Know which senior move leads are worth survey time
Ask whether the move date is confirmed, who's arranging it, and whether downsizing help is needed before your team commits to a survey — plus collect room photos and a specialty-item list upfront.
The exact intake your senior move leads complete
This is the real 6-question guided intake for Senior Move — the same flow your customers finish before you ever pick up the phone.
What a qualified senior move lead should tell you
Relocation of an older adult's household, frequently involving downsizing decisions, a family member or caregiver coordinating on the senior's behalf, and a move into or out of an assisted living setting.
- Current Status This Move
- Arranging This Move
- Home Being Moved From
- Downsizing Or Sorting Belongings
- New Home Located Relative
- Person Authorized Approve This
The questions your team needs answered
Every senior move intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the current status of this move? | A confirmed move date signals the lead is ready for a survey now, while 'just exploring' answers indicate a longer nurture timeline. |
| Who is arranging this move? | Knowing whether the senior, a family member, or a professional coordinator is arranging the move clarifies who should be present at the survey and who makes final decisions. |
| What type of home is being moved from? | Segments the lead so you can route, price, and prioritize it correctly. |
| Is downsizing or sorting belongings needed before the move? | A yes on downsizing needed points to extra sorting and labor time that should be reflected in the crew size and survey estimate. |
| Where is the new home located relative to the current one? | Whether the new home is local or in a different city or state determines if this is a same-market job or a long-distance move with different logistics. |
| Are you the person authorized to approve this move and its costs? | Confirming the person completing the form can actually approve costs prevents sending a crew to survey a job that still needs a real decision-maker. |
How Cliont scores senior move leads
Every answer is weighted automatically — no manual review required.
Value signals
- Move date confirmed
- Just exploring options
- Downsizing Or Sorting Belongings: yes
- Person Authorized Approve This: yes
Urgency signals
- Actively planning, no date yet
- Downsizing Or Sorting Belongings
See the lead your team receives
Senior 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 senior move workflows
| Cliont capability | Senior Move application |
|---|---|
| Answer-weighted scoring | Weighs a confirmed move date and confirmed cost-approval authority higher, so surveys are prioritized for seniors and families who are actually ready to book. |
| Branching intake logic | Separates single-family, apartment, and assisted-living-facility origins so crew and equipment assumptions can differ before the survey is even scheduled. |
| CRM routing | Sends senior move leads with a confirmed date and verified approver straight to your CRM for scheduling, while lower-authority leads route to a follow-up queue. |
| Required uploads | Room photos and a specialty-item list let your team assess mobility equipment or fragile items before dispatching a truck and crew. |
Common senior move lead scenarios
Adult child coordinating from afar
A family member is arranging the move but may not yet be the person authorized to approve costs — the intake flags this so you confirm the decision-maker before scheduling a survey.
Downsizing before assisted living
Move is confirmed from a single-family house to a senior living facility with sorting and downsizing needed, signaling a longer, more labor-intensive job to staff for.
Still exploring options
No move date set and the family is just comparing movers — the intake still captures who's involved and home type so you can follow up without dispatching a survey yet.
Confirmed local move, ready to book
Move date is confirmed, the new home is in the same city, and the person completing the form is authorized to approve costs — a straightforward job that can move quickly to a survey.
Caregiver-arranged long-distance move
A professional coordinator is arranging a move to a different city or state with downsizing needed, pointing to added logistics and timeline complexity your survey should account for.
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 residential moving intake templates
Senior Move lead-intake FAQs
How does the intake handle moves where a family member is arranging on the senior's behalf?
The intake asks who is arranging the move and separately confirms who is authorized to approve costs, so you know before scheduling a survey whether you're talking to the actual decision-maker.
Can the intake tell us upfront if downsizing help will be needed?
Yes — it directly asks whether downsizing or sorting belongings is needed before the move, which helps you anticipate a longer or more labor-intensive job before your crew shows up.
What if the family hasn't set a move date yet?
The move status question captures whether the date is confirmed, still being planned, or just exploratory, so early-stage inquiries are still recorded and can be nurtured without triggering a premature survey.
Does this intake distinguish local senior moves from long-distance ones?
Yes — it asks whether the new home is in the same city, a different city or state, or not yet determined, which affects how you scope logistics compared to a Local Home Move or Long-Distance Home Move.
How is this different from the Apartment Move intake?
The senior move intake adds questions specific to elder relocations — who is arranging the move, downsizing needs, and cost-approval authority — that the apartment move catalog doesn't ask.
What happens if the person filling out the form can't approve the cost?
That answer carries a lower weight than a confirmed approver, so the lead is still captured but flagged for follow-up to identify the right decision-maker before you commit survey time.
Turn senior move visitors into qualified jobs
Give every senior move visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.