Sales & Marketing Team Toolbox

For New Leads & Business Contacts

Lead intake and phone qualification form

Lead Intake Form + Client Score Calculator

Use this form to gather contact details and qualify leads during initial phone calls. It walks you through essential questions to assess project needs and calculate a client score, helping you decide next steps like scheduling a site visit.

Open Lead Intake Form

Referral Form

This form lets you enter leads into our database and, depending on what stage they are in the funnel, notifies the team's Client Relationship Manager to follow-up with them or lets you book a site visit.

Open Referral Form

Business Contact Form

This is for entering business contacts, such as subcontractors, vendors, and other business partners into our system. Vendors call our number a lot. So, use this form to get their information.

Open Business Contact Form

Lead Intake & Phone Qualification Form

[This is the old lead intake form] Use this form when talking to new leads over the phone. This lets you get their contact information and guides you through the necessary lead qualification questions before booking a site visit for them.