Every help desk request, scored before it hits your queue
Cliont's IT help desk intake asks how many users need support, what devices and systems they run, and how soon they need coverage in place — then collects their current inventory list before a scoping call gets booked.
The exact intake your it help desk leads complete
This is the real 7-question guided intake for IT Help Desk — the same flow your customers finish before you ever pick up the phone.
What a qualified it help desk lead should tell you
Ongoing remote or on-site troubleshooting for day-to-day hardware, software, network, and account issues, delivered to a defined group of users on a recurring basis rather than as a one-time fix.
- Help Desk Support
- Many People Ongoing Support
- Issue Most Often Help
- Current Technical Support Handled,
- Have Authority Approve Setting
- Soon Help Desk Support
- Devices And Systems Will
The questions your team needs answered
Every it help desk intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who needs help desk support? | Whether the requester is an individual, business, nonprofit, or internal IT team determines if this fits an ongoing MSP engagement at all. |
| How many people need ongoing support access? | The number of people needing access tells you if this is a one-off personal fix or a recurring, seat-based contract worth scoping. |
| What type of issue do you most often need help with? | Segments the lead so you can route, price, and prioritize it correctly. |
| How is your current technical support handled, if at all? | Knowing whether they currently have no support, in-house staff, or another provider shows how much displacement work the engagement would require. |
| Do you have authority to approve setting up this support? | Confirming approval authority separates a decision-maker ready to move from a contact who still needs to sell the idea internally. |
| How soon do you need help desk support in place? | How soon they need coverage in place tells you whether to prioritize the scoping call this week or leave it in a nurture queue. |
| What devices and systems will need support? | Which devices and systems need support lets your team pre-assign the right technician skill set before the call. |
How Cliont scores it help desk leads
Every answer is weighted automatically — no manual review required.
Value signals
- 1-5
- 6-25
- 26-100
- Over 100
- No current support
- Internal staff handle it
Urgency signals
- Immediately
See the lead your team receives
IT Help Desk 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 it help desk workflows
| Cliont capability | IT Help Desk application |
|---|---|
| Weighted scoring engine | Automatically weights user-count tiers so a 30-person business ranks above a solo requester with the same issue type. |
| Decision-maker flag | Uses the authority-to-approve answer to separate a signed-off request from one that still needs internal buy-in. |
| Multi-select issue tagging | Captures every issue type selected — hardware, network, email, or login access — so your team knows what to expect before the call. |
| CRM routing | Sends every scored help desk request straight into your CRM instead of a shared support inbox. |
| Device and system tagging | Flags Windows, Mac, mobile, server, and cloud environments from the multi-select answer so you can assign the right technician ahead of the scoping call. |
Common it help desk lead scenarios
No support, needs help fast
A 15-person business with no current IT support picks 'Immediately' for timeline — both answers carry high weight, so the request surfaces above a nurture-stage inquiry.
Switching from another provider
A business whose current provider already handles support still submits a request — the intake captures that context so your team knows they're evaluating a switch, not starting from zero.
Nonprofit needs multi-seat coverage
A nonprofit selects 26-100 users needing ongoing access — the intake surfaces this as a larger seat-based engagement worth a scoping call, distinct from a five-person shop.
Internal IT team requests overflow
An internal IT team submits the request instead of an end user, signaling a possible co-managed fit rather than a full help desk takeover, so your team can route the conversation accordingly.
Individual exploring options
A single individual selects 'Just exploring options' for timeline — the intake still captures the answer but its low weight flags it as an exploratory contact rather than a ready-to-scope business 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
IT Help Desk lead-intake FAQs
How does the intake treat prospects who already have IT support in place?
It captures whether they have no current support, in-house staff, or another provider handling things today, and weighs each differently — a 'no current support' answer scores higher than one already covered by another provider, so your team can prioritize accordingly.
What happens if the person filling out the form can't approve a new contract?
The authority question is answered yes or no; a 'no' still delivers the lead to your CRM but scores lower, so you know to loop in a decision-maker before booking a scoping call.
Can the intake tell a five-person office apart from a 100-person company?
Yes — the user-count question has four tiers, each weighted differently, so a 26-100 seat business scores higher than a solo requester and routes with that context attached.
Does this intake cover device management or fully managed IT requests too?
No — this intake is scoped to help desk support specifically. If you also offer Device Management or Fully Managed IT, those run as separate Cliont intakes so each lead answers questions relevant to that engagement.
What information arrives with each lead before the scoping call?
Every lead includes who needs support, how many users, the issue types they run into most, which devices and systems need coverage, and their current support situation — all sent to your CRM.
How are individual, non-business requesters handled?
They're captured through the same 'who needs support' question as businesses and nonprofits, but that answer travels with the lead so your team can decide whether a personal support request fits your service model.
Turn it help desk visitors into qualified clients
Give every it help desk visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.