Know which device fleets are worth a scoping call
Tell us how many devices you're managing, what types they are, and who can approve changes, then upload your current device inventory so ready-to-scope engagements route straight to your CRM.
The exact intake your device management leads complete
This is the real 7-question guided intake for Device Management — the same flow your customers finish before you ever pick up the phone.
What a qualified device management lead should tell you
Ongoing setup, monitoring, and maintenance of an organization's computers, mobile devices, servers, and network equipment, qualified by device count, device mix, current tooling, and who holds approval authority for changes.
- Many Devices Be Managed
- Types Devices Management
- Have Any Device Management
- Have Authority Approve It
- Primary Reason Seeking Device
- Soon Device Management Support
- Devices Located In One
The questions your team needs answered
Every device management intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many devices need to be managed? | Device count is the strongest value signal in this catalog, scaling from small households up to enterprise fleets over 100 devices. |
| What types of devices need management? | The mix of device types selected tells you which technical specialists should join the scoping call before it happens. |
| Do you currently have any device management tools or software in place? | Separates real opportunities from leads that aren’t a fit yet. |
| Do you have the authority to approve IT service changes for these devices? | Confirmed change-approval authority is weighted far higher than a 'no,' preventing scoping calls that stall waiting on someone else's sign-off. |
| What is the primary reason for seeking device management support? | The stated reason separates new setups, routine maintenance, compliance-driven urgency, and provider replacements, each needing a different scoping approach. |
| How soon do you need device management support to begin? | This is the only question that surfaces genuine urgency, since 'Immediately' is the sole flagged option in the scoring signals. |
| Are the devices located in one physical location or multiple locations? | Knowing whether devices sit in one site, multiple sites, or a remote workforce determines whether the engagement needs onsite visits or remote deployment tooling. |
How Cliont scores device management leads
Every answer is weighted automatically — no manual review required.
Value signals
- 1-5 devices
- 6-25 devices
- 26-100 devices
- Over 100 devices
- Have Authority Approve It: yes
- Setting up new devices
Urgency signals
- Immediately
See the lead your team receives
Device Management 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 device management workflows
| Cliont capability | Device Management application |
|---|---|
| Weighted lead scoring | Device count tiers and change-approval authority are weighted together, so a 100-device fleet with an authorized approver scores well above a 5-device enquiry with no decision-making authority. |
| Multi-select capture | The device-types question captures desktops, mobile, servers, and network equipment in one answer, letting you see fleet composition before deciding which specialists join the scoping call. |
| Conditional urgency flagging | Only an 'Immediately' timeline answer triggers the urgency signal, so same-day fleet needs are separated from clients still comparing providers. |
| CRM routing | Leads answering 'yes' to approval authority alongside a large device count route to the CRM as scoping-ready, rather than needing a manual authority check first. |
Common device management lead scenarios
New office fleet rollout
A growing company needs 26-100 new laptops and desktops set up immediately and confirms they can approve the work — the intake flags device count, reason, and timeline together as a high-priority, ready-to-scope lead.
Security-driven fleet overhaul
A distributed workforce cites security or compliance concerns as the reason for reaching out, with devices spread across multiple remote locations — the intake surfaces this as a value signal even before urgency is confirmed.
Switching from an existing provider
The prospect already has device management tools in place but wants to replace their current provider, needing support within a month rather than immediately — scored differently than a greenfield setup.
Exploratory enquiry, no authority
Someone browsing options for 1-5 devices admits they can't approve IT changes and is just exploring — the intake routes this as a lower-priority follow-up rather than a scoping-call-ready lead.
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 managed it services intake templates
Device Management lead-intake FAQs
How does the intake handle a mix of device types in one fleet?
The device-types question is multi-select, so a client can flag desktops, mobile devices, servers, and network equipment together — your team sees the full mix before the scoping call instead of discovering it live.
What happens if the person filling out the form can't approve IT changes?
Change-approval authority is scored directly: a 'yes' carries far more weight than a 'no,' which helps you avoid scoping an engagement with someone who has to go get sign-off afterward.
Can the intake tell new device setups apart from provider replacements?
Yes — the primary-reason question distinguishes setting up new devices, ongoing maintenance, security or compliance concerns, and replacing a current provider, each pointing to a different type of scoping call.
How is urgency captured for device management leads?
The timeline question marks 'Immediately' as the only urgency signal in this catalog, so leads needing support right away can be distinguished from those just exploring options.
Does the intake account for multi-location or remote device fleets?
Yes — clients specify whether devices sit in a single location, multiple locations, or a remote/distributed workforce, which affects whether onsite visits or remote deployment tooling are needed for scoping.
What makes a device management lead score as high priority?
Larger device counts (26-100 or over 100), confirmed change-approval authority, and reasons like setting up new devices all carry higher weight, so larger, decision-ready fleets rise above smaller exploratory enquiries.
Turn device management visitors into qualified clients
Give every device management visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.