Qualify more managed it services 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 managed it services 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.
Network Monitoring
Ongoing monitoring of network devices and traffic to detect outages, performance issues, and security anomalies for organizations or teams.
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Fully Managed IT
Ongoing outsourced management of an organization's entire IT infrastructure, systems, and support needs by an external provider.
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Co-Managed IT
Support for organizations with an existing internal IT team seeking supplemental external expertise, staffing, or tools to extend their capabilities.
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Device Management
Ongoing setup, monitoring, and maintenance of computers, mobile devices, and endpoints for organizations or individuals needing centralized device oversight.
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IT Help Desk
Ongoing remote or on-site technical support to resolve day-to-day computer, network, and software issues for users and organizations.
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IT Strategy and Roadmap
Advisory service that helps organizations plan technology priorities, budgets, and timelines to align IT investments with business goals.
Preview intake →Information you need before every managed it services project
- Best Describes Current Network
- Many Locations Or Sites
- Network Elements Be Monitored
- Have Someone Available Grant
- Soon Want Network Monitoring
- Experienced Recent Network Outages
- Best Describes Organization
- Many Devices Or Users
- Have Any In-House It
- Areas Managed
How managed it services lead scoring works
Value signals
- No monitoring in place
- Basic or free tools in use
- Have a provider but not satisfied
- Evaluating options for the first time
- Have Someone Available Grant: yes
- Experienced Recent Network Outages: yes
Urgency signals
- Immediately
- Experienced Recent Network Outages
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.
Managed IT Services lead-intake FAQs
What does a managed it services intake collect?
Each managed it services 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 managed it services 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 managed it services opportunities without manually reviewing every raw submission first.
Can visitors try a managed it services 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 managed it services 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 managed it services traffic into signed work.