Incident response intake that captures scope and authority up front
Ask about incident type, number of systems affected, and who has authority to approve response actions, then collect logs or screenshots so cybersecurity professionals see the full picture before agreeing to scope work.
The exact intake your incident response leads complete
This is the real 7-question guided intake for Incident Response — the same flow your customers finish before you ever pick up the phone.
What a qualified incident response lead should tell you
Time-sensitive support for an organization or individual currently experiencing, or recovering from, a suspected cyberattack, breach, or system compromise, where the intake needs to establish what happened, how far it has spread, and who can authorize action.
- There Active Or Suspected
- Organization Or Environment Affected
- Best Describes Nature Incident
- Many Systems, Accounts, Or
- Have Authority Approve Response
- Any Containment Steps Already
- Soon Response Support Begin
The questions your team needs answered
Every incident response intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is there an active or suspected cybersecurity incident happening right now? | A yes answer is weighted well above a no, making a live incident the clearest urgency signal in the whole intake. |
| What type of organization or environment is affected? | Knowing whether the affected party is a business, nonprofit, or individual helps set expectations for engagement complexity and stakeholders involved. |
| What best describes the nature of the incident? | Ransomware and unauthorized access carry the highest weights, so this answer alone can separate a severe breach from a routine outage question. |
| How many systems, accounts, or devices appear to be affected? | The scale of affected systems gives an early read on how large the engagement will need to be before any scoping call happens. |
| Do you have the authority to approve response actions for the affected systems? | A no answer here is weighted much lower, since response actions can't move forward without someone able to authorize them. |
| Have any containment steps already been taken, such as isolating systems or resetting credentials? | Knowing if containment has already started prevents duplicate first steps and shows how far the situation has already progressed. |
| How soon do you need response support to begin? | An 'immediately' answer paired with an active incident marks the lead as the most time-critical combination the intake can produce. |
How Cliont scores incident response leads
Every answer is weighted automatically — no manual review required.
Value signals
- There Active Or Suspected: yes
- Ransomware or malware
- Unauthorized access or data breach
- Phishing or account compromise
- Not sure
- Have Authority Approve Response: yes
Urgency signals
- There Active Or Suspected
- Service disruption or outage
- Immediately
See the lead your team receives
Incident Response Lead - Active Ransomware, Business Environment
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 incident response workflows
| Cliont capability | Incident Response application |
|---|---|
| Real-time lead scoring | Combines an active-incident yes answer with an 'immediately' response timeframe to push the highest-severity incident-response leads to the top of the queue. |
| Conditional branching | Adjusts what's asked next based on whether the incident is flagged as ransomware, unauthorized access, or a service disruption, rather than showing every lead the same follow-up. |
| Authority filtering | Separates leads who can approve response actions from those who can't, so scoping calls aren't booked with someone who has to go back for sign-off. |
| Upload capture | Collects logs, screenshots, or lists of affected systems at intake so the responding team has evidence in hand before the first call. |
Common incident response lead scenarios
Active ransomware, business environment
The intake flags an active incident answered yes, ransomware selected as the nature, and widespread systems affected, pushing the lead to the top of the queue for immediate scoping.
Suspected breach, no decision authority
Someone reports unauthorized access but answers no to having authority over response actions, which signals the engagement will need to route through a different contact before work can start.
Single account phishing compromise
One account is affected, the incident type is phishing or account compromise, and the requester needs support within a few days rather than immediately, indicating a smaller, less urgent scope.
Unclear incident, individual reporter
An individual selects 'not sure' for both the type of incident and number of affected systems, which the intake still captures so it can be triaged rather than dropped for lack of detail.
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 cybersecurity intake templates
Incident Response lead-intake FAQs
How does the intake tell an active incident apart from a past one?
The first question asks whether there is an active or suspected incident happening right now, with a yes answer weighted well above a no, so live incidents surface ahead of post-incident cleanup requests.
What happens if the person submitting the form can't authorize response actions?
The authority question is weighted lower on a no answer, so those leads still come through but flagged as needing a different contact before any containment work can be approved.
Can the intake distinguish ransomware from a simple outage?
Yes, the incident-nature question carries different weights per option, so ransomware or unauthorized access score higher than a service disruption or an unclear cause.
Does the form ask whether any containment has already happened?
It asks whether steps like isolating systems or resetting credentials have already been taken, which shapes what the response team needs to do first without duplicating work already done.
How is urgency captured beyond the yes/no active-incident question?
A separate question asks how soon response support is needed, and an 'immediately' answer combined with an active incident is treated as the most time-sensitive combination in the catalog.
What if the caller isn't sure whether it's a business or individual matter?
The organization-type question includes options for individual, business, nonprofit, and internal IT team, so the lead is still categorized even when the reporter is unsure of the formal classification.
Turn incident response visitors into qualified clients
Give every incident response visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.