Know which IT strategy leads are worth a scoping call
Ask prospects about their main strategy goal, employee count, and budget decision authority upfront, then collect any existing IT strategy documents so your team walks into the scoping call already knowing the scope.
The exact intake your it strategy and roadmap leads complete
This is the real 7-question guided intake for IT Strategy and Roadmap — the same flow your customers finish before you ever pick up the phone.
What a qualified it strategy and roadmap lead should tell you
Advisory intake for prospects who need a technology strategy or roadmap built or refreshed, capturing their current planning maturity, budget authority, and the business goal driving the request so consultants can gauge scope before a scoping call.
- Best Describes Organization Type
- Have Existing It Strategy
- Main Goal Want This
- How Many Employees Or
- Able Make Or Directly
- This Strategy Or Roadmap
- Areas Should Roadmap Cover
The questions your team needs answered
Every it strategy and roadmap intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which best describes your organization type? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you currently have an existing IT strategy or roadmap document? | Whether they have no document, an outdated one, or one that just needs review tells the consultant if this is a from-scratch build or a lighter advisory pass before they even scope it. |
| What is the main goal you want this strategy work to address? | The stated main goal carries the highest weights in the catalog, so it's the primary driver of whether a lead is a growth, cost, or security opportunity versus an undefined one. |
| Approximately how many employees or users rely on your technology systems? | Employee count signals engagement size, helping consultants judge whether the roadmap work matches a small team or an enterprise-scale rollout. |
| Are you able to make or directly influence technology budget decisions for your organization? | This is the largest weight gap in the catalog, so it separates leads who can actually greenlight spend from those who'd need to loop in a decision-maker before any engagement moves forward. |
| When do you need this strategy or roadmap to be ready? | The urgency of the timeline answer weights the score heavily toward immediate needs, keeping just-exploring inquiries from crowding out active opportunities. |
| Which areas should the roadmap cover? | Knowing which specific areas — security, cloud, staffing model, and so on — the client wants covered lets the consultant scope the engagement before the first call instead of during it. |
How Cliont scores it strategy and roadmap leads
Every answer is weighted automatically — no manual review required.
Value signals
- Planning for growth or scaling
- Reducing or optimizing IT costs
- Addressing security or risk gaps
- Modernizing outdated systems
- General alignment of IT with business goals
- Able Make Or Directly: yes
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
IT Strategy and Roadmap 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 strategy and roadmap workflows
| Cliont capability | IT Strategy And Roadmap application |
|---|---|
| Weighted scoring logic | Combines the main-goal weight with the budget-authority and timeline answers so a growth-stage business ready to act outranks an exploratory inquiry with no budget influence. |
| Multi-select capture | Records every roadmap coverage area a client selects — infrastructure, security, cloud migration, and more — as structured tags your team can see before the scoping call. |
| Document upload collection | Collects any existing IT strategy document upfront so consultants can tell whether this is a rebuild or a review before scheduling. |
| CRM routing | Sends each qualified strategy lead to the CRM tagged with organization type and employee count, so consultants can triage internal IT teams differently from businesses. |
Common it strategy and roadmap lead scenarios
Growth-stage business, budget owner ready now
Organization selects planning for growth or scaling, confirms they can influence the technology budget, and needs the roadmap immediately — a combination that scores well above a research-stage inquiry.
Cost optimization without budget authority
A cost-cutting goal carries real weight, but if the person filling out the intake answers no to budget influence, the lead still reaches the CRM flagged as needing a budget-holder introduction before scoping.
Security-driven roadmap for a larger org
A 201+ employee organization flags security and risk gaps as the main goal and selects security and compliance as a roadmap coverage area, giving consultants a scope signal distinct from an infrastructure-only request.
Exploratory inquiry, no existing document
Someone marks the goal as not sure yet, timeline as just exploring options, and no existing strategy document — the intake still routes it, but the lower-weight answers keep it from crowding out active opportunities.
Internal IT team seeking outside review
An internal IT team selects a current document that just needs review rather than a from-scratch build, which points the consultant toward a lighter advisory engagement instead of a full roadmap project.
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 Strategy and Roadmap lead-intake FAQs
How does the intake tell a ready-to-move lead apart from someone just researching?
The timeline question and the budget-authority question carry different weights, so an organization that needs the roadmap immediately and can influence the technology budget scores well above one that's just exploring options.
What happens if the client doesn't have an existing strategy document?
The intake asks directly whether they have no document, an outdated one, or a current document needing review, so consultants know upfront whether this is a from-scratch build or a lighter refresh before the scoping call.
Can a lead select more than one focus area for the roadmap?
Yes, the roadmap-coverage question is multi-select, so a client can flag infrastructure, security, cloud migration, business systems, and staffing model all at once, giving your team a fuller picture of scope.
Does the intake check whether the person answering can actually approve budget?
Yes, there's a direct yes/no question on budget decision authority, and it's weighted heavily, so a lead from someone without budget influence is scored differently than one from an actual decision-maker.
How is this intake different from what you'd use for Fully Managed IT or Co-Managed IT?
This intake is built around planning maturity — existing documentation, strategic goals, and roadmap scope — rather than day-to-day support volume, which is what drives intakes for services like Fully Managed IT, Co-Managed IT, or IT Help Desk.
What happens to leads who answer 'not sure yet' on their main goal?
That answer still carries a weight and the lead still reaches your CRM, but it scores lower than a clearly defined goal like security gaps or growth planning, so you can prioritize accordingly.
Turn it strategy and roadmap visitors into qualified clients
Give every it strategy and roadmap visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.