Which personal assistant enquiries deserve visit time
The intake asks exactly what a household needs help with, how often, and when they want an assistant to start, plus whether they're the person who can approve hiring — so decision-ready requests land in your CRM instead of one-off errands nobody can sign off on.
The exact intake your personal assistant service leads complete
This is the real 6-question guided intake for Personal Assistant Service — the same flow your customers finish before you ever pick up the phone.
What a qualified personal assistant service lead should tell you
Ongoing or project-based personal support for a household — covering scheduling, errands, travel planning, vendor coordination, or event logistics — qualified by what kind of help is needed, how often, and whether the person asking can actually approve hiring the assistant.
- Support Most
- Often Expect Assistance
- Would Like Assistant Start
- Person Who Can Approve
- Assistant Access Home Or
- General Location Or Service
The questions your team needs answered
Every personal assistant service intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of support do you need most? | Support type reveals whether the household needs light errand help or a broader coordination role, which shapes both the visit and the pricing conversation. |
| How often do you expect to need assistance? | Frequency separates a one-time project from a recurring weekly relationship, which changes how you staff and quote the engagement. |
| When would you like the assistant to start? | An 'Immediately' start date is the strongest timing signal available, so those enquiries can jump ahead of flexible-timeline households. |
| Are you the person who can approve hiring and manage this service directly? | A 'No' here means you're likely talking to someone who can't sign off on hiring, so the lead needs a decision-maker follow-up before a visit. |
| Will the assistant need to access your home or personal accounts? | Home or account access changes the trust and vetting conversation you need to have before the assistant ever sets foot inside. |
| What is your general location or service area? | Location confirms the household actually falls inside the area you can realistically serve before you commit visit time. |
How Cliont scores personal assistant service leads
Every answer is weighted automatically — no manual review required.
Value signals
- Scheduling and administrative tasks
- Errands and shopping
- Travel planning
- Household coordination (vendors, deliveries)
- Event or gathering planning
- Other
Urgency signals
- Immediately
See the lead your team receives
Personal Assistant Service 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 personal assistant service workflows
| Cliont capability | Personal Assistant Service application |
|---|---|
| Weighted scoring | Support-type answers are weighted so scheduling, errands, travel planning, household coordination, and event requests all register as viable work, while frequency and start date fine-tune priority. |
| Decision-maker flag | The hiring-authority question automatically down-weights leads submitted by someone who can't approve the engagement, so you don't build a visit around the wrong contact. |
| Urgency tagging | An 'Immediately' start-date answer is tagged so time-sensitive households surface ahead of 'flexible, no set date' enquiries in your CRM. |
| Free-text location capture | The service-area question lets you filter enquiries by geography before committing an in-home visit to a household outside your coverage. |
Common personal assistant service lead scenarios
Immediate-start administrative support
A household needs daily scheduling and administrative help starting right away, so the intake's urgency and support-type answers push this straight to the top of your queue.
Recurring household coordination
A homeowner wants ongoing vendor and delivery coordination on a weekly basis, which the frequency question separates from a one-time errand request.
One-off travel planning project
A household only needs help planning a single trip with no recurring need, so the intake marks it a one-time project you can scope and price differently.
Enquiry from a non-decision-maker
Someone fills out the form on behalf of the household but can't approve hiring themselves, so the intake flags it for a decision-maker follow-up before a visit is scheduled.
Home or account access requested
The household indicates the assistant will need entry to the home or personal accounts, prompting a trust and vetting conversation before you commit visit time.
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 →
Personal Assistant Service lead-intake FAQs
How does the intake tell a one-time project from an ongoing engagement?
The frequency question captures whether the household needs daily, weekly, occasional, or one-time support, so you can see the engagement type before you quote or schedule a visit.
What happens if the person filling out the form isn't the household decision-maker?
The intake asks directly whether the respondent can approve hiring, and a 'No' answer is treated as lower-fit so you know to reach the actual decision-maker before committing a visit.
Does the intake flag urgent start dates?
Yes — an 'Immediately' answer to the start-date question is treated as an urgency signal and surfaces ahead of households marked flexible or no set date.
How is this different from the Household Management or Errand Service intake?
Personal Assistant Service covers a broader mix — scheduling, errands, travel, coordination, and events together — so the support-type question shows you which combination a household actually wants, rather than assuming they only need errands or ongoing household oversight.
Does the intake ask about home or account access?
Yes — households confirm upfront whether the assistant will need entry to their home or personal accounts, so you can set vetting expectations before the first visit.
Can I confirm the household's location before qualifying the lead?
Yes — the intake collects a free-text service area answer so you can check the enquiry falls inside your coverage before spending visit time on it.
Turn personal assistant service visitors into qualified jobs
Give every personal assistant service visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.