Turn lifestyle concierge enquiries into visit-ready leads
Every enquiry captures the type of concierge support requested, how often help is needed, and whether the requester is authorized to approve tasks — so you know exactly which visits are worth scheduling before you reply.
The exact intake your lifestyle concierge leads complete
This is the real 6-question guided intake for Lifestyle Concierge — the same flow your customers finish before you ever pick up the phone.
What a qualified lifestyle concierge lead should tell you
Personal lifestyle support covering travel and reservations, errands, event planning, and household vendor coordination — qualified by how often help is needed, who can approve the work, and when it should start.
- Concierge Support
- Often Expect Concierge Assistance
- Assistance Yourself, Household, Or
- Person Who Will Approve
- Concierge Support Begin
- There Any Specific Preference
The questions your team needs answered
Every lifestyle concierge intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of concierge support are you looking for? | The type of support requested — travel, errands, events, or vendor coordination — determines which weighted service line the lead is qualified against. |
| How often do you expect to need concierge assistance? | Frequency separates one-time bookings from weekly or daily recurring accounts, which carry the highest ongoing-value weight. |
| Do you need assistance for yourself, your household, or a property you manage? | Knowing whether the request is personal, household, or for a managed property flags commercial-scale inquiries that need different handling. |
| Are you the person who will approve and authorize the requested tasks? | Confirming the submitter can actually authorize tasks avoids sending a visit that stalls waiting on someone else's approval. |
| When do you need concierge support to begin? | An 'Immediately' answer is the only signal in this catalog that marks a lead as urgent, so it should jump the queue ahead of flexible-timing requests. |
| Is there any specific preference or restriction the concierge should know about your requests? | Free-text preferences let the concierge prepare for dietary, access, or scheduling restrictions before the first visit instead of discovering them on-site. |
How Cliont scores lifestyle concierge leads
Every answer is weighted automatically — no manual review required.
Value signals
- Travel and reservations
- Errands and shopping
- Event or party planning
- Household vendor coordination
- Other
- One-time request
Urgency signals
- Immediately
See the lead your team receives
Lifestyle 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 lifestyle concierge workflows
| Cliont capability | Lifestyle Concierge application |
|---|---|
| Multi-select service tagging | Captures every concierge category a household needs in one pass — travel, errands, events, or vendor coordination — instead of forcing the request into a single ticket type. |
| Weighted scoring engine | Automatically ranks weekly and daily requesters above one-time errands, so recurring lifestyle accounts surface first in your CRM. |
| Decision-maker flagging | Flags leads where the submitter isn't authorized to approve tasks, so you follow up with the actual household decision-maker before committing visit time. |
| Free-text preference capture | Routes household-specific preferences and restrictions straight into the CRM record instead of relying on a separate call to collect them. |
| CRM routing | Sends every qualified concierge lead — tagged with support type, frequency, and start timing — directly into your CRM without manual re-entry. |
Common lifestyle concierge lead scenarios
Immediate event-planning request
A household needs event or party planning to start immediately and confirms they can approve the work — the intake flags this as urgent and ready to schedule.
Recurring travel management
A household requests travel and reservations support on a weekly basis, marking it as a high-value recurring account rather than a one-off booking.
Property manager coordinating vendors
The requester is managing a property rather than their own household and needs vendor coordination — the intake surfaces this context so you know who you're actually dealing with before committing time.
Third party without approval authority
Someone submits the request on behalf of the household but answers no to being the approver — the intake flags that the decision-maker still needs to sign off before a visit is booked.
One-time flexible errand request
A household needs a single errand run with flexible timing — lower ongoing value than a weekly or daily requester, but still weighted enough to be worth a 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 personal assistant and concierge intake templates
View all personal assistant and concierge intake templates →
Lifestyle Concierge lead-intake FAQs
How does the intake tell recurring clients from one-off requests?
The frequency question separates one-time requests from occasional, weekly, and daily needs, and weekly or daily answers are weighted higher because they represent ongoing accounts rather than a single booking.
What happens if the person filling out the form isn't the one who can approve tasks?
The intake asks directly whether the submitter can authorize the requested tasks, and a 'no' answer is scored lower so you know to confirm the real decision-maker before dispatching a visit.
Can the intake distinguish between personal, household, and property-manager requests?
Yes — one question asks whether the support is for the individual, their household, or a property they manage, which tells you if you're dealing with a personal client or a commercial-scale contact.
Does the form capture special preferences or restrictions?
A free-text field lets households note preferences or restrictions the concierge should know before the first visit, so that detail is in the CRM record instead of requiring a separate phone call.
How is Lifestyle Concierge different from Corporate Concierge or Household Management intake?
Lifestyle Concierge is scoped to personal and household needs like travel, errands, and events, while Corporate Concierge handles workplace benefit requests and Household Management covers broader ongoing household operations.
What counts as an urgent lead in this intake?
Only an 'Immediately' answer to the start-timing question is treated as urgent, which lets you prioritize that lead ahead of requests marked as this week, this month, or flexible.
Turn lifestyle concierge visitors into qualified jobs
Give every lifestyle concierge visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.