Know which downsizing enquiries are worth a visit
Households tell you what's driving the downsizing, how large the space is, and whether the person who owns the belongings can join sorting decisions, then upload photos so your team arrives already knowing the scope.
The exact intake your downsizing support leads complete
This is the real 7-question guided intake for Downsizing Support — the same flow your customers finish before you ever pick up the phone.
What a qualified downsizing support lead should tell you
Support helping a household sort, reduce, and prepare belongings when moving to a smaller space, selling a home, or simplifying possessions without relocating.
- Prompting This Downsizing Effort
- Large Space Being Downsized
- Primary Decision-Maker What Stays
- Person Who Owns Belongings
- Target Timeframe Completing This
- Types Items Help, Beyond
- Help Arranging Donation, Sale,
The questions your team needs answered
Every downsizing support intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is prompting this downsizing effort? | Segments the lead so you can route, price, and prioritize it correctly. |
| How large is the space being downsized? | Space size directly sets the scope and staffing of the job, from a single storage unit up to a full house, and is weighted accordingly. |
| Who is the primary decision-maker for what stays or goes? | Segments the lead so you can route, price, and prioritize it correctly. |
| Is the person who owns the belongings available to participate in sorting decisions? | Whether the owner can join sorting decisions affects how quickly the visit moves, so this answer carries a notably higher weight when they're available. |
| What is your target timeframe for completing this downsizing? | A two-week timeframe signals a lead that needs scheduling attention sooner than a household with no set timeline. |
| Which types of items need help, beyond general household goods? | Flagging sentimental items, documents, or collectibles ahead of time lets you plan for slower, more careful sorting rather than a standard clear-out. |
| Do you need help arranging donation, sale, or disposal of unwanted items? | Knowing upfront whether donation or disposal help is needed shapes whether you scope the visit alone or bring in a hauling partner. |
How Cliont scores downsizing support leads
Every answer is weighted automatically — no manual review required.
Value signals
- Single room
- Apartment or condo
- Full house
- Storage unit only
- Person Who Owns Belongings: yes
- Within 2 weeks
See the lead your team receives
Downsizing Support 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 downsizing support workflows
| Cliont capability | Downsizing Support application |
|---|---|
| Weighted scoring | Space-size answers (single room, apartment, full house, storage unit) and owner-availability responses are scored so larger, decision-ready jobs rise to the top of your CRM. |
| Multi-select item detail | Households flag furniture, sentimental items, documents, or collectibles up front, so you can tell before the visit whether specialized sorting or extra time is needed. |
| Timeframe-based prioritization | Requests within two weeks are distinguished from open-ended, no-timeline enquiries so time-sensitive downsizing jobs don't sit unanswered. |
| Guided photo upload | Photos of the space being downsized are collected during intake, giving you a view of scope before you commit a visit to a job that might not fit. |
Common downsizing support lead scenarios
Full house, two-week deadline
A household is clearing an entire home ahead of a sale or move within two weeks, with the owner available to make sorting calls — the intake flags this as a high-value, time-sensitive lead.
Storage unit only, no rush
The job is limited to a single storage unit with no set timeline, which scores lower on both size and urgency than a full-house downsizing request.
Family deciding without the owner present
Adult children are managing a parent's belongings and the owner isn't available to weigh in on sorting decisions, a distinction the intake captures separately from cases where the owner participates directly.
Simplifying in place, no move planned
A household wants to reduce a single room's worth of belongings without relocating, and flags sentimental or keepsake items as needing extra handling.
Selling a home with valuables to sort
A full-home downsizing tied to a home sale includes collectibles and paperwork alongside general goods, and the household wants help arranging donation or disposal of what's left behind.
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
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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
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Only pay when you receive a qualified lead.
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- 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 home organization intake templates
Downsizing Support lead-intake FAQs
How does the intake score a full-house downsizing differently from a single room?
Space size is one of the weighted questions in the catalog, with full house, apartment/condo, storage unit, and single room each scoring differently. A full-house request scores highest, helping you prioritize larger jobs in your queue.
Why does it matter whether the owner of the belongings is available to participate?
The intake asks this directly because sorting decisions move faster when the person who owns the items can weigh in, and that answer carries a meaningfully higher weight than cases where they're unavailable.
Can the intake tell us if a household needs help with more than general household goods?
Yes — a multi-select question captures whether furniture, sentimental or keepsake items, documents, or collectibles are involved, so you know before the visit if specialized handling is likely.
What happens if a household has no set timeline?
The timeframe question distinguishes between within two weeks, within a month, one to three months, and no set timeline, so open-ended requests are scored lower on urgency without being disqualified.
Does the intake capture whether they need help with donation or disposal?
Yes, there's a direct yes/no question on whether the household wants help arranging donation, sale, or disposal of unwanted items, which you can use to scope the visit or bring in a hauling partner.
How is this different from the intake for whole-home organization?
Downsizing support asks what's prompting the reduction — a move, sale, or life transition — and who the decision-maker is, questions that don't apply the same way to an ongoing whole-home organization project.
Turn downsizing support visitors into qualified jobs
Give every downsizing support visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.