Know which move-in leads are worth a visit
Every enquiry captures the current move-in state, which areas need organizing, and whether the requester can authorize the work, along with room photos, before it lands in your CRM.
Preview your move-in organization intake
Explore 5 questions from the Move-In Organization template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified move-in organization lead should tell you
Hands-on unpacking and organizing of a household's belongings after a move, covering everything from unopened boxes to arranging closets, kitchens, and storage areas so the home functions day to day.
- Current State Move-In
- Areas Home Organizing
- How Large Home Being
- Homeowner Or Tenant Able
- Already Have Furniture And
The questions your team needs answered
Every move-in organization intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the current state of your move-in? | Whether boxes are still unopened tells you how much unpacking work is layered on top of organizing, which drives how long the visit needs to be. |
| Which areas of the home need organizing? | Segments the lead so you can route, price, and prioritize it correctly. |
| Approximately how large is the home being organized? | Home size gives a rough sense of scope so you're not sending a short visit estimate to a four-bedroom unpack. |
| Are you the homeowner or tenant able to authorize this work? | Confirming the requester can authorize the work filters out leads who would need someone else's approval before you can start. |
| Do you already have furniture and storage items in place, or are they still being purchased? | Knowing if furniture and storage are still being purchased flags jobs that may need to be scheduled later rather than organized right away. |
How Cliont scores move-in organization leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Boxes mostly unopened
- Partially unpacked
- Unpacked but disorganized
- Haven't moved in yet
- Homeowner Or Tenant Able: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Move-In 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 move-in organization workflows
| Cliont capability | Move-In Organization application |
|---|---|
| Conditional scoring by move-in state | Leads who select 'boxes mostly unopened' or 'haven't moved in yet' score higher than those who are already unpacked but just disorganized, so bigger unpack jobs surface first. |
| Multi-select area capture | Households can flag any combination of kitchen, bedrooms, closets, living areas, garage, or whole home, giving you the real footprint of the job before you quote a visit. |
| Authorization check | The yes/no question on whether the requester can authorize the work separates homeowners and decision-making tenants from people who would need someone else's approval before booking. |
| Furniture-readiness flag | Knowing whether furniture and storage items are already in place, pending, or unpurchased tells you if the home is ready for an organizing visit now or needs to wait. |
Example move-in organization lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Boxes still unopened
The household hasn't unpacked yet and needs a full unpack-and-organize visit across the whole home; the intake flags this as a high-value lead based on move-in state and homeowner authorization.
Not moved in yet
Someone is booking ahead of move day, with furniture and storage still being purchased; the intake captures this timing gap so you can schedule around delivery dates instead of showing up too early.
Single closet touch-up
A tenant asking only about closets in a studio apartment; the intake surfaces the smaller scope and tenant status so you can size the visit and confirm who can authorize the work before booking.
Large home, multiple rooms
A 4+ bedroom home with kitchen, bedrooms, and garage all selected and furniture already in place; the intake signals a bigger job that needs more visit time and a walkthrough of every area listed.
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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.
- 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 home organization intake templates
Move-In Organization lead-intake FAQs
How does the intake tell a full unpack from a quick straightening job?
The move-in state question captures whether boxes are mostly unopened, partially unpacked, or already unpacked but disorganized, so you can see the real scope before you commit to a visit.
What happens if the person filling out the form is a tenant, not the homeowner?
The intake asks directly whether the requester can authorize the work; tenant responses score lower than homeowner responses so you can confirm permission before scheduling.
Does the intake account for furniture that hasn't been purchased yet?
Yes, one question asks whether furniture and storage items are already in place, some pending, or not yet purchased, which helps you judge whether the home is ready for an organizing visit or needs more lead time.
Can I tell if the request is for one closet or the whole house?
The areas-to-organize question lets the household select anything from a single closet to a whole-home job, and a separate question on home size adds context for how big that job actually is.
How is this different from your closet or kitchen organization intake?
Move-in organization intake looks at the state of an entire move and can span multiple areas at once, while the closet-organization and kitchen-and-pantry-organization intakes focus on a single space regardless of whether a move just happened.
What if the household isn't sure how big their home is?
The home-size question includes a 'not sure' option, so you still get a lead instead of losing someone who can't estimate square footage or room count.
Turn move-in organization visitors into qualified jobs
Give every move-in organization visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.