Know which office space leads are worth showing time
Every office space enquiry captures the person's role, square footage needs, and financing readiness up front, plus proof-of-funds documentation, so your team only books showings for buyers and tenants who are actually ready to transact.
The exact intake your office space leads complete
This is the real 7-question guided intake for Office Space — the same flow your customers finish before you ever pick up the phone.
What a qualified office space lead should tell you
Assistance for buyers, sellers, landlords, tenants, and investors handling office space transactions—purchasing, selling, leasing, renting, or managing an existing lease.
- Role In This Office
- Office Space Assistance
- How Much Office Space
- Current Status Office Space
- Authorized Decision-Maker This Transaction
- In Which City Or
- Have Financing Or Budget
The questions your team needs answered
Every office space intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your role in this office space transaction? | Role determines which pipeline—buyer, seller, landlord, tenant, or investor—the lead is routed into and how the transaction should be handled from the first call. |
| What type of office space assistance do you need? | The type of assistance needed (sale, lease, or lease management) carries its own weight, separating a full transaction from someone managing an existing agreement. |
| Approximately how much office space do you need or have, in square feet? | Segments the lead so you can route, price, and prioritize it correctly. |
| What is the current status of your office space property or search? | Deal stage carries the heaviest weight in the catalog, directly separating leads who are actively transacting or under contract from early-stage tire-kickers. |
| Are you the authorized decision-maker for this transaction? | Confirming decision-making authority prevents a Saturday showing from being spent on someone who ultimately can't sign. |
| In which city or area is the office space located or desired? | Captures the detail in the client’s own words so you’re briefed before the first call. |
| Do you have financing or budget approval already arranged? | Financing or budget approval signals whether the buyer or tenant is ready to move now or still needs capital lined up before a showing makes sense. |
How Cliont scores office space leads
Every answer is weighted automatically — no manual review required.
Value signals
- Buying or selling a property
- Leasing or renting space
- Managing an existing lease
- Not sure
- Planning to start within a few months
- Just researching options
Urgency signals
- Actively searching or listing now
See the lead your team receives
Office Space Buyer Lead
From first click to qualified lead
Follow buyers, sellers, and renters 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 inquiry
Smart questions adapt to their inquiry and capture the full scope.
They add photos
Property photos and details come attached, so you prep before the showing.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for office space workflows
| Cliont capability | Office Space application |
|---|---|
| Weighted lead scoring | Prioritizes leads who are actively searching or already under contract over those still researching, so agents call the hottest office space deals first. |
| Decision-maker verification | Flags whether the respondent is the authorized decision-maker so your team knows immediately if someone else needs to be looped in before a showing is booked. |
| Document upload | Collects proof of funds or a financing pre-approval letter alongside the financing question, confirming budget readiness instead of relying on a self-reported yes. |
| CRM routing | Sends buyers, sellers, landlords, tenants, and investors into the matching pipeline stage automatically based on their stated role. |
Common office space lead scenarios
Investor under contract, financing ready
An investor already negotiating on a 20,000 sq ft building confirms financing approval and decision-making authority, landing in the CRM as a top-priority deal to move fast on.
Tenant actively hunting for lease space
A company representative is actively searching for 2,500-10,000 sq ft to lease this quarter; the intake flags the active status and role so the right agent calls first.
Landlord managing an existing lease
A landlord isn't buying or selling but needs help managing a current tenant lease, which the intake captures as a distinct, lower-weighted assistance type than a sale or new lease.
Early-stage researcher, no timeline
Someone marks their status as 'just researching options' with no square footage decided; the lead still reaches your CRM but scores lower so it doesn't compete with active deals for showing slots.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book inquiries
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 commercial real estate intake templates
Office Space lead-intake FAQs
Does the intake distinguish between a buyer, tenant, and landlord?
Yes. The first question asks the person's role in the transaction—buyer, seller, landlord, tenant, or investor—so leads route to the correct pipeline and agent instead of a single generic inbox.
How does the intake treat someone who's 'just researching' versus actively searching?
Deal stage carries real weight in the scoring: an active search or under-contract answer scores much higher than 'just researching,' so your team can see at a glance which enquiries deserve a showing this week.
Can I confirm someone has financing before I schedule a tour?
The intake asks directly whether financing or budget approval is already arranged, and you can require a pre-approval or proof-of-funds upload alongside that answer before the lead is marked ready for a showing.
What if the person filling out the form isn't the actual decision-maker?
A dedicated yes/no question confirms whether the respondent is the authorized decision-maker, and a 'no' answer is scored lower so you can qualify who else needs to be in the room before booking time.
Does square footage change how the lead gets routed?
Square footage is captured on every enquiry so you can see at a glance whether it's a small suite or a 50,000+ sq ft building, letting you assign the right agent or space specialist without a back-and-forth call.
How is this different from the intake for leasing commercial space generally?
This catalog is built specifically around office space transactions—role, square footage, and deal status for office buyers, tenants, landlords, and investors—rather than the broader lease-commercial-space or retail-space intakes.
Turn office space visitors into qualified deals
Give every office space visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you spend a Saturday showing.