Know which master key jobs are worth a site survey
Cliont asks each enquiry about property type, door count, and whether different groups need different access levels, then collects a floor plan or door schedule before you commit to a site survey.
The exact intake your master key system leads complete
This is the real 7-question guided intake for Master Key System — the same flow your customers finish before you ever pick up the phone.
What a qualified master key system lead should tell you
Design and installation of a hierarchical keying system so different groups of people can access different doors within the same property using individually cut keys and a master override, typically scoped by property type, door count, and whether it is a new build-out or an upgrade to an existing system.
- Property Master Key System
- Many Doors Or Locks
- This New System Or
- Property Owner Or Authorized
- Current Locks Be Replaced,
- Soon Want Master Key
- Different Access Levels Different
The questions your team needs answered
Every master key system intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property needs the master key system? | Property type sets expectations for scale and compliance needs — a school or facility enquiry typically involves more doors and stakeholders than a home. |
| How many doors or locks need to be included in the system? | Door count is the primary driver of job size and is directly weighted in scoring, from small 2-10 door jobs up to Over 100 door facilities. |
| Is this a new system or an upgrade to an existing master key setup? | Knowing whether this is a new system or an upgrade tells your team whether they need to audit an existing keyway hierarchy before quoting. |
| Are you the property owner or an authorized decision-maker for this project? | The 9-versus-3 weighting on owner/decision-maker status flags leads that may need authorization confirmed before you commit a site survey. |
| Do the current locks need to be replaced, or should the new system reuse existing hardware? | Replace-versus-reuse hardware answers change both the cost and the technical scope your team needs to assess on-site. |
| How soon do you want the master key system installed? | Timeline separates leads ready to move now from ones still just exploring options, helping you prioritize which site surveys to book first. |
| Do you need different access levels for different groups of people? | Needing different access levels for different groups significantly increases keying complexity, which is why this answer carries a high weight. |
How Cliont scores master key system leads
Every answer is weighted automatically — no manual review required.
Value signals
- 2 to 10
- 11 to 30
- 31 to 100
- Over 100
- Not sure
- Property Owner Or Authorized: yes
Urgency signals
- Immediately
See the lead your team receives
Master Key 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 master key system workflows
| Cliont capability | Master Key System application |
|---|---|
| Weighted scoring | Door-count answers carry different weights (2-10 up through Over 100), so a 100-door facility upgrade automatically scores higher than a 6-door small business enquiry. |
| Decision-maker verification | The owner/authorized-decision-maker question is weighted at 9 for yes versus 3 for no, letting you separate leads ready for a site survey from ones that need authorization confirmed first. |
| Conditional intake flow | Property type (home, business, school, facility, multi-unit) determines the framing of later questions, so a school enquiry and a home enquiry don't get treated identically. |
| Structured lead fields for CRM | New-vs-upgrade status and replace-vs-reuse hardware answers are captured as discrete fields your CRM can filter on, so your team can prioritize which surveys to book first. |
Common master key system lead scenarios
Small business, straightforward keying
An owner selects Business with 2 to 10 doors, confirms they're the authorized decision-maker, and doesn't need tiered access — a small but qualified job that routes straight to your CRM.
Large facility upgrade with tiered access
A facility manager reports over 100 doors, an upgrade to an existing master key setup, and yes to needing different access levels for staff groups — the weighting on door count flags this as a high-value job worth the survey.
Uncertain scope, early research
A property owner picks Not sure for door count and hasn't decided on replace-vs-reuse hardware — the intake still scores and captures the lead, but signals it needs a scoping conversation before you schedule anything.
Non-owner enquiry
The person filling out the form answers no to being the property owner or authorized decision-maker — the lower weight on that answer flags the lead for authorization follow-up before you send anyone on-site.
Multi-unit property, mixed hardware
A multi-unit property selects Mix of both for replacing versus reusing existing hardware, which changes the scope of what your team needs to assess during the survey compared to a full lock replacement job.
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 locksmith services intake templates
Master Key System lead-intake FAQs
What happens if a lead doesn't know how many doors need to be keyed?
The intake includes a Not sure option alongside the numeric ranges, so those leads still get captured and scored rather than dropped, and you can follow up to nail down the exact count before the site survey.
Does the intake confirm the person requesting the project can actually authorize it?
Yes — it asks directly whether the requester is the property owner or an authorized decision-maker, and that answer carries a meaningfully different weight so you can spot leads that need authorization confirmed before you schedule a survey.
Can the intake tell me whether this is a new system or an upgrade to an existing one?
It asks that explicitly, along with whether existing hardware should be reused, replaced, or mixed — both answers shape the scope of the site visit and the quote you'll eventually prepare.
How does the intake handle jobs that need different access levels for different groups?
A dedicated yes/no question captures whether tiered access is required, which affects how complex the keying hierarchy will be and is factored into the lead's score.
Does this intake work for schools and multi-unit properties, not just single businesses?
Yes — the property type question covers homes, businesses, schools, facilities, and multi-unit properties, so the same form adapts to whichever type of site is submitting the enquiry.
What if the lead is really a lock replacement or rekeying request instead of a full master key system?
If a lead's needs look closer to a straight Lock Replacement or Rekeying job rather than a tiered keying system, you'll see that from their answers and can route them to the right service instead of a full survey.
Turn master key system visitors into qualified jobs
Give every master key system visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.