7 Intake Questions That Qualify Leads (Without Feeling Pushy)

The goal of intake isn’t information—it’s direction

Intake should produce a clear next step: book, route, quote, or disqualify politely. These questions reduce back-and-forth and move the lead forward fast—whether it starts on a call, a text, or a website form.

The 7 questions (plug-and-play)

• 1) “What can we help you with today?”
• 2) “Where is the service needed? (city/zip)”
• 3) “When are you looking to get this done?”
• 4) “Is this residential or commercial?”
• 5) “What’s the size or scope?” (simple options work best)
• 6) “Any photos or details you can share?” (optional)
• 7) “Best way to follow up—call or text?”