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NEW LEAD INTAKE FORM
Capture everything. Qualify fast. Never miss a follow-up.
STRUCTTECH · structtek.com
LEAD #: ____________
Lead Priority
🔥 Hot — Ready to go
🟡 Warm — Deciding soon
🔵 Cool — Just shopping
❓ Unknown — Needs qualifying
Date / Time of Inquiry
CONTACT INFORMATION
First Name
Last Name
Phone (Best Number)
Alt Phone / Cell
Email
Service Address
Billing Address (if different)
Property Type
Select...
Residential — Owner Occupied
Residential — Rental Property
Commercial — Small
Commercial — Large
New Construction
Vacant / Flip
Preferred Contact Method
Call
Text
Email
Any
Best Time to Reach
Morning (8am–12pm)
Afternoon (12–5pm)
Evening (5–8pm)
Anytime
JOB SCOPE & DETAILS
What Do They Need? (Describe in their own words)
Trade / Category
Select trade...
HVAC
Roofing
Electrical
Plumbing
Concrete / Flatwork
General Contracting
Multiple Trades
Other
Service Type
Select...
New Installation
Full Replacement
Repair / Service Call
Maintenance
Inspection / Quote Only
Emergency
Estimated Square Footage / Scale
Specific Equipment, Materials, or Brands Requested
Existing System / Condition (if replacement or repair)
BUDGET
Under $500
Small repair
$500–$2K
Mid repair
$2K–$8K
Project
$8K–$25K
Large job
$25K+
Commercial
Stated Budget (if they mentioned one)
Financing Interest
Not asked / Unknown
Yes — they asked about financing
No — paying cash or card
Insurance claim involved
TIMELINE
TODAY
Emergency
THIS WEEK
Urgent
2–4 WEEKS
Normal
1–3 MONTHS
Planning
3+ MONTHS
Early stage
UNKNOWN
To qualify
Specific Date Constraint or Deadline (if any)
HOW DID THEY FIND YOU?
Referral
Google Search
Google Maps
Facebook / IG
Nextdoor
Door Hanger
Yard Sign
Repeat Client
Referral Source Name (if referred)
QUICK QUALIFY — Check ALL that apply
Decision-maker is on the phone / in contact
Not "I have to check with my wife/boss/landlord"
Has a real, specific timeline
Not just "sometime this year"
Budget aligns with likely job cost
They understand this costs real money
Clear, defined scope
We can actually quote this without a site visit mystery
Getting multiple quotes, undecided
Not disqualifying — just adjust your effort level
Mentioned price being the only factor
Race-to-bottom risk — likely to price shop
⚠ Flag for Review — Disqualifiers
Outside our service area
Job size below our minimum
Trade we don't cover
Dispute / problem client history
No budget — price is the only factor
Unrealistic timeline / expectations
Additional Notes — Anything Else Worth Capturing?
NEXT ACTION
Schedule Site Visit
Need to see it to quote it
Send Estimate Remotely
Have enough info now
Qualify Further
Need more info before investing time
Site Visit / Follow-Up Date
Estimate Due By
Assigned To