Know which retail store moves are worth survey time
A retail store move intake captures square footage, what's actually moving (shelving, inventory, POS systems), and timing before you quote the job, plus dock access details and floor plans so your crew isn't guessing at load-in access on move day.
The exact intake your retail store move leads complete
This is the real 7-question guided intake for Retail Store Move — the same flow your customers finish before you ever pick up the phone.
What a qualified retail store move lead should tell you
Relocation of an operating retail store's shelving, fixtures, inventory, POS equipment, and back-office furniture to a new location, sized and scheduled around the store's footprint and operating hours.
- Approximate Size Store Being
- Be Moved
- Move Happen
- Move Happen Outside Normal
- Authorized Arrange And Approve
- New Location Have Loading
- Temporary Storage Between Old
The questions your team needs answered
Every retail store move intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the approximate size of the store being moved? | Store square footage is the primary driver of crew size and truck count, so this answer directly sets the scope of the survey. |
| What needs to be moved? | The mix of shelving, inventory, POS equipment, and display cases determines what packing materials and specialty handling the crew brings, even though it isn't scored. |
| When do you need the move to happen? | Move timing separates leads that need a truck dispatched this week from stores still months away from committing. |
| Does the move need to happen outside normal business hours? | After-hours moves require different crew scheduling and rates, so this flags jobs that can't be treated as a standard daytime move. |
| Are you authorized to arrange and approve this move for the store? | A lead who can't approve the move themselves needs a different follow-up path than one who can sign off and book the survey directly. |
| Does the new location have loading dock or freight elevator access? | Loading dock or freight elevator access dictates whether the crew needs dollies and ramps or a full rigging setup, confirmed before the truck is booked. |
| Do you need temporary storage between the old and new locations? | A need for temporary storage between leases turns a single move into a move-plus-storage job that changes the quote. |
How Cliont scores retail store move leads
Every answer is weighted automatically — no manual review required.
Value signals
- Under 1,000 sq ft
- 1,000-5,000 sq ft
- 5,000-15,000 sq ft
- Over 15,000 sq ft
- Not sure
- As soon as possible
See the lead your team receives
Retail Store 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 retail store move workflows
| Cliont capability | Retail Store Move application |
|---|---|
| Weighted scoring | Store size and move-timing answers are weighted so a large store moving ASAP scores higher than a small store still comparing options. |
| Multi-select capture | The 'what needs to be moved' checklist (shelving, inventory, POS systems, display cases, back-office furniture) builds a pack-list your crew can see before the survey. |
| Yes/no gating logic | A 'not authorized to approve' answer routes the lead down a different follow-up path instead of straight into a survey booking. |
| Photo and document upload | Dock access and floor plan uploads let estimators judge load-in logistics before committing a crew and truck size. |
Common retail store move lead scenarios
Large store, urgent timeline
A 5,000-15,000 sq ft store needs to move as soon as possible and confirms dock access on the new location — the intake flags this as high priority based on size and timing alone.
After-hours boutique relocation
A small, under-1,000 sq ft store needs the move to happen outside business hours and requires temporary storage between leases, surfacing logistics the survey team needs to plan around.
Contact isn't the decision-maker
Someone fills out the form but answers 'no' to being authorized to approve the move, so the intake routes this lead for a different follow-up instead of booking a survey directly.
Early-stage, just comparing options
A lead selects 'Just exploring options' for timing and 'Not sure' for store size, signaling this isn't ready for a survey yet but still worth a lower-priority follow-up.
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
Retail Store Move lead-intake FAQs
How does the intake handle a small boutique versus a large anchor store?
The store-size question ranges from under 1,000 sq ft to over 15,000 sq ft, and each band carries its own weight so a survey request for a large store surfaces differently than a small boutique inquiry.
What happens if the person filling out the form can't actually approve the move?
The authorization question flags leads who answer 'no' with a lower weight, so you can route them to confirm the real decision-maker before scheduling a survey instead of dispatching a crew on unapproved details.
Can the intake tell us if the new location has dock or elevator access?
Yes, the dock and freight elevator question is captured directly, so your team knows before the survey whether they'll need dollies and ramps or a full rigging setup.
Does the form ask about after-hours moves?
Yes, there's a direct question on whether the move needs to happen outside normal business hours, which affects crew scheduling and how you quote the job.
What if the store needs storage between the old and new lease?
The intake asks directly whether temporary storage is needed between locations, turning a straightforward move into a move-plus-storage lead before your team ever calls.
Why does the 'what needs to be moved' question matter if it isn't scored?
Shelving, inventory, POS systems, display cases, and back-office furniture are captured as a checklist even though they aren't weighted, so your crew shows up with the right packing materials and equipment.
Turn retail store move visitors into qualified jobs
Give every retail store move visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.