Know which network upgrade leads are worth a scoping call
Cliont's intake asks about the environment type, upgrade goal, and number of devices on the network, then collects a topology diagram and speed test so your team never scopes blind.
The exact intake your network upgrade leads complete
This is the real 7-question guided intake for Network Upgrade — the same flow your customers finish before you ever pick up the phone.
What a qualified network upgrade lead should tell you
Assessment and upgrade of an existing network's routers, switches, cabling, wireless coverage, or internet connection, initiated when performance, reliability, or capacity no longer meet demand.
- Environment This Network Located
- Best Describes Main Goal
- How Many Devices Or
- Have Decision-Making Authority Approve
- Soon Want This Upgrade
- Parts Network Think Upgrading
- There On-Site Technical Contact
The questions your team needs answered
Every network upgrade intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of environment is this network located in? | Segments the lead so you can route, price, and prioritize it correctly. |
| What best describes the main goal of this upgrade? | The stated goal — outages, coverage, speed, or replacing old gear — is the strongest signal of what kind of engagement to scope and how urgent it is. |
| Approximately how many devices or users rely on this network? | Device or user count indicates the scale of the network and roughly how large the engagement will need to be. |
| Do you have decision-making authority to approve this network upgrade? | Confirming decision-making authority up front prevents scoping an engagement that stalls waiting for someone else to approve it. |
| How soon do you want this upgrade to happen? | Timeline separates a client who needs work immediately from one who is just planning ahead, which should change how fast your team follows up. |
| Which parts of the network do you think need upgrading? | Segments the lead so you can route, price, and prioritize it correctly. |
| Is there an on-site technical contact available during the upgrade? | Knowing whether an on-site technical contact will be available affects how the upgrade work itself can be scheduled and staffed. |
How Cliont scores network upgrade leads
Every answer is weighted automatically — no manual review required.
Value signals
- Improve speed or performance
- Expand coverage or capacity
- Replace outdated equipment
- Not sure
- Have Decision-Making Authority Approve: yes
- Within a month
Urgency signals
- Reduce outages or downtime
- Immediately
See the lead your team receives
Network Upgrade Lead — Business Office, Immediate Need
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 network upgrade workflows
| Cliont capability | Network Upgrade application |
|---|---|
| Weighted lead scoring | Combines the upgrade goal, decision-making authority, and timeline answers into a single score so outage-driven, authority-confirmed leads outrank exploratory 'just planning ahead' enquiries. |
| Conditional file uploads | Requests a network diagram and speed test results once the client identifies which parts of the network they believe need upgrading. |
| Multi-choice qualification | Captures every network component the client thinks needs work — routers, switches, wireless coverage, cabling, or internet — as a checklist your team can review before the call. |
| CRM routing with lead context | Pushes environment type, device count, and on-site contact availability into your CRM record so the scoping call starts with the right technical context, not a blank form. |
Common network upgrade lead scenarios
Multi-site outage emergency
A business with several locations selects reduce outages or downtime and wants the upgrade immediately, with a decision-maker confirmed and an on-site contact available — a lead worth scoping fast.
Home network without authority
A home user wants faster speeds but answers no to decision-making authority, signaling they'll need to loop in a landlord or partner before any engagement can move forward.
Nonprofit planning ahead
A nonprofit facility flags outdated equipment as the driver but is just planning ahead rather than moving now, putting the lead in a lower-urgency bucket for later follow-up.
Large office, unclear scope
A business office with more than 200 devices marks 'not sure' on both the upgrade goal and which parts need attention — the intake still captures device count and authority so your team can scope a discovery call instead of guessing.
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 network and infrastructure intake templates
Network Upgrade lead-intake FAQs
Does the intake treat a multi-site business differently from a single office?
Yes — the environment question distinguishes home, business, nonprofit, and multiple sites or locations, so a multi-site lead surfaces with that context before your team ever picks up the phone.
What happens if the person filling out the form doesn't have authority to approve the upgrade?
The decision-making authority question is weighted heavily, so a 'no' answer lowers the lead's priority relative to a confirmed decision-maker, helping you avoid scoping work that stalls waiting for sign-off.
How does the intake score leads who select 'not sure' on the upgrade goal or which parts need work?
'Not sure' still carries a real weight in the catalog rather than being discarded, since an uncertain lead about outdated infrastructure is often still a genuine upgrade need — it's just flagged for a discovery-oriented scoping call.
Can I require a network diagram or speed test before a lead reaches my CRM?
Yes — required uploads like a topology diagram, speed test results, or equipment photos can be collected during intake so your engineers have baseline information before the scoping call.
Does timeline urgency change how leads are prioritized?
Yes — the 'how soon' question is weighted, with immediate need scoring highest and 'just planning ahead' scoring lowest, so urgent outage-driven upgrades surface above exploratory enquiries.
How is this different from the Wi-Fi Design and Installation or Structured Cabling intakes?
Network Upgrade covers assessment and upgrade of an existing network as a whole — routers, switches, cabling, wireless, and internet together — while Wi-Fi Design and Installation and Structured Cabling are narrower intakes for those specific components.
Turn network upgrade visitors into qualified clients
Give every network upgrade visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.