Lead Intake & Phone Qualification Form

  • Familiarize the flow of the form before calling a potential client, so you can get into the call more confidently

  • Make sure to get important client information: Full name, email address, and phone number

  • You don't have to ask the questions verbatim or in the exact same order as in the form. You don't even have to ask all of them. Try to get as much information as possible, but do what's natural to the conversation.

Suggested Script:

Good morning/afternoon! This is _______ from Construction Management Pros, Utah’s premier concierge custom builder.

[[ May I speak with _______? / Who I am speaking to? ]]

Client Information

How Did You Hear About Us?

Identifying Client Needs & General Information

Client's Previous Experience

Suggested Script:

Do you have 15 minutes right now to discuss your goals and project details? This will help us understand your needs and ensure we can support you effectively.

If they answered yes, continue with the questions. If no, ask:

Is there a time that we could schedule a call to discuss your project details?

  • If they agree to that, just click next until the end of the form and submit to go back to the team dashboard. You have to submit this form to save the information you already entered.

  • If the answer is still no, just send them the link to our client registration form: meet.thecmpros.com

Qualifying Questions & Project Specifics

Additional Information

Explaining Our Process | Suggested Script:

Based on what you've shared, I believe you’ll greatly benefit from our concierge service and proven process, which is designed to minimize waste, align efforts accurately, and keep your project on time and within budget.

The next step is to schedule a site visit with Lewis. Where would you like to go from here?

After the Call

If you answered "unqualified lead" or "others," explain the details here:

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