Know which cloud migration leads are worth scoping call time
Ask what's being migrated, where it's hosted today, and whether a target cloud provider is locked in — then collect infrastructure diagrams and send scored, scoping-call-ready leads to your CRM.
The exact intake your cloud migration leads complete
This is the real 7-question guided intake for Cloud Migration — the same flow your customers finish before you ever pick up the phone.
What a qualified cloud migration lead should tell you
Planning support for moving servers, applications, databases, or file storage from an on-premises or existing cloud environment to a new cloud target — qualified by what's moving, where it lives today, and whether a destination provider is already chosen.
- Migrate Cloud
- This Hosted Or Stored
- Already Have Target Cloud
- Organization This Migration
- Have Authority Approve This
- Migration Completed
- There Specific Concerns Driving
The questions your team needs answered
Every cloud migration intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What are you looking to migrate to the cloud? | The migration target — servers, applications, databases, file storage, or the entire environment — sets project scope and determines which specialists need to join the scoping call. |
| Where is this currently hosted or stored? | Knowing whether the source is on-prem, another cloud, or a mixed environment tells your team whether this is a lift-and-shift, a multi-cloud consolidation, or a full architecture rebuild. |
| Do you already have a target cloud provider selected? | Whether a target provider is already chosen tells you if the first conversation should be a scoping call or a provider-selection call. |
| What type of organization is this migration for? | Organization type flags whether you're dealing with an internal IT team that can self-serve technical detail or an individual or nonprofit that will need more hand-holding through scoping. |
| Do you have the authority to approve this migration and its costs? | Confirming approval authority upfront stops your team from scoping an engagement that stalls while the lead goes to find a budget owner. |
| When do you need the migration completed? | A timeline of 'Immediately' or 'Within 1 month' signals a deadline-driven migration that should jump the queue ahead of leads still in the planning stage. |
| Are there specific concerns driving this migration, such as cost, performance, or security? | Tagging the driver — cost, performance, security/compliance, or end of support — lets you route compliance-heavy migrations to the right engineer before the first call. |
How Cliont scores cloud migration leads
Every answer is weighted automatically — no manual review required.
Value signals
- Servers or infrastructure
- Applications or software systems
- Databases
- File storage or documents
- Entire IT environment
- Not sure
Urgency signals
- Immediately
See the lead your team receives
Cloud Migration 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 migration workflows
| Cliont capability | Cloud Migration application |
|---|---|
| Weighted scoring | Entire-environment or database migrations score higher than a single file-storage move, so the biggest engagements surface first. |
| Budget authority flag | A 'no' on the cost-approval question gets flagged so your team knows to confirm a decision-maker before investing scoping time. |
| Driver tagging | Multi-select concerns like security/compliance or end-of-support are tagged on the lead so you can route compliance-heavy migrations to the right engineer. |
| Automated CRM routing | Migrations with a confirmed timeline and approval authority route straight into your CRM as scoping-call-ready, instead of sitting in a shared inbox. |
Common cloud migration lead scenarios
Immediate full-environment migration
Lead needs the entire IT environment moved immediately and confirms they can approve costs — the intake flags this as top priority before it hits your inbox.
Still-in-planning exploration
An internal IT team is researching options with no firm timeline yet; the intake still captures scope and drivers but routes it as a nurture lead rather than an urgent one.
Multi-cloud to single-cloud consolidation
The lead is currently on another cloud provider and citing security or compliance concerns, which points to an architecture conversation instead of a straight lift-and-shift.
No budget authority on the call
Someone submits detailed migration requirements but answers no to approving costs — the intake still records the scope but flags that a decision-maker needs to be looped in before scoping.
End-of-support deadline migration
A database or application migration driven by 'end of support for current system' with an immediate timeline signals a forced deadline that should be scheduled ahead of exploratory leads.
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 cloud services intake templates
Cloud Migration lead-intake FAQs
Does the intake ask if the lead has already chosen a cloud provider?
Yes — the intake asks directly whether a target cloud provider is already selected, so you know upfront whether the first call is a scoping conversation or a provider-selection conversation.
How does the intake handle leads who select 'Not sure' about what they're migrating?
Those leads still come through and are scored, since 'Not sure' often means an early-stage prospect who needs discovery — the answer just tells your team to lead with scoping questions rather than technical specifics.
Can the intake filter out leads who can't approve the budget?
The intake asks directly whether the person has authority to approve the migration and its costs, so you can see immediately whether you're talking to a decision-maker or someone who'll need to loop one in.
Does it distinguish between an on-prem lift-and-shift and a multi-cloud move?
Yes — the question about where the environment is currently hosted (on-premises, another cloud provider, or mixed) tells your team whether this is a first-time migration or a multi-cloud consolidation.
How does urgency get captured for deadline-driven migrations, like end-of-support systems?
The intake asks for a target completion timeframe alongside the specific drivers behind the move, so an 'Immediately' answer paired with an end-of-support reason surfaces as a time-sensitive lead.
What if the lead is an individual rather than a business?
The organization type question separates individuals, businesses, nonprofits, and internal IT teams, so you can route or prioritize differently depending on who's actually submitting the request.
Turn cloud migration visitors into qualified clients
Give every cloud migration visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.