Know which wardrobe consultation leads are worth a visit
Ask about their styling goal, preferred consultation location, and timeline up front, then collect closet photos so you know exactly what you're walking into before you confirm a visit.
Preview your wardrobe consultation intake
Explore 5 questions from the Wardrobe Consultation template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified wardrobe consultation lead should tell you
A guided review of a household's existing clothing and styling goals used to plan next steps, whether that's a general refresh, an event, a professional wardrobe build, or a life-change adjustment. The intake needs to know the goal, where the session happens, and whether the client can show their current clothing before a visit is confirmed.
- Main Goal This Wardrobe
- Would Like Consultation Take
- Have Set Date By
- Be Available Show Current
- This Consultation Yourself Or
The questions your team needs answered
Every wardrobe consultation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the main goal for this wardrobe consultation? | The stated goal drives most of the lead's value score and tells you what kind of session to prepare, from a style refresh to a professional wardrobe build. |
| Where would you like the consultation to take place? | Location determines whether you need to travel to the client, host them, run a virtual call, or plan a shopping trip, which affects how you schedule the visit. |
| Do you have a set date by which you need this consultation completed? | The deadline answer signals how quickly the household wants to move, letting you prioritize a within-a-week request over a flexible one. |
| Will you be available to show your current clothing during the consultation? | Whether the client can show their current clothing changes how prepared the session will be, and carries a meaningfully higher weight (8) when they can. |
| Is this consultation for yourself or for someone else? | Knowing whether the consultation is for the requester, someone else, or a household tells you who actually needs to attend before you confirm the visit. |
How Cliont scores wardrobe consultation leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- General style refresh
- Preparing for a specific event
- Building a professional wardrobe
- Adjusting after a body or life change
- Organizing and evaluating existing closet
- Other
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Wardrobe Consultation 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 wardrobe consultation workflows
| Cliont capability | Wardrobe Consultation application |
|---|---|
| Answer-based lead scoring | Weights a 'building a professional wardrobe' goal (8) well above 'organizing and evaluating existing closet' (5), so higher-value engagements surface first. |
| Conditional routing | Uses the location answer (home, stylist's location, virtual, or shopping trip) to tag each lead with the format you need to prepare for before it hits your CRM. |
| Pre-visit uploads | Collects closet photos and style inspiration up front so you can review what you're working with before confirming a visit. |
| CRM delivery | Sends the consultation goal, location, timeline, and who the session is for directly into your CRM record, ready for scheduling. |
Example wardrobe consultation lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Event prep with a tight deadline
The household selects preparing for a specific event and needs it done within a week, so the intake flags a time-sensitive lead you can prioritize over flexible requests.
Professional wardrobe build
A client building a work wardrobe often prefers a shopping-trip consultation rather than a home visit, and this goal carries the highest weight in the catalog so it surfaces near the top of your inbox.
Reset after a life or body change
Someone adjusting after a body or life change may want a virtual session with a flexible deadline, letting you plan a longer, lower-pressure consultation instead of a rushed on-site visit.
Closet edit without new shopping
A client focused on organizing and evaluating an existing closet confirms they can show their current clothing, which tells you to prepare for an inventory-style session rather than a buying trip.
Styling for someone else
When the consultation is for a household or another person rather than the form-filler, the intake flags it so you can confirm who actually needs to be present before scheduling.
Connect Cliont to your workflow
Connect your CRM
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Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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
Wardrobe Consultation lead-intake FAQs
How does the intake handle a consultation that's for someone other than the person booking it?
The intake asks directly whether the session is for the person filling out the form, someone else, or a household or group, so you know before the visit who needs to be present.
What happens if a household has no firm deadline?
Flexible timelines still get scored and routed to your CRM, just with a lower urgency weight than a request marked within a week or within a month, so you can sequence follow-ups accordingly.
Can I see whether a client is willing to show their current wardrobe before I confirm the visit?
Yes. The intake asks whether the client will be available to show their current clothing during the session, which carries its own weight and tells you how prepared the consultation will be.
Does this intake work for virtual or shopping-trip consultations, not just in-home visits?
Yes. The location question covers home, stylist's location, virtual/online, shopping trip, or not sure, so the format is captured before you build a schedule.
Why does a professional wardrobe request score higher than a closet-organizing request?
The catalog weights building a professional wardrobe at 8 and organizing an existing closet at 5, reflecting that professional wardrobe builds are typically higher-value engagements.
Can I use this same intake for related services like closet edits or personal shopping?
This intake is built specifically for wardrobe consultation questions; closet edit and personal shopping run as separate sibling subservices with their own catalogs.
Turn wardrobe consultation visitors into qualified jobs
Give every wardrobe consultation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.