Know which Microsoft 365 leads are worth a scoping call
The intake asks about current Microsoft 365 status, number of users, and which services — email, Teams, SharePoint — need configuring, then confirms admin access and domain ownership before the lead reaches your CRM.
Preview your microsoft 365 setup intake
Explore 5 questions from the Microsoft 365 Setup template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified microsoft 365 setup lead should tell you
Configuring a Microsoft 365 tenant — accounts, email, Teams, SharePoint, and security settings — for a brand-new organization, a partially configured environment, or one migrating from another platform.
- Best Describes Current Microsoft
- Many Users Be Set
- Services Be Set Up
- Have Administrative Access Organization'S
- Manage Own Domain Name
The questions your team needs answered
Every microsoft 365 setup intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes your current Microsoft 365 status? | Current Microsoft 365 status is the biggest driver of lead score, since new or unconfigured tenants represent the most work and the most revenue. |
| How many users need to be set up? | User count signals project size, since a 50-plus-user rollout needs a different scoping conversation than a single-user setup. |
| Which services need to be set up or configured? | The specific services selected shows how many systems — Exchange, Teams, SharePoint, security — the engagement actually touches. |
| Do you have administrative access to the organization's Microsoft 365 tenant? | Confirming admin access flags whether the lead can authorize changes right away or needs internal sign-off before any work can begin. |
| Do you manage your own domain name for email setup? | Domain ownership determines whether email setup can proceed immediately or needs a DNS or registrar step first. |
How Cliont scores microsoft 365 setup leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- No Microsoft 365 account yet
- Have account, not configured
- Partially configured, needs fixing
- Migrating from another platform
- Have Administrative Access Organization'S: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Microsoft 365 Setup 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 microsoft 365 setup workflows
| Cliont capability | Microsoft 365 Setup application |
|---|---|
| Weighted lead scoring | Statuses like 'no account yet' or 'migrating from another platform' score higher than a partially configured tenant, so scoping calls get prioritized by actual setup complexity. |
| Multi-select intake fields | The services-needed question lets a lead flag Exchange, Teams, SharePoint, and security settings independently, so your team sees the real scope of systems involved before the call. |
| Conditional qualification signals | Admin access and domain-ownership answers surface leads that can move forward immediately versus ones still waiting on internal sign-off or DNS access. |
| CRM routing | Once status, user count, and services are captured, the qualified Microsoft 365 setup lead is sent straight to your CRM instead of sitting in a shared inbox. |
Example microsoft 365 setup lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Brand-new Microsoft 365 rollout
The client has no Microsoft 365 account yet and needs a full setup across every user, one of the highest-scoring statuses in the catalog.
Half-finished tenant needs fixing
Someone attempted a self-setup and it's partially configured, so the intake flags exactly which services (Teams, SharePoint, security) still need attention.
Migrating off another platform
The lead is moving from another email or productivity platform, which carries data-transfer complexity beyond a fresh setup.
No admin access yet
A lead wants Microsoft 365 configured but can't confirm they hold administrative access to the tenant, which pulls the score down until that's resolved.
Large multi-user deployment
An organization with more than 50 users needs setup, signaling a larger-scope engagement than a single-user or small-team request.
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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
Microsoft 365 Setup lead-intake FAQs
Does the intake check if the lead can actually authorize the setup?
Yes — the catalog includes a direct yes/no question on whether the lead has administrative access to the organization's Microsoft 365 tenant, and that answer carries real weight in the score.
How does the intake handle a solo freelancer versus a 50-person office?
The user-count question captures the range from a single user up to more than 50, so you can see rollout size before the scoping call instead of during it.
Can leads tell us exactly which Microsoft 365 services they need?
The intake includes a multi-select question covering Email/Exchange, Teams, SharePoint/OneDrive, security and compliance settings, and Office desktop apps, plus a 'not sure' option for leads who don't know yet.
What if the client doesn't have Microsoft 365 at all yet?
That's one of the four current-status options in the catalog, alongside having an unconfigured account, a partially configured one, or an active migration — all of which score as high-value.
Does the intake distinguish a migration project from a fresh setup?
Yes, 'migrating from another platform' is a distinct status option from the catalog, since migration work carries more scope than configuring a brand-new tenant.
How does domain ownership factor into the lead?
The intake asks whether the client manages their own domain for email setup, which affects whether the engagement can start immediately or needs a DNS step first.
Turn microsoft 365 setup visitors into qualified clients
Give every microsoft 365 setup visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.