Qualify emergency action plan leads before you drive out
Replace your generic contact form with a guided emergency action plan intake that captures property emergency action plan, this location lack written, emergency scenarios should plan, photos, and timing — then scores and routes every lead automatically.
The exact intake your emergency action plan leads complete
This is the real 6-question guided intake for Emergency Action Plan — the same flow your customers finish before you ever pick up the phone.
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? | Segments the lead so you can route, price, and prioritize it correctly. |
| Does this location currently lack a written emergency plan? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Which emergency scenarios should the plan address? | Segments the lead so you can route, price, and prioritize it correctly. |
| Approximately how many people regularly occupy this location? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you authorized to approve and implement safety plans for this location? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| How soon do you need the emergency action plan completed? | Segments the lead so you can route, price, and prioritize it correctly. |
How Cliont scores emergency action plan leads
Every answer is weighted automatically — no manual review required.
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 the lead your team receives
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 |
|---|---|
| Video greeting | Introduces your team and sets expectations for the emergency action plan estimate. |
| Conditional questions | Only asks the follow-ups that matter — for example, deeper questions once this location lack written is flagged. |
| Photo & video upload | Customers attach damage photos and clips, so you assess the job before you ever leave the shop. |
| Automatic lead scoring | Surfaces leads like "This Location Lack Written: yes" so you respond to the strongest emergency action plan opportunities first. |
| Bilingual intake | Lets homeowners and property managers complete the same emergency action plan intake in English or Spanish. |
| CRM & calendar routing | Sends qualified emergency action plan leads to your CRM and offers a estimate once they’re qualified. |
| Digital estimates & e-signatures | Turns a qualified emergency action plan lead into an approved estimate without extra back-and-forth. |
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 workplace safety intake templates
Emergency Action Plan lead-intake FAQs
What information should a emergency action plan intake collect?
At minimum: property emergency action plan, this location lack written, emergency scenarios should plan, how many people regularly, plus any photos needed to assess the job.
Can homeowners and property managers upload photos?
Yes. The intake can request photos before your team ever reaches out.
How are emergency action plan leads scored?
Every answer is weighted; higher-value and more urgent signals raise a lead’s score, so your team can respond to the strongest opportunities first.
Can different emergency action plan leads go to different contractors?
Yes, provided your routing is configured to assign leads by service, location, score, or another captured field.
Is the emergency action plan intake available in Spanish?
Yes. Cliont supports English and Spanish for the same intake flow.
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.
Draft page — pending full content review (quality score 7/10).