Know which housekeeping leads are worth a care assessment
Ask which rooms need regular attention, how often help is needed, and whether pets affect cleaning before you send a caregiver — then route photos and scored requests straight to your CRM.
The exact intake your light housekeeping leads complete
This is the real 6-question guided intake for Light Housekeeping — the same flow your customers finish before you ever pick up the phone.
What a qualified light housekeeping lead should tell you
Recurring or one-time light cleaning support for an older adult — tasks like tidying, dusting, and laundry — provided as part of non-medical home care rather than deep or specialty cleaning.
- This Housekeeping Help
- Areas Regular Light Cleaning
- Often This Cleaning Help
- Person Receiving Care Live
- There Pets In Home
- Have Authority Arrange And
The questions your team needs answered
Every light housekeeping intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this housekeeping help for? | Identifies whether the inquiry is self-directed, family-arranged, or coordinator-managed, which determines who your team should follow up with. |
| Which areas need regular light cleaning? | Knowing exactly which rooms need attention lets you scope and staff the visit before the assessment happens. |
| How often is this cleaning help needed? | Frequency carries the highest scoring weight in this catalog, separating a one-time tidy from a recurring care relationship. |
| Does the person receiving care live alone? | Living-alone status flags scheduling and safety considerations a caregiver may need to plan around. |
| Are there pets in the home that affect cleaning needs? | Pets affect which cleaning products and time a caregiver needs, so flagging them early avoids surprises on the first visit. |
| Do you have authority to arrange and approve this care service? | The gap between approving and non-approving weights separates decision-makers ready to book from people still gathering information. |
How Cliont scores light housekeeping leads
Every answer is weighted automatically — no manual review required.
Value signals
- Weekly or more
- Every two weeks
- Monthly
- One-time only
- Not sure
- Have Authority Arrange And: yes
See the lead your team receives
Light Housekeeping Lead
From first click to qualified lead
Follow patients and caregivers 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 visit
Smart questions adapt to their visit and capture the full scope.
They share details
Symptoms, history, and documents come attached before the visit.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for light housekeeping workflows
| Cliont capability | Light Housekeeping application |
|---|---|
| Weighted scoring engine | Ranks recurring weekly or biweekly housekeeping requests above one-time or undecided-frequency inquiries automatically. |
| Multi-select intake fields | Lets a family flag every room that needs attention — kitchen, bathroom, laundry, or whole home — in a single guided step. |
| Decision-maker flag | Surfaces whether the person filling out the form has authority to approve care, so you don't schedule an assessment with someone who can't book. |
| Household context capture | Records living-alone status and pets in the home so caregivers arrive prepared for the actual conditions of the visit. |
Common light housekeeping lead scenarios
Weekly cleaning for parent living alone
A family requests weekly light housekeeping for a parent who lives alone, combining the highest-weighted frequency answer with a living-alone flag that agencies want to see before assessment.
Adult child without approval authority
Someone inquires on behalf of a parent but answers 'no' to having authority to arrange care, a lower-weighted response that signals the request may need a decision-maker looped in before booking.
One-time tidy before a visit
A family wants a single cleaning session ahead of a relative's visit, the lowest recurring-value frequency option, useful for staffing a one-off job rather than an ongoing schedule.
Care coordinator managing a client's home
A professional coordinator submits the request on behalf of a client, and flags pets in the home, which changes the products and time an agency needs to plan for the visit.
Exploratory inquiry, frequency undecided
A family selects 'not sure' for how often help is needed, the lowest-weighted frequency answer, marking this as an early-stage inquiry rather than a ready-to-book request.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book visits
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 non-medical home care intake templates
Light Housekeeping lead-intake FAQs
How does the intake tell a one-time cleaning request apart from an ongoing need?
The frequency question is weighted so weekly or biweekly requests score well above one-time or 'not sure' answers, letting you spot recurring revenue at a glance.
Does the form check whether the person submitting it can actually approve care?
Yes, one question directly asks whether the requester has authority to arrange and approve the service, and it carries one of the larger weight differences in the catalog.
Can a care coordinator submit this on behalf of a client instead of a family member?
Yes, the first question lets the requester specify whether the help is for themselves, a family member, or a client they coordinate care for.
Does the intake ask about pets that might affect the cleaning?
Yes, a dedicated yes/no question flags pets in the home so your team can plan for products, allergies, or extra time before the visit.
Will I know if the person receiving care lives alone?
Yes, a yes/no question captures living-alone status so you can factor in any additional scheduling or check-in considerations.
Can families select more than one room that needs regular cleaning?
Yes, the areas-needing-cleaning question is a multi-select covering kitchen, bathroom, bedroom, living areas, laundry, or the whole home.
Turn light housekeeping visitors into qualified patients
Give every light housekeeping visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.