Business Leasing Roadmap Questionnaire

*A guided questionnaire to support the leasing process for your business journey*

✨ Step 1: Purpose & Vision

·       Industry / Business Type: _______________________________ (Examples: office, medical, retail, warehouse, hybrid)

·       Why are you seeking space now? ☐ Starting fresh ☐ Relocating ☐ Expanding ☐ Other: _____________

·       Target Move-In / Go-Live Date: __________________________

·       Main Purpose of the Space: ☐ Daily Operations ☐ Client/Customer Facing ☐ Storage/Distribution ☐ Brand Image ☐ Other: ______________________

💵 Step 2: Budget & Costs

·       Monthly Rent Range You Have in Mind: $__________________

·       Other Costs You’re Ready For (check all that apply): ☐ Utilities ☐ Taxes ☐ Insurance ☐ Building Fees ☐ Janitorial ☐ Security ☐ Telecom/Internet ☐ Moving Costs ☐ Parking ☐ Equipment/Furniture ☐ Tenant Improvements

·       Do you need specialized construction or custom build-out? ☐ Yes ☐ No  If yes → Are you prepared for added costs/approvals? ☐ Yes ☐ Not Sure

📑 Step 3: Lease Terms

·       Ideal Lease Length: ☐ 1–3 years (flexibility) ☐ 3–5+ years (stability, better terms possible)

·       If construction/build-out is needed, would you consider a longer lease to spread costs and increase landlord support? ☐ Yes ☐ No ☐ Maybe

🏢 Step 4: Space & Operations

·       Business Activity / Daily Use Description: _____________________________________________

·       Space Features You Need (check all that apply): ☐ Reception Area ☐ Private Offices (how many: ___) ☐ Open Work Area ☐ Conference/Break Room ☐ Storage ☐ In-Suite Restroom ☐ Other: ____________

·       Special Requirements: ☐ High Security ☐ Loading/Delivery Access ☐ Power Requirements ☐ Ceiling Height Clearance ☐ After-Hours Access ☐ Other: _________________

·       Estimated Square Footage Needed: ☐ 500–1,000 ☐ 1,000–2,000 ☐ 2,000–3,000 ☐ 3,000+ ☐ Other: ____________

👥 Step 5: People & Growth

·       Number of Employees On-Site at Once: _________

·       Workstyle: ☐ Everyone On-Site Daily ☐ Hybrid / Part of Week ☐ Occasional Only

·       Future Growth Needs: ☐ Room for Growth ☐ Just Enough for Now

🎯 Step 6: Customers & Clients

·       Do customers/clients visit your location? ☐ Yes ☐ No

·       If yes: • Frequency: ☐ Daily ☐ Weekly ☐ Occasionally ☐ Rarely • Typical # of Visitors at Once: _________ • Desired Impression: __________________________

📍 Step 7: Location

·       Preferred Area / City / Neighborhood: ___________________

·       Key Location Factors (rank top 3): ☐ Near Freeway Access ☐ Near Landmark ☐ Close to Customers ☐ Close to Staff ☐ Other: ____________

·       Visibility Needs: ☐ Outdoor Signage Critical ☐ Street Visibility Preferred ☐ Not Important

✅ Final Checkpoint: Priorities

·       Rank your top 3 so we know what matters most:

1. _____________________________

2. _____________________________

3. _____________________________

🖊️ Notes