Know which partial packing leads are worth survey time
Tell us which rooms or items need packing, whether the rest of the move is being handled separately, and how soon it needs to be done — plus photos of the space — so your team can size the crew and materials before a survey is even booked.
Preview your partial packing intake
Explore 6 questions from the Partial Packing template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified partial packing lead should tell you
Packing help limited to specific rooms, items, or categories—such as a kitchen, fragile valuables, or a home office—rather than packing an entire household or business for a full move.
- Areas Or Items Packing
- Rest Move Being Handled
- Packing Completed
- Have Authority Approve This
- Property This
- Packing Materials And Boxes
The questions your team needs answered
Every partial packing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which areas or items need packing help? | Which rooms or item categories are selected determines box count and crew size, which is exactly the scope mismatch that leads to sending too small or too large a team. |
| Is the rest of the move being handled separately from this packing request? | Knowing whether the rest of the move is booked elsewhere tells your team if this is a standalone job or one that needs to be coordinated around another crew's schedule. |
| When do you need the packing completed? | A 3-day timeline carries the highest weight, signaling this lead needs a survey and crew slot fast rather than being queued behind flexible requests. |
| Do you have authority to approve this service or arrange access for the packing team? | The wide gap between the yes (9) and no (3) weights flags requests from people who can't actually authorize the job or grant site access before your team commits a survey slot. |
| What type of property is this? | Household, business, and managed-property answers change what access permissions and paperwork your team needs to confirm before showing up. |
| Will packing materials and boxes need to be supplied by the packing team? | Whether materials must be supplied changes the truck loadout and quote, so it needs to be known before the crew is dispatched. |
How Cliont scores partial packing leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Kitchen
- Fragile or valuable items
- Bedrooms or closets
- Office or electronics
- Garage or storage items
- Within 3 days
Disqualifiers
- Not sure yet
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Partial 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 partial packing workflows
| Cliont capability | Partial Packing application |
|---|---|
| Multi-select intake fields | The areas-and-items question lets a lead select any mix of kitchen, fragile valuables, bedrooms, office/electronics, or garage items, giving your team an itemized scope instead of a vague 'some packing help' request. |
| Weighted lead scoring | Access-authority answers carry a 9-versus-3 weight split, so a request from someone who can't approve service or grant site access scores lower and gets flagged before a survey is scheduled. |
| Conditional routing logic | The yes/no question on whether the rest of the move is handled separately lets you route standalone partial-packing jobs differently from add-ons to a move you're already quoting. |
| Property-type segmentation | Household, business, and managed-property answers change what access and billing information your team requests before a crew is dispatched. |
Example partial packing lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Fragile items only
A homeowner wants professional packing for artwork and glassware while handling the rest of the move themselves — the multi-select item picker isolates the fragile-item weight from lower-value categories.
Office relocation, business property
A business selects office or electronics packing and marks the property as Business, which changes access requirements and routes differently than a household request.
Managed rental turnover, scope unclear
A property manager isn't sure which areas need packing and selects 'Not sure yet' — the lead still reaches your CRM but is flagged for a scoping call rather than an immediate survey.
Multi-room job on a tight deadline
A household needs kitchen, bedroom, and garage items packed within 3 days ahead of a move already booked with another crew — the timeline and 'move handled separately' answers together signal a fast, standalone job.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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
Partial Packing lead-intake FAQs
How does the intake stop us from sending a crew sized for the wrong job?
The multi-select areas-and-items question tallies which rooms or categories actually need packing, and the materials question flags whether boxes and supplies need to come with the crew, so scope is known before anyone drives out.
What happens if the mover doesn't know exactly what needs packing yet?
Selecting 'Not sure yet' still routes the lead to your CRM, but because it carries a lower weight than a specific room or item selection, you can treat it as a scoping conversation rather than a scheduled survey.
Can the intake tell if this packing job is part of a larger move already booked elsewhere?
Yes — a direct yes/no question asks whether the rest of the move is being handled separately, which matters for scheduling around another crew's timeline.
How do we know if the person filling out the form can actually authorize access?
The authority question is weighted heavily (9 for yes versus 3 for no), so a lead from someone who can't approve access or grant entry is flagged before your team plans a site visit.
Does the form distinguish a homeowner from a landlord or business request?
Yes, the property-type question separates household, business, and managed or rental property, which changes what access and billing details your team needs to confirm.
How is this different from your Full-Service Packing intake?
Partial packing assumes only select rooms or item categories are in scope and explicitly checks whether the rest of the move is handled elsewhere, while full-service packing intake assumes the entire household or office is being packed.
Turn partial packing visitors into qualified jobs
Give every partial packing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.