Know which executive protection leads are worth site survey time
Every inquiry captures who needs protection, whether there's a known threat, and how soon coverage must begin — plus authorization proof — before it reaches your team as a scored, CRM-ready lead.
The exact intake your executive protection leads complete
This is the real 7-question guided intake for Executive Protection — the same flow your customers finish before you ever pick up the phone.
What a qualified executive protection lead should tell you
Dedicated protective agents assigned to an individual executive, family, delegation, or public figure across their residence, workplace, travel, or public appearances, scoped by the specific threat level and coverage type required.
- Protection
- There Specific Known Threat
- Coverage
- Soon Protection Services Begin
- Authorized Arrange Security Services
- Locations Or Settings Will
- Protection Agents Be Armed
The questions your team needs answered
Every executive protection intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who needs protection? | Segments the lead so you can route, price, and prioritize it correctly. |
| Is there a specific known threat or concern prompting this request? | A confirmed, specific threat signals real risk rather than precautionary interest, so it carries a higher weight than a general 'no known threat' answer. |
| What type of coverage do you need? | Ongoing daily protection scores highest because it represents a recurring, higher-value engagement compared with a single event or short travel window. |
| How soon do you need protection services to begin? | An immediate start date pushes the lead ahead of requests still planning without a set timeline, since it signals a real, near-term staffing need. |
| Are you authorized to arrange security services for the protected person or organization? | A 'no' here drops the score sharply because someone unauthorized to arrange protection for the principal can stall or derail the engagement before a survey is ever booked. |
| Which locations or settings will require coverage? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do protection agents need to be armed? | The armed-versus-unarmed answer determines which staffing pool the request needs, so it's used to route the lead correctly rather than to adjust its score. |
How Cliont scores executive protection leads
Every answer is weighted automatically — no manual review required.
Value signals
- There Specific Known Threat: yes
- Ongoing daily protection
- Travel-based protection
- Single event or occasion
- Not sure
- Within a week
Urgency signals
- Immediately
See the lead your team receives
Executive Protection 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 executive protection workflows
| Cliont capability | Executive Protection application |
|---|---|
| Weighted lead scoring | Combines the known-threat answer and the immediacy of the requested start date so leads with a confirmed threat and an urgent timeline surface above exploratory, no-date inquiries. |
| Conditional document requests | Triggers a request for authorization proof specifically when the intake needs to confirm the person submitting the form can legally arrange protection for the principal. |
| Multi-select location capture | Lets the intake record every setting requiring coverage — residence, workplace, travel, public appearances — in one submission rather than forcing a single-location assumption. |
| Automatic CRM routing | Sends the armed-versus-unarmed preference along with the lead so dispatch can match the request to the right staffing category before the site survey is booked. |
Common executive protection lead scenarios
Known threat, immediate start
A caller reports a specific threat and needs ongoing daily protection starting right away. The intake weights the known-threat answer and immediate timeframe together, pushing this to the top of the queue.
Traveling delegation coverage
A company is arranging protection for a delegation moving between transit, hotels, and public events. The multi-select location question captures every setting the detail needs to cover, distinct from a single-site request.
Single event for a public figure
A public figure needs coverage for one appearance rather than ongoing protection. The coverage-type answer signals a lower recurring value than daily protection, so it can be prioritized differently from long-term engagements.
Inquiry from an unauthorized contact
An assistant or relative fills out the form but can't confirm they're authorized to arrange services for the protected person. That answer carries a steep weight drop, flagging the lead for verification before a survey is scheduled.
Exploratory, no set date
Someone is researching protection options with no known threat and no firm start date. The lower weighting on this timing answer keeps it distinguishable from active, time-sensitive requests.
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 security guard services intake templates
Executive Protection lead-intake FAQs
How does the intake handle someone who isn't authorized to arrange protection for the principal?
The authorization question carries a much lower weight on a 'no' answer, so those leads score lower and can be routed for verification before your team commits time to a survey.
Can the intake tell a travel-based detail apart from a single-event request?
Yes — the coverage-type question separates ongoing daily protection, travel-based protection, and single-event coverage, each carrying a different weight, so your team can see at a glance which type of engagement is being requested.
What if there's no specific threat, just general risk awareness?
The known-threat question still qualifies a 'no' response, just at a lower weight than a confirmed threat, so precautionary inquiries stay in the pipeline without being treated as urgent.
Does the intake capture whether agents need to be armed?
Yes — a dedicated question asks whether armed coverage is required, preferred unarmed, or undecided, so you know before the survey whether this request needs to route toward armed staffing versus your unarmed or concierge offerings.
How is an executive protection lead different from an event security inquiry in your system?
Executive protection intake centers on who needs personal protection and their locations of residence, work, and travel, while event security requests are scoped separately — a single-event coverage answer here still ties back to protecting a person, not securing a venue.
What documentation does the intake collect before a lead reaches our CRM?
It can collect proof of authorization to arrange services and any documentation of a known threat, so your team has verification on hand before scheduling a site survey.
Turn executive protection visitors into qualified jobs
Give every executive protection visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.