Know which tenant improvement leads are worth a site walk
The intake walks owners and developers through space type, square footage, and scope of work, then collects existing floor plans or lease terms before your estimator ever schedules a site walk.
The exact intake your tenant improvement leads complete
This is the real 7-question guided intake for Tenant Improvement — the same flow your customers finish before you ever pick up the phone.
What a qualified tenant improvement lead should tell you
Interior build-out or renovation work inside an existing leased space, scoped to the tenant's operational needs and typically bounded by lease terms, landlord approval, and existing building systems.
- Space Being Improved
- Approximate Size Space In
- Best Describes Scope Work
- Have Architectural Or Engineering
- Property Owner Or Authorized
- This Project Start
- Lease Or Landlord Approval
The questions your team needs answered
Every tenant improvement intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of space is being improved? | Space type flags code and compliance complexity, since medical or restaurant build-outs carry different requirements than a plain office. |
| What is the approximate size of the space in square feet? | Square footage is a rough proxy for project value and crew size before an estimate is even scoped. |
| What best describes the scope of work needed? | Each scope option carries its own weight, so structural and MEP work outranks purely cosmetic requests. |
| Do you currently have architectural or engineering plans for this project? | Whether plans already exist signals how close the project is to being estimate-ready versus still needing design work. |
| Are you the property owner or an authorized representative who can approve this project? | The large gap between the yes and no weights keeps unauthorized inquiries from consuming a site walk. |
| When do you need this project to start? | Start timeline weights immediate need above 'just researching,' so your team can prioritize outreach accordingly. |
| Is a lease or landlord approval already in place for this space? | Lease status shows whether the legal groundwork for the project is settled or still in negotiation before you commit estimating time. |
How Cliont scores tenant improvement leads
Every answer is weighted automatically — no manual review required.
Value signals
- Cosmetic finishes (paint, flooring, fixtures)
- Wall or layout changes
- Mechanical, electrical, or plumbing work
- Property Owner Or Authorized: yes
- Within 3 months
- 3 to 6 months
Urgency signals
- Structural modifications
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Tenant Improvement 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 tenant improvement workflows
| Cliont capability | Tenant Improvement application |
|---|---|
| Weighted multi-select scoring | Scope-of-work answers like structural modifications or MEP work score higher than cosmetic finishes, so leads with heavier build-out needs surface first. |
| Authorization gating | A no answer on whether the lead can approve the project scores far lower than a yes, keeping unauthorized inquiries out of your site-walk calendar. |
| Lease-stage branching | Leads with a lease still in negotiation get flagged differently from those with signed leases or outright property ownership, so timelines are set with the real constraint in mind. |
| Document collection on intake | The yes/no plans question triggers a request for existing architectural or engineering drawings before the lead reaches your CRM. |
Common tenant improvement lead scenarios
Small cosmetic retail refresh
A retail tenant under 1,000 sq ft needs paint, flooring, and fixtures only, with a lease already signed, so the intake flags it as a fast, lower-complexity job.
Multi-suite MEP build-out
An owner is planning a 5,000-15,000 sq ft office space with mechanical, electrical, and structural changes and already has plans in hand, so the intake surfaces it as a priority project.
Tenant without landlord sign-off
A prospective tenant answers that their lease is still pending negotiation and can't confirm they're authorized to approve the project, so the intake flags it for a qualifying call before a site walk gets booked.
Early-stage, scope still undefined
A lead selects 'not sure yet' for scope and 'not sure' for square footage while just researching options, so the intake routes it as exploratory rather than estimate-ready.
Structural work in a medical suite
A healthcare tenant needs structural modifications and MEP work in a mid-size suite, holds architectural plans, and wants to start immediately, which the intake scores as high value and urgent.
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
Tenant Improvement lead-intake FAQs
How does the intake tell a tenant improvement job apart from a ground-up build or full renovation?
The space-type and scope-of-work questions separate interior fit-out work from the kind of structural or shell work covered under Ground-Up Commercial Construction or Commercial Renovation, so leads get routed to the right project type.
Why does the intake ask whether the lead is the property owner or an authorized representative?
That question carries a much higher weight for a yes answer than a no, because a lead who can't approve the project isn't ready for a site walk regardless of how large the scope is.
What happens if the tenant doesn't have architectural or engineering plans yet?
The intake still captures the rest of the project details, but a no answer here signals the project is earlier-stage and may need a design step before it's ready to estimate.
How does lease status affect whether a lead is worth pursuing?
The intake distinguishes between a signed and approved lease, a lease still in negotiation, and property ownership, since a pending lease often means the project timeline isn't firm yet.
Can this intake handle restaurant or healthcare tenant improvements?
Yes, the space-type question includes restaurant/food service and medical/healthcare options, though larger buildouts in those categories may be better suited to Restaurant Construction or Healthcare Construction.
What happens when someone selects 'not sure yet' for scope of work?
That option still carries some weight so the lead isn't discarded, but it scores lower than a defined scope like MEP or structural work, so your team knows to ask more questions before quoting.
Turn tenant improvement visitors into qualified projects
Give every tenant improvement visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.