Heirloom document intake that asks what your team actually needs to
Households describe what type of materials they have, how much volume needs sorting, and whether anything is fragile or deteriorating, plus upload photos of damaged pieces, so you can scope the project before the first visit.
The exact intake your heirloom document organization leads complete
This is the real 6-question guided intake for Heirloom Document Organization — the same flow your customers finish before you ever pick up the phone.
What a qualified heirloom document organization lead should tell you
Sorting, cataloging, and protecting family papers, photographs, digital files, and heirloom objects with attached documentation, with intake built to flag material type, volume, and condition risk before a visit is scheduled.
- Materials Organizing
- How Much Material Have
- Any Documents Fragile, Damaged,
- Main Goal This Project
- Owner Or Authorized Decision-Maker
- Soon Would Like This
The questions your team needs answered
Every heirloom document organization intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of materials need organizing? | The mix of materials selected (paper, photos, digital, heirloom objects) tells you what supplies and handling expertise the visit requires. |
| Roughly how much material do you have to organize? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are any of the documents fragile, damaged, or at risk of deteriorating? | A yes here signals a time-sensitive preservation risk that should be prioritized over routine organization requests. |
| What is your main goal for this project? | The stated goal (preservation, access, digitizing, or research support) shapes whether the visit is a sorting job or a longer-term preservation engagement. |
| Are you the owner or authorized decision-maker for these materials? | Confirming ownership or decision-making authority prevents scheduling a visit that stalls because the real decision-maker hasn't approved it. |
| How soon would you like this organization project to begin? | Separating an 'immediately' answer from 'just exploring' keeps genuinely time-sensitive projects from getting queued behind casual browsing. |
How Cliont scores heirloom document organization leads
Every answer is weighted automatically — no manual review required.
Value signals
- Paper documents (certificates, letters)
- Photographs
- Digital files or scans
- Heirloom objects with paperwork
- Any Documents Fragile, Damaged,: yes
- Long-term preservation and protection
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Heirloom Document Organization 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 heirloom document organization workflows
| Cliont capability | Heirloom Document Organization application |
|---|---|
| Conditional question branching | When a household flags fragile or damaged documents, the intake can route toward preservation-focused follow-up rather than treating it the same as a routine organization request. |
| Photo/video upload widget | Households upload photos of damaged or fragile documents and heirloom objects before a visit, so your team can gauge condition and bring the right supplies. |
| Automated lead scoring | Fragility and authorized-decision-maker answers are weighted heavily, pushing genuinely urgent, decision-ready preservation cases above vague or unauthorized inquiries. |
| CRM routing | Leads who confirm ownership authority and specify material type and timeline are sent to your CRM automatically, so unauthorized or exploratory inquiries don't consume visit slots. |
Common heirloom document organization lead scenarios
Fragile heirlooms need urgent care
The household flags documents as damaged or deteriorating and wants the project started immediately, so the intake surfaces this as a time-sensitive, high-value lead.
Large multi-box research archive
Many boxes of paper, photos, and digital files with a preservation or digitizing goal signal a bigger project, even if the requested start date is a few months out.
Inquiring on behalf of a parent
The person filling out the form isn't the owner or authorized decision-maker yet, which the intake flags so you can confirm authority before booking a visit.
Not sure what's in the boxes
The household selects 'not sure yet' for material type and goal, letting you plan an assessment-first conversation rather than a fixed-scope quote.
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 genealogy and family history intake templates
Heirloom Document Organization lead-intake FAQs
How does the intake handle fragile or damaged documents?
The intake asks directly whether any materials are fragile, damaged, or at risk of deteriorating, and answers here carry extra weight in the lead score so time-sensitive preservation cases stand out from routine sorting requests.
What if the household doesn't know what they own yet?
Both the material-type and project-goal questions include a 'not sure yet' option, so vague inquiries still get captured and scored rather than dropped, letting you plan an in-person assessment instead of a fixed quote.
Does the intake check whether the person is authorized to make decisions about the materials?
Yes, the intake asks whether the respondent is the owner or authorized decision-maker for the materials, which helps you avoid scheduling a visit around someone who can't actually approve the work.
How does project volume come through in the lead?
Households indicate whether they have a small folder, a few boxes, or many boxes up to a full room, giving you a sense of scope before you quote time or price for a visit.
How are urgent requests separated from people just exploring?
The timeline question distinguishes 'immediately' from options like 'within a month' or 'just exploring,' so genuinely time-sensitive leads aren't buried under research-stage browsing.
How is this different from the Family Tree Research or Family History Book intakes?
This intake focuses on the physical and digital condition of existing materials someone already owns, rather than research or narrative work, so questions center on material type, volume, and fragility instead of ancestry data.
Turn heirloom document organization visitors into qualified jobs
Give every heirloom document organization visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.