Know which buyer leads deserve a discovery call
Ask prospective buyers about their acquisition stage, financing status, and target price range, then collect proof-of-funds documentation before a discovery call ever gets booked.
The exact intake your buy a business leads complete
This is the real 7-question guided intake for Buy a Business — the same flow your customers finish before you ever pick up the phone.
What a qualified buy a business lead should tell you
Intake for prospective buyers working with a business broker to identify, evaluate, and acquire an existing business, capturing purchase stage, financing readiness, and decision-making authority before any deal work begins.
- Current Stage In Process
- Industry Or Type Business
- Have Financing Arranged Or
- General Price Range Considering
- Buying As Individual Or
- Have Prior Experience Owning
- Authorized Make Final Purchase
The questions your team needs answered
Every buy a business intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your current stage in the process of buying a business? | Buyers already negotiating a deal need immediate broker attention, while those unsure where to start need nurture content instead of a discovery call. |
| What industry or type of business are you interested in acquiring? | Captures the detail in the client’s own words so you’re briefed before the first call. |
| Do you have financing arranged or available for this acquisition? | Financing already arranged (yes_weight 9) signals a buyer who can move toward closing quickly, versus no financing (weight 4) which needs a lending conversation first. |
| What general price range are you considering for this purchase? | Price range determines whether this buyer fits your typical deal size before you spend time on a discovery call. |
| Are you buying as an individual or on behalf of a company or investment group? | Whether the buyer is acting individually or for an investment group changes the diligence and paperwork your team should prepare ahead of the call. |
| Do you have prior experience owning or operating a business? | Prior ownership experience (yes_weight 6) helps your team gauge how much guidance a buyer will need through the acquisition process. |
| Are you authorized to make final purchase decisions for this acquisition? | Authorization to make the final decision (yes_weight 9) filters out buyers scouting on behalf of someone else, keeping unauthorized inquiries out of the CRM. |
How Cliont scores buy a business leads
Every answer is weighted automatically — no manual review required.
Value signals
- Just exploring options
- Identified specific target businesses
- Currently negotiating a deal
- Not sure where to start
- Have Financing Arranged Or: yes
- Have Prior Experience Owning: yes
Disqualifiers
- Not sure yet
See the lead your team receives
Buy a Business 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 buy a business workflows
| Cliont capability | Buy A Business application |
|---|---|
| Conditional branching | Buyers who select 'Currently negotiating a deal' skip generic educational questions and route straight to a priority queue for broker follow-up. |
| Weighted lead scoring | Financing arranged (yes_weight 9) and authorization to decide (yes_weight 9) combine to separate deal-ready buyers from early browsers before anyone calls them. |
| Free-text capture | The industry or business type field lets brokers pre-match a buyer's stated interest against active listings before the discovery call. |
| Document collection | Proof-of-funds documentation is attached to the buyer's profile automatically so it's already in the CRM record when your team reviews the lead. |
Common buy a business lead scenarios
Buyer already negotiating a deal
Selects 'Currently negotiating a deal' and confirms financing is arranged, so the intake flags them for immediate broker attention instead of a general nurture sequence.
Early-stage buyer exploring options
Marks 'Just exploring options' with no financing arranged yet, which the intake routes as a longer-term relationship rather than an urgent deal to scope.
Investment group backing a purchase
Answers that they're buying on behalf of an investment group at the $1M-$5M range, which surfaces different diligence needs than an individual buyer at the same price point.
First-time buyer without ownership experience
Has no prior business ownership experience and hasn't arranged financing, signaling the broker should prepare education and lender referrals ahead of the discovery call.
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
Buy a Business lead-intake FAQs
How does the intake tell a serious buyer from someone just browsing?
The current-stage question separates buyers who've identified specific targets or are negotiating from those who are just exploring or unsure where to start, so your team can prioritize accordingly.
Does the intake check whether a buyer can actually afford the deal?
It asks whether financing is arranged and captures the general price range the buyer is considering, giving your team a read on affordability before scheduling a discovery call.
What happens if the person filling out the form isn't the actual decision-maker?
The intake asks directly whether the respondent is authorized to make final purchase decisions, which is weighted heavily so unauthorized inquiries don't get treated as deal-ready leads.
Can the intake distinguish an individual buyer from an investment group?
Yes, buyers indicate whether they're acting as an individual, on behalf of a company, or on behalf of an investment group, which affects the diligence and paperwork your team prepares.
Does prior business ownership experience matter for lead priority?
It's captured as a yes/no question, and first-time buyers can still be qualified leads, but the answer helps your team gauge how much guidance they'll need during the process.
How is this different from the Buyer Representation intake?
Buy a Business intake focuses on acquisition stage, financing, and target industry for someone sourcing a deal, while Buyer Representation is a separate sibling service for ongoing representation once engaged.
Turn buy a business visitors into qualified clients
Give every buy a business visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.