Leads and CRM
Intake form
The form on your site (or sent by link) that collects what you need to know about a new inquiry before the first call: contact details, what they want, where, when.
Why it matters for your business
A good intake form saves a phone call of back and forth and lets you qualify before you spend time. Too many fields and people quit. The right few fields, in a form that works on a phone, is the sweet spot.
In practice
A landscaper's form asks four things: name, phone, address, and what they want done. Everything else gets covered on the call. Submissions create a CRM record and a text to the owner.
Related terms
Want this handled rather than explained?
Two minute intake. A real person reads every one and replies within a business day.