Know which event security leads are worth a site survey
The intake asks for guest count, event date, and whether alcohol will be served, then collects venue floor plans and confirms the requester is authorized to book security before it lands in your CRM.
Preview your event security intake
Explore 7 questions from the Event Security template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified event security lead should tell you
Guard staffing and coverage planning for a specific event — such as a wedding, corporate function, concert, or community gathering — based on expected guest count, alcohol service, venue conditions, and the tasks the client needs covered.
- Event Security
- About How Many Guests
- Event Scheduled Take Place
- Alcohol Be Served Or
- Person Authorized Arrange Security
- Security Tasks Covered
- Venue Already Have Its
The questions your team needs answered
Every event security intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of event needs security? | Segments the lead so you can route, price, and prioritize it correctly. |
| About how many guests are expected at the event? | Guest count is the primary weighted signal, so larger events are surfaced as higher-value work before your team even reaches out. |
| When is the event scheduled to take place? | Event timing lets you separate events happening within a week from ones months away, so urgent requests aren't buried in the queue. |
| Will alcohol be served or sold at the event? | Alcohol service is heavily weighted because it typically increases staffing needs and liability exposure at the event. |
| Are you the person authorized to arrange security for this event? | Confirming the submitter is authorized to arrange security prevents your team from scheduling a site survey with someone who can't actually commit to the job. |
| What security tasks do you need covered? | Selecting emergency response readiness among the tasks needed flags a lead as urgent, since it signals a higher-risk event needing faster staffing decisions. |
| Does the venue already have its own security staff? | Knowing whether the venue already has its own security staff helps your team scope whether this is a full coverage job or a smaller supplemental request. |
How Cliont scores event security leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Under 50
- 50 to 200
- 200 to 500
- Over 500
- Alcohol Be Served Or: yes
- Person Authorized Arrange Security: yes
Urgency signals
- Emergency response readiness
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Event 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 event security workflows
| Cliont capability | Event Security application |
|---|---|
| Weighted lead scoring | Guest count tiers and the alcohol-service answer are the two heaviest weighted fields, so a large event serving alcohol automatically outranks a small dry gathering. |
| Authorization checks | The intake asks directly whether the submitter is authorized to arrange security, catching inquiries from planners or guests who aren't the actual decision-maker before you commit to a survey. |
| Document collection | Venue floor plans and permits can be gathered at intake, so your team has the layout in hand before scoping guard positions. |
| CRM routing | Qualified events with guest count, date, and task requirements attached are sent straight to your CRM, ready for a survey without a back-and-forth phone call to gather basics. |
Example event security lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Large event with alcohol service
Over 500 guests with alcohol confirmed pushes both weighted signals up, so this lead scores as high value and worth prioritizing for a site survey.
Unauthorized event contact
Someone fills out the form who isn't authorized to arrange security for the event, dropping the authorization weight and flagging the lead for confirmation before a survey is scheduled.
Last-minute booking request
An event scheduled within a week comes in alongside a need for emergency response readiness, so the intake surfaces it as time-sensitive rather than letting it sit in a general queue.
Venue already staffs its own security
The venue reports it already has security in place, so the tasks-needed answers help clarify whether the request is for supplemental coverage or a smaller, narrower scope.
Small private gathering, no alcohol
Under 50 guests with no alcohol service scores lower on the value signals, letting the business decide whether it's worth a survey or a lighter-touch quote.
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- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
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- Charged only for submitted leads
More security guard services intake templates
Event Security lead-intake FAQs
How does guest count affect the lead score for an event?
Guest count is a weighted answer, so a request for over 500 attendees scores higher than one under 50, reflecting the larger staffing commitment involved.
Why does the intake ask whether alcohol will be served?
Alcohol service carries its own weight in the scoring because it typically changes staffing needs and liability considerations, so a 'yes' answer raises the lead's priority.
What happens if the person submitting the form isn't authorized to book security?
That answer carries a lower weight than a confirmed authorization, so the lead still comes through but is flagged for you to confirm decision-making authority before committing to a site survey.
Does the intake account for last-minute events?
Yes — the event timing question distinguishes requests within a week from ones months out, so you can see at a glance which enquiries need a faster response.
What if the venue already has its own security staff?
The intake asks this directly, so you can see whether the client needs full coverage or a narrower scope layered on top of existing venue staff before you scope the job.
Can the intake tell me what specific tasks the client needs covered?
Yes — the tasks-needed question lets the client select entry control, crowd monitoring, VIP escort, parking control, or emergency response readiness, so your team knows the scope before the first call.
Turn event security visitors into qualified jobs
Give every event security visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.