Scope the office relocation before planning the move
Give your commercial moving team a brief that covers workstations, furniture and equipment, approval authority, access at both locations, after-hours needs, and temporary storage. Staff can discuss the move’s scope and dependencies before building a relocation plan.
Preview your office move intake
Explore 7 questions from the Office Move template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified office move lead should tell you
Professional relocation services for businesses moving office furniture, equipment, and files to a new commercial location.
- Many Employees Or Workstations
- Best Describes Current Status
- Items Be Relocated
- Authorized Approve This Move
- New Or Current Location
- Move Happen Outside Normal
- Temporary Storage Needed Between
The questions your team needs answered
Every office move intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many employees or workstations are involved in this office move? | Workstation count provides an initial scale indicator for the commercial relocation. |
| What best describes the current status of this move? | Distinguishes planning-stage inquiries from confirmed dates and earlier requested moves. |
| Which items need to be relocated? | Selected inventory categories identify what the business wants relocated. |
| Are you authorized to approve this move on behalf of the business? | Records reported authority to approve the move on behalf of the business. |
| Does the new or current location have elevator access or loading dock availability? | Captures access conditions at the current and destination buildings. |
| Will the move need to happen outside normal business hours? | Records whether working outside normal business hours is part of the requested scope. |
| Is temporary storage needed between the old and new office locations? | Identifies a storage dependency so the team can discuss the relocation sequence. |
How Cliont scores office move leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- 1-10
- 11-50
- 51-200
- More than 200
- Authorized Approve This Move: yes
- Temporary Storage Needed Between: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
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 office move workflows
| Cliont capability | Office Move application |
|---|---|
| Guided intake | Workstation count provides an initial scale indicator for the commercial relocation. Distinguishes planning-stage inquiries from confirmed dates and earlier requested moves. |
| Configured scoring | Workstation count, approval authority, and whether storage is needed have configured weights. Other logistical answers remain available for review; the score is not a quote or confirmed moving plan. |
| Structured lead context | Records whether working outside normal business hours is part of the requested scope. Identifies a storage dependency so the team can discuss the relocation sequence. |
| Team review | No. It records what the requester reports. |
Example office move lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Small office with a confirmed date
An authorized requester selects one to ten workstations, furniture and electronics, and a confirmed date. Staff receive the basic commercial scope before discussing access and scheduling.
Larger relocation between uneven-access sites
The requester selects more than fifty workstations and easy access at only one location. The inquiry helps staff clarify handling and building arrangements before proposing the move.
Office needs an intermediate storage period
The business requests temporary storage and after-hours work. Your team receives those dependencies with the item categories and can discuss a staged relocation rather than assuming a direct daytime move.
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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
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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
Office Move lead-intake FAQs
Can the intake describe an office move by workstation count?
Yes. It offers four workstation ranges, from one to ten through more than two hundred. That gives staff an initial scope signal while the actual inventory is confirmed separately.
Does it collect after-hours and temporary-storage requirements?
Yes. Both are asked directly. Staff can review those answers with move status, selected items, and site access before discussing the service arrangement.
What contributes to the template score?
Workstation count, approval authority, and whether storage is needed have configured weights. Other logistical answers remain available for review; the score is not a quote or confirmed moving plan.
Does an authorized requester’s answer verify contract authority?
No. It records what the requester reports. Your team confirms the appropriate business contact and approvals before accepting a contract or committing to the relocation.
Turn office move visitors into qualified jobs
Give every office move visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.