Know which commercial renovation leads are worth a site walk
Before you scope a project outside your specialty, Cliont's intake captures the space type, renovation scope, and whether the space stays occupied during construction, plus uploaded drawings and photos, so every site walk request lands in your CRM already qualified.
The exact intake your commercial renovation leads complete
This is the real 8-question guided intake for Commercial Renovation — the same flow your customers finish before you ever pick up the phone.
What a qualified commercial renovation lead should tell you
Renovation of an existing commercial building or tenant space — office, retail, restaurant, warehouse, or medical — where scope, occupied status, and building systems affected determine whether the project fits your crew and timeline.
- Commercial Space Renovation
- Approximate Scope Renovation
- Own Or Lease Property
- Have Authority Approve This
- Plan Start This Renovation
- Have Architectural Or Engineering
- Space Remain Occupied Or
- Building Systems Be Addressed
The questions your team needs answered
Every commercial renovation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of commercial space needs renovation? | Segments the lead so you can route, price, and prioritize it correctly. |
| What is the approximate scope of the renovation? | The scope answer sets the base priority of the lead, since a full gut renovation and a cosmetic refresh call for entirely different estimating effort. |
| Do you currently own or lease the property? | Knowing whether the person is the owner, a tenant, or representing the owner tells your team who actually controls the decision to proceed. |
| Do you have authority to approve this project and hire contractors? | Confirming approval authority separates leads ready to hire from those still gathering information for someone else's decision. |
| When do you plan to start this renovation project? | Start timeline directly affects urgency scoring — an immediate start pushes the lead higher than one still in the planning stage. |
| Do you have architectural or engineering drawings prepared for this project? | Whether drawings already exist changes how much pre-work your estimator needs to do before a site walk is worthwhile. |
| Will the space remain occupied or operational during the renovation? | An occupied, operational space requires phased scheduling and access planning that an empty space doesn't. |
| Which building systems need to be addressed in this renovation? | A structural selection signals likely engineering involvement, which changes both the estimate approach and the urgency of scheduling. |
How Cliont scores commercial renovation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Cosmetic (paint, flooring, fixtures)
- Partial remodel (some walls/systems)
- Full gut renovation
- Not sure
- Have Authority Approve This: yes
- 1-3 months
Urgency signals
- Immediately
- Structural
See the lead your team receives
Commercial Renovation Lead
From first click to qualified lead
Follow owners and general contractors through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They add photos & plans
Site photos and plans come attached, so you scope before you bid.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for commercial renovation workflows
| Cliont capability | Commercial Renovation application |
|---|---|
| Weighted scope scoring | Automatically scores cosmetic, partial, and full gut renovation answers differently, so a paint-and-flooring inquiry doesn't get the same priority as a full gut job. |
| Authority-based routing | Uses the owner/tenant/representative question and the approval-authority yes/no answer together to separate hire-ready leads from information-gathering inquiries. |
| Systems-based flagging | Reads the building systems multi-choice answer and flags structural selections as needing engineering review before estimating. |
| Document capture | Prompts for existing architectural or engineering drawings so your team isn't starting the site walk blind on projects that already have plans. |
Common commercial renovation lead scenarios
Full gut renovation, ready now
An owner with approval authority selects full gut renovation and an immediate start — the highest-weighted combination in the catalog, so this routes straight to your CRM as a priority site walk.
Cosmetic refresh in a leased space
A tenant flags a cosmetic scope like paint and flooring — lower weight than a gut renovation, but still a real project worth a quick site walk if the timeline is near-term.
Structural or systems-heavy scope
The lead selects structural along with electrical or HVAC in the building systems question, flagging a project that likely needs engineering coordination before you estimate.
Early-stage inquiry, no authority yet
An architect or manager is representing the owner, drawings aren't ready, and the project is still in planning — the intake still captures it, but scoring reflects it's not yet a hire-ready decision.
Occupied space needs phased work
The business plans to stay operational during construction, which changes scheduling and access requirements before you commit to a site walk.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More general contracting intake templates
Commercial Renovation lead-intake FAQs
How does the intake tell an owner apart from a tenant or a representative?
The catalog asks directly whether the person is the owner, a tenant/lessee, or representing the owner (architect or manager), so your team knows who actually holds decision authority before scheduling a site walk.
What happens if someone doesn't know the renovation scope yet?
"Not sure" is a valid answer to the scope question and still carries meaningful weight, so those leads still reach your CRM — flagged as needing a scoping conversation rather than a full estimate.
Does the intake flag structural or systems-heavy projects differently?
Yes — selecting structural in the building systems question is treated as an urgency signal, since structural work usually means engineering involvement and a different estimating process than a cosmetic job.
Can the intake filter out leads without authority to hire a contractor?
The yes/no approval-authority question carries a real weight difference, so leads who confirm they can approve the project and hire contractors score higher than those who can't yet.
How does an occupied, operating space change the lead?
The intake asks whether the space stays occupied during renovation, which matters for scheduling, access, and phasing — information your team needs before quoting the job, not after.
How is this different from your tenant improvement or office construction intake?
Commercial Renovation covers any existing space type — office, retail, restaurant, warehouse, or medical — while Tenant Improvement and Office Construction are scoped to leasehold build-outs and new office fit-outs specifically.
What documents does the intake try to collect upfront?
It asks whether architectural or engineering drawings already exist for the project, alongside photos of the current space, so your estimator has real context before the site walk.
Turn commercial renovation visitors into qualified projects
Give every commercial renovation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.