Know which full-service packing leads are worth survey time
Our intake asks about room count, special-handling items like fragile or oversized pieces, and a confirmed moving date, then collects photos of each room so your crew shows up with the right size truck and materials.
The exact intake your full-service packing leads complete
This is the real 6-question guided intake for Full-Service Packing — the same flow your customers finish before you ever pick up the phone.
What a qualified full-service packing lead should tell you
Packing of an entire household, office, or storage unit by a moving crew ahead of a scheduled move, sized by room count and any items needing special handling.
- Space Be Packed
- How Many Rooms Be
- Have Any Items Requiring
- Already Have Confirmed Moving
- Authorized Schedule And Approve
- Packing Materials Such As
The questions your team needs answered
Every full-service packing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of space needs to be packed? | Distinguishes household packing from office or storage-unit packing so crews and materials can be matched to the actual space type. |
| Approximately how many rooms need to be packed? | Room count is the main scale factor for weight, directly signaling how many packers and how much truck space the job needs. |
| Do you have any items requiring special handling, such as fragile, valuable, or oversized pieces? | A yes answer flags jobs needing extra crating, padding, or specialty handling before the crew shows up. |
| Do you already have a confirmed moving date or move-out deadline? | A confirmed moving date signals a closer, more bookable job than a request still shopping around. |
| Are you authorized to schedule and approve this packing service? | The wide gap between the yes and no weights makes clear that scheduling authority is close to a gating requirement, not a minor detail. |
| Do you need packing materials such as boxes and tape provided as part of the service? | Flags whether materials need to be quoted and prepped ahead of time, avoiding a surprise supply run on job day. |
How Cliont scores full-service packing leads
Every answer is weighted automatically — no manual review required.
Value signals
- 1-2 rooms
- 3-5 rooms
- 6 or more rooms
- Not sure
- Have Any Items Requiring: yes
- Already Have Confirmed Moving: yes
See the lead your team receives
Full-Service Packing 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 full-service packing workflows
| Cliont capability | Full-Service Packing application |
|---|---|
| Weighted scoring logic | Combines room count and special-handling answers so a small apartment with no fragile items and a large house full of them are never scored the same. |
| Authorization gating | Uses the scheduling-authority question to flag requests from roommates, tenants, or family members who can't yet approve the job, before a survey gets booked. |
| Photo capture widget | Collects room-by-room photos and images of fragile or oversized items so your team can estimate crew size and materials before the survey. |
| CRM routing | Sends each qualified lead to your CRM with space type, room count, special-handling flags, and moving date attached, ready for dispatch decisions. |
Common full-service packing lead scenarios
Large multi-room downsizing move
A house move with six or more rooms and special-handling items like a piano or artwork scores high, especially with a confirmed moving date already set.
Small apartment, quick turnaround
A 1-2 room apartment with no special-handling items scores lower on job size but still routes to CRM as a smaller, faster-to-schedule job.
Office relocation with sensitive equipment
A commercial space selection combined with flagged fragile or valuable items signals a job that needs crating supplies and a specialty crew, distinct from a household pack.
Storage unit request from a non-decision-maker
When the person submitting the request isn't authorized to schedule and approve the job, the intake flags this so your team confirms with the actual decision-maker before booking a 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 packing services intake templates
Full-Service Packing lead-intake FAQs
How does the intake keep us from sending a crew sized for the wrong job?
The room count question and the special-handling item question are weighted so a 6-plus-room house with fragile or oversized pieces scores very differently from a 1-2 room apartment, letting you match crew and truck size before you commit a survey slot.
Will I know if the person filling out the form is actually allowed to book?
Yes. The authorization question carries a much higher weight for a yes answer than a no, so requests from someone who isn't authorized to schedule and approve the packing service are flagged for confirmation before you dispatch anyone.
Can the intake tell me if the customer needs boxes and tape supplied?
Yes, the intake asks directly whether packing materials need to be provided as part of the service, so your team can quote and prep materials ahead of the job instead of finding out on site.
What if the mover doesn't have a confirmed moving date yet?
The intake still captures the lead and notes that no move date is confirmed, which affects scheduling priority but doesn't disqualify the request from being followed up on.
Does this handle office packing the same way as a household move?
The space-type question distinguishes office or commercial space from apartments, houses, and storage units, so you can see at a glance when a lead is actually a better fit for your separate Office Packing intake.
How are fragile or valuable items surfaced before the crew arrives?
A dedicated yes/no question asks about items requiring special handling, and a yes answer carries meaningful weight so those jobs stand out for extra materials or a more experienced packer.
Turn full-service packing visitors into qualified jobs
Give every full-service packing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.