Qualify concierge security leads before you drive out
Replace your generic contact form with a guided concierge security intake that captures property concierge security, have dedicated area such, hours coverage, photos, and timing — then scores and routes every lead automatically.
The exact intake your concierge security leads complete
This is the real 6-question guided intake for Concierge Security — the same flow your customers finish before you ever pick up the phone.
What a qualified concierge security lead should tell you
A front-desk or lobby security presence that greets visitors, monitors access, and provides customer-service-oriented safety support for a property.
- Property Concierge Security
- Have Dedicated Area Such
- Hours Coverage
- Authorized Approve Contract This
- Tasks Expect Concierge Handle
- Soon Concierge Service Start
The questions your team needs answered
Every concierge security intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property needs concierge security? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have a dedicated area such as a lobby or front desk for the concierge to work from? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| What hours of coverage are you looking for? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you authorized to approve a contract for this property? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Which tasks do you expect the concierge to handle? | Segments the lead so you can route, price, and prioritize it correctly. |
| How soon do you need the concierge service to start? | Segments the lead so you can route, price, and prioritize it correctly. |
How Cliont scores concierge security leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Dedicated Area Such: yes
- Authorized Approve Contract This: yes
- Visitor screening and sign-in
- Package or delivery handling
- Access control or key management
- General information or customer assistance
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Concierge 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 concierge security workflows
| Cliont capability | Concierge Security application |
|---|---|
| Video greeting | Introduces your team and sets expectations for the concierge security estimate. |
| Conditional questions | Only asks the follow-ups that matter — for example, deeper questions once immediately is flagged. |
| Photo & video upload | Customers attach damage photos and clips, so you assess the job before you ever leave the shop. |
| Automatic lead scoring | Surfaces leads like "Have Dedicated Area Such: yes" so you respond to the strongest concierge security opportunities first. |
| Bilingual intake | Lets homeowners and property managers complete the same concierge security intake in English or Spanish. |
| CRM & calendar routing | Sends qualified concierge security leads to your CRM and offers a estimate once they’re qualified. |
| Digital estimates & e-signatures | Turns a qualified concierge security lead into an approved estimate without extra back-and-forth. |
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 security guard services intake templates
Concierge Security lead-intake FAQs
What information should a concierge security intake collect?
At minimum: property concierge security, have dedicated area such, hours coverage, authorized approve contract this, plus any photos needed to assess the job.
Can homeowners and property managers upload photos?
Yes. The intake can request photos before your team ever reaches out.
How are concierge security leads scored?
Every answer is weighted; higher-value and more urgent signals raise a lead’s score, so your team can respond to the strongest opportunities first.
Can different concierge security leads go to different contractors?
Yes, provided your routing is configured to assign leads by service, location, score, or another captured field.
Is the concierge security intake available in Spanish?
Yes. Cliont supports English and Spanish for the same intake flow.
Turn concierge security visitors into qualified jobs
Give every concierge security visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.
Draft page — pending full content review (quality score 7/10).