Occupied home staging intake that asks what your team needs to know
Ask who currently lives in the home, confirm whether the requester has authority to change the furnishings, and capture timeline and clutter level, then attach room photos before anyone books a walkthrough.
The exact intake your occupied home staging leads complete
This is the real 7-question guided intake for Occupied Home Staging — the same flow your customers finish before you ever pick up the phone.
What a qualified occupied home staging lead should tell you
Staging support for a home that is still lived in during the sale or rental process, where the intake needs to establish who occupies the space, whether the requester can actually authorize changes to the furnishings, and how much clutter or excess furniture stands between the home and a listing-ready walkthrough.
- Lives In Property
- Property Being Prepared
- Have Authority Make Changes
- Soon Staging Completed
- Areas Home Staging Attention
- Current Occupants Available Accommodate
- Much Clutter Or Excess
The questions your team needs answered
Every occupied home staging intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who currently lives in the property? | Owner versus tenant versus family member changes who is actually authorized to make decisions on the property, shaping how the rest of the answers should be read. |
| What is the property being prepared for? | Sale and rental listing purposes carry the top weights, separating leads with a real transaction driving the timeline from a personal refresh with no listing plan. |
| Do you have authority to make changes to the furnishings and decor? | A no answer here flags a lead who may not be able to approve any staging changes, regardless of how urgent or valuable the rest of their answers look. |
| How soon do you need the staging completed? | As soon as possible and within two weeks are weighted well above just exploring, so timeline distinguishes an active listing from early research. |
| Which areas of the home need staging attention? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are the current occupants available to accommodate staging visits and adjustments? | Occupant availability determines whether a stager can actually schedule the visits and adjustments the job requires, which matters as much as intent to move forward. |
| How much clutter or excess furniture needs to be addressed? | Segments the lead so you can route, price, and prioritize it correctly. |
How Cliont scores occupied home staging leads
Every answer is weighted automatically — no manual review required.
Value signals
- Sale
- Rental listing
- Appraisal or valuation
- Have Authority Make Changes: yes
- As soon as possible
- Within 2 weeks
See the lead your team receives
Occupied Home Staging 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 occupied home staging workflows
| Cliont capability | Occupied Home Staging application |
|---|---|
| Answer-weighted lead scoring | Purpose of the staging, authority over the furnishings, and timeline each carry distinct weights, so a seller with decor authority who needs staging within two weeks scores well above someone exploring options with no decision-making power. |
| Video or photo widget | Occupied homes vary room to room, so the intake collects current-condition photos of the areas selected for staging attention instead of relying on a phone description of the clutter. |
| Conditional branching | When the occupant type is 'Tenant' or the authority question comes back no, the flow can route toward a clarifying step before promising a full staging quote. |
| CRM routing | Leads confirming sale or rental purpose, decor authority, and occupant availability arrive in the CRM as showing-ready, while unresolved access or authority questions stay flagged for follow-up. |
Common occupied home staging lead scenarios
Seller with full authority, urgent
Owner-occupant preparing for sale with authority to change decor and needing staging as soon as possible is exactly the mix the catalog weights as high value, so this lead should route straight through.
Tenant-occupied, no authority
A tenant living in the property who cannot approve furnishing changes signals limited decision-making power, so the intake flags this before a stager schedules a walkthrough with someone who can't say yes.
Landlord staging for a rental listing
Property being prepared for a rental listing rather than a sale still scores as high value, but the areas selected and clutter level often differ sharply from a sale-bound home.
Appraisal or valuation only
Someone staging ahead of an appraisal rather than an active listing has a different urgency profile than a seller with a closing date, even though it still carries commercial weight.
Occupants unavailable for visits
A requester who confirms the current occupants can't accommodate staging visits or adjustments needs scheduling worked out before a Saturday gets booked around a house nobody can access.
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 home staging intake templates
Occupied Home Staging lead-intake FAQs
How does the intake handle a lead who doesn't actually live in the home?
The occupant-type question distinguishes owners, tenants, family members, and other occupants, so a stager can see immediately whether they're talking to the person who lives there or someone acting on their behalf.
Why does the form ask about authority over the furnishings before anything else about the job?
Authority to change decor is one of the highest-weighted signals in the catalog, because a lead who can't approve moving or replacing furniture usually can't move forward regardless of how good the property looks.
Does the intake tell the difference between staging for a sale versus a personal refresh?
Yes, the purpose question separates sale, rental listing, and appraisal or valuation from a personal refresh with no listing plan, and the first three are weighted well above the last.
How does clutter volume factor into the lead's score?
The catalog captures how much clutter or excess furniture needs to be addressed as significant, moderate, minimal, or unsure, giving a stager a sense of scope before quoting or scheduling a visit.
What if the occupants aren't around to let a stager in?
A dedicated yes/no question checks whether current occupants can accommodate staging visits and adjustments, so access conflicts surface in the intake instead of on the day of the appointment.
How is this different from the vacant home staging intake?
Occupied staging asks who lives there, whether they can authorize changes, and whether they'll be available for visits, questions that don't apply to the vacant home staging intake since there's no one living in the property to coordinate around.
Can this intake also cover a staging consultation before a full project?
This form is built around the occupied staging job itself; if a client only wants an initial walkthrough and recommendations, the separate staging consultation intake is the better fit.
Turn occupied home staging visitors into qualified deals
Give every occupied home staging visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you spend a Saturday showing.