Downsizing intake that asks what your team actually needs to know
Ask whether they own the home outright, where they stand on listing it, and who else needs to sign off on the sale — then collect home photos so you know exactly what you're walking into before scheduling a showing.
The exact intake your downsizing leads complete
This is the real 6-question guided intake for Downsizing — the same flow your customers finish before you ever pick up the phone.
What a qualified downsizing lead should tell you
Qualification for owners planning to sell their current home and move into a smaller property, covering ownership status, where the sale currently stands, and who has final say on the decision.
- Own Property Plan Sell
- Property Move Into
- Current Status Selling Existing
- Sole Decision-Maker This Sale,
- Have Estimate Home'S Current
- These Concerns Apply Downsizing
The questions your team needs answered
Every downsizing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently own the property you plan to sell? | Confirms the lead actually owns the home they're describing before you invest time on a sale that may not exist yet. |
| What type of property are you looking to move into? | Tells you what kind of property to line up next, from a smaller house to a retirement community, so the conversation is relevant from the start. |
| What is the current status of selling your existing home? | Distinguishes early-stage sellers from those already under contract, since each stage carries a different weight and calls for a different first conversation. |
| Are you the sole decision-maker for this sale, or are others involved? | Flags joint decisions or third-party inquiries so you know upfront who actually needs to be part of the showing. |
| Do you have an estimate of your home's current market value? | Separates real opportunities from leads that aren’t a fit yet. |
| Which of these concerns apply to your downsizing plans? | Surfaces the underlying motivation — maintenance, equity, or belongings — so follow-up can address the real reason behind the move. |
How Cliont scores downsizing leads
Every answer is weighted automatically — no manual review required.
Value signals
- Own Property Plan Sell: yes
- Not listed yet
- Preparing to list
- Currently listed
- Under contract
- I am the sole decision-maker
Disqualifiers
- Not sure yet
See the lead your team receives
Downsizing Seller 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 downsizing workflows
| Cliont capability | Downsizing application |
|---|---|
| Weighted lead scoring | Sale-status answers are weighted so 'preparing to list' scores higher than 'under contract,' surfacing sellers still deciding who to work with ahead of those who've already committed. |
| Decision-maker detection | When a lead selects 'joint decision' or 'acting on behalf of someone else,' Cliont flags the record so your team knows to coordinate a showing time that works for everyone involved, not just the person who filled out the form. |
| Answer-based tagging for CRM | Selected downsizing concerns like freeing up equity or reducing belongings are passed to your CRM as tags, so follow-up messaging can speak to the actual reason behind the move. |
| Pre-showing verification | The home-ownership question filters out early browsers who don't yet own the property they're describing, before a Saturday showing gets booked around them. |
Common downsizing lead scenarios
Ready-to-list empty nester
Owns the home outright, hasn't listed yet, and is the sole decision-maker — this combination scores highest and should move straight to your calendar.
Joint decision, still exploring
Home is owned and not yet listed, but the sale is a joint decision with family and the target property type is still 'not sure yet' — worth a showing, but plan for both decision-makers to attend.
Inquiring on behalf of a parent
Someone is acting on behalf of another person rather than the property owner themselves, which lowers the decision-maker weight and flags the lead for extra verification before a Saturday is spent on it.
Already under contract
The current home is already under contract — a lower sale-status weight than 'preparing to list' — signaling the seller now needs to move fast on finding their next, smaller property.
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 residential sales intake templates
Downsizing lead-intake FAQs
How does the intake tell me if a downsizing lead is actually ready to sell?
The status question on selling their existing home separates people who haven't listed yet or are preparing to list from those already under contract, and each stage carries a different weight so you can see where they really stand before booking time.
What if the person filling out the form isn't the homeowner — like an adult child helping a parent?
The intake asks directly whether the respondent is the sole decision-maker, part of a joint decision, or acting on behalf of someone else, so third-party inquiries are flagged rather than treated the same as a homeowner ready to sell.
Does the intake capture where they want to move to, not just what they're selling?
Yes — it asks what type of property they're targeting, from a smaller house to a senior or retirement community, which helps you match the lead to the right listings before the first conversation.
Can I see if they already know what their home is worth?
The intake asks a yes/no question on whether they have an estimate of their home's current market value, which tells you whether the first conversation needs to start with a valuation or can move straight to next steps.
What motivations does the intake ask about — is it just about the sale itself?
It also asks which concerns apply, such as reducing maintenance, freeing up equity, a lifestyle change, or managing belongings, so you can tailor the first conversation to what's actually driving the move.
How is this different from your Sell a Home or Buy a Home intake?
Downsizing combines both sides of the transaction in one intake — current-home ownership and sale status alongside the type of property they want to move into — rather than qualifying a seller or a buyer in isolation.
Turn downsizing visitors into qualified deals
Give every downsizing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you spend a Saturday showing.