Know the budget and list before you shop
Tell us what the client is shopping for, their budget, and how soon they need it—plus a reference list or style photos—so Cliont scores the lead before it lands in your CRM.
The exact intake your personal shopping leads complete
This is the real 7-question guided intake for Personal Shopping — the same flow your customers finish before you ever pick up the phone.
What a qualified personal shopping lead should tell you
A shopper purchases items on a client's behalf—clothing, gifts, groceries, or special-event items—based on the client's budget, preferences, and how soon the items are needed.
- Shopping Help With
- Have Specific Budget Range
- Shopper Purchase Items Using
- Soon This Shopping Completed
- Have Specific List Or
- Should Shopping Take Place
- Person Who Will Approve
The questions your team needs answered
Every personal shopping intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of shopping do you need help with? | Special event items and clothing carry more weight than general requests, so this answer signals how much value the visit represents. |
| Do you have a specific budget range already set for this shopping request? | Separates real opportunities from leads that aren’t a fit yet. |
| Will the shopper need to purchase items using your money or payment method? | A client authorizing the shopper to spend their money directly is a stronger commitment signal than a browse-and-recommend request. |
| How soon do you need this shopping completed? | Knowing whether the client needs items as soon as possible or has flexible timing helps you plan visits without guessing at their schedule. |
| Do you have a specific list or set of preferences ready to share? | Whether a list or set of preferences already exists shows how much scoping work is needed before a visit can be booked. |
| Where should the shopping take place? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you the person who will approve the final purchases? | Confirming the respondent is the final purchase approver avoids scheduling a visit around someone who still has to check with another decision maker. |
How Cliont scores personal shopping leads
Every answer is weighted automatically — no manual review required.
Value signals
- Clothing or wardrobe
- Gifts
- Groceries or household items
- Special event items
- Other
- Shopper Purchase Items Using: yes
See the lead your team receives
Personal Shopping 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 shopping workflows
| Cliont capability | Personal Shopping application |
|---|---|
| Weighted answer scoring | Shopping-type answers like special event items or clothing carry more weight than general or grocery requests, so higher-value personal shopping jobs surface first. |
| Payment-authority flag | When a client confirms the shopper will use their money or payment method, that answer raises the lead's priority since it signals a firmer commitment than a suggestions-only request. |
| Budget and list readiness capture | The budget-range and preference-list questions let you see at a glance whether a client is ready to book or still needs a scoping conversation first. |
| Approver identification | The final-approver question flags whether the person submitting the request can actually greenlight purchases, cutting down on visits scheduled around someone who isn't the decision maker. |
| Automated CRM routing | Once a personal shopping request is scored, it's sent to your CRM with the shopping type, budget status, and timing already attached, so no manual re-entry is needed before you follow up. |
Common personal shopping lead scenarios
Special event on a deadline
A client needs outfit pieces or accessories for an upcoming event and has a list ready to share, pairing a high-value shopping type with clear preferences.
Shopper uses client's card
The client wants the shopper to purchase items directly with their money, which flags a stronger commitment signal than a browse-and-suggest request.
Gift run with no list yet
A client wants help finding gifts but hasn't set preferences or a budget, so the intake still captures the request while showing it needs more scoping before scheduling.
Flexible household restock
A grocery or household shopping request with flexible timing and no budget locked in yet, useful for planning lower-priority visits around firmer bookings.
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 styling intake templates
Personal Shopping lead-intake FAQs
How does the intake tell which personal shopping requests are worth prioritizing?
The shopping-type question separates wardrobe, gift, grocery, and special-event requests, and whether the shopper will be spending the client's own money adds another layer of commitment to the score.
Does the intake check if the client already has a budget or shopping list?
Yes, two separate yes/no questions capture whether a budget range and a specific list or set of preferences are already in place, so you know how much scoping the job needs before you accept it.
Is a client's timeline used to flag urgency automatically?
The intake asks how soon the shopping needs to be completed, from as-soon-as-possible to flexible timing, so you can schedule visits around that window even though timing alone doesn't override the lead score.
Can the intake tell if the person filling it out is the one approving the purchases?
Yes, a dedicated question confirms whether the household contact is the final approver on purchases, which helps avoid arranging a visit around someone who still needs to check with someone else.
Does the intake ask where the shopping should happen?
Yes, clients choose between physical stores, online, both, or not sure, which helps you plan logistics even though this field isn't weighted in the score.
How is this intake different from the Wardrobe Consultation or Closet Edit forms?
Personal Shopping focuses on acquiring new items across categories like gifts and groceries, while Wardrobe Consultation and Closet Edit deal with styling and organizing items the client already owns, so the qualifying questions differ.
Turn personal shopping visitors into qualified jobs
Give every personal shopping visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.