Every managed security enquiry, scored before it reaches your CRM
Ask every prospect about their current monitoring setup, which systems need coverage, and whether they're facing an active incident right now — then attach their security tool inventory before the lead ever lands in your CRM.
The exact intake your managed security services leads complete
This is the real 5-question guided intake for Managed Security Services — the same flow your customers finish before you ever pick up the phone.
What a qualified managed security services lead should tell you
Ongoing outsourced monitoring, detection, and management of an organization's security infrastructure, scoped around which systems need coverage, current monitoring maturity, and whether an active incident is already underway.
- Best Describes Who Ongoing
- Current State Security Monitoring
- Systems Or Environments Coverage
- Experiencing Active Security Incident
- How Many Devices Or
The questions your team needs answered
Every managed security services intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which best describes who needs ongoing security monitoring? | Knowing whether the requester is an individual, business, nonprofit, or internal IT team determines whether this is a full outsource deal or a co-managed engagement. |
| What is the current state of your security monitoring setup? | The weighted monitoring-maturity answer shows exactly how exposed the prospect currently is, from no coverage at all down to switching providers. |
| Which systems or environments need coverage? | The selected environments tell your team the technical scope of the engagement before anyone gets on a call. |
| Are you currently experiencing an active security incident? | A live active incident carries the highest urgency weight and should reach your team ahead of standard scoping requests. |
| Approximately how many devices or accounts need protection? | Device or account volume signals deal size and staffing needs, even when the prospect answers 'not sure.' |
How Cliont scores managed security services leads
Every answer is weighted automatically — no manual review required.
Value signals
- No monitoring in place
- Basic tools, unmonitored
- Partial coverage, some gaps
- Switching from another provider
- Not sure
- Experiencing Active Security Incident: yes
Urgency signals
- Experiencing Active Security Incident
See the lead your team receives
Managed Security Services 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 managed security services workflows
| Cliont capability | Managed Security Services application |
|---|---|
| Conditional urgency flagging | A 'yes' on the active-incident question triggers immediate notification instead of sitting in the standard scoping-call queue. |
| Weighted scoring engine | Monitoring-maturity answers score from 9 down to 4, so leads with 'no monitoring in place' consistently rank above those already partially covered. |
| Multi-select environment capture | Selections across endpoints, network, cloud, servers, and email pre-populate the CRM record so engineers know the technical footprint before the first call. |
| Customer-type segmentation | Distinguishing individual, business, nonprofit, and internal IT team submissions lets you route co-managed requests differently than full-outsource deals. |
Common managed security services lead scenarios
Active incident, no monitoring
A business flags an active security incident and has no monitoring in place at all, which surfaces as urgent and pushes the lead to the top of the queue instead of waiting behind routine scoping requests.
Switching from another provider
A company with 201+ devices across cloud and server environments is unhappy with its current MSSP and is shopping for a replacement, a larger and often faster-moving deal than a first-time buyer.
Internal IT team seeking augmentation
An internal IT team reports partial coverage with gaps and isn't sure of the exact device count, indicating a co-managed arrangement rather than a full outsourced takeover.
Nonprofit going from zero to monitored
A nonprofit with basic, unmonitored tools and a small device footprint (1-10) is evaluating managed monitoring for the first time, often driven by grant or funder compliance requirements.
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
Managed Security Services lead-intake FAQs
How does the intake handle someone reporting an active security incident right now?
The active-incident question carries the highest urgency weight in the catalog, so a 'yes' answer flags the lead as time-sensitive and separates it from routine scoping requests. If the caller actually needs incident response rather than ongoing monitoring, that's a distinct sibling subservice Cliont can route to separately.
What happens if a prospect doesn't know how many devices or accounts need protection?
'Not sure' is a valid answer on the device-count question and doesn't block submission — the lead still comes through so your team can size the environment on the scoping call rather than losing the enquiry to an incomplete form.
Does the form distinguish an internal IT team from a business without one?
Yes, the customer-type question separates individuals, businesses, nonprofits, and internal IT teams, which tells you upfront whether you're being asked to fully outsource security or co-manage it alongside an existing team.
Are all current monitoring states treated as equally valuable leads?
No — the catalog weights monitoring maturity from 'no monitoring in place' (highest) down through 'not sure' (lowest of the high-value group), so you can see at a glance how far along a prospect already is before you call.
What if the enquiry is really about a one-time assessment, not ongoing monitoring?
This intake is built for recurring managed security engagements. Prospects asking about a single audit or test fit better under the Cybersecurity Assessment or Penetration Testing subservices in the same category.
Which environments does the intake ask about before the scoping call?
The systems-coverage question lets prospects select any mix of endpoints, network infrastructure, cloud services, servers, and email systems, so your team walks into the call already knowing the technical scope.
Turn managed security services visitors into qualified clients
Give every managed security services visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.