Define lobby coverage needs before discussing staffing
A lobby inquiry should explain the property, coverage window, and duties involved. The intake records front-desk availability, contract authority, visitor or access tasks, and desired start timing so your security team can discuss a staffing brief rather than infer one.
Preview your concierge security intake
Explore 6 questions from the Concierge Security template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
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? | Identifies the setting in which the requester wants concierge security support. |
| Do you have a dedicated area such as a lobby or front desk for the concierge to work from? | Records whether a dedicated lobby or front-desk work area is available. |
| What hours of coverage are you looking for? | Captures the requested coverage window without promising staffing availability. |
| Are you authorized to approve a contract for this property? | Records reported permission to approve a contract for the property. |
| Which tasks do you expect the concierge to handle? | Lists expected duties so the security team can discuss a defined scope. |
| How soon do you need the concierge service to start? | Preserves the intended start window for staff to review during follow-up. |
How Cliont scores concierge security leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
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 an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
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 |
|---|---|
| Guided intake | Identifies the setting in which the requester wants concierge security support. Records whether a dedicated lobby or front-desk work area is available. |
| Configured scoring | A dedicated work area, reported contract authority, and selected duties have configured weights. Coverage hours, property type, and the requested start date remain available as planning context for staff review. |
| Structured lead context | Lists expected duties so the security team can discuss a defined scope. Preserves the intended start window for staff to review during follow-up. |
| Team review | No. It records the requested service brief. |
Example concierge security lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Residential lobby with visitor screening
An authorized manager reports a dedicated front desk and selects visitor sign-in and package handling. Staff can review the requested coverage window and property duties before discussing the arrangement.
Office wants evening access support
The requester selects a business property, evening or night coverage, and access-control tasks. The inquiry distinguishes that brief from a general daytime customer-assistance request.
Property has no dedicated desk area
The requester wants concierge duties but answers no to an available work area. Your team can clarify the site setup and service scope before planning staffing.
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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
Does selecting continuous coverage confirm staff availability?
No. The coverage question records the hours requested by the property. Your team confirms capacity, site arrangements, and contract scope before accepting a staffing engagement.
Can the form capture package handling and visitor screening separately?
Yes. The multi-select duties include visitor screening, package or delivery handling, access or key management, and general assistance. Staff receive the selected responsibilities rather than an assumed standard package.
Which answers affect the initial score?
A dedicated work area, reported contract authority, and selected duties have configured weights. Coverage hours, property type, and the requested start date remain available as planning context for staff review.
Does this intake assess whether a property is secure?
No. It records the requested service brief. Your security team evaluates the property and proposed arrangement; the form does not certify safety or prescribe a security plan.
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.