Know which corporate concierge leads are worth a visit
Ask who the service supports, how many employees will use it, and whether this is an ongoing engagement — then route qualified corporate concierge leads straight to your CRM instead of sending someone to a job that is not a fit.
The exact intake your corporate concierge leads complete
This is the real 6-question guided intake for Corporate Concierge — the same flow your customers finish before you ever pick up the phone.
What a qualified corporate concierge lead should tell you
Concierge support provided on behalf of a company for its employees, executives, or visitors — covering travel arrangements, event coordination, errands, vendor scheduling, and front-desk coverage. Qualifying it means knowing who the service supports, how many people will use it, and whether the engagement is ongoing or a one-time event.
- Would This Concierge Service
- Support Organization Most
- Many People Would Regularly
- Have Decision-Making Authority Approve
- Would Like This Concierge
- This Be Ongoing Service
The questions your team needs answered
Every corporate concierge intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who would this concierge service primarily support? | Executive or leadership support carries the highest weight, so this answer separates high-touch accounts from general office-wide requests. |
| What type of support does your organization need most? | The specific mix of travel, events, errands, or scheduling selected here determines which staff or vendors need to be looped in before the first visit. |
| How many people would regularly use this concierge service? | Larger user counts point to bigger, more complex accounts and are weighted accordingly, from small teams up to organizations of 200+. |
| Do you have decision-making authority to approve this service for your organization? | A 'no' here means the person filling out the form can't sign off on the service, so the lead needs a discovery step rather than a scheduled visit. |
| When would you like this concierge service to begin? | An immediate start date is the clearest urgency signal in this intake and should move a lead ahead of ones still exploring options. |
| Would this be an ongoing service or a one-time engagement? | Ongoing, regular-basis engagements are weighted well above one-time events, since they represent recurring revenue rather than a single occasion. |
How Cliont scores corporate concierge leads
Every answer is weighted automatically — no manual review required.
Value signals
- Company employees generally
- Executives or leadership team
- Client or visitor experience
- General office operations
- Travel arrangements
- Event coordination
Urgency signals
- Immediately
See the lead your team receives
Corporate Concierge 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 corporate concierge workflows
| Cliont capability | Corporate Concierge application |
|---|---|
| Weighted lead scoring | Scores requests for executive or leadership support and larger headcounts higher than general office operations inquiries, so the highest-value corporate accounts surface first. |
| Multi-select service tagging | Captures overlapping needs like travel arrangements, event coordination, and reception support in one answer, so your team knows exactly which specialists to assign before the first call. |
| Decision-authority flag | Flags leads who answer 'no' to having approval authority so they're routed to a discovery conversation instead of being treated as a ready-to-schedule account. |
| Engagement-type routing | Separates one-time event requests from ongoing, regular-basis contracts so pricing and staffing recommendations match the actual engagement type from the start. |
| CRM delivery | Sends qualified corporate concierge leads, along with their headcount and service-scope answers, directly into your CRM so account teams aren't starting from a blank intake. |
Common corporate concierge lead scenarios
Executive travel support request
An office manager wants concierge coverage focused on executive travel arrangements starting immediately — the intake flags the executive-support answer and the immediate start date as a high-priority combination.
Company-wide rollout at scale
An HR lead is evaluating ongoing concierge support for a 200+ person office, spanning errands, scheduling, and reception coverage — headcount and ongoing basis both push this toward the top of the queue.
One-time event coordination
A workplace admin needs concierge help for a single company event rather than a standing contract — the intake separates this one-time engagement from recurring accounts so it's staffed and priced differently.
Exploratory inquiry, no budget owner
Someone fills out the form to research options but answers 'no' to decision-making authority and 'still exploring' on timing — the intake routes this toward nurture follow-up rather than a scheduled visit.
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 personal assistant and concierge intake templates
View all personal assistant and concierge intake templates →
Corporate Concierge lead-intake FAQs
Does the intake separate executive-only requests from general office support?
Yes — the who-it-supports question distinguishes executives or leadership from general employees, client and visitor experience, or general office operations, so requests skewed toward executive support surface as higher-value leads.
How does the form capture which services a company actually needs?
A multi-select question covers travel arrangements, event coordination, errands and deliveries, vendor or appointment scheduling, reception support, and other needs, so you can see the full scope before quoting.
What happens with a lead that doesn't have decision-making authority?
The intake directly asks whether the person can approve the service for their organization; a 'no' answer scores lower so you know to route it to a broader discovery conversation instead of treating it as ready to close.
Can the intake tell a one-time event request apart from an ongoing contract?
Yes — a dedicated question asks whether the engagement is ongoing, a one-time event or occasion, or a trial basis, so staffing and pricing conversations start from the right assumption.
How is urgency reflected when someone wants to start immediately?
The start-timeline question ranges from immediately to still exploring options, and immediate-start answers are treated as the urgent signal so those leads can be prioritized for a faster response.
Does organization size affect how a lead is scored?
Yes — the headcount question ranges from 1-10 up to more than 200 people, with larger user bases weighted higher since they typically represent bigger, more complex engagements.
Turn corporate concierge visitors into qualified jobs
Give every corporate concierge visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.