Collect the facility brief before planning safety work
Give your safety team a clear facility brief before discussing a written emergency plan. The intake captures property type, whether a plan exists, the scenarios the requester wants addressed, occupancy, approval authority, and the requested completion window.
Preview your emergency action plan intake
Explore 6 questions from the Emergency Action Plan template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified emergency action plan lead should tell you
Development of a written emergency action plan outlining evacuation procedures, roles, and emergency contacts for a workplace or facility.
- Property Emergency Action Plan
- This Location Lack Written
- Emergency Scenarios Should Plan
- How Many People Regularly
- Authorized Approve And Implement
- Soon Emergency Action Plan
The questions your team needs answered
Every emergency action plan intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property needs the emergency action plan? | Identifies the facility setting the requester wants the planning team to review. |
| Does this location currently lack a written emergency plan? | Distinguishes a location without a written plan from one with existing material. |
| Which emergency scenarios should the plan address? | Records which scenarios the requester wants included in the engagement discussion. |
| Approximately how many people regularly occupy this location? | Occupant range adds scale information for the initial facility brief. |
| Are you authorized to approve and implement safety plans for this location? | Captures reported authority to approve and implement work at the location. |
| How soon do you need the emergency action plan completed? | Records the requested completion window without promising a planning outcome. |
How Cliont scores emergency action plan leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- This Location Lack Written: yes
- Fire
- Chemical or hazardous material spill
- Authorized Approve And Implement: yes
Urgency signals
- This Location Lack Written
- Severe weather
- Medical emergency
- Active threat or intruder
- Other emergency scenario
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Emergency Action Plan 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 emergency action plan workflows
| Cliont capability | Emergency Action Plan application |
|---|---|
| Guided intake | Identifies the facility setting the requester wants the planning team to review. Distinguishes a location without a written plan from one with existing material. |
| Configured scoring | Existing-plan status, selected scenario categories, and reported approval authority have configured weights. Occupancy, property type, and requested timing add context; staff determine scope and next steps rather than relying on the score alone. |
| Structured lead context | Captures reported authority to approve and implement work at the location. Records the requested completion window without promising a planning outcome. |
| Team review | No. This page concerns software for collecting a professional-service inquiry. |
Example emergency action plan lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Office without an existing written plan
An authorized requester selects an office, no current plan, and fire or medical-emergency planning needs. Staff can review the stated scope before discussing professional planning work.
Industrial facility with several scenario needs
The requester selects a warehouse or industrial setting, a larger occupant range, and spill or weather scenarios. The lead gives staff concrete scope information for the initial discussion.
Existing plan needs a new review
The requester reports an existing written plan and selects additional scenarios. Staff receive that context and can clarify whether the engagement is a review or a new planning project.
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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 workplace safety intake templates
Emergency Action Plan lead-intake FAQs
Does this form create a compliant emergency action plan?
No. It gathers a brief for your team to review. Qualified professionals determine applicable requirements and perform the planning work; intake answers do not establish compliance or facility safety.
Can a requester select more than one emergency scenario?
Yes. The catalog uses a multi-select question for fire, severe weather, medical emergency, active threat, hazardous-material spill, and other scenarios. Staff receive the selected scope for discussion.
How does the template prioritize inquiries?
Existing-plan status, selected scenario categories, and reported approval authority have configured weights. Occupancy, property type, and requested timing add context; staff determine scope and next steps rather than relying on the score alone.
Does the intake provide evacuation or emergency instructions?
No. This page concerns software for collecting a professional-service inquiry. It records the facility’s requested planning needs and does not direct occupants during an incident.
Turn emergency action plan visitors into qualified jobs
Give every emergency action plan visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.