Know which disaster recovery planning leads are worth scoping call
Every enquiry captures who's requesting the plan, whether a documented DR plan already exists, and how urgently it's needed, plus any existing plans or compliance notes, so scoping calls start with real context instead of guesswork.
The exact intake your disaster recovery planning leads complete
This is the real 7-question guided intake for Disaster Recovery Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified disaster recovery planning lead should tell you
Documented strategy work that defines how an organization will restore critical systems, applications, and data after an outage or disaster, scoped around what recovery planning already exists and who can authorize the work.
- Best Describes Who This
- Have Any Documented Disaster
- Systems Or Data Would
- Have Authority Approve And
- Soon This Disaster Recovery
- Experienced Data Loss Or
- There Any Specific Compliance
The questions your team needs answered
Every disaster recovery planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which best describes who needs this disaster recovery plan? | Knowing whether the requester is an individual, business, nonprofit, or internal IT team sets the right baseline for scope and pricing before the scoping call. |
| Do you currently have any documented disaster recovery plan in place? | A missing, outdated, or uncertain plan status is the strongest signal of real need and is weighted highest in scoring. |
| What systems or data would need to be covered by this plan? | The specific systems and data named here let your team prepare a scoping conversation around the actual environment instead of a generic checklist. |
| Do you have the authority to approve and implement this plan for your organization? | Confirming approval authority separates decision-makers from staff who'd still need internal sign-off before a scoping call can lead anywhere. |
| How soon do you need this disaster recovery plan completed? | Timeline weighting distinguishes leads that need a plan immediately from those still researching, keeping urgent work at the top of your CRM. |
| Have you experienced a data loss or system outage event in the past? | A prior outage or data loss event gives your team context on how real and recent the pain point is heading into the call. |
| Are there any specific compliance or industry standards this plan must address? | Named compliance or industry standards flag whether the engagement needs regulatory expertise before you commit scoping time. |
How Cliont scores disaster recovery planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- No plan exists
- Outdated or incomplete plan
- Current plan needs review
- Not sure
- Have Authority Approve And: yes
- Within a month
Urgency signals
- Immediately
See the lead your team receives
Disaster Recovery Planning 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 disaster recovery planning workflows
| Cliont capability | Disaster Recovery Planning application |
|---|---|
| Weighted scoring engine | Flags leads with no plan or an outdated plan alongside confirmed approval authority, so a business without a DR plan and full sign-off ranks above a 'just exploring' enquiry. |
| Multi-select branching | Captures every system named in the systems-and-data question, so scoping calls start with a real inventory instead of a generic discovery conversation. |
| Free-text capture routed to CRM notes | Sends whatever compliance or industry standard is typed into the intake straight into the CRM record, so your team can check regulatory scope before the call. |
| Authority gating | Separates leads who can approve and implement the plan from those who can't, so an internal IT contact without sign-off is routed to a nurture sequence instead of a scoping call. |
| Requester-type segmentation | Distinguishes individuals, businesses, nonprofits, and internal IT teams, so pricing and scope conversations start from the right baseline. |
Common disaster recovery planning lead scenarios
No plan, needed immediately
A business with no documented DR plan and an urgent timeline signals high priority — the intake surfaces this combination so it reaches your CRM ahead of exploratory enquiries.
Outdated plan, routine review
An organization with an existing but outdated plan and a 'within a few months' timeline is worth pursuing but doesn't need the same urgency as an active gap, so it's scored and routed differently.
Internal IT contact, no sign-off
An internal IT team member fills out the intake but answers no to having approval authority — this flags the lead for a nurture path rather than an immediate scoping call until a decision-maker is confirmed.
Nonprofit still exploring options
A nonprofit selects 'just exploring options' and isn't sure whether a plan currently exists — the intake still captures systems and past-incident history so you can follow up when the timeline firms up.
Regulated business with past outage
A business reports a prior data loss event and lists specific compliance standards in the free-text field — the intake routes that detail straight into the CRM so your team can prep for the compliance angle before the call.
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 recovery and backup intake templates
Disaster Recovery Planning lead-intake FAQs
How does the intake treat leads who aren't sure if they already have a DR plan?
Selecting 'Not sure' on the current-plan-status question is scored similarly to having no plan, since it usually signals the same underlying gap and is still worth a scoping call.
Can the intake filter out leads who can't actually approve the engagement?
Yes — the approval-authority question is a direct yes/no with a clear weight difference, so leads without sign-off can be routed to a follow-up sequence instead of your calendar.
Does the intake capture compliance requirements like HIPAA or SOC 2?
The free-text compliance question lets leads name specific standards, and that answer is sent to your CRM as a note so your team can check scope before the scoping call.
How is urgency reflected in the lead score?
The timeline question weights 'Immediately' highest and 'Just exploring options' lowest, so time-sensitive requests are distinguishable from early-stage research without you reading every submission.
What happens when the lead is an individual rather than a business?
The requester-type question records that distinction so you can see at a glance whether you're dealing with an individual, a business, a nonprofit, or an internal IT team before you engage.
Does past data loss history affect how a lead is prioritized?
The intake records whether the requester has experienced a prior outage or data loss event as context for your team, alongside the systems and data named in the coverage question.
Turn disaster recovery planning visitors into qualified clients
Give every disaster recovery planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.