Contact Info
Full name, preferred phone, email, and best contact times so estimators can reach the lead without delay.
A consistent template reduces back-and-forth, lowers data-entry errors, and speeds estimator response times. It centralizes lead data for CRM intake, supports scope clarity for bids, and documents consent or disclosures needed for later contracting or permitting.
Typical users range from field teams to office staff who intake renovation inquiries and qualify leads.
Use by these groups streamlines handoffs to estimating, permitting, financing review, and CRM workflows while preserving a clear record of initial representations and consent.
Full name, preferred phone, email, and best contact times so estimators can reach the lead without delay.
Street address, unit number, property type, year built, roof/structure notes and access instructions.
Concise description of work requested (kitchen, bath, exterior, additions) with photos or file attachments when available.
Estimated budget or range and whether financing is needed; helps prioritize leads for site visits.
Preferred start window, site visit availability, and any occupancy constraints or permit status.
Acknowledgement of site access, photo release, marketing contact consent, and any state-specific disclosure language.
| Authentication Method | Email link or SMS code for basic verification |
|---|---|
| Notification Settings | Immediate notification to estimator or intake queue |
| Conditional Fields | Show financing fields only when budget exceeds threshold |
| Bulk Intake | Enable for marketing campaigns and trade-show follow-ups |
| Retention Policy | Archive completed leads per retention schedule |
Ensure the platform you use supports common upload formats and your key integrations.
Confirm integration settings (field mapping, attachment handling, and webhook endpoints) before launching intake to avoid lost data.
Contact the lead within 24–48 business hours of intake
Schedule on-site inspection within 3–7 business days for qualified leads
Provide a written estimate within 7 business days of the site visit
Two automated follow-ups over 14 days after estimate delivery
State an expiry (commonly 30–60 days) on cost estimates
Lead completes the Pre-Reno Lead Template online or in person
Estimator books an on-site inspection to confirm scope
Project estimate is prepared and sent to the lead
Signed agreement obtained and start date confirmed
| Criteria | Pre-Reno Lead Template | Basic Lead Form |
|---|---|---|
| Scope Detail | high-detail | low-detail |
| Budget Field | required range | optional |
| Consent Language | included | absent |
| Signature Ready |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Yes | Yes | Yes | Yes |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Tim Martin streamlined remote intake for rental unit renovations
Optica Ventures standardized lead capture for portfolio renovations