Know which office construction leads are worth a site walk
The office construction intake captures project scope, square footage, and plan readiness up front, with site photos and drawings collected before the lead reaches your CRM.
The exact intake your office construction leads complete
This is the real 7-question guided intake for Office Construction — the same flow your customers finish before you ever pick up the phone.
What a qualified office construction lead should tell you
General contracting work to build, expand, or renovate office space, qualified by project scope, square footage, property ownership status, plan readiness, and timeline before an estimate is prepared.
- Best Describes Scope Office
- How Large Office Space
- Own Or Lease Property
- Have Architectural Or Engineering
- Plan Start Construction
- Budget Range Been Established
- There Any Specific Permits
The questions your team needs answered
Every office construction intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes the scope of your office project? | Project scope determines whether the lead is a ground-up build, tenant improvement, renovation, or expansion, which drives who on your team should handle the estimate. |
| Approximately how large is the office space involved? | Square footage signals project scale and likely crew and budget requirements before your team commits time to a site walk. |
| Do you currently own or lease the property where the project will take place? | Ownership and lease authorization status shows whether the person actually has the standing to sign a contract, flagging pending authorizations for follow-up first. |
| Do you have architectural or engineering plans ready for this project? | Plan readiness indicates whether a project is close to biddable or still needs design work before an estimate can be prepared. |
| When do you plan to start construction? | Start timeline separates leads ready to mobilize soon from ones exploring options months out, so scheduling priority reflects real urgency. |
| Has a budget range been established for this project? | Whether a budget range has been established indicates financial readiness and reduces the risk of estimating a project that isn't funded yet. |
| Are there any specific permits or approvals already obtained for this project? | Permit status shows how much pre-construction work is already done and how soon after contract signing a crew could realistically mobilize. |
How Cliont scores office construction leads
Every answer is weighted automatically — no manual review required.
Value signals
- New ground-up construction
- Tenant improvement or buildout
- Renovation of existing office
- Expansion of current space
- I own the property
- I lease it and have authorization to build
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Office Construction 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 office construction workflows
| Cliont capability | Office Construction application |
|---|---|
| Conditional question logic | The scope answer (ground-up, tenant improvement, renovation, or expansion) can route the rest of the intake so each lead only sees relevant follow-up questions for that type of project. |
| Document and photo capture | Collects plan status and site documentation tied directly to the plans-readiness question, so your team can see whether a project is design-ready before the site walk. |
| Lead scoring by weighted answers | Ownership and authorization status, budget readiness, and start timeline are weighted so a fully authorized, funded, near-term project scores above an exploratory enquiry. |
| CRM routing | Qualified office construction leads, along with their scope, square footage, and plan status, are sent to your CRM so estimators aren't starting from a blank inbox. |
Common office construction lead scenarios
Ground-up build, owner-ready
Owner-occupied land, complete plans, and an immediate start date puts this project at the top of the scope-ready queue instead of waiting on a callback.
Tenant improvement, pending lease sign-off
A tenant wants a buildout but authorization to build is still pending, so the intake flags the lease status for follow-up before a site walk gets scheduled.
Small renovation, budget undefined
A sub-2,000 sq ft renovation with no budget range set yet is captured and scored honestly as an earlier-stage lead rather than treated the same as a funded project.
Multi-floor expansion, permits in process
A 10,000-50,000 sq ft expansion with permits already moving through approval signals a project close to mobilization, distinct from one that hasn't started the permit process.
Exploratory enquiry, no designer yet
Someone still selecting a scope, without plans and just exploring timelines, gets routed differently than a lead ready to bid so estimating time isn't spent on undefined work.
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
Office Construction lead-intake FAQs
How does the intake tell a ground-up build apart from a tenant improvement request?
The project scope question separates new ground-up construction, tenant improvement or buildout, renovation, and expansion into distinct answers, so your team can see at a glance what type of work is being requested before scheduling anything.
What happens if a lead doesn't have architectural or engineering plans yet?
The intake still captures the lead and records where they stand on plans, from complete drawings to needing help finding a designer, so your team knows whether the next step is a site walk or a design conversation.
Does it matter if the person filling out the form leases rather than owns the property?
Yes, the property status question distinguishes owners, tenants with authorization, tenants with authorization still pending, and representatives acting on behalf of an owner or tenant, which affects how quickly a project can actually move forward.
Can the intake separate small buildouts from large multi-floor office projects?
The square footage question breaks projects into ranges from under 2,000 sq ft up to over 50,000 sq ft, giving your team a size signal before deciding who should handle the estimate.
How does budget status affect how a lead is treated?
Whether a budget range has been established is scored, so leads that have already defined a budget are distinguished from ones that haven't, without disqualifying the ones that are still working it out.
What if the enquiry is for something like tenant improvement or retail work instead of an office?
This intake is specific to office construction; related work like tenant improvement, commercial renovation, or retail construction is handled by its own catalog so questions stay relevant to the actual project type.
Turn office construction visitors into qualified projects
Give every office construction visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.