Know which business sellers are ready for a discovery call
Sellers share their business type, sale timeline, and whether financials are organized before you ever pick up the phone, with P&L statements and prior valuations attached to the submission.
The exact intake your sell a business leads complete
This is the real 7-question guided intake for Sell a Business — the same flow your customers finish before you ever pick up the phone.
What a qualified sell a business lead should tell you
Representation for an owner who wants to market and exit their company, where the intake needs to confirm decision-making authority, business type, sale timeline, and how ready the financial records are before a broker commits time to valuation or buyer outreach.
- Owner Or Authorized Decision-Maker
- Business Sell
- Soon Complete Sale
- Business Had Professional Valuation
- Business Have Organized Financial
- Main Reason Selling Business
- Business Profitable
The questions your team needs answered
Every sell a business intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you the owner or an authorized decision-maker for this business? | Confirming the person is the owner or authorized decision-maker prevents a broker from building a sale strategy around someone who can't legally commit to a deal. |
| What type of business are you looking to sell? | Segments the lead so you can route, price, and prioritize it correctly. |
| How soon are you hoping to complete the sale? | The sale timeline weight tells you whether to prioritize outreach immediately or hold the lead for a longer nurture cycle. |
| Has the business had a professional valuation or appraisal? | Whether a valuation already exists determines if the first conversation should focus on pricing the business or on marketing an already-priced listing. |
| Does the business have organized financial records for the past two to three years? | Organized financial records directly affect how fast a broker can package the business for buyers, so this answer carries real scoring weight. |
| What is your main reason for selling the business? | The stated reason for selling signals how flexible the owner is likely to be on price and deal terms during negotiation. |
| Is the business currently profitable? | Current profitability affects the achievable valuation multiple and which buyers can realistically finance the purchase. |
How Cliont scores sell a business leads
Every answer is weighted automatically — no manual review required.
Value signals
- Owner Or Authorized Decision-Maker: yes
- As soon as possible
- Within 3-6 months
- Within 6-12 months
- Just exploring options
- Business Have Organized Financial: yes
See the lead your team receives
Sell a Business Lead — Retail, Ready to List
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 sell a business workflows
| Cliont capability | Sell A Business application |
|---|---|
| Weighted lead scoring | Combines the decision-maker, timeline, and financial-records answers into a single score so sellers ready to transact rise above owners still weighing the idea. |
| Conditional document requests | When a seller confirms organized financials, the intake can request P&L statements and tax returns immediately instead of chasing them down after the discovery call. |
| Branching by valuation status | A 'no' on the valuation question can route the seller toward a valuation-first conversation, while a 'yes' moves them toward a listing-focused discovery call. |
| CRM routing | Only sellers who confirm decision-making authority and provide a real timeline are pushed into your CRM as active opportunities, keeping exploratory browsers out of your pipeline. |
Common sell a business lead scenarios
Retiring owner, ready now
Owner is the authorized decision-maker, wants to sell as soon as possible, and already has organized financial records — the intake flags this as ready for a discovery call, not a nurture sequence.
Inquiry without decision authority
Someone fills out the form on behalf of an owner who hasn't signed off, and the timeline answer is 'just exploring options' — the intake scores this lower so the broker follows up before scheping listing work.
Financial pressure, messy books
Reason for selling is financial pressure, the sale needs to close within 3-6 months, but records aren't organized yet — the intake surfaces this gap so the broker can set expectations on timeline before quoting effort.
Break-even business, no valuation yet
Business is breaking even, no professional valuation has been done, and the owner is exploring a 6-12 month exit — the intake routes this toward a valuation-first conversation instead of an immediate listing pitch.
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
Sell a Business lead-intake FAQs
What happens if the person filling out the form isn't the actual owner?
The decision-maker question carries a lower weight when the answer is no, so those submissions are flagged for verification before your team spends time building a listing strategy around someone who can't authorize the sale.
Does the intake account for sellers who haven't had a valuation done?
Yes, the valuation question lets you see upfront whether a seller needs a valuation engagement first or is ready to move straight into a listing conversation, so your discovery call can be framed correctly.
How does the sale timeline affect lead priority?
Sellers who want to close as soon as possible score highest, followed by 3-6 month and 6-12 month timelines, with 'just exploring options' scoring lowest so you can pace your outreach accordingly.
Can the intake collect financial documentation before the first call?
The intake asks whether records for the past two to three years are organized and can request P&L statements and tax returns as required uploads, so you arrive at the discovery call already knowing the state of the books.
Does the reason for selling matter for how the lead is handled?
Yes, whether someone is retiring, pursuing a new venture, facing financial pressure, or navigating a partnership change shapes how flexible they'll likely be on price and terms, and that context is captured on the lead record.
How is profitability factored into lead scoring?
Sellers who confirm the business is currently profitable score highest, breaking-even businesses score in the middle, and not-currently-profitable or unsure answers score lower, giving you a quick read on deal viability.
Turn sell a business visitors into qualified clients
Give every sell a business visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.