Know which attic conversion leads are worth an estimate
Ask homeowners how they plan to use the space, whether they can stand upright across the attic, and how they access it today, then require interior photos before your team drives out for an estimate.
The exact intake your attic conversion leads complete
This is the real 7-question guided intake for Attic Conversion — the same flow your customers finish before you ever pick up the phone.
What a qualified attic conversion lead should tell you
Converting an existing attic into usable living space, where qualification depends on ceiling clearance, current access, intended use, and whether the person requesting the estimate has authority to approve the renovation.
- Plan Use Converted Attic
- Stand Fully Upright Across
- Attic Have Any Existing
- Access Attic Today
- Property Owner Or Authorized
- Best Describes Current Project
- Know If Attic Has
The questions your team needs answered
Every attic conversion intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What do you plan to use the converted attic space for? | The intended use, such as bedroom, office, or rental unit, determines the permits and egress requirements your team needs to price into the estimate. |
| Can you stand fully upright across most of the attic space? | Whether the homeowner can stand upright across most of the space is the strongest early signal of whether the attic is realistically convertible without costly roof or dormer work. |
| Does the attic currently have any existing flooring or subfloor? | Separates real opportunities from leads that aren’t a fit yet. |
| How do you access the attic today? | Access type, from a permanent staircase down to no current access, is weighted because it directly affects how much construction is needed just to reach and use the space. |
| Are you the property owner or authorized to make this renovation decision? | Confirming the person filling out the intake owns the property or is authorized to approve renovations prevents estimates from being scheduled with people who can't approve the job. |
| What best describes your current project stage? | Project stage flags homeowners who are actively planning or ready to hire so your team can prioritize outreach ahead of those still just exploring. |
| Do you know if the attic has existing electrical or plumbing lines running through it? | Knowing whether electrical or plumbing already runs through the attic helps your team anticipate rerouting work and price the job more accurately before the site visit. |
How Cliont scores attic conversion leads
Every answer is weighted automatically — no manual review required.
Value signals
- Stand Fully Upright Across: yes
- Permanent staircase
- Hatch with no stairs or ladder
- Property Owner Or Authorized: yes
Urgency signals
- Pull-down ladder
- Actively planning
Disqualifiers
- Already have architectural plans
See the lead your team receives
Attic Conversion Lead
From first click to qualified lead
Follow homeowners and property managers 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 job
Smart questions adapt to their job and capture the full scope.
They add photos
Damage photos and details come attached, so you assess before you drive out.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for attic conversion workflows
| Cliont capability | Attic Conversion application |
|---|---|
| Automated lead scoring | Weighs ceiling headroom and current attic access type together, so a full-height attic with a permanent staircase scores well above a low-clearance space with no current access. |
| Conditional intake logic | When a homeowner selects a rental unit as the intended use, the intake can surface additional notes for your team on code and permit review before the estimate is booked. |
| Ownership verification prompt | The authorization question filters out inquiries from tenants or relatives who aren't empowered to approve the renovation, before your team commits calendar time. |
| Required photo uploads | Interior attic photos are collected alongside the headroom and subfloor answers so your team can visually confirm claims before dispatching for an estimate. |
| CRM routing with priority flags | Leads marked "Actively planning" or "Ready to hire soon" are pushed into your CRM with a priority flag ahead of homeowners still exploring options. |
Common attic conversion lead scenarios
Full-height attic, ready to hire
Homeowner can stand upright across most of the space, has a permanent staircase, owns the property, and says they're ready to hire soon. This combination of high-value signals scores near the top of the queue.
Low clearance, just exploring
The attic has limited headroom and no current access, and the homeowner marks their stage as just exploring options. The intake still forwards the lead but scores it lower for prioritization rather than turning it away.
Tenant inquiring without authorization
Someone fills out the intake but isn't the property owner or authorized decision-maker. That answer is weighted heavily so your team can flag it before booking an estimate with someone who can't approve the work.
Rental unit with unknown utilities
Homeowner wants the attic converted into a rental unit but isn't sure if electrical or plumbing already runs through the space. The intake flags this for on-site verification instead of guessing at scope over the phone.
Plans in hand, hatch-only access
Homeowner already has architectural plans but the attic currently has only a hatch with no stairs or ladder. Advanced project stage offsets the access limitation, keeping the lead in the qualified range.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
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 remodeling intake templates
Attic Conversion lead-intake FAQs
How does the intake evaluate whether an attic can realistically be converted before we schedule a visit?
The intake weighs whether the homeowner can stand upright across most of the space and how they currently access it, since these two answers are the strongest early indicators of whether the space is convertible without major structural work.
What happens if a homeowner doesn't know whether there's electrical or plumbing in the attic?
A "Not sure" answer doesn't disqualify the lead, it's still forwarded to your CRM, just flagged so your team knows to verify existing lines during the on-site visit rather than assuming a clean install.
Can the intake filter out tenants or family members who can't approve the renovation?
Yes, the ownership and authorization question is one of the highest-weighted answers in the catalog, so leads submitted by someone who isn't the owner or authorized decision-maker are clearly flagged before an estimate gets booked.
Does the intake capture what the homeowner actually wants the space for?
Yes, homeowners select whether they want a bedroom, home office, storage, rental unit, or another use, which helps your team anticipate code and permit differences, especially for rental unit conversions, before the estimate.
How are leads with low headroom or awkward access handled instead of just rejected?
There are no automatic disqualifying signals for this subservice, so those leads still reach your CRM, they're simply scored lower so you can prioritize easier conversions first without losing the harder ones entirely.
How does the intake distinguish someone just exploring from someone ready to hire?
Homeowners select their project stage, from just exploring to already having architectural plans, and an "Actively planning" answer is treated as an urgency signal that pushes the lead higher in your queue.
Turn attic conversion visitors into qualified jobs
Give every attic conversion visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.