Know which cloud infrastructure leads deserve a scoping call
Tell us which cloud provider a prospect runs, what's driving the request, and whether their team actually has admin access to make changes — then collect an architecture diagram so only scope-ready work lands in your CRM.
Preview your cloud infrastructure management intake
Explore 7 questions from the Cloud Infrastructure Management template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified cloud infrastructure management lead should tell you
Ongoing setup, monitoring, and support of an organization's cloud servers, storage, networking, and security controls, qualified by which provider is in use, whether an environment is already live, and who holds admin access to make changes.
- Cloud Provider Infrastructure Primarily
- Best Describes Current
- Have Active Cloud Environment
- Have Administrative Access Or
- Soon Support Begin
- Areas Attention
- How Many Servers Or
The questions your team needs answered
Every cloud infrastructure management intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which cloud provider does your infrastructure primarily use? | The provider answer lets you route the lead to a specialist with the right expertise or flag added complexity when multiple providers or 'not sure' are selected. |
| What best describes your current need? | Each need type carries its own weight, so a stalled outage or active migration scores differently than a prospect who is merely curious about optimization. |
| Do you currently have an active cloud environment running? | Whether an environment already exists separates a greenfield build from a genuine management engagement, changing what the scoping call needs to cover. |
| Do you have administrative access or authority to make changes to this cloud environment? | Admin access is scored 9 for yes versus 2 for no, directly flagging leads that risk stalling because no one on their side can authorize changes. |
| How soon do you need support to begin? | 'Immediately' is the only option marked urgent in the scoring signals, so it's the clearest indicator a lead needs a same-day response. |
| Which areas need attention? | Security and backup/disaster recovery carry higher weights than monitoring or cost management, so a lead flagging risk-driven areas scores above one asking only about cost. |
| Approximately how many servers or cloud resources are involved? | Resource count indicates engagement size, helping you gauge whether a lead is a small cleanup job or a large infrastructure footprint before the call. |
How Cliont scores cloud infrastructure management leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Setting up new cloud infrastructure
- Ongoing management of existing infrastructure
- Migrating from another environment
- Optimizing costs or performance
- Have Administrative Access Or: yes
- Servers or compute resources
Urgency signals
- Resolving a current issue or outage
- Immediately
Disqualifiers
- Not sure yet
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Cloud Infrastructure Management 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 cloud infrastructure management workflows
| Cliont capability | Cloud Infrastructure Management application |
|---|---|
| Weighted scoring engine | Admin access is scored 9 for yes versus 2 for no, so leads that can't actually authorize changes are visibly deprioritized before your team spends time scoping. |
| Multi-select branching | When a prospect flags several areas at once — like security, backup/disaster recovery, and monitoring — the intake surfaces that breadth so you know the call needs more than a single specialist. |
| Urgency detection | A timeline answer of 'Immediately' is the sole trigger for urgent routing, separating live-issue requests from prospects who are still planning ahead. |
| CRM routing rules | Leads can be routed differently based on resource scale — a 1-5 server cost review versus a 100+ resource environment lands in your CRM with different priority. |
| Document collection | Requiring an architecture diagram or current cloud bill upfront means your team opens the CRM record with context instead of starting the scoping call from zero. |
Example cloud infrastructure management lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Active outage, no admin access
The prospect has a live environment and needs help immediately, but answers no to holding admin access — a signal that a scoping call could stall until access is sorted out.
Greenfield build, still planning
No existing environment, multiple providers under consideration, and a timeline of 'just planning ahead' — a real opportunity, but not one that needs a same-day call.
Ongoing management handoff
An active environment with confirmed admin access, immediate timeline, and multiple flagged areas like security and backup/DR — this is the profile most ready for a scoping call right away.
Cost review on a small footprint
Only 1 to 5 resources in play and cost management as the only flagged area — a legitimate lead, but a much smaller engagement than a multi-provider migration.
Connect Cliont to your workflow
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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.
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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 cloud services intake templates
Cloud Infrastructure Management lead-intake FAQs
How does the intake treat a lead that says they don't have admin access?
Admin access is weighted heavily in the catalog (a yes carries far more weight than a no), so a lead without it still comes through but is flagged as needing access resolved before a scoping call can move forward.
Does the form ask which cloud provider the prospect is on?
Yes — the intake asks whether they run AWS, Azure, Google Cloud, multiple providers, or nothing yet, which lets you route the lead to the right specialist or flag multi-cloud complexity early.
How is urgency determined for a cloud infrastructure lead?
Timeline is captured directly, and 'Immediately' is the only option flagged as urgent in the scoring signals, so calls tied to a live outage or pressing deadline surface ahead of planning-stage enquiries.
What happens if the prospect doesn't have an active cloud environment yet?
That answer distinguishes a greenfield setup from an ongoing management engagement, which changes the type of conversation your team needs to have on the call.
Can the intake tell the difference between a small and large environment?
Yes — it captures the approximate number of servers or cloud resources involved, from 1-5 up to over 100, so you can gauge engagement size before you scope it.
How is this different from the Cloud Migration or Cloud Cost Optimization intakes?
This intake is built around ongoing management of an existing footprint — provider, admin access, and areas needing attention — whereas Cloud Migration and Cloud Cost Optimization each have their own dedicated qualification paths.
Turn cloud infrastructure management visitors into qualified clients
Give every cloud infrastructure management visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.