.
Does the intake distinguish new installs from repairs?
Yes, the project-type question separates new installation, upgrade or expansion, and repair or troubleshooting, each weighted so you can see which enquiries carry the most scope at a glance.
What happens if the person filling out the form isn't the decision-maker?
The authorization question flags whether the respondent is the property owner or an authorized decision-maker, so leads without that authority score lower and you can confirm before booking a survey.
Is this intake also used for gate or keypad access requests?
No, this catalog is specific to card access systems; gate access control and keypad access system leads run through their own separate intake and scoring.
How does timeline affect lead priority?
The 'how soon' question weights immediate need highest, followed by within a month, a few months, and just exploring, so urgent card access requests surface above browsing enquiries.
Turn card access system visitors into qualified jobs
Give every card access system visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.