Retail loss prevention intake that captures purchase authority up
Tell us whether the concern is employee theft, shoplifting, or organized retail crime, confirm what security is already in place, and note who can approve changes — Cliont scores the lead and sends floor plans and incident details straight to your CRM.
The exact intake your retail loss prevention leads complete
This is the real 6-question guided intake for Retail Loss Prevention — the same flow your customers finish before you ever pick up the phone.
What a qualified retail loss prevention lead should tell you
Evaluation and deployment of theft-prevention measures — camera or EAS coverage, staffing, training, and policy — aimed at reducing shrinkage across single stores, multi-location retailers, or warehouse retail operations.
- Retail Space Loss Prevention
- Main Concern Want Addressed
- Have Any Security Cameras
- Authorized Approve Security Changes
- Support
- Soon Want Loss Prevention
The questions your team needs answered
Every retail loss prevention intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of retail space needs loss prevention support? | Store type — single site, multi-location, or warehouse retail — determines how large a survey team and how much time the site walk-through will need. |
| What is the main concern you want addressed? | Organized retail crime is weighted highest, so these leads are flagged for faster follow-up than general shrinkage or 'not sure' responses. |
| Do you currently have any security cameras or electronic article surveillance systems installed? | Knowing whether cameras or EAS are already installed tells the survey team whether they're assessing new coverage or auditing an existing system. |
| Are you authorized to approve security changes or purchases for this business? | The weight gap between yes (10) and no (3) flags leads submitted by someone who can't approve spend, so a decision-maker can be confirmed before a survey is scheduled. |
| Which support are you looking for? | Multi-select support answers route the lead toward the right specialist — risk assessor, trainer, installer, or guard staffing — instead of a generic follow-up. |
| How soon do you want loss prevention services to begin? | Immediate-start requests score higher than open-ended timelines, helping you decide which site surveys to book first. |
How Cliont scores retail loss prevention leads
Every answer is weighted automatically — no manual review required.
Value signals
- Employee theft
- Shoplifting
- Organized retail crime
- General inventory shrinkage
- Not sure
- Authorized Approve Security Changes: yes
Urgency signals
- Immediately
- Planning ahead, no urgent timeline
See the lead your team receives
Retail Loss Prevention Lead – Organized Retail Crime, Multi-Location
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 retail loss prevention workflows
| Cliont capability | Retail Loss Prevention application |
|---|---|
| Weighted lead scoring | Organized retail crime and employee theft selections carry higher weights than general shrinkage, so those calls rank above lower-stakes inquiries in your CRM. |
| Decision-maker flagging | The purchase-authority question separates leads submitted by someone who can approve spend from those submitted by staff without buying power, so surveys aren't booked before the right person is looped in. |
| Multi-service routing | Multi-select support answers let you route a lead requesting staff training differently from one requesting camera or EAS installation, without a second call to clarify scope. |
| Existing infrastructure capture | Knowing whether cameras or EAS are already installed lets the survey team prep for an audit of existing systems instead of a blank-slate assessment. |
Common retail loss prevention lead scenarios
Multi-location organized retail crime
A regional retailer flags organized retail crime across several stores and wants to start immediately — the intake surfaces the concern type, location count, and timeline so it lands as a high-priority CRM record.
Single store, no existing security
An owner reports shoplifting losses and has no cameras or EAS in place, with no urgent timeline — the intake captures the gap in coverage so the survey team knows they're starting from zero.
Employee theft with cameras already installed
A store suspects internal theft and already has cameras but wants staff training and a loss prevention policy — the multi-select support field routes this to training and policy specialists rather than an installation crew.
Store manager without purchase authority
A location manager submits the form for camera and EAS installation but isn't authorized to approve spend — the intake flags this so the team confirms a decision-maker before scheduling the site survey.
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
Retail Loss Prevention lead-intake FAQs
How does the intake tell employee theft leads apart from shoplifting or organized retail crime?
The main concern question asks the caller to select the specific issue, and organized retail crime carries the highest weight so those leads surface as higher priority than general shrinkage or 'not sure' responses.
Does the intake check whether a store already has cameras or EAS installed?
Yes — a yes/no question captures existing security infrastructure so your survey team knows upfront whether they're assessing new coverage or auditing what's already in place.
What happens if the person submitting the form can't approve a security purchase?
The authorization question is weighted lower (3 vs. 10) when the submitter can't approve changes, so those leads still reach your CRM but are flagged for a follow-up call to loop in the actual decision-maker before a site survey is booked.
Can a lead ask for more than one type of support at once?
Yes — the support-needed question is multi-select, so a lead can request an on-site risk assessment, staff training, camera or EAS installation, guard staffing, or policy development in a single submission.
Does the requested start date change how a lead is prioritized?
Yes — leads wanting service immediately score higher than those with no urgent timeline, which helps you decide which site surveys to schedule first.
Does this intake cover warehouse or distribution retail sites, or only storefronts?
The retail space type question covers single store, multiple locations, and warehouse or distribution retail, so the same intake works whether you're surveying a shop floor or a distribution facility.
Turn retail loss prevention visitors into qualified jobs
Give every retail loss prevention visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.