Know which business storage leads are worth survey time
Tell us what a business is storing, how much space it needs, and how long it will need it for — Cliont captures inventory photos and access requirements, then scores each business storage enquiry before it lands in your CRM.
The exact intake your business storage leads complete
This is the real 6-question guided intake for Business Storage — the same flow your customers finish before you ever pick up the phone.
What a qualified business storage lead should tell you
Storage arranged on behalf of a business rather than an individual — for inventory, office furniture, documents, or machinery — sized and scoped by item type, space needed, and expected storage duration.
- Items Business Store
- How Much Space Estimate
- Long Expect Storage
- Business Climate-Controlled Storage Items
- Regular Access Stored Items
- Authorized Make Storage Arrangements
The questions your team needs answered
Every business storage intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of items does your business need to store? | The specific item types selected — inventory, machinery, documents, or furniture — tell your team what handling and unit type the survey needs to plan for. |
| Roughly how much space do you estimate you need? | Space size answers separate small pallet storage from full warehouse bay requests, so larger commercial leads are prioritized for the right survey. |
| How long do you expect to need storage? | Segments the lead so you can route, price, and prioritize it correctly. |
| Does your business require climate-controlled storage for the items? | A climate-control requirement immediately points toward a specialized unit type and rules out standard units that can't protect sensitive inventory or documents. |
| Will you need regular access to the stored items during the storage period? | Access frequency reveals whether the business needs a unit near loading access or with extended hours, shaping which facility actually fits. |
| Are you authorized to make storage arrangements on behalf of the business? | Authorization status separates a decision-maker ready to commit from staff still collecting quotes, so outreach can be prioritized accordingly. |
How Cliont scores business storage leads
Every answer is weighted automatically — no manual review required.
Value signals
- Inventory or stock
- Office furniture or equipment
- Documents or records
- Machinery or tools
- Other
- Small unit (a few pallets or boxes)
Disqualifiers
- Not sure yet
See the lead your team receives
Business Storage 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 business storage workflows
| Cliont capability | Business Storage application |
|---|---|
| Weighted lead scoring | Larger space estimates and specific item types like inventory or machinery score higher, so bigger commercial storage opportunities surface above small, uncertain enquiries. |
| Decision-maker verification | The authorization question separates a business owner ready to commit from a staff member still gathering information, so your team spends survey time on the right contact. |
| Guided multi-choice capture | Capturing every item type a business needs to store in one step gives your team an accurate read on unit size and handling needs before a survey is scheduled. |
| CRM routing | Qualified business storage leads arrive in your CRM already tagged with space size and duration, ready for scheduling rather than manual re-qualification. |
Common business storage lead scenarios
Retailer needing inventory overflow
A shop needs a small unit for excess stock with frequent access — the intake flags a smaller, shorter-term unit rather than a full warehouse bay.
Office relocation, long-term furniture storage
A business storing furniture for over 12 months with rare access is a good fit for a large, less-accessible unit, so the intake routes it as a longer-term commercial contract.
Firm archiving records long-term
Document storage with climate-control needs and infrequent access points toward a specialized unit type, distinct from a general inventory storage enquiry.
Unauthorized contact requesting a quote
A staff member without authority to sign a storage agreement still submits the intake, so it's flagged for follow-up with the actual decision-maker before a survey is booked.
Business unsure of space needed
A company that selects 'Not sure' for space and duration still gets captured, but is scored lower for space-fit confidence until a survey clarifies the real footprint.
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 storage intake templates
Business Storage lead-intake FAQs
How does the intake tell a business storage lead apart from a document storage or climate-controlled storage lead?
The item-type question captures whether a business needs inventory, furniture, documents, or machinery storage, and the climate-control question flags anything needing temperature or humidity control, so leads can be routed toward the right storage subservice.
What happens if the person filling out the form isn't authorized to arrange storage?
The intake asks directly whether the contact can make storage arrangements on behalf of the business; an unauthorized contact scores lower so your team can follow up with the actual decision-maker before quoting.
Can the intake still capture a lead that doesn't know how much space they need?
Yes — 'Not sure' is a valid answer for space needed, so those leads still reach your CRM, just scored lower on space-fit confidence until a survey confirms the actual footprint.
Does the intake ask how often the business needs to access the stored items?
Yes, it asks whether access will be frequent, occasional, or rare, which helps your team match the lead to a unit location and access setup that fits their workflow.
How does the intake handle machinery or equipment storage requests differently?
Machinery or tools is a distinct item-type option, so those leads are flagged for units and handling that suit heavier or bulkier equipment rather than standard boxed inventory.
Turn business storage visitors into qualified jobs
Give every business storage visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.