Turn office packing enquiries into survey-ready leads
Capture office size, item mix, and target completion date up front, then collect photos of workstations and equipment rooms so your team knows the true scope before scheduling a survey.
The exact intake your office packing leads complete
This is the real 7-question guided intake for Office Packing — the same flow your customers finish before you ever pick up the phone.
What a qualified office packing lead should tell you
Packing of office furniture, electronics, documents, and shared-space items ahead of a business relocation or storage move, scoped by workstation count and item mix.
- Approximate Size Office Being
- Types Items Be Packed
- Packing Completed
- Office Remain Open And
- Authorized Approve This Packing
- Office Have Specialized Equipment
- Packing Materials And Boxes
The questions your team needs answered
Every office packing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the approximate size of the office being packed? | Office size by workstation count directly determines the crew size and truck capacity needed, preventing an under- or over-resourced dispatch. |
| What types of items need to be packed? | The mix of desks, electronics, documents, and decor tells your team which materials and specialty handling to prepare before arrival. |
| When do you need the packing completed? | Timeline weighting pushes week-out jobs above flexible ones so urgent office moves get a survey booked first. |
| Will the office remain open and in use during the packing process? | Knowing whether the office stays open during packing changes how the crew schedules around business hours and access. |
| Are you authorized to approve this packing service on behalf of the business? | Confirming the submitter can approve the job avoids sending a crew for a survey to someone who can't actually sign off. |
| Does the office have specialized equipment such as servers or lab devices that need packing? | Flagging servers or lab devices lets you route the lead to staff who can quote that specialized handling correctly. |
| Will packing materials and boxes be provided by you or by the service provider? | Knowing who supplies materials affects whether boxes and packing supplies need to be built into the quote. |
How Cliont scores office packing leads
Every answer is weighted automatically — no manual review required.
Value signals
- Small (1-5 workstations)
- Medium (6-20 workstations)
- Large (21+ workstations)
- Not sure
- Within a week
- Within a month
See the lead your team receives
Office Packing Lead - Medium Office
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 packing workflows
| Cliont capability | Office Packing application |
|---|---|
| Weighted scoring | Office size and requested timeline are weighted together, so a large office needing packing within a week outranks a small, flexible-timeline enquiry. |
| Multi-choice item capture | The item-type question (furniture, electronics, documents, decor) shapes which materials and crew skills a job needs before you quote it. |
| Authorization check | The approval-authority question flags submissions from non-decision-makers so your team can confirm the real approver before scheduling a survey. |
| Specialty-equipment flagging | The server/lab-equipment question routes leads with sensitive equipment to staff who can quote that handling correctly. |
| Materials-logistics field | The materials-supply question tells your team upfront whether boxes and packing supplies need to be budgeted into the quote. |
Common office packing lead scenarios
Fast-turnaround office move
A medium or large office needs packing within a week and the requester confirms they're authorized to approve — the intake flags this as high priority for immediate survey scheduling.
Occupied office during packing
The office will stay open and in use while packing happens, which changes crew scheduling and access logistics compared to a vacated space.
Specialized equipment on site
The office has servers, lab devices, or similar equipment that needs careful handling, prompting a note to route the lead to staff who can quote specialty packing.
Enquiry from a non-decision-maker
Someone fills out the form but isn't authorized to approve the service, so the lead needs a follow-up step to confirm who actually signs off before a survey is booked.
Materials sourcing unclear
The requester isn't sure whether they or the provider will supply boxes and packing materials, which affects quoting and prep before the crew is dispatched.
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
Office Packing lead-intake FAQs
How does the intake help size the crew and truck correctly for an office job?
The intake asks for approximate office size by workstation count, so a small five-desk office and a 21-plus workstation floor are scored and routed differently before you commit a crew.
What happens if the person submitting the form isn't the one who can approve the job?
The authorization question is weighted so unauthorized submissions score lower, letting your team follow up to confirm the actual decision-maker before booking a survey.
Does the intake flag offices with servers or lab equipment?
Yes — the specialized equipment question surfaces offices with servers or similar devices so those leads can be routed to staff equipped to quote that kind of handling.
How does the requested timeline affect lead priority?
Jobs needing packing within a week score higher than flexible or month-out timelines, so time-sensitive office moves surface above longer-lead-time enquiries.
Can the form tell me if the office will stay open during packing?
Yes, the intake captures whether the office remains in use during packing, which matters for scheduling around business hours and staff access.
Does the intake ask who is supplying the boxes and packing materials?
It does — the materials question clarifies whether the provider needs to supply boxes and materials as part of the quote, or if the client is handling that themselves.
Turn office packing visitors into qualified jobs
Give every office packing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.