Know which retail construction leads deserve a site walk
Every retail enquiry captures project scope, square footage, and contract-approval authority up front, along with plans and site photos, so your estimator knows exactly what they're walking into before scheduling a site walk.
The exact intake your retail construction leads complete
This is the real 8-question guided intake for Retail Construction — the same flow your customers finish before you ever pick up the phone.
What a qualified retail construction lead should tell you
General contracting work on retail spaces — new store builds, interior renovations, tenant build-outs, or expansions — qualified by project scope, retail space type, plans readiness, and square footage before a site walk is scheduled.
- Best Describes Scope This
- Retail Space This
- Own Or Lease Property
- Have Architectural Or Engineering
- Want Construction Start
- Authorized Approve Contracts And
- Permits Or Approvals This
- Approximate Size Retail Space
The questions your team needs answered
Every retail construction intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes the scope of this retail project? | Project scope carries the widest weight range in the catalog, separating full builds and tenant improvements from lower-value cosmetic upgrades. |
| What type of retail space is this? | A restaurant or food-retail answer signals the lead may fit the Restaurant Construction intake better than the general retail one. |
| Do you currently own or lease the property where the work will happen? | Ownership scores meaningfully higher than leasing since it usually means fewer approval steps before a contract can be signed. |
| Do you have architectural or engineering plans ready for this project? | Segments the lead so you can route, price, and prioritize it correctly. |
| When do you want construction to start? | An 'Immediately' start date is the only timeline that triggers urgency, so those leads should reach the estimator fastest. |
| Are you authorized to approve contracts and budgets for this project? | This question carries the single highest weight in the catalog, distinguishing true decision-makers from people still gathering information. |
| Which permits or approvals does this project require, if any? | Segments the lead so you can route, price, and prioritize it correctly. |
| What is the approximate size of the retail space in square feet? | Square footage gives an immediate sense of project scale before the team commits time to a site walk. |
How Cliont scores retail construction leads
Every answer is weighted automatically — no manual review required.
Value signals
- New building construction
- Full interior renovation
- Tenant improvement / build-out
- Expansion of existing space
- Minor cosmetic upgrade
- Own Or Lease Property: yes
Urgency signals
- Immediately
See the lead your team receives
Retail 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 retail construction workflows
| Cliont capability | Retail Construction application |
|---|---|
| Weighted lead scoring | Prioritizes leads by combining project scope (new build, renovation, tenant improvement) with contract-approval authority, the two highest-weighted questions in this catalog. |
| Conditional branching | Flags food-retail or restaurant answers on the space-type question so those leads can be redirected toward the Restaurant Construction intake instead. |
| Document collection | Requests plans and permit information alongside the plans-readiness question, so estimators know whether zoning, health department, or landlord approvals are already in motion. |
| CRM routing | Sends scored leads with square footage, timeline, and permit requirements straight to your CRM so estimators can screen out out-of-scope minor cosmetic requests. |
Common retail construction lead scenarios
Landlord-approved tenant build-out
A shopping center unit needs a full build-out and the owner already holds the lease, giving high scope and ownership weight before the site walk is booked.
Immediate-start anchor store
A standalone store wants construction to begin right away, triggering the intake's only urgency signal and pushing the lead to the top of the queue.
Minor cosmetic refresh
A small strip-mall unit only wants a cosmetic upgrade, which carries the lowest scope weight and gets routed as a smaller, lower-priority job rather than a full estimate.
Owner-occupied new build, no plans yet
The developer owns the property outright but has no architectural plans ready, so the intake flags a project that's high-value but not yet bid-ready.
Undecided-authority inquiry
A caller is exploring an expansion but can't confirm they're authorized to approve budgets, which the intake still captures but scores lower until a decision-maker is confirmed.
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
Retail Construction lead-intake FAQs
How does the intake separate retail leads from restaurant or food-retail leads?
The retail space type question flags 'restaurant or food retail' answers, which is useful if a lead would be better handled by the Restaurant Construction intake instead of the general retail one.
What happens if the person filling out the form can't approve the budget?
Contract and budget authority carries the highest weight in this catalog, so a 'no' answer still delivers the lead but scores it lower until a decision-maker is identified.
Can the intake tell a ground-up build apart from a renovation or tenant improvement?
Yes — the project scope question distinguishes new building construction, full interior renovation, tenant improvement, and expansion, each weighted differently so your team can see project type at a glance.
Does a lead need finished architectural plans before we'll book a site walk?
No. The plans-readiness question just tells you whether plans are complete, in progress, or not started, so you know how far the project is from being bid-ready when you schedule.
How much does property ownership versus leasing affect the score?
Owning the property scores notably higher than leasing, since ownership generally means fewer approval layers and a more direct path to signing a contract.
What if a developer enters an approximate square footage instead of an exact number?
The square footage field is free text, so approximate ranges are accepted and still give your estimator a fast sense of project scale before investing time in a site walk.
Turn retail construction visitors into qualified projects
Give every retail construction visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.