Corporate wellness intake that captures headcount and approval stage
See employee headcount, the type of wellness support they're after, and whether budget is already approved before you block calendar time for a corporate pitch or session.
The exact intake your corporate wellness leads complete
This is the real 6-question guided intake for Corporate Wellness — the same flow your customers finish before you ever pick up the phone.
What a qualified corporate wellness lead should tell you
A workplace wellness engagement arranged by a company or HR contact for employee coaching, workshops, or an ongoing program, where the intake needs to confirm headcount, program scope, and who actually holds budget authority.
- Requesting This On Behalf
- How Many Employees Would
- Wellness Support Interested In
- Current Stage This Initiative
- Have Decision-Making Authority Approve
- Would Sessions Take Place
The questions your team needs answered
Every corporate wellness intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you requesting this on behalf of a company or organization? | This is the highest-leverage question on the form — a 'yes' (weight 9) confirms an organizational buyer, while a 'no' (weight 2) flags a personal inquiry that shouldn't be treated as a corporate contract lead. |
| Approximately how many employees would participate? | Employee headcount tells you whether you're staffing a single office visit or planning logistics for a multi-site rollout, shaping both the proposal and the price. |
| What type of wellness support are you interested in? | Each selected wellness offering carries its own weight, so a prospect requesting an ongoing program plus stress sessions scores higher than one who's only 'not sure yet.' |
| What is the current stage of this initiative? | Weights climb sharply from 'just exploring' (3) to 'ready to schedule now' (10), making this the clearest indicator of how close the lead is to actually booking. |
| Do you have decision-making authority to approve this service? | A contact without approval authority (weight 4) usually needs a different follow-up path than one who can sign off directly (weight 9), so this question shapes who gets a proposal call versus a nurture email. |
| Where would the sessions take place? | Knowing whether sessions happen onsite, at an external venue, or virtually lets you plan travel and delivery logistics before the first call, even though it isn't independently weighted. |
How Cliont scores corporate wellness leads
Every answer is weighted automatically — no manual review required.
Value signals
- Requesting This On Behalf: yes
- Onsite workshops or classes
- Stress and mental wellness sessions
- Fitness or movement activities
- Nutrition coaching
- Ongoing wellness program
Urgency signals
- Actively planning
Disqualifiers
- Not sure yet
See the lead your team receives
Corporate Wellness Lead
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.
Built for corporate wellness workflows
| Cliont capability | Corporate Wellness application |
|---|---|
| Weighted lead scoring | Corporate Wellness leads are scored using the company/organization confirmation, program breadth, initiative stage, and decision authority, so a 200+ employee ready-to-schedule contact clearly outranks a solo exploratory inquiry. |
| Multi-select intake questions | The wellness-support-type question lets a prospect flag onsite workshops, stress sessions, fitness activities, nutrition coaching, and an ongoing program together, and each selection adds its own weight so broader requests score higher. |
| CRM routing | Once a lead clears the corporate-vs-individual and authority checks, it's sent to your CRM tagged with headcount and stage so your pipeline reflects contract-size opportunities, not one-off personal requests. |
| Conditional qualification logic | The company/organization answer effectively splits corporate rollouts from personal wellness curiosity at the very first question, before headcount or program-type details are even collected. |
Common corporate wellness lead scenarios
HR ready to sign off
A 200+ employee company selects an ongoing wellness program, confirms budget is approved, and has a decision-maker filling out the form — this stacks the highest-weighted signals in the catalog.
Employee inquiring personally
Someone answers 'no' to requesting on behalf of a company, which carries a much lower weight than a corporate request and routes as an individual coaching inquiry instead of a corporate lead.
Small office, still exploring
A contact from an under-10-person office marks the initiative as 'just exploring' with no confirmed decision authority — the intake captures it but flags it as early-stage rather than sales-ready.
Mid-size company comparing formats
A 50-199 person company is actively planning stress and mental wellness sessions but hasn't picked between onsite, external venue, or virtual delivery, so the location question surfaces a logistics decision still in progress.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book appointments
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 wellness coaching intake templates
Corporate Wellness lead-intake FAQs
How does the intake separate a real corporate inquiry from an individual employee just curious about wellness perks?
The first question asks directly whether the request is on behalf of a company or organization, and a 'yes' carries far more weight than a 'no,' so personal, non-corporate inquiries score noticeably lower without being blocked outright.
We hear from tiny offices and 500-person campuses — does the form account for that difference?
Yes, the employee count question ranges from under 10 to 200 or more, giving you the headcount context needed to size the program and staffing before you reply.
Some HR contacts reach out before budget is signed off. Can we tell the difference?
The initiative-stage question weights 'just exploring' far lower than 'budget already approved' or 'ready to schedule now,' so you can see at a glance who's ready to move versus who's still gathering information.
Do we need to know who actually has authority to approve this before booking a call?
Yes — the decision-making authority question is weighted, so a contact without approval power scores lower and can be routed for a follow-up conversation rather than a full proposal call.
How is this different from your Stress Management Coaching or Habit Coaching intake?
Corporate Wellness asks about the organization, employee count, and session location because it's a company-level engagement, whereas Stress Management Coaching and Habit Coaching intake questions are built around an individual client's goals, not headcount or venue logistics.
Does the intake capture where the sessions would actually happen?
Yes, prospects choose between the company office, an external venue, virtual delivery, or 'not decided yet,' which helps you plan logistics even though this field isn't part of the scoring weight.
Turn corporate wellness visitors into qualified appointments
Give every corporate wellness visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you hold a chair.