Know which warehouse move leads are worth survey time
Ask warehouse size, what the move mainly involves, and whether specialized equipment like forklifts is needed, then collect floor plans and photos before your team commits a truck and crew.
The exact intake your warehouse move leads complete
This is the real 7-question guided intake for Warehouse Move — the same flow your customers finish before you ever pick up the phone.
What a qualified warehouse move lead should tell you
Relocation of warehouse contents — palletized inventory, racking, shelving, or heavy machinery — between facilities, scoped by square footage and the equipment needed to move it safely.
- Approximate Size Warehouse Space
- Move Mainly Involve
- Move Take Place
- Move Specialized Equipment Such
- Authorized Approve This Move
- Destination Location Ready Receive
- Warehouse Remain Operational During
The questions your team needs answered
Every warehouse move intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the approximate size of the warehouse space being moved? | Square footage directly drives crew and truck sizing, so larger facilities score higher for survey priority. |
| What does the move mainly involve? | Machinery and racking selections carry the highest weight because they require specialized handling and more crew time than general items. |
| When do you need the move to take place? | Segments the lead so you can route, price, and prioritize it correctly. |
| Does the move require specialized equipment such as forklifts or pallet jacks? | Confirming the need for forklifts or pallet jacks lets you line up the right equipment before the survey instead of discovering it on-site. |
| Are you authorized to approve this move on behalf of the organization? | Verifying the requester can approve the move filters out inquiries from staff who can't actually sign off on a job. |
| Is the destination location ready to receive the warehouse contents? | Destination readiness flags timeline risk when the new site isn't secured, which changes how urgently the job should be scheduled. |
| Will the warehouse remain operational during the move? | Knowing whether the warehouse stays operational during the move determines if the job needs phased or off-hour scheduling. |
How Cliont scores warehouse move leads
Every answer is weighted automatically — no manual review required.
Value signals
- Under 5,000 sq ft
- 5,000-20,000 sq ft
- 20,000-50,000 sq ft
- Over 50,000 sq ft
- Not sure
- Palletized inventory
See the lead your team receives
Warehouse 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 warehouse move workflows
| Cliont capability | Warehouse Move application |
|---|---|
| Conditional follow-up questions | Surfaces destination-readiness detail only when the answer is 'still being prepared' or 'not yet secured,' so your team spots timeline risk without extra manual screening. |
| Weighted lead scoring | Combines warehouse size and move contents into one score, so a 50,000 sq ft machinery move ranks above a small office-furniture shuffle within the same warehouse. |
| Authorization check | Flags leads where the requester isn't authorized to approve the move, so surveys aren't booked with someone who can't actually sign off. |
| File upload capture | Collects floor plans and racking photos upfront so your team can rough out truck and crew size before committing to a site survey. |
Common warehouse move lead scenarios
Large facility with heavy machinery
A 50,000+ sq ft warehouse move involving machinery and racking scores highest on the intake, signaling a job worth prioritizing for a survey.
Requester lacks approval authority
The form is filled out by someone who answers no to being authorized to approve the move, flagging the need to confirm the real decision-maker before booking a survey.
Destination site not yet secured
The lead selects 'not yet secured' for destination readiness, which signals the timeline is soft and better suited to a follow-up than an immediate dispatch.
Warehouse must stay operational
The customer confirms the warehouse will remain operational during the move, which changes scheduling to phased or off-hour work instead of a full shutdown.
Early-stage planning inquiry
Someone selects 'not sure' on square footage and 'just planning ahead' on timeline, still worth capturing but ranked lower urgency than an active move request.
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
Warehouse Move lead-intake FAQs
How does the intake help us estimate crew and truck size before quoting?
It asks for warehouse square footage and what the move mainly involves — palletized inventory, racking, machinery, or office furniture — giving your team a scope estimate before scheduling a survey.
What if the person filling out the form isn't authorized to approve the move?
The intake directly asks whether the requester is authorized to approve the move on behalf of the organization, so you can confirm the actual decision-maker before offering a survey slot.
Does the intake tell us if the warehouse needs to stay operational during the move?
Yes, it asks whether the warehouse will remain operational, which affects whether the job needs phased scheduling or off-hour access instead of a straightforward shutdown.
What happens if the destination site isn't ready yet?
The intake captures whether the destination is ready now, still being prepared, or not yet secured, so your team knows whether to prioritize scheduling or hold the lead for follow-up.
Can the intake flag jobs that need forklifts or pallet jacks?
It asks directly whether the move requires specialized equipment, so you can line up the right gear and crew ahead of the site survey.
How is this different from the Industrial Equipment Move intake?
Warehouse Move is scoped around relocating a whole facility's contents — racking, pallets, inventory — while Industrial Equipment Move focuses on moving heavy machinery on its own; pick whichever matches the enquiry.
Turn warehouse move visitors into qualified jobs
Give every warehouse move visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.