Know which AI automation enquiries are worth a scoping call
The intake asks what the project goal is, which area it touches, and whether the data or systems are already accessible — then collects process documentation so your team walks into the scoping call prepared.
The exact intake your ai automation consulting leads complete
This is the real 6-question guided intake for AI Automation Consulting — the same flow your customers finish before you ever pick up the phone.
What a qualified ai automation consulting lead should tell you
Advisory engagement to scope, design, or fix AI-driven automation for a specific manual process, workflow, or data task, gated on whether the requester has decision authority and the underlying data or systems already in place.
- Best Describes Goal Ai
- Area This Automation Mainly
- Already Have Underlying Data
- Stage This Project At
- Authorized Approve Technology Decisions
- Organization Type Best Describes
The questions your team needs answered
Every ai automation consulting intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes the goal of your AI automation project? | The project-goal answer separates a defined automation build from an open-ended feasibility question, which changes how much scoping effort the engagement actually needs. |
| Which area does this automation mainly involve? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you already have the underlying data or systems needed for this project accessible? | Whether the underlying data or systems are already accessible determines if the engagement can start on build work right away or needs a data-readiness phase first. |
| What stage is this project currently at? | Knowing if the project is stalled, in progress, or still an idea tells the team whether they're rescuing existing work or scoping something from zero. |
| Are you authorized to approve technology decisions for this project? | The large weight gap between yes and no on decision authority makes this the strongest single signal for filtering out leads who can't actually approve the engagement. |
| What organization type best describes you? | Organization type flags whether the request is coming from an individual, a business, a nonprofit, or an internal IT team, each of which typically follows a different budget and procurement path. |
How Cliont scores ai automation consulting leads
Every answer is weighted automatically — no manual review required.
Value signals
- Automate an existing manual process
- Build a new AI-driven capability
- Evaluate feasibility before committing
- Improve an existing AI or automation system
- Not sure
- Already Have Underlying Data: yes
See the lead your team receives
AI Automation Consulting 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 ai automation consulting workflows
| Cliont capability | AI Automation Consulting application |
|---|---|
| Weighted lead scoring | Applies the yes/no weight gap on the authorization question (9 vs 3) so unapproved inquiries surface as lower-priority before they reach your CRM. |
| Conditional follow-up questions | Uses the multi-select automation-area answer (data processing, customer service, internal workflows, content generation) to route the lead into the right internal pipeline. |
| Document collection before booking | Requests process documentation and system diagrams from the client during intake so the scoping call starts from a working understanding of the current setup. |
| CRM routing with score attached | Sends the project stage and organization type along with the score, so your team can distinguish a stalled internal IT rebuild from a fresh external business request at a glance. |
Common ai automation consulting lead scenarios
Manual process ready to automate
The requester wants to automate an existing manual process, already has the data accessible, and can approve the technology decision — the intake flags this as a strong, engagement-ready lead.
Feasibility check, no data yet
The goal is to evaluate feasibility before committing, but the underlying data or systems aren't accessible — the intake still captures the project stage so the team can scope a smaller discovery step first.
New capability, no approval authority
Someone wants to build a new AI-driven capability but isn't authorized to approve technology decisions — the low weight on that answer signals the team should loop in a decision-maker before a scoping call.
Internal IT team fixing a stalled build
An internal IT team is trying to improve or rescue an automation project that's stalled or needs rework — the intake surfaces both the org type and project stage so the conversation starts from where the build actually is.
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 data and analytics intake templates
AI Automation Consulting lead-intake FAQs
How does the intake handle a lead who says they're 'Not sure' what they want automated?
That answer is a valid option on the project-goal question and still carries a moderate weight rather than getting filtered out, so vague-but-real interest still reaches your CRM with context attached.
Can the intake tell whether the person filling it out can actually sign off on the project?
Yes — the authorization question carries a much higher weight for a yes than a no, so leads without decision-making power are visibly deprioritized before you spend time on a scoping call.
What if a prospect doesn't have their data or systems accessible yet?
The data-accessibility question is answered as yes or no with different weights, so those leads still come through but are scored lower, letting your team decide whether to scope a discovery phase instead of a full build.
Does the form distinguish a new build from fixing something that already exists?
Yes — the project-goal question separates automating an existing process, building something new, and improving an existing AI or automation system, so your team knows the type of work before the call.
How does the intake treat internal IT teams differently from external businesses?
The organization-type question captures whether the requester is an individual, a business, a nonprofit, or an internal IT team, which helps your team anticipate different procurement paths.
Can I see how far along a project already is before I call the lead?
The project-stage question captures whether it's still an idea, in planning, already in progress, or stalled and needing rework, so you know if you're scoping fresh work or rescuing an existing build.
Turn ai automation consulting visitors into qualified clients
Give every ai automation consulting visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.