Turn digital signage enquiries into scoping-call-ready leads
Ask prospects how many screens they need, whether the site is indoor or outdoor, and if hardware is already installed — then collect layout photos so your team walks into the scoping call with the full picture.
The exact intake your digital signage leads complete
This is the real 7-question guided intake for Digital Signage — the same flow your customers finish before you ever pick up the phone.
What a qualified digital signage lead should tell you
Installation, expansion, repair, or content-management support for digital signage screens and their playback systems, scoped by screen count, location type, and whether hardware is already on site.
- Best Describes What
- Many Display Screens Involved
- Will Signage Be Located
- Already Have Screens And
- Have Authority Approve This
- Would Like This Project
- Network Connectivity Be Needed
The questions your team needs answered
Every digital signage intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes what you need? | The project-type answer separates high-value new installs and expansions from vaguer 'content help' or 'not sure' requests that need different follow-up. |
| How many display screens are involved? | Screen count signals the scale of hardware, labor, and content management needed, from a single lobby display to a multi-site rollout. |
| Where will the signage be located? | Indoor versus outdoor placement determines weatherproofing, mounting, and equipment requirements before a quote is prepared. |
| Do you already have the screens and hardware on site? | Knowing whether hardware is already on site changes the scope from a straightforward install to one that includes procurement. |
| Do you have authority to approve this project at the location? | This answer is weighted heavily (10 for yes, 2 for no) because a lead without approval authority can stall a scoping call before it starts. |
| When would you like this project to happen? | Segments the lead so you can route, price, and prioritize it correctly. |
| Will network connectivity be needed to manage the signage content remotely? | Confirming the need for remote network connectivity flags jobs that require content-management software setup alongside the physical install. |
How Cliont scores digital signage leads
Every answer is weighted automatically — no manual review required.
Value signals
- New signage installation
- Expand an existing system
- Repair or troubleshoot current system
- Content or software management help
- Not sure
- Have Authority Approve This: yes
See the lead your team receives
Digital Signage Installation Lead
From first click to qualified lead
Follow prospects and clients 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 project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for digital signage workflows
| Cliont capability | Digital Signage application |
|---|---|
| Weighted scoring by project type | New installations and system expansions score highest, while vague 'not sure' responses still route through but are flagged for clarification before a scoping call is booked. |
| Approval-authority gate | The yes/no question on decision-making authority is weighted heavily (10 vs 2), so leads without an authorized approver are visibly deprioritized instead of consuming scoping-call slots. |
| Screen-count and location capture | Responses on screen count and indoor/outdoor placement give your estimator sizing and hardware context before they ever pick up the phone. |
| Remote-management flagging | Leads that confirm they'll need network connectivity for remote content management are marked separately, so they can be routed to whoever handles the software side of the install. |
Common digital signage lead scenarios
Multi-site rollout, dozens of screens
A retail or hospitality client selects more than 20 screens and confirms they'll need remote network connectivity for content management, signaling a larger project worth prioritizing.
Single lobby display, decision-maker onsite
One screen, indoor only, and the requester confirms they have approval authority — a fast, low-friction install that's ready to book without extra vetting.
Outdoor signage across two locations
The intake flags 'both indoor and outdoor' placement, which changes hardware and weatherproofing requirements before the team ever quotes the job.
Existing hardware, content help only
A client already has screens installed and just needs content or software management support, a very different scope than a new-install request even though both score as high value.
Inquiry without approval authority
Someone submits interest but answers no to having authority to approve the project at the location, so the lead routes to a lighter follow-up instead of a scoping call.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
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 audio visual and low voltage intake templates
Digital Signage lead-intake FAQs
Does the intake separate new installs from repair or troubleshooting requests?
Yes — the first question asks what best describes the need, with distinct options for new installation, expansion, repair or troubleshooting, and content or software management help, so each lead arrives labeled by project type.
How does the form handle jobs with a large number of screens versus a single display?
The screen-count question captures ranges from a single screen up to more than 20, giving your team a sizing signal before the scoping call so a one-screen lobby request isn't treated the same as a multi-site rollout.
What happens if the person submitting the form can't approve the project?
The approval-authority question carries real weight in scoring — a 'no' answer scores far lower than a 'yes', helping you spot leads that need a decision-maker looped in before you invest scoping-call time.
Can the intake tell me if a job needs outdoor-rated equipment?
Yes — the location question captures whether screens will be indoor only, outdoor only, or both, which affects hardware and mounting requirements before you quote.
Does this intake work for clients who just need content management help, not a new install?
Yes — 'content or software management help' is one of the listed project types, so those leads are captured and scored distinctly from hardware installs or expansions.
How do I know if a lead will need network setup for remote content updates?
The intake asks directly whether network connectivity will be needed to manage signage content remotely, flagging jobs that require IT coordination beyond the physical install.
Turn digital signage visitors into qualified clients
Give every digital signage visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.