Convert Website Visitors Into High-Intent Project Bookings
Never let prospective clients bounce. We build conversion-engineered intake funnels that filter unqualified leads and protect your schedule automatically.
Request Free Intake System ConsultationRegional Lead Visibility & Automated Protection From Time-Wasters
An intelligent intake funnel guides your prospective client through structured, trade-specific questions regarding project scope, floor plan dimensions, photo uploads, and budget expectations before you invest a single minute of your time.
Ready-to-hire clients appreciate a fast, professional inquiry workflow - while time-wasters drop off before touching your schedule.
Top Pre-Filtered Contracts in 3 Simple Steps
Protect your working hours from unqualified calls and vague price inquiries.
1. Criteria & Specs Intake Mapping
We define your ideal target client criteria: project budget, floor plans, timeline, and required photo uploads.
2. High-Performance Funnel Integration
We integrate your interactive qualification funnel seamlessly into your website - 100% mobile optimized.
3. Qualified Leads & Calendar Booking
Receive pre-qualified lead submissions complete with full project specifications and choose which projects to accept.
HVAC Contractor Saved 18 Hours/Week & Generated +42 Qualified Bookings
"Before Clariona implemented our intake qualification funnel, our office manager spent 3 hours a day answering calls from callers who just wanted rough price estimates. Now, clients submit photos and dimensions online before booking."
Digital Pre-Qualification & Intake Systems
Protect your schedule from unqualified price inquiries.
- 3-Step Qualification Funnel
- Photo Upload & Square Footage Intake
- 100% Mobile Responsive Optimization
- Instant Email Lead Notifications
- 12 Months Technical Support Included
- Everything in Starter, plus:
- Interactive Logic & Conditional Branching
- 48h Photo Specification Verification
- Automated Calendar & Booking Sync
- Anti-Spam Cryptographic Token Protection
- Everything in Automated Shield, plus:
- Custom CRM & ERP Software API Integration
- Automated WhatsApp & SMS Confirmations
- Multi-Branch Territory Lead Routing
- 24/7 Priority Technical Support
All prices excl. VAT | No Annual Lock-in Contract - cancel monthly after Year 1. | Request Custom Quote
Frequently Asked Questions About Lead Systems
How does an intake funnel differ from a standard contact form?
An intake funnel interactively guides clients through multi-step questions (e.g., roof square footage, HVAC type, timeline), whereas standard contact forms only offer generic text boxes.
Does the intake system work seamlessly on mobile phones?
Yes, 100% optimized for mobile. Over 70% of contractor inquiries are completed on smartphones.
Can the system integrate with my existing CRM?
Yes. We support integrations with major CRMs, email providers, Zapier, and contractor management software.
How quickly can the intake system be launched?
Because we focus specifically on high-intent lead qualification, your complete pre-qualification funnel is fully operational in under 3 weeks.
Are there long-term contract lock-ins?
No. We operate with flexible terms and zero lock-in contracts. Cancel monthly anytime.