Computer upgrade intake that captures device make and model up front
Cliont asks what device needs work, which upgrade type they want (RAM, storage, GPU, OS, or a full overhaul), and confirms device ownership before a request lands in your queue. Specs and photos come in with every submission so you can quote without a diagnostic visit.
The exact intake your computer upgrade leads complete
This is the real 6-question guided intake for Computer Upgrade — the same flow your customers finish before you ever pick up the phone.
What a qualified computer upgrade lead should tell you
Adding or replacing components in a working computer or device — memory, storage, a graphics card, or an OS version — to improve speed or capability, as distinct from fixing a fault.
- Device Upgrade
- Upgrade
- Know Current Make And
- Many Devices This Upgrade
- Owner Or Authorized Manager
- Soon Would Like Upgrade
The questions your team needs answered
Every computer upgrade intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of device needs an upgrade? | Segments the lead so you can route, price, and prioritize it correctly. |
| What kind of upgrade are you looking for? | The specific upgrade type selected — from a single RAM swap to a full performance overhaul — is the clearest signal of project size and revenue potential. |
| Do you know the current make and model of the device? | Knowing the make and model up front lets you scope parts and pricing before ever seeing the device. |
| How many devices need this upgrade? | Device count separates a single consumer upgrade from a multi-device business job that needs different pricing and scheduling. |
| Are you the owner or authorized manager of this device's data and settings? | Confirming the requester owns or manages the device screens out upgrade requests nobody is authorized to approve or pay for. |
| How soon would you like the upgrade completed? | Only an 'Immediately' answer should trigger urgent follow-up; the other timeline options are standard priority. |
How Cliont scores computer upgrade leads
Every answer is weighted automatically — no manual review required.
Value signals
- Memory (RAM)
- Storage drive (SSD/HDD)
- Graphics card
- Operating system upgrade
- Full performance overhaul
- Not sure
Urgency signals
- Immediately
See the lead your team receives
Full Performance Overhaul – Laptop, 3 Devices
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 computer upgrade workflows
| Cliont capability | Computer Upgrade application |
|---|---|
| Automated lead scoring | Weighs the upgrade-type selection so a 'Full performance overhaul' request scores higher than a single 'Memory (RAM)' request, surfacing the larger jobs first. |
| Multi-device detection | Flags answers of 'A few (2-5)' or 'Many (6 or more)' on the device-count question as bulk/commercial opportunities distinct from single-machine consumer requests. |
| Authorization screening | Uses the ownership/authorization yes-no answer to catch requests from people who can't approve work on a given device before you invest time in a scoping call. |
| Device-type routing | Separates desktop, laptop, and server upgrade requests at intake so each request reaches the technician set up for that platform. |
Common computer upgrade lead scenarios
Single laptop, one component
One device, an owned laptop, and a single upgrade type like RAM or a storage drive — a straightforward, lower-effort quote you can turn around fast.
Immediate full performance overhaul
Client picks 'Immediately' on timeline and 'Full performance overhaul' on upgrade type — the highest-value combination in the catalog, worth a same-day scoping call.
Office-wide upgrade rollout
Six or more devices flagged in the device-count question signals a commercial job, not a one-off consumer request, and should route differently than a single-machine upgrade.
Unsure what upgrade fits
Client selects 'Not sure' on upgrade type but still owns the device and knows the model — a real opportunity to sell a diagnostic-led upgrade path rather than a lead to discount.
Device not owned by the requester
A 'No' on the ownership/authorization question (e.g. an employee requesting an upgrade on a company laptop) should trigger a check before you scope any engagement.
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 computer and device repair intake templates
Computer Upgrade lead-intake FAQs
How does the intake handle leads who select 'Not sure' for the upgrade type?
It still counts as a real answer on the upgrade-type question and scores as a genuine opportunity, not a drop-off — those leads typically need a short diagnostic conversation before you quote.
Why does the form ask if the client owns or manages the device's data and settings?
This yes/no question filters out requests where the person asking isn't authorized to approve changes to the device — like an employee requesting an upgrade on a company-owned laptop without sign-off.
Can I tell if a lead is a bulk upgrade job across multiple machines?
Yes — the device-count question separates single-device requests from 'A few (2-5)' or 'Many (6 or more)', so multi-device jobs surface as commercial opportunities rather than getting buried with one-off requests.
Does the intake distinguish between hardware and OS upgrades?
The upgrade-type question lets clients select memory, storage, graphics card, OS upgrade, or a full performance overhaul, each weighted separately, so you can see the exact scope before you reply.
What happens if the client doesn't know the device's make and model?
They can still submit the request — not knowing the model just carries a lower weight than knowing it, since you'll need to gather specs before quoting accurately.
How is urgency captured for upgrade requests?
The timeline question is the only urgency signal in this intake — only 'Immediately' triggers urgent handling, while 'Within a week,' 'Within a month,' and 'Flexible' are treated as standard-priority.
Turn computer upgrade visitors into qualified clients
Give every computer upgrade visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.