Know which medical office moves are worth a site survey
Ask whether the move includes specialized medical equipment, patient records, and exam room furniture, collect floor plans and equipment lists up front, and let Cliont score and route survey-ready leads to your CRM.
The exact intake your medical office move leads complete
This is the real 7-question guided intake for Medical Office Move — the same flow your customers finish before you ever pick up the phone.
What a qualified medical office move lead should tell you
Relocation of a medical, dental, or diagnostic facility where specialized equipment, patient records, and continuity of patient care must be planned for before a crew is booked.
- Best Describes Facility Being
- Move Include Specialized Medical
- Following Will Be Moved
- Approximate Size Office Space
- Authorized Schedule And Approve
- This Move Take Place
- Move Continuing Patient Care
The questions your team needs answered
Every medical office move intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes the facility being moved? | Facility type determines what specialist crew skills and equipment handling the move will require. |
| Does the move include specialized medical equipment such as imaging or exam equipment? | A yes here flags the need for certified handling of imaging or exam equipment, which changes crew and vehicle requirements. |
| Which of the following will need to be moved or handled? | The specific item mix tells the crew what packing materials and chain-of-custody steps to prepare before the survey. |
| What is the approximate size of the office space being moved? | Office size drives how many movers and trucks the survey should scope for, avoiding under- or over-resourcing the job. |
| Are you authorized to schedule and approve this move on behalf of the facility? | Confirming approval authority prevents scheduling a survey with a contact who can't actually greenlight the move. |
| When do you need this move to take place? | Timeline separates leads that need immediate scheduling from those still in early planning. |
| Does the move require continuing patient care operations with minimal downtime? | A yes here signals the move likely needs phased or off-hours execution to avoid disrupting patient care. |
How Cliont scores medical office move leads
Every answer is weighted automatically — no manual review required.
Value signals
- Medical office or clinic
- Dental office
- Diagnostic or imaging lab
- Other healthcare facility
- Move Include Specialized Medical: yes
- Authorized Schedule And Approve: yes
See the lead your team receives
Medical Office Move 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 medical office move workflows
| Cliont capability | Medical Office Move application |
|---|---|
| Conditional branching | The facility-type answer (clinic, dental, imaging lab, other healthcare) determines which follow-up questions and equipment prompts appear next. |
| Weighted lead scoring | Specialized medical equipment and authorization to approve the move are weighted heavily, pushing leads with both into the high-priority band before a survey is booked. |
| Pre-survey item checklist | The multi-select item list (patient records, exam furniture, IT equipment, pharmaceuticals) gives crews a packing and handling checklist before they arrive. |
| Decision-maker filtering | The authorization question separates inquiries from approved facility contacts out of those from staff still gathering information, so surveys aren't scheduled prematurely. |
Common medical office move lead scenarios
Imaging lab with specialized equipment
A diagnostic facility flags specialized imaging equipment and an authorized contact, which the intake weights as a high-value lead worth prioritizing for a survey.
Small dental office, standard furniture
A dental office reports no specialized equipment and only general office furniture, so the lead still qualifies but is sized differently than an imaging move.
Inquiry from an unauthorized contact
An office manager fills out the intake but isn't authorized to schedule or approve the move, so the crew avoids scoping a job before decision-maker sign-off is confirmed.
Move requiring continuous patient care
A clinic needs the move completed with minimal downtime to patient operations, signaling a phased or off-hours move that a standard office relocation wouldn't need.
Early-stage planning, no set date
A facility is just exploring options with no firm timeline, letting the team route it for nurture rather than an immediate survey.
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
Medical Office Move lead-intake FAQs
How does the intake handle different facility types like clinics vs. imaging labs?
The facility-type question routes clinics, dental offices, diagnostic or imaging labs, and other healthcare facilities into the same intake, and specialized-equipment answers surface which ones need extra handling before a survey is scheduled.
What happens if the move doesn't involve any specialized medical equipment?
The intake still qualifies the lead using facility size, item list, and timeline; it's simply scored differently than a move flagged for imaging or exam equipment.
Does the intake account for patient records and compliance concerns?
The item-handling question lets the contact flag patient records, pharmaceuticals, and medical supplies specifically, so your team knows what needs special packing or chain-of-custody handling before quoting.
What if the person submitting the form isn't authorized to approve the move?
The authorization question is weighted into the score, so inquiries from staff without approval authority can be routed for a decision-maker callback instead of an immediate survey.
How is this different from your Office Move or Corporate Relocation intake?
This intake adds facility type, specialized equipment, patient records, and continuing-operations questions that a standard office move or corporate relocation intake doesn't ask.
Can the intake flag moves that need to happen with minimal disruption to patient care?
Yes, the continuing-operations question identifies moves where patient care can't stop, which typically require phased scheduling rather than a single-visit relocation.
Turn medical office move visitors into qualified jobs
Give every medical office move visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.