Qualify more wellness coaching leads before the first call
A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their appointment, collects reference photos, and hands you a scored, qualified lead.
A custom intake for every wellness coaching appointment
Each one is a ready-to-embed smart survey tuned to the appointment — open any to try the exact experience your leads would complete.
Sleep Wellness Coaching
Personalized coaching sessions that help clients build healthier sleep habits and routines through non-medical lifestyle and behavior guidance.
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Lifestyle Coaching
One-on-one coaching to help individuals build healthier daily habits, routines, and wellness goals over time.
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Stress Management Coaching
One-on-one coaching sessions that teach practical techniques to help individuals recognize and manage everyday stress and improve well-being.
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Habit Coaching
One-on-one coaching support to help individuals build, track, and sustain personal habits related to wellness and lifestyle goals.
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Corporate Wellness
A workplace wellness program offering coaching, workshops, or activities designed to support employee health and wellbeing.
Preview intake →Information you need before every wellness coaching appointment
- Main Sleep Concern Right
- Seeking Non-Medical, Lifestyle-Based Coaching
- Long Have Been Experiencing
- Be Person Attending Coaching
- Lifestyle Factors Think May
- Previously Tried Other Methods
- Main Focus Area Lifestyle
- Worked With Lifestyle Or
- Soon Would Like Begin
- Have Any Health Conditions
How wellness coaching lead scoring works
Value signals
- Trouble falling asleep
- Trouble staying asleep
- Irregular sleep schedule
- Waking up tired or low energy
- General desire to improve sleep quality
- Other sleep concern
Urgency signals
- Immediately
- Actively planning
Your visitor has a real appointment. A contact form can’t hear it.
Clients and members arrive ready to explain the appointment. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No appointment details or scope
- No reference photos or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full appointment scope in their own words
- Reference and inspiration photos attached
- Every lead scored by value
- High-intent leads flagged for you
From first click to qualified lead
Follow clients and members 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 appointment
Smart questions adapt to their appointment and capture the full scope.
They add reference photos
Inspiration and reference photos come attached, so you prep the right look.
You get a ready lead
Scored and qualified — waiting for you to win it.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and appointment template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
Wellness Coaching lead-intake FAQs
What does a wellness coaching intake collect?
Each wellness coaching template asks job-specific questions drawn from the selected service, then captures contact details and relevant reference photos. The resulting submission gives the team more context than a name-and-email contact form.
How are wellness coaching leads scored?
Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger wellness coaching opportunities without manually reviewing every raw submission first.
Can visitors try a wellness coaching intake on a phone?
Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.
Where can qualified wellness coaching leads be sent?
Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.
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
Browse every beauty and wellness intake template
While they’re still using contact forms, you’re booking appointments
Give every website visitor a guided, bilingual, qualifying intake — and turn your wellness coaching traffic into signed work.