Lead generation & quote requests
LEAD &
QUOTE
SYSTEMS Ask what you need. Skip what you don’t.
A contact form asks “How can we help?” and hopes for the best. A good intake collects just enough to act on — what is needed, where, how big, with photos and a way to reach the customer — and sends it to wherever your team works.
The difference
“How can we help?” is not a question you can quote on.
“I need an air-conditioning unit fitted” can be a twenty-minute job or a three-day project. Without the details, the first reply is a list of questions — and some people never answer it.
A smarter intake asks those questions up front: only the relevant ones, in a flow that doesn’t feel like paperwork. The customer describes the job once. Your team receives something it can price, schedule or decline without a second round of emails.
The intake
From a vague need to a qualified request.
Start with what is needed.
One clear first question, with options that match the services you actually offer.
Ask only what changes the answer.
Conditional questions appear depending on the choice — size, type, timing — and the rest never get asked.
Let people show instead of describe.
Photos or files make a quote more accurate and a second visit less likely. Optional, never a barrier.
Know where the job is.
Area, address or property type, so you can judge distance, access and whether it is yours to take.
Make the reply easy.
Name, a way to reach them and when — kept short, because this is where people drop out.
Send it where your team works.
A structured request lands in your inbox, CRM or a custom endpoint, ready to act on.
Sample interface
What an intake can include
Built from the questions your work depends on.
We design the flow with you, based on what you need to know before you reply.
- 01
Conditional questions
Follow-up questions that only appear when the previous answer makes them relevant.
- 02
Multi-step flow
Short steps with visible progress, instead of one long form that looks like homework.
- 03
Service selection
Requests sorted by what you offer, so they reach the right person.
- 04
Photos & files
Uploads with sensible limits, stored and passed on safely.
- 05
Location
Area or address, depending on how precise you need to be.
- 06
Project details
Size, timing and constraints — the things that decide the price.
- 07
Qualification
Rules that flag urgent, out-of-area or incomplete requests instead of treating them all the same.
- 08
Destination
Email, CRM or a custom endpoint, with the data structured rather than pasted into a message.
What to expect
Better information, easier follow-up.
We can’t promise more leads: that depends on your offer, your market and how quickly you reply. What a good intake does is make each enquiry that arrives easier to act on — sorted, complete and ready for a quote.
It also cuts both ways. Ask for too much and people leave, so the flow asks only what changes the answer and lets people skip what they don’t have yet. Fewer steps are not always better; fewer unnecessary steps are.
Where the request goes next is part of the design. Connecting it to your CRM or email is a web integration; and the intake itself sits inside a larger custom website.
Where requests go
The last step is the one your team sees.
- Your inbox
- A clear, structured email with every answer in its place — the simplest route and often enough.
- Your CRM
- Requests created as contacts or deals, where the tool offers a way to do that.
- A custom endpoint
- For tools without a ready-made connection: a small, secure endpoint that passes the request on.
What is possible depends on each tool. We check what it allows before we design the flow around it.
What do you need to know before you can quote?
List it, roughly. That list is the starting point for the intake.
- support@dabastudio.eu
- +34 669 903 894
- Polop, Alicante, Spain