Know which ergonomic assessment leads are worth site survey time
Tell us how many workstations need review, whether anyone's reported discomfort, and who has authority to approve changes — then collect workstation photos and a floor plan so you arrive knowing exactly what's involved.
Preview your ergonomic assessment intake
Explore 7 questions from the Ergonomic Assessment template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified ergonomic assessment lead should tell you
A review of workstations, tasks, and equipment to flag posture or setup issues likely to cause strain, scoped by the setting type, number of workstations involved, and whether anyone has already reported discomfort.
- Setting Ergonomic Assessment
- Many Workstations Or Work
- Anyone Reported Discomfort Or
- Have Authority Approve Changes
- Soon Would Like Assessment
- Main Reason 'Re Seeking
- Assessor Access Workstations In
The questions your team needs answered
Every ergonomic assessment intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of setting needs the ergonomic assessment? | The setting type determines what equipment and expertise the assessor needs to bring, since office, industrial, and home-office ergonomics differ significantly. |
| How many workstations or work areas need to be assessed? | A higher workstation count signals a larger-scope engagement that's worth prioritizing over a single-desk request. |
| Has anyone reported discomfort or strain related to their workstation? | Reported discomfort turns a routine check into an active issue, raising both urgency and the value of a quick response. |
| Do you have the authority to approve changes to the workstations or equipment? | Without authority to approve changes, any recommendations from the survey may stall, so this flags whether the requester can actually act on findings. |
| How soon would you like the assessment to take place? | The requested timeframe tells you how soon to schedule the site survey relative to other leads. |
| What is the main reason you're seeking an ergonomic assessment? | Knowing whether the request is compliance-driven, complaint-driven, or preventive shapes what the assessor needs to document during the visit. |
| Can the assessor access the workstations in person during business hours? | Confirming in-person access during business hours avoids scheduling a survey the assessor can't actually complete. |
How Cliont scores ergonomic assessment leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- One
- 2 to 10
- 11 to 50
- More than 50
- Anyone Reported Discomfort Or: yes
- Have Authority Approve Changes: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Industrial Ergonomic Assessment 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 ergonomic assessment workflows
| Cliont capability | Ergonomic Assessment application |
|---|---|
| Weighted lead scoring | Workstation count, reported discomfort, and approval authority are weighted together so a 30-desk office with active complaints and a decision-maker outranks a single home-office inquiry. |
| Conditional follow-up routing | Leads where the requester lacks authority to approve equipment changes can be routed for a follow-up call to confirm a decision-maker before a site survey gets scheduled. |
| Video intake widget | A property owner can film the workstation in question so your team sees the actual setup — desk, monitor, seating — before deciding whether the survey is worth the trip. |
| CRM sync | Setting type, workstation count, discomfort history, and access constraints all land in your CRM record so the assessor arrives briefed instead of re-asking basic scope questions on-site. |
Example ergonomic assessment lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Office with active complaints
Several employees have reported discomfort at multiple workstations and the requester can approve changes, so the intake flags this as a high-value, complaint-driven engagement.
Large industrial site, no complaints yet
A facility with more than 50 workstations wants a preventive review before anyone reports strain, which the intake scores highly for scope even without a discomfort signal.
Facilities contact lacks approval authority
The person filling out the intake can describe the workstations but can't approve equipment changes, so the lead needs a decision-maker looped in before a site survey is worth scheduling.
Single home office request
One workstation, one person, home office setting — a small-scope request the intake surfaces as lower value than a multi-workstation office or industrial job.
Access restricted during working hours
The property owner says the assessor can't reach the workstations during business hours, a logistics detail the intake captures before a survey gets booked around the wrong schedule.
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- Photo, video & file upload
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More workplace safety intake templates
Ergonomic Assessment lead-intake FAQs
How does the intake handle requests that span many workstations versus a single desk?
The intake asks how many workstations or work areas need assessment, from one up to more than 50, and weighs larger counts higher so multi-workstation office or industrial requests surface above single-desk ones.
Can the intake tell me if the person requesting the assessment can actually approve changes afterward?
Yes — the intake directly asks whether the requester has authority to approve workstation or equipment changes, which matters because recommendations are only actionable if someone can act on them.
Does the intake distinguish compliance-driven requests from ones triggered by employee complaints?
The intake asks for the main reason behind the request, letting you see whether it's compliance or policy driven, prevention-focused, or tied to existing complaints before you commit to a site visit.
What if the property doesn't allow in-person access during regular business hours?
The intake asks whether the assessor can access workstations in person during business hours, so access constraints are visible before scheduling instead of discovered on arrival.
Will I know how urgent the request is before I respond?
The intake captures the requested timeframe, from as soon as possible to just exploring options, so you can prioritize outreach without guessing.
Does this intake work the same for a home office as it does for an industrial floor?
The setting-type question covers office, industrial or warehouse, home office, and school or classroom settings, so the same intake adapts to very different environments without needing separate forms.
Turn ergonomic assessment visitors into qualified jobs
Give every ergonomic assessment visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.