Vulnerability assessment intake that captures scan authorization up
Every submission captures assessment scope, system count, and whether scanning is actually authorized, so you know a request is real before you scope the engagement. Asset inventories and prior test history come in with the form, not chased down after the scoping call.
The exact intake your vulnerability assessment leads complete
This is the real 8-question guided intake for Vulnerability Assessment — the same flow your customers finish before you ever pick up the phone.
What a qualified vulnerability assessment lead should tell you
A structured scan and review of a client's network, applications, cloud environment, or endpoints to surface exploitable weaknesses and prioritize remediation before a formal engagement begins.
- Best Describes What Assessed
- Organization Or User This
- Have Authorization Allow Scanning
- How Many Systems, Applications,
- This Assessment Needed Meet
- Soon This Assessment Completed
- Vulnerability Assessment Ever Been
- There Specific Concern Or
The questions your team needs answered
Every vulnerability assessment intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes what you need assessed? | The assessment target determines which specialists and tooling you'll need to scope the engagement correctly. |
| Which type of organization or user does this assessment cover? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have authorization to allow scanning or testing of these systems? | Confirmed authorization is a legal precondition for scanning, so a 'no' answer here should stop the process before any technical work is discussed. |
| Roughly how many systems, applications, or devices need to be included? | System count directly affects engagement size and pricing, letting you size the work before the scoping call instead of during it. |
| Is this assessment needed to meet a compliance or audit requirement? | A compliance-driven request usually carries a hard deadline and a defined framework, which changes how you prioritize and quote it. |
| How soon do you need this assessment completed? | An 'Immediately' answer is the clearest urgency signal in this catalog and should surface ahead of exploratory requests. |
| Has a vulnerability assessment ever been performed on these systems before? | Separates real opportunities from leads that aren’t a fit yet. |
| Is there a specific concern or recent incident prompting this request? | A specific incident or concern in the client's own words often reveals the real driver behind the request, beyond what the structured fields capture. |
How Cliont scores vulnerability assessment leads
Every answer is weighted automatically — no manual review required.
Value signals
- Network or infrastructure
- Web or mobile application
- Cloud environment
- Endpoints or devices
- Not sure
- Have Authorization Allow Scanning: yes
Urgency signals
- Immediately
See the lead your team receives
Vulnerability Assessment 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 vulnerability assessment workflows
| Cliont capability | Vulnerability Assessment application |
|---|---|
| Weighted lead scoring | Authorization status carries the largest single weight in this catalog, so unauthorized scan requests are visibly lower-scored before they reach your CRM. |
| Branching question logic | The follow-up questions adjust based on whether the client selected network, application, cloud, or endpoint scope, instead of asking every client the same generic scope question. |
| Free-text capture | The incident/concern field routes the client's own description of what's prompting the request straight into the lead record for whoever takes the scoping call. |
| CRM routing | Qualified assessment requests arrive in your CRM with system count and compliance status already attached, so pipeline stage decisions don't require re-asking basic scope questions. |
Common vulnerability assessment lead scenarios
Compliance-driven scope
A business flags the assessment as tied to a compliance or audit requirement with a defined system count, giving you a clear scope and deadline before the scoping call.
Post-incident vulnerability scan
A client marks the request as immediate and describes a specific incident in the free-text field, so it lands ahead of routine requests instead of sitting in a general queue.
Unscoped cloud environment
A prospect selects cloud environment but isn't sure how many systems are involved, prompting a scoping conversation instead of a straight quote.
Authorization not yet confirmed
A client says they don't yet have authorization to scan the systems in question, which lowers the score and signals you need a signed authorization before booking time.
First-time assessment request
An internal IT team confirms these systems have never been assessed before, which changes what you'll want to walk through before quoting an 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 cybersecurity intake templates
Vulnerability Assessment lead-intake FAQs
How does the intake handle leads who don't know exactly what needs assessing?
The scope question includes a 'Not sure' option, which is still scored and forwarded but flagged for a scoping conversation rather than treated as a defined-scope request.
What happens if a client can't confirm they're authorized to scan the systems?
The authorization question carries the biggest weight swing in the catalog, so a 'no' answer sharply lowers the score and signals you need signed authorization before scheduling any testing.
Can the intake separate compliance-driven requests from general check-ups?
Yes, the compliance question is scored on its own, and the free-text incident field lets clients describe a specific driver so you can tell an audit deadline apart from routine due diligence.
Does the intake capture how many systems or applications are in scope?
Yes, clients select a system count range from 1-5 up to 21 or more, which lets you size the engagement before the first call instead of asking during it.
How does urgency get flagged when a scan is needed right away?
Selecting 'Immediately' on the timeline question is a distinct urgency signal, separate from the value weighting on scope and authorization, so time-sensitive requests surface differently.
What if there's a recent incident behind the request?
The free-text field captures any specific concern or incident in the client's own words, which comes through with the rest of the intake so nothing gets lost before the scoping call.
Turn vulnerability assessment visitors into qualified clients
Give every vulnerability assessment visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.