Qualify construction site security leads before you dispatch a survey
Ask about coverage level, whether the perimeter is already fenced, and any history of theft or trespassing before a survey gets booked. Leads that confirm authorization and describe on-site equipment or materials route straight to your CRM.
The exact intake your construction site security leads complete
This is the real 7-question guided intake for Construction Site Security — the same flow your customers finish before you ever pick up the phone.
What a qualified construction site security lead should tell you
Security coverage for active construction sites, scoped by site type, coverage level needed, and whether the site has fencing or a history of theft or trespassing.
- Construction Site Security Coverage
- Level Security Coverage
- Site Experienced Theft, Vandalism,
- Site Fenced Or Perimeter-Controlled
- Authorized Arrange Security Services
- Security Coverage Begin
- High-Value Assets On Site
The questions your team needs answered
Every construction site security intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of construction site needs security coverage? | Segments the lead so you can route, price, and prioritize it correctly. |
| What level of security coverage do you need? | Coverage level requested shapes both the staffing quote and how the lead is prioritized, since continuous on-site guarding signals a larger, more urgent job than periodic patrol checks. |
| Has the site experienced theft, vandalism, or trespassing before? | A documented history of theft, vandalism, or trespassing is a strong signal that the site owner has a concrete, urgent need rather than a speculative enquiry. |
| Is the site currently fenced or perimeter-controlled? | Whether the site already has a controlled perimeter affects the scope of the survey and what equipment or staffing the quote needs to include. |
| Are you authorized to arrange security services for this site? | Confirming authorization filters out enquiries from people who can't actually sign off on a contract, so a survey isn't wasted on a site visitor or subcontractor. |
| When do you need security coverage to begin? | The requested start date separates leads needing coverage right away from those planning ahead with no fixed timeline, directly affecting response priority. |
| What high-value assets are on site that need protection? | Segments the lead so you can route, price, and prioritize it correctly. |
How Cliont scores construction site security leads
Every answer is weighted automatically — no manual review required.
Value signals
- 24/7 on-site guard
- Nights and weekends only
- Periodic patrol checks
- Not sure
- Site Experienced Theft, Vandalism,: yes
- Authorized Arrange Security Services: yes
Urgency signals
- Immediately
See the lead your team receives
Construction Site Security 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 construction site security workflows
| Cliont capability | Construction Site Security application |
|---|---|
| Conditional scoring logic | Combines coverage level requested, prior incident history, and authorization status into a single score so a site owner who isn't authorized doesn't outrank a verified decision-maker requesting continuous on-site coverage. |
| Guided multi-step form | Walks the property owner through site type, perimeter status, and asset exposure in sequence so a request for round-the-clock or nights-and-weekends staffing arrives with the context needed to scope crew size. |
| Automatic CRM routing | Sends leads that confirm authorization and describe on-site machinery or materials straight to your CRM, separate from planning-ahead enquiries with no fixed start date. |
| Lead scoring bands | Surfaces sites with a documented theft or trespassing history and an immediate start date as high priority, ahead of periodic-patrol requests with no reported incidents. |
Common construction site security lead scenarios
Unauthorized caller requesting a quote
A subcontractor or site visitor fills out the form but isn't authorized to arrange security services, which the intake flags so you don't waste a survey on someone who can't sign a contract.
Site with prior theft history, urgent start
The property owner reports past theft or vandalism and needs coverage to begin immediately, a combination that pushes the lead to the top of your queue.
Open perimeter, high-value equipment on site
The site isn't fenced yet and has heavy equipment or machinery on the ground, signaling real exposure worth a fast survey even without a documented incident.
Planning-ahead enquiry, no fixed start date
An owner is scoping options for a future project phase with no urgent start date, letting you route it for a scheduled follow-up rather than an immediate site visit.
Low-value site, periodic patrol only
A small residential build with no valuable equipment and only periodic patrol requested still gets scored and routed, but with lower priority than continuous-coverage requests.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
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 security intake templates
Construction Site Security lead-intake FAQs
Does the intake ask what type of construction site this is?
Yes, the form asks whether it's a residential build, commercial build, infrastructure or civil project, or another type, so you can scope the survey and staffing plan before you show up.
How does the intake handle unauthorized requests?
The form asks directly whether the person is authorized to arrange security services for the site, and answers indicating they are not authorized are scored lower so you avoid quoting someone without decision-making authority.
Can I see whether the site already has a fence or perimeter control?
Yes, the intake captures whether the site is currently fenced or perimeter-controlled, which matters for scoping equipment, patrol routes, and pricing before a survey.
Does it capture what's actually at risk on site?
The intake asks which high-value assets are present, including heavy equipment, tools and materials, or vehicles, so you know what's worth protecting before you schedule a visit.
How does urgency get factored into lead priority?
The form asks when coverage needs to begin, and requests for immediate start are treated as urgent so they surface ahead of leads that are planning ahead with no fixed date.
Does this work differently than intake for warehouse or retail security?
Yes, unlike Warehouse Security or Retail Loss Prevention intake, this form is built around active construction sites, asking about perimeter fencing and on-site equipment exposure specific to a build in progress rather than a finished facility.
What happens with leads that report past theft or vandalism?
Prior theft, vandalism, or trespassing is a scored signal, so sites with that history are prioritized differently than sites with no reported incidents.
Turn construction site security visitors into qualified jobs
Give every construction site security visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.