By the Cliont product teamUpdated September 9, 2026

cloud services lead intake software for firms

Qualify more cloud services 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 project, collects documents, and hands you a scored, qualified lead.

Start your free 14-day trial Try a live demo See the intakes

●Video greeting●Guided intake●Document upload●Instant lead scoring

Live previewQuestion 1 of 6

What is the current status of your Google Workspace setup?

Not started yet

Partially set up

Migrating from another provider

6 cloud services intakes

A custom intake for every cloud services project

Each one is a ready-to-embed smart survey tuned to the project — open any to try the exact experience your leads would complete.

6-question intake

Google Workspace Setup

Assistance setting up and configuring Google Workspace accounts, domains, mail, and core services for an organization or team.

Preview intake →

5-question intake

Microsoft 365 Setup

Assistance configuring Microsoft 365 accounts, email, and applications for individuals, businesses, nonprofits, or internal technology teams.

Preview intake →

7-question intake

Cloud Cost Optimization

Analysis and adjustment of cloud infrastructure spending to identify savings opportunities and improve billing efficiency across cloud providers.

Preview intake →

7-question intake

Cloud Infrastructure Management

Ongoing setup, monitoring, optimization, and support of cloud computing resources such as servers, storage, and networking for organizations.

Preview intake →

5-question intake

Cloud Backup

Support for setting up, managing, or restoring automated cloud backups of data and systems for individuals or organizations.

Preview intake →

7-question intake

Cloud Migration

Support for moving applications, data, or infrastructure from on-premises or another cloud provider to a new cloud environment.

Preview intake →

Qualification

Information you need before every cloud services project

Current Status Google Workspace
Already Own Domain Name
How Many User Accounts
Services Configured As Part
Have Administrative Access Manage
Person Authorized Make Decisions
Best Describes Current Microsoft
Many Users Be Set
Services Be Set Up
Have Administrative Access Organization'S

Lead scoring

How cloud services lead scoring works

Value signals

Not started yet
Partially set up
Migrating from another provider
Set up but having issues
Already Own Domain Name: yes
Have Administrative Access Manage: yes

Urgency signals

Immediately
Resolving a current issue or outage

The difference

Your visitor has a real project. A contact form can’t hear it.

Prospects and clients arrive ready to explain the project. Give them a conversation instead of a dead form — and get exactly what you need to win it.

Basic contact form

Three empty fields and silence

No project details or scope
No documents or context
No way to tell a real lead from a tire-kicker
You chase; most never reply

Cliont intake

A guided conversation that converts

Full project scope in their own words
Relevant documents attached automatically
Every lead scored by value
High-intent leads flagged for you

The client journey

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.

Implementation

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 project 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.

FAQ

Cloud Services lead-intake FAQs

What does a cloud services intake collect?

Each cloud services template asks job-specific questions drawn from the selected service, then captures contact details and relevant documents. The resulting submission gives the team more context than a name-and-email contact form.

How are cloud services 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 cloud services opportunities without manually reviewing every raw submission first.

Can visitors try a cloud services 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 cloud services 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.

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