Qualify more data and analytics leads before the first call
A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their project, collects documents, and hands you a scored, qualified lead.
A custom intake for every data and analytics project
Each one is a ready-to-embed smart survey tuned to the project — open any to try the exact experience your leads would complete.
Business Intelligence Dashboard
Support for designing, building, or improving a business intelligence dashboard that visualizes organizational data for decision-making.
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Data Warehouse Development
Support for designing, building, or upgrading a centralized data warehouse to consolidate and organize business data for reporting and analysis.
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Database Optimization
Support for improving the speed, reliability, and efficiency of an existing database used by an organization or team.
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Data Integration
Support for connecting, combining, or synchronizing data across systems, platforms, or databases so information flows consistently between them.
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AI Automation Consulting
Advisory service helping organizations identify, design, and implement AI-driven automation for business processes, workflows, and data-related tasks.
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Analytics Consulting
Advisory support helping organizations define metrics, analyze data, and build reporting or analytics strategies to guide decisions.
Preview intake →Information you need before every data and analytics project
- Current Status Dashboard Project
- Already Have Data Sources
- Platforms Or Tools Using
- Organization This Dashboard
- Main Business Questions Should
- Current State Data Warehouse
- Data Sources Be Integrated
- Have Access Systems And
- Authorized Approve Technical Decisions
- How Much Data Volume
How data and analytics lead scoring works
Value signals
- No dashboard exists yet
- Existing dashboard needs improvement
- In progress but stalled
- Just exploring options
- Already Have Data Sources: yes
- No warehouse exists yet
Urgency signals
- Immediately
Your visitor has a real project. A contact form can’t hear it.
Prospects and clients arrive ready to explain the project. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No project details or scope
- No documents or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full project scope in their own words
- Relevant documents attached automatically
- Every lead scored by value
- High-intent leads flagged for you
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.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and project template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
Data and Analytics lead-intake FAQs
What does a data and analytics intake collect?
Each data and analytics template asks job-specific questions drawn from the selected service, then captures contact details and relevant documents. The resulting submission gives the team more context than a name-and-email contact form.
How are data and analytics leads scored?
Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger data and analytics opportunities without manually reviewing every raw submission first.
Can visitors try a data and analytics intake on a phone?
Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.
Where can qualified data and analytics leads be sent?
Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.
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
Browse every technology and it intake template
While they’re still using contact forms, you’re booking clients
Give every website visitor a guided, bilingual, qualifying intake — and turn your data and analytics traffic into signed work.