Contractor lead intake worksheet

Date and source:
Team member responsible:
Customer name:
Preferred contact method:
Contact details and permission to follow up:
Service ZIP code:
Job type and scope:
When help is needed:
Decision-maker or person attending the estimate:

Fit: In scope / Needs details / Out of scope
Reason:
Next action and due time:
Estimate date and arrival window:
Outcome: Open / Estimate booked / Job won / Closed out