Know which monitoring leads are worth site survey time
The intake asks whether a system is already installed, whether the requester is free of an existing monitoring contract, and who the decision-maker is, then collects equipment photos so your team can scope the job before booking a site survey.
The exact intake your security system monitoring leads complete
This is the real 7-question guided intake for Security System Monitoring — the same flow your customers finish before you ever pick up the phone.
What a qualified security system monitoring lead should tell you
Ongoing remote monitoring of an existing or planned alarm, camera, or sensor system, qualified by property type, current equipment, and whether the requester has authority and an open contract to move forward.
- Property Monitoring
- Already Have Security System
- Equipment Monitored
- Free Any Existing Contract
- Property Owner Or Authorized
- Soon Would Like Monitoring
- Monitoring Coverage 24 Hours
The questions your team needs answered
Every security system monitoring intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property needs monitoring? | Property type shapes which site survey checklist and equipment assumptions your team prepares before visiting. |
| Do you already have a security system installed at the property? | A property with a system already installed needs a monitoring transition rather than a full build-out, which changes both the score and the survey scope. |
| What equipment do you need monitored? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you free of any existing contract with another monitoring provider? | A lead still under contract with another provider can't switch monitoring immediately, so this question carries near-top weight to prevent premature site surveys. |
| Are you the property owner or the authorized decision maker for this service? | This is the highest-weighted question in the catalog because a monitoring agreement can only be signed by the property owner or an authorized decision maker. |
| How soon would you like monitoring service to start? | An 'Immediately' answer is the only urgency signal in this catalog and should move the lead ahead of 'Within a month' or 'Just planning ahead' submissions. |
| Do you need monitoring coverage 24 hours a day? | Separates real opportunities from leads that aren’t a fit yet. |
How Cliont scores security system monitoring leads
Every answer is weighted automatically — no manual review required.
Value signals
- Already Have Security System: yes
- Free Any Existing Contract: yes
- Property Owner Or Authorized: yes
Urgency signals
- Immediately
See the lead your team receives
Security System Monitoring 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 security system monitoring workflows
| Cliont capability | Security System Monitoring application |
|---|---|
| Weighted scoring | Existing system, contract-free status, and decision-maker authority carry the heaviest weights, so leads missing all three are visibly lower priority before your team calls. |
| Conditional branching by property type | A 'School' or 'Facility or warehouse' answer on the property-type question routes the lead with different context than 'Business', so a site survey can be prepped for the right kind of site. |
| Multi-select equipment capture | The equipment question captures alarm, camera, access control, and fire/smoke sensor needs in one field, giving technicians a starting equipment list before they arrive. |
| Urgency flagging | Leads answering 'Immediately' on start timing are flagged for faster follow-up ahead of 'Within a month' or 'Just planning ahead' submissions. |
Common security system monitoring lead scenarios
Installed system, ready now
Property already has an alarm or camera system, the requester is contract-free with another provider, and start timing is 'Immediately' — this combination pushes the lead to the top of the queue.
Locked into current contract
An existing system is in place but the requester is still under contract with another monitoring provider, which lowers the score without disqualifying the lead so your team can follow up closer to the contract end date.
Inquiry from a non-decision-maker
Someone other than the property owner or authorized decision maker submits the request, which scores lower on that question and flags the lead for a confirmation step before a survey is scheduled.
No system yet, planning ahead
A warehouse or multi-property account selects 'Not sure' on equipment and 'Just planning ahead' on timing, giving your team a lower-urgency lead that still needs equipment and access-control details worked out.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
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 commercial security intake templates
Security System Monitoring lead-intake FAQs
Why does the intake ask if the property is free of an existing monitoring contract?
It's one of the three highest-weighted questions in this intake because a property still locked into another provider's contract can't switch immediately, even if everything else about the lead looks strong. Your team sees this flagged before booking a site survey.
Does selecting 'Not sure' on the equipment question hurt the lead's score?
No — the equipment question (alarm, cameras, access control, fire/smoke sensors, or 'Not sure') is used to route information to your technicians, not to score fit. A 'Not sure' answer just means the site survey will need to confirm equipment on-site.
How does the intake handle leads where the requester isn't the property owner?
The decision-maker question carries the highest weight in the catalog, so a 'no' answer lowers the overall score even if the rest of the answers look strong. That way you can decide whether to follow up directly with the requester or ask them to loop in the owner.
Why is the 24-hour coverage question included if it doesn't affect scoring?
It has no weight attached because it's a scoping detail, not a qualification factor — it tells your team what kind of monitoring plan to quote once the lead is already qualified on the other fields.
Can this intake also capture leads for related services like alarm systems or video surveillance?
This page is scoped to Security System Monitoring specifically. If you also sell installation work, the sibling Commercial Alarm System and Commercial Video Surveillance intakes in the same category capture those separately.
Turn security system monitoring visitors into qualified jobs
Give every security system monitoring visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.