Know which fully managed IT leads are worth a scoping call
Every fully managed IT enquiry captures device count, current in-house support, and the areas that need coverage before it reaches your team, so scoping calls go to organizations ready to sign, not ones still comparing options.
The exact intake your fully managed it leads complete
This is the real 7-question guided intake for Fully Managed IT — the same flow your customers finish before you ever pick up the phone.
What a qualified fully managed it lead should tell you
Ongoing outsourced management of an organization's servers, network, endpoints, cybersecurity, and help desk, typically replacing or supplementing an in-house IT function.
- Best Describes Organization
- Many Devices Or Users
- Have Any In-House It
- Areas Managed
- Authorized Approve It Service
- Start Fully Managed It
- Use Any Industry-Specific Software
The questions your team needs answered
Every fully managed it intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which best describes your organization? | Segments the lead so you can route, price, and prioritize it correctly. |
| How many devices or users need ongoing IT management? | Device/user count is the strongest indicator of engagement size, so it's weighted to push larger environments toward the top of the queue. |
| Do you currently have any in-house IT staff or support? | Existing in-house IT staff suggests the prospect may need Co-Managed IT rather than a full takeover, changing how the call should be framed. |
| Which areas do you need managed? | The specific areas selected reveal scope and complexity, with cybersecurity and network coverage carrying the highest weights. |
| Are you authorized to approve IT service agreements for this organization? | Confirming approval authority separates a decision-maker from a researcher and heavily shifts the score in either direction. |
| When are you looking to start fully managed IT services? | Start timeline distinguishes an active buying process from early-stage exploration, directly affecting how fast the team should follow up. |
| Do you use any industry-specific software that must be supported? | Knowing what line-of-business software must stay supported flags potential compatibility work before it becomes a surprise mid-engagement. |
How Cliont scores fully managed it leads
Every answer is weighted automatically — no manual review required.
Value signals
- 1-10
- 11-50
- 51-200
- More than 200
- Network and infrastructure
- Cybersecurity
Urgency signals
- Immediately
See the lead your team receives
Fully Managed IT 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 fully managed it workflows
| Cliont capability | Fully Managed IT application |
|---|---|
| Weighted lead scoring | Device/user count and selected managed areas (cybersecurity, network, cloud, backup) drive the score, so a 200-device account needing security coverage ranks above a 5-device request for help desk only. |
| Conditional routing | A 'no' on the authorization question doesn't block the lead but flags it lower-scoring, so reps can prioritize confirmed decision-makers before chasing unauthorized contacts. |
| Free-text capture | The industry-specific software question is collected as open text and passed to your CRM as-is, giving techs early context on line-of-business apps before the scoping call. |
| Multi-select segmentation | Multiple managed-area selections (network, cybersecurity, help desk, cloud, backup) let you see the full scope of a request at a glance rather than inferring it from a single category. |
Common fully managed it lead scenarios
Growing business, no in-house IT
51-200 devices with cybersecurity and network flagged as priority areas and no existing IT staff — a high-value profile the intake surfaces immediately.
Internal IT team seeking support
Organization selects the internal-IT-team org type, which signals a possible fit for co-managed IT instead of a full takeover, letting you redirect the conversation before the call.
Unauthorized contact fills out the form
Someone answers no to being authorized to approve agreements, which drops the score and tells you to confirm a decision-maker before investing scoping time.
Ready to start immediately
Authorized buyer, immediate start timeline, and multiple managed areas selected together — the combination the catalog weights push toward the top of the queue.
Exploratory, no real timeline
Answers 'just exploring options' on start timing with 'not sure' on areas needed, indicating early-stage research rather than a near-term engagement.
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
Fully Managed IT lead-intake FAQs
How does the intake tell a serious prospect apart from someone comparing MSPs?
It combines the start-timeline answer with the authorization question — someone who says immediately or within a month and confirms they can approve agreements scores well above a contact just exploring options.
What happens if a lead already has an internal IT team?
The org type question captures 'internal IT team seeking support' as a distinct answer, which flags the enquiry as a potential Co-Managed IT fit rather than a full outsourced takeover.
Can the intake capture industry-specific software we'd need to support?
Yes — a free-text field asks about industry-specific software that must be supported, giving your team early visibility into line-of-business applications before the scoping call.
How is lead value calculated for fully managed IT enquiries?
Device/user count and the specific areas selected (network, cybersecurity, cloud, backup) carry the heaviest weights, so larger environments needing security and infrastructure coverage score as high-value.
What if the person filling out the form can't approve a contract?
The authorization question is weighted heavily — a 'no' answer still delivers the lead to your CRM but at a lower score, signaling you'll need to identify the actual decision-maker before proposing terms.
Do you route these leads differently from Network Monitoring or IT Help Desk enquiries?
Each subservice has its own catalog, so a fully managed IT enquiry is scored on organization-wide device count and coverage areas rather than the narrower fields used for Network Monitoring or IT Help Desk.
Turn fully managed it visitors into qualified clients
Give every fully managed it visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.