Know which household management leads are worth a visit
The intake asks which areas of household management a family needs help with, how often, and whether the person answering is authorized to make decisions — so you see decision-ready households before committing a visit.
The exact intake your household management leads complete
This is the real 6-question guided intake for Household Management — the same flow your customers finish before you ever pick up the phone.
What a qualified household management lead should tell you
Ongoing coordination of a household's day-to-day operations — scheduling, vendor oversight, errands, mail, and home maintenance — for individuals or families who need consistent, delegated support rather than a single task handled once.
- Areas Household Management Help
- Often Household Management Support
- Many People Live In
- Person Authorized Make Decisions
- Soon Would Like This
- Already Have Preferred Set
The questions your team needs answered
Every household management intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which areas of household management do you need help with? | Selecting multiple high-weight areas like vendor management and home maintenance coordination signals a broader, higher-value engagement than a household asking for a single lighter task. |
| How often do you need household management support? | Daily or weekly frequency points to a recurring engagement worth prioritizing, while a one-time project answer signals a smaller, standalone scope. |
| How many people live in the household you need managed? | Household size doesn't carry a scoring weight but helps the assistant gauge the scale of coordination needed before a visit. |
| Are you the person authorized to make decisions about this household's services? | A 'No' answer means the person inquiring can't approve services yet, so the lead needs a decision-maker check-in before a visit is scheduled. |
| How soon would you like this support to begin? | An 'Immediately' answer identifies households ready to start now, versus those just exploring options with no near-term commitment. |
| Do you already have a preferred set of vendors or service providers in place? | Knowing whether a household already has preferred vendors shapes whether the assistant is managing existing relationships or building a network from scratch. |
How Cliont scores household management leads
Every answer is weighted automatically — no manual review required.
Value signals
- Scheduling and calendar coordination
- Vendor and service provider management
- Errands and shopping
- Mail and bill organization
- Home maintenance coordination
- Travel and trip planning
Urgency signals
- Immediately
See the lead your team receives
Household Management 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 household management workflows
| Cliont capability | Household Management application |
|---|---|
| Weighted multi-select scoring | Scores households higher when they select high-value areas like vendor management and home maintenance coordination instead of lower-weight items like travel planning. |
| Decision-maker gating | Flags leads where the person filling out the form answered 'No' to being authorized to make decisions, so a visit isn't scheduled with someone who can't approve the engagement. |
| Frequency-based lead routing | Separates daily and weekly household requests from one-time projects so recurring, higher-value engagements can be prioritized in the CRM. |
| Scope notes from vendor status | Uses the existing-vendor answer to note in the CRM record whether the assistant needs to build a vendor network or manage current relationships before the first visit. |
Common household management lead scenarios
Full-time household coordination
The household selects multiple high-value areas — home maintenance, vendor management, and scheduling — and needs daily support, signaling an ongoing, high-scope engagement worth prioritizing.
One-time move-in setup
A household requests help with a single project like mail organization or move coordination, and the one-time frequency answer separates it from recurring engagement leads.
Inquiry on someone else's behalf
An adult child fills out the intake for an aging parent's household and answers 'No' to being authorized to make decisions, prompting a check-in with the actual decision-maker before a visit is scheduled.
Household with no vendor network
A larger household (6 or more people) with no existing vendors selects vendor management plus home maintenance coordination, indicating a broader setup project rather than light-touch support.
Just comparing options
A household marks 'Just exploring options' for timeline and monthly frequency for scheduling support only — a lower-urgency lead best queued rather than rushed to a 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 →
Household Management lead-intake FAQs
How does the intake score a household that needs help across several areas at once?
Each area selected in the areas-of-need question, like vendor management or home maintenance coordination, carries its own weight, so a household requesting several high-value areas scores higher than one asking for a single lighter task.
What happens if the person completing the form isn't authorized to approve services for the household?
The decision-authority question flags a 'No' answer so you know to confirm with the actual decision-maker before committing a visit, rather than treating the inquiry as ready to book.
Can the intake separate one-time projects from recurring household management clients?
Yes — the frequency question captures whether the household wants daily, weekly, monthly, or one-time support, which changes how the lead should be prioritized and staffed.
Does household size change how a lead is scored?
Household size is captured for planning purposes so you know the scale of the engagement, but it doesn't carry its own scoring weight — value comes primarily from the areas-of-need and frequency answers.
How does this differ from routing an Errand Service request?
Household Management intake covers ongoing coordination across areas like vendor management, mail, and home maintenance, while an Errand Service inquiry is typically a narrower, single-task request — the areas-of-need answers are what distinguish the two.
Does it matter if a household already has vendors in place?
The existing-vendor question tells you whether you're stepping into an established network or building one from scratch, which shapes the scope conversation on the first visit even though it isn't a scoring field.
Turn household management visitors into qualified jobs
Give every household management visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.