Warehouse security intake that captures facility size and inventory risk
Property owners answer questions about facility size, existing security measures, and whether the warehouse stores high-value inventory, then upload site photos so you can see priority before scheduling a site survey.
Preview your warehouse security intake
Explore 7 questions from the Warehouse Security template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified warehouse security lead should tell you
Security planning for warehouse facilities, covering new installations, system upgrades, guard staffing, and incident response for theft or break-ins, scoped to the building's footprint and the value of stored inventory.
- Best Describes Current Warehouse
- How Large Warehouse Facility
- Security Measures Interested In
- Owner, Manager, Or Authorized
- Soon Security Measures In
- Warehouse Store High-Value Or
- Already Have Any Security
The questions your team needs answered
Every warehouse security intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes your current warehouse security need? | Distinguishing new setups, upgrades, guard staffing, and active theft response lets you route breach-related leads for faster follow-up instead of standard quote scheduling. |
| Approximately how large is the warehouse facility? | Segments the lead so you can route, price, and prioritize it correctly. |
| Which security measures are you interested in? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you the owner, manager, or authorized decision-maker for this facility? | A yes-answer confirms the respondent can approve the project, while a no-answer signals you may be talking to staff who still need sign-off before a site survey makes sense. |
| How soon do you need security measures in place? | Timeline answers separate leads that need measures immediately from those still researching, letting you sequence site surveys by real urgency rather than order received. |
| Does the warehouse currently store high-value or sensitive inventory? | Confirming high-value or sensitive inventory helps you weigh how much risk exposure a site carries before allocating a survey slot. |
| Do you already have any security equipment or personnel in place? | Knowing whether the facility has no security, partial coverage, or a full outdated system tells you if the job is a greenfield install or a retrofit before you visit. |
How Cliont scores warehouse security leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- New security setup for a warehouse
- Upgrade or repair existing security system
- Need security guard staffing or patrols
- Responding to a recent theft or breach
- CCTV cameras and monitoring
- Access control systems
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Warehouse 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 warehouse security workflows
| Cliont capability | Warehouse Security application |
|---|---|
| Conditional question branching | If a lead selects only 'guard staffing or patrols,' the intake can skip deep hardware follow-ups and focus on coverage hours and site layout instead. |
| Lead scoring engine | Recent theft or breach responses and confirmed high-value inventory push the lead score up, separating urgent, high-stakes sites from general upgrade inquiries. |
| Photo and video upload widget | Capturing perimeter, loading dock, and existing equipment photos upfront lets you assess a warehouse's footprint before committing a survey slot. |
| CRM routing | Leads reporting a breach or requesting immediate measures can be routed to the CRM with a flag distinct from research-stage or long-timeline inquiries. |
Example warehouse security lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Active theft or breach response
The property owner selects a recent theft or breach as the reason for contact and needs measures immediately, which the intake flags for same-day review ahead of routine requests.
New warehouse ground-up setup
A new or newly leased facility with no existing security in place selects CCTV, access control, and perimeter measures together, giving you full scope before the survey.
Guard staffing only request
The owner wants onsite security guards or patrols rather than hardware, so the intake surfaces a staffing-focused lead distinct from an equipment installation quote.
Outdated system needing upgrade
A facility with a full but outdated system requests an upgrade or repair, which reads differently than a bare-facility install and should be scoped as retrofit work.
Non-decision-maker just researching
Someone without authority to approve the project selects a longer timeframe and 'just researching,' letting you deprioritize the site survey until an owner or manager engages.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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
Warehouse Security lead-intake FAQs
Can the intake tell a new install apart from a guard staffing request?
Yes, the first question separates new setups, upgrades, guard staffing, and breach response into distinct paths, so a request for onsite patrols doesn't get treated like a hardware quote.
Does the intake check whether the person filling it out can actually approve the work?
It asks directly whether the respondent is the owner, manager, or authorized decision-maker, and answers from someone without authority score lower so you can prioritize confirmed approvers.
How does inventory value affect which leads get flagged?
The intake asks whether the warehouse stores high-value or sensitive inventory, and a yes answer raises the lead's priority since these sites typically warrant faster attention.
What if the property already has some security in place?
The intake records whether there's no existing security, partial measures, or a full but outdated system, so you know upfront whether the job is a fresh build or a retrofit before you survey the site.
How is this different from your retail loss prevention intake?
Warehouse security intake focuses on facility size, storage-specific inventory value, and perimeter or guard needs, while retail loss prevention centers on customer-facing theft patterns, so the two catalogs ask different qualifying questions.
Does facility size change how the lead is scored?
Facility size doesn't carry a scoring weight on its own, but it's captured alongside the security measures requested so you can gauge project scope before the site survey.
Turn warehouse security visitors into qualified jobs
Give every warehouse security visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.