Know which business valuation leads are worth discovery call time
Every valuation request captures the reason for the valuation, ownership status, and revenue range up front, along with financial statements and tax returns, so your team only books discovery calls with clients who are ready to move forward.
The exact intake your business valuation leads complete
This is the real 7-question guided intake for Business Valuation — the same flow your customers finish before you ever pick up the phone.
What a qualified business valuation lead should tell you
A structured estimate of what a company is worth, requested ahead of a sale, buyout, litigation matter, succession plan, or financing round, and built on the business's financials, ownership status, industry, and size.
- Primary Reason Business Valuation
- Owner Or Authorized Decision-Maker
- Industry Business Operate In
- How Many Years Has
- Have Recent Financial Statements
- Soon Valuation Completed
- General Size Business By
The questions your team needs answered
Every business valuation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the primary reason you need a business valuation? | The stated reason for the valuation carries the widest weight spread in the catalog, separating sale-prep and buyout leads from general curiosity. |
| Are you the owner or an authorized decision-maker for this business? | Confirming decision-maker status (weight 10 vs 2) flags cases where a spouse, employee, or attorney is submitting on the owner's behalf without direct authority. |
| What industry does the business operate in? | Captures the detail in the client’s own words so you’re briefed before the first call. |
| Approximately how many years has the business been operating? | Years in operation gives quick context on how much historical financial data will realistically be available to build the valuation from. |
| Do you have recent financial statements or tax returns available for review? | Whether financial statements or tax returns are already on hand (weight 8 vs 4) shows how much prep work stands between the call and an actual valuation. |
| How soon do you need the valuation completed? | The stated timeline helps your team sequence discovery calls without treating every self-reported urgency as an automatic priority. |
| What is the general size of the business by annual revenue? | Revenue tier signals whether this is a small owner-operated business or a larger company, which typically changes scope, fee structure, and who on your team should take the call. |
How Cliont scores business valuation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Preparing to sell the business
- Partner or shareholder buyout
- Litigation or legal dispute
- Estate or succession planning
- Securing financing or investment
- General curiosity about company worth
See the lead your team receives
Business Valuation Lead
From first click to qualified lead
Follow prospects and clients 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 project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for business valuation workflows
| Cliont capability | Business Valuation application |
|---|---|
| Weighted answer scoring | Ranks the reason-for-valuation answers so sale prep, buyouts, litigation, and estate planning surface above general curiosity requests without your team having to read every submission first. |
| Decision-maker verification | Flags 'no' answers on the owner/authorized-decision-maker question for manual review, which matters most in litigation and estate cases where the submitter isn't the business owner. |
| Document collection in-flow | Captures whether financial statements or tax returns are ready before the call, so your broker can request them upfront instead of discovering the gap during the discovery call. |
| Revenue-tier tagging | Sorts incoming valuation requests into revenue bands from under $500K to over $10M, so larger engagements can be routed to a senior broker in your CRM. |
| Structured timeline capture | Records the client's stated timeline for scheduling purposes without treating a self-reported 'ASAP' as an automatic scoring override. |
Common business valuation lead scenarios
Owner preparing to sell
The client selects sale prep as the reason, confirms they're the decision-maker, and has financial statements ready — the highest-weighted combination in the catalog, routed straight to your CRM as a priority record.
Partner or shareholder buyout
One partner requests a valuation ahead of a buyout negotiation; the intake still captures decision-maker status and document readiness, which often differ from a straightforward sale scenario.
Litigation-driven request
An attorney or party to a dispute submits the intake on the business owner's behalf, so the decision-maker answer may come back 'no,' flagging it for manual review before a call is booked.
General curiosity, no plan
The client picks 'general curiosity about company worth,' the lowest-weighted reason in the catalog, with no financials on hand and no timeline — useful to see, but not worth the same call slot as a sale-prep lead.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
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 business brokerage intake templates
Business Valuation lead-intake FAQs
What happens when someone just wants to know what their business is worth, with no real plan?
That's the 'general curiosity' option in the reason-for-valuation question, which carries the lowest weight in the catalog. It still comes through to your CRM, but scored lower than sale-prep, buyout, or litigation requests so your team can prioritize accordingly.
Can the intake tell if the person filling it out isn't actually the business owner?
Yes — the decision-maker question is a direct yes/no with a large weight gap between the two answers. This matters in litigation or estate cases where an attorney, family member, or advisor is submitting the request on the owner's behalf.
Does the intake collect financial documents before the discovery call?
It asks whether recent financial statements or tax returns are already available, and you can require those documents as part of the intake so your broker walks into the call with real numbers instead of starting from zero.
How does the intake distinguish a sale-prep valuation from a buyout dispute?
Both are options in the same single-choice question, but they carry different weights in the catalog, so the two situations don't get treated as identical even though both are legitimate reasons for a valuation.
What does the intake tell me about the size of the business before I call?
The revenue-range question sorts businesses into bands from under $500,000 up through over $10 million, plus a 'not sure' option, so you know roughly what you're dealing with before you're on the phone.
Does a stated 'as soon as possible' timeline get treated as more urgent than 'no specific timeline yet'?
The timeline answer is recorded and visible in the lead record, but it isn't a weighted scoring factor in this catalog — it's there for context and scheduling, not as an automatic priority signal.
Turn business valuation visitors into qualified clients
Give every business valuation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.