Know which estate cleanouts are worth a survey
Ask about property size, legal authorization, and access obstacles like stairs or narrow hallways before you commit a crew, then collect photos of the property so your team shows up with the right truck and manpower.
The exact intake your estate cleanout leads complete
This is the real 7-question guided intake for Estate Cleanout — the same flow your customers finish before you ever pick up the phone.
What a qualified estate cleanout lead should tell you
Removal and disposal of belongings, furniture, and debris from a property following a death, downsizing, or estate settlement, where legal authorization to clear the property and identification of items reserved for family, appraisal, or donation must be established before a crew is scheduled.
- Approximate Size Property Being
- Legally Authorized Arrange Removal
- Any Items Be Set
- General Categories Items Be
- There Vehicle Or Truck
- Soon Cleanout Be Completed
- There Any Stairs, Elevators,
The questions your team needs answered
Every estate cleanout intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the approximate size of the property being cleaned out? | Property size scales the weight from a single room up to multiple properties, so the intake can distinguish a small job from a full estate before you dispatch anyone. |
| Are you legally authorized to arrange removal of items from this property? | A no answer here carries a heavily reduced weight, flagging leads that need ownership or executor verification before a survey is worth booking. |
| Do any items need to be set aside for family, appraisal, or donation before removal? | Knowing whether items must be pulled aside for family, appraisal, or donation tells the crew the scope isn't a full clear-out, which changes both timeline and labor. |
| What general categories of items need to be removed? | Segments the lead so you can route, price, and prioritize it correctly. |
| Is there vehicle or truck access directly to the property's entrance? | Direct truck access is weighted higher than no access, since it directly affects how much labor and equipment the job requires. |
| How soon does the cleanout need to be completed? | Timeline urgency is weighted from as-soon-as-possible down to no fixed date, helping the office decide which surveys to book first. |
| Are there any stairs, elevators, or narrow access points affecting item removal? | Stairs, elevators, or narrow doorways change how many people and how much time the job takes, so this answer feeds directly into crew sizing. |
How Cliont scores estate cleanout leads
Every answer is weighted automatically — no manual review required.
Value signals
- Single room or unit
- Apartment or condo
- House
- Multiple properties or a large estate
- Legally Authorized Arrange Removal: yes
- There Vehicle Or Truck: yes
See the lead your team receives
Estate Cleanout Lead - Full House, Executor Authorized
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 estate cleanout workflows
| Cliont capability | Estate Cleanout application |
|---|---|
| Weighted scoring | Property size answers scale from single room to multiple properties or a large estate, so bigger cleanouts automatically outrank smaller ones in your CRM queue. |
| Gatekeeping questions | The legal-authorization question is weighted low on a no answer, which flags leads for verification before a truck or survey ever gets scheduled. |
| Multi-select category capture | The item-category question captures whether hazardous materials or documents are present, so your crew can prep disposal method and pricing before arrival. |
| Photo upload with structured questions | Access photos paired with the stairs/elevator/narrow-hallway question let your office size the crew and truck correctly instead of guessing from a phone call. |
Common estate cleanout lead scenarios
Executor clearing a full house
Legal authorization is confirmed, the property is a house, and truck access is direct, which pushes the score up and signals a straightforward, high-value job worth prioritizing for a survey.
Family member without legal authority
The submitter answers no to legal authorization, which scores low on that question and flags the lead for a verification call before any survey gets booked.
Multi-property estate settlement
The lead selects multiple properties or a large estate, the highest-weighted option on property size, signaling a bigger job that should get faster follow-up than a single-room clearout.
Items set aside for family first
The lead confirms items need to be pulled for family, appraisal, or donation before removal, which changes the scope and timeline the crew needs to plan for versus a straight haul-away.
Walk-up unit with no truck access
No direct truck access combined with stairs or narrow hallways lowers the access-related score and tells the office to plan for extra labor or smaller vehicles before quoting.
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 junk removal intake templates
Estate Cleanout lead-intake FAQs
How does the intake handle a lead who isn't legally authorized to clear the property?
The authorization question carries a low weight when answered no, so those leads score lower and can be routed for a verification call instead of an automatic survey booking.
Can the intake flag items that need to be pulled aside before the crew arrives?
Yes, the intake asks whether anything needs to be set aside for family, appraisal, or donation, so your crew knows the scope isn't a straight full-clear job before they quote it.
How is this different from the Hoarding Cleanout intake?
Estate Cleanout focuses on legal authorization, property size, and items reserved for family, while Hoarding Cleanout is built around different conditions on-site; each subservice has its own catalog of questions matched to how that job actually gets qualified.
Does property size actually change how leads are prioritized?
Yes, the property-size question is weighted from a single room up to multiple properties or a large estate, so bigger jobs surface as higher priority in your CRM automatically.
What if the property has stairs or an elevator?
The intake asks about stairs, elevators, and narrow access points directly, so your team can see access challenges before the survey instead of discovering them on-site.
Does the timeline question help with scheduling?
Yes, leads that need the cleanout done as soon as possible score higher on that question than those with no fixed date, helping you sequence which surveys to book first.
Turn estate cleanout visitors into qualified jobs
Give every estate cleanout visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.