Know which corporate relocation leads are worth survey time
Cliont's corporate relocation intake asks about workspace size, move type, and timeline, and collects floor plans and equipment inventories before your team ever schedules a survey.
The exact intake your corporate relocation leads complete
This is the real 6-question guided intake for Corporate Relocation — the same flow your customers finish before you ever pick up the phone.
What a qualified corporate relocation lead should tell you
A planned move of a company's office, staff, and equipment from one business location to another, qualified by workspace size, move distance, timeline, and whether the person requesting it can actually approve the job.
- Approximate Size Office Or
- Move This
- Soon Relocation Take Place
- Authorized Coordinate And Approve
- These Services Will Be
- There Any Special Items,
The questions your team needs answered
Every corporate relocation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the approximate size of the office or workspace being relocated? | Workspace size directly signals how many crew members and truck capacity the job needs, which is the exact mismatch that leads to sending the wrong-sized crew. |
| What type of move is this? | Move type distinguishes a same-city relocation from an international move requiring customs and different logistics planning. |
| How soon does the relocation need to take place? | A move needed within two weeks requires faster scheduling of the survey than one that's still in the planning stage with no firm date. |
| Are you authorized to coordinate and approve this relocation on behalf of the company? | Confirming the respondent can actually approve the relocation prevents your team from building a full quote for someone who still needs internal sign-off. |
| Which of these services will be needed for this relocation? | Knowing upfront whether packing, disassembly, IT handling, or storage is needed lets the surveyor prepare the right questions and staffing plan. |
| Are there any special items, such as sensitive equipment or files, that require particular handling? | Free-text notes on sensitive equipment or files flag handling requirements the crew needs to know before arriving on-site. |
How Cliont scores corporate relocation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Small (1-10 employees)
- Medium (11-50 employees)
- Large (51-200 employees)
- Enterprise (200+ employees)
- Not sure
- Within 2 weeks
Disqualifiers
- Not sure yet
See the lead your team receives
Corporate Relocation 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 corporate relocation workflows
| Cliont capability | Corporate Relocation application |
|---|---|
| Weighted lead scoring | Combines workspace size and timeline answers so a 200+ employee move needed within two weeks outranks a small office that's still planning, without you manually cross-referencing the two answers. |
| Decision-maker flag | Surfaces the authorization answer so your team can see immediately whether the person requesting the survey can actually sign off on the relocation. |
| Service checklist capture | Turns the services-needed multi-select (packing, disassembly, IT handling, storage) into a starting checklist your surveyor can review before the visit. |
| Free-text triage | Routes special-handling notes about sensitive equipment or files to your operations team for review before the crew is scheduled. |
Common corporate relocation lead scenarios
Enterprise move, two-week deadline
A 200+ employee company needs to relocate within two weeks. The intake flags both the enterprise size and tight timeline so this lead lands at the top of your queue.
Small office, no firm date yet
A 1-10 person office is exploring options with 'still planning, no firm date' selected. The intake routes this as a lower-urgency lead worth a follow-up rather than an immediate survey.
Facilities coordinator, not final approver
Someone fills out the intake on behalf of the company but answers no to being authorized to approve the relocation. Cliont surfaces this so your team confirms the real decision-maker before quoting.
IT-heavy relocation with sensitive files
The free-text special-handling field mentions server racks and confidential records, and 'IT and electronics handling' is selected in services needed. The intake captures both so your crew prepares differently than for a standard furniture move.
International move needing storage
The move type is international and temporary storage is selected as a needed service. This combination changes logistics planning versus a same-city relocation, and the intake keeps that distinction visible.
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 commercial moving intake templates
Corporate Relocation lead-intake FAQs
How does the intake size up how big a corporate move actually is?
The intake asks the business owner to select an approximate workspace size, from a 1-10 person office up to an enterprise account of 200+ employees. That answer alone shapes how the lead is prioritized, since larger offices are treated as higher-value jobs.
What happens if the person filling out the form isn't the final decision-maker?
The intake directly asks whether the respondent is authorized to coordinate and approve the relocation. If they answer no, that's flagged so your team can confirm who the real approver is before investing time in a survey.
Does the intake tell us if it's a local, long-distance, or international move?
Yes, move type is a required question in the intake with local, long distance, and international options. That answer changes what logistics and paperwork your team needs to prepare ahead of the survey.
How are sensitive items like servers or confidential files captured?
There's a dedicated free-text field asking about special items requiring particular handling. Anything mentioned there, like sensitive equipment or files, gets passed to your team so the crew arrives prepared instead of discovering it on-site.
Can the intake tell us if storage or IT handling will be needed before we quote?
Yes, the services-needed question lets the lead select packing, disassembly, IT and electronics handling, and temporary storage. Those selections build a starting checklist for the survey instead of your team having to ask from scratch.
How is this different from the plain Office Move intake?
Corporate Relocation adds questions specific to organizational moves, like confirming decision-making authority on behalf of a company, which the general Office Move page doesn't ask in the same way. Both sit in the Commercial Moving category alongside Warehouse Move and Industrial Equipment Move.
Turn corporate relocation visitors into qualified jobs
Give every corporate relocation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.