Qualify more workplace safety leads before the first call
A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their job, collects photos, and hands you a scored, qualified lead.
A custom intake for every workplace safety job
Each one is a ready-to-embed smart survey tuned to the job — open any to try the exact experience your leads would complete.
Workplace Safety Assessment
A professional review of a workplace to identify hazards, compliance gaps, and safety improvements for employees and visitors.
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Ergonomic Assessment
A professional review of workstations and tasks to identify posture, equipment, or setup issues that may cause strain or discomfort.
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OSHA Training
Training programs that help organizations meet OSHA workplace safety standards through instruction on hazard recognition and compliance requirements.
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Incident Investigation
Professional investigation of a workplace incident to determine causes, gather evidence, and document findings for reporting or prevention purposes.
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Safety Program Development
Creation of a formal workplace safety program, including policies, procedures, and training plans tailored to a facility's operations.
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Emergency Action Plan
Development of a written emergency action plan outlining evacuation procedures, roles, and emergency contacts for a workplace or facility.
Preview intake →Information you need before every workplace safety job
- Property Safety Assessment
- Main Reason Want This
- Have Authority Approve This
- How Many People Regularly
- Areas Concern Should Assessment
- Soon Assessment Completed
- Setting Ergonomic Assessment
- Many Workstations Or Work
- Anyone Reported Discomfort Or
- Have Authority Approve Changes
How workplace safety lead scoring works
Value signals
- Routine or preventive checkup
- Recent incident or near-miss occurred
- Regulatory or insurance requirement
- New or renovated facility
- Employee or visitor complaint
- Have Authority Approve This: yes
Urgency signals
- Emergency response procedures
- Proactive planning
- Emergency response
- Immediately
- This Location Lack Written
- Severe weather
Your visitor has a real job. A contact form can’t hear it.
Homeowners and property managers arrive ready to explain the job. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No job details or scope
- No photos or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full job scope in their own words
- Damage photos attached automatically
- Every lead scored by value
- Residential or commercial flagged for you
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.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and job template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
Workplace Safety lead-intake FAQs
What does a workplace safety intake collect?
Each workplace safety template asks job-specific questions drawn from the selected service, then captures contact details and relevant photos. The resulting submission gives the team more context than a name-and-email contact form.
How are workplace safety leads scored?
Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger workplace safety opportunities without manually reviewing every raw submission first.
Can visitors try a workplace safety intake on a phone?
Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.
Where can qualified workplace safety leads be sent?
Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.
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
Browse every security and safety intake template
While they’re still using contact forms, you’re booking jobs
Give every website visitor a guided, bilingual, qualifying intake — and turn your workplace safety traffic into signed work.