Know which retail space leads are worth your showing time
Every retail space enquiry captures the buyer's role, space size, and current occupancy status, plus lease documents and site photos, before it reaches your CRM as a scored, showing-ready lead.
The exact intake your retail space leads complete
This is the real 6-question guided intake for Retail Space — the same flow your customers finish before you ever pick up the phone.
What a qualified retail space lead should tell you
Buying, selling, leasing, or investing in retail commercial properties such as storefronts, strip malls, and shopping centers, where the intake needs to establish the party's role, space size, and occupancy status before any showing is scheduled.
- Role In This Retail
- Best Describes Current This
- Approximate Size This Retail
- Property Occupied By Tenant
- Have Legal Authority Make
- Retail Property This
The questions your team needs answered
Every retail space intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your role in this retail space transaction? | The stated role determines whether the lead should route to a buyer-side, seller-side, landlord, tenant, or investor pipeline. |
| What best describes your current need for this retail space? | Timeline answers carry the catalog's weighting, separating leads actively searching now from those just researching. |
| What is the approximate size of this retail space? | Space size indicates deal scale, from a small under-1,000 sq ft storefront to a large anchor space over 15,000 sq ft. |
| Is the property currently occupied by a tenant or business? | Occupancy status flags whether an existing tenant or lease will complicate scheduling and negotiation before a showing. |
| Do you have legal authority to make decisions about this property? | This is the only weighted yes/no in the catalog, so a lack of decision authority meaningfully pulls down the lead's score. |
| What type of retail property is this? | Property type helps match the lead to a broker who specializes in that specific retail format, such as pad sites versus strip malls. |
How Cliont scores retail space leads
Every answer is weighted automatically — no manual review required.
Value signals
- Planning within the next few months
- Exploring options, no timeline yet
- Have Legal Authority Make: yes
Urgency signals
- Actively searching or listing now
See the lead your team receives
Retail Space 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 retail space workflows
| Cliont capability | Retail Space application |
|---|---|
| Role-based lead routing | Buyer, seller, landlord, tenant, and investor selections route to different CRM pipelines instead of one generic retail inquiry queue. |
| Occupancy-aware flagging | Leads on currently occupied retail properties are flagged separately so your team knows to request lease details before scheduling a walkthrough. |
| Authority screening | The legal decision-authority question filters out leads who can't actually transact, preventing a wasted showing with someone who has to check with someone else first. |
| Property-type tagging | Standalone storefront, shopping center, mixed-use, and pad site selections tag the lead for brokers who specialize in that specific retail format. |
Common retail space lead scenarios
Investor still exploring options
An investor marks 'Exploring options, no timeline yet' with no urgency behind it, so the lead is flagged for nurture rather than an immediate showing request.
Tenant actively hunting storefront
A tenant selects 'Actively searching or listing now' for a space under 1,000 sq ft, signaling a fast-moving lead worth prioritizing for a showing this week.
Seller with an occupied shopping center
A seller confirms the property is currently occupied by a tenant and has legal authority to sell, giving your team the lease context needed before scheduling a walkthrough.
Landlord on a vacant pad site
A landlord planning within the next few months lists a standalone pad site with no current occupant, a different urgency and property-type mix than an occupied strip mall enquiry.
Buyer without decision authority
A buyer answers no to having legal authority to decide on the property, which lowers the lead's score even if their stated need and space size look strong.
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
Retail Space lead-intake FAQs
Does the intake separate buyers, sellers, landlords, tenants, and investors?
Yes, the first question asks the respondent's role in the retail space transaction, so your CRM can route a tenant inquiry differently from an investor or seller lead.
Why does the form ask if the property is currently occupied?
Retail deals involving an existing tenant or business often require lease review and different timelines than a vacant space, so occupancy status is captured before a showing is booked.
What happens if the person filling out the form isn't authorized to make a decision?
The legal-authority question carries its own weight in scoring, so a 'no' answer lowers the lead's priority even if the stated need or size looks strong.
Can the intake capture the type of retail property, not just its size?
Yes, respondents select whether it's a standalone storefront, shopping center, mixed-use building, or pad site, which helps match the lead to the right broker specialization.
How does space size affect how a lead is qualified?
Size ranges from under 1,000 sq ft up to over 15,000 sq ft are captured directly, so your team can gauge deal scale before committing time to a showing.
Is this the same intake used for leasing or selling other commercial property types?
Retail Space has its own catalog separate from siblings like Lease Commercial Space, Office Space, or Sell Commercial Property, so questions stay specific to retail transactions.
Turn retail space visitors into qualified deals
Give every retail space visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you spend a Saturday showing.