See guest count and bar needs before you hold a date
The intake collects guest count, event date, and food service style—plus bar service and dietary needs—along with venue kitchen photos, so you can see confirmed booking status before committing staff to a date.
The exact intake your cocktail reception catering leads complete
This is the real 7-question guided intake for Cocktail Reception Catering — the same flow your customers finish before you ever pick up the phone.
What a qualified cocktail reception catering lead should tell you
Catering for cocktail-style receptions built around passed appetizers, stationed food displays, or interactive chef stations, typically paired with bar service and served without a formal seated meal.
- Estimated Number Guests
- Event Scheduled Take Place
- Food Service Style Want
- Bar Or Beverage Service
- Any Guests Have Dietary
- Event Venue Already Confirmed
- Venue Provide Kitchen Or
The questions your team needs answered
Every cocktail reception catering intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the estimated number of guests? | Mid-range guest counts (25-150) carry the highest weight since they represent the most common, most profitable cocktail reception bookings for most caterers. |
| When is the event scheduled to take place? | Events within 2 weeks or 2-6 weeks score highest, letting you prioritize consultations for prospects with a real, near-term deadline over open-ended shoppers. |
| What food service style do you want for the reception? | A request for interactive chef stations is treated as an urgency signal because it typically requires more advance staffing and equipment coordination than passed apps alone. |
| Do you need bar or beverage service included? | Separates real opportunities from leads that aren’t a fit yet. |
| Do any guests have dietary restrictions that must be accommodated? | Separates real opportunities from leads that aren’t a fit yet. |
| Is the event venue already confirmed and booked? | A confirmed venue scores notably higher than an unconfirmed one since kitchen access, load-in logistics, and final headcount can't be locked down until the venue is set. |
| Does the venue provide a kitchen or prep space for caterers? | Knowing whether the venue offers a full kitchen, limited prep space, or nothing at all tells you upfront how much mobile equipment and staff time the job will require. |
How Cliont scores cocktail reception catering leads
Every answer is weighted automatically — no manual review required.
Value signals
- Under 25
- 25-75
- 76-150
- Over 150
- Within 2 weeks
- 2-6 weeks
Urgency signals
- Interactive chef stations
See the lead your team receives
Cocktail Reception Catering Lead
From first click to qualified lead
Follow hosts and planners 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 event
Smart questions adapt to their event and capture the full scope.
They add inspiration
Inspiration photos and event details come attached, so you can quote fast.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for cocktail reception catering workflows
| Cliont capability | Cocktail Reception Catering application |
|---|---|
| Weighted answer scoring | Guest count and event timing answers carry different weights, so a 76-150 guest event happening within 2-6 weeks surfaces above a date-not-yet-set inquiry with fewer guests. |
| Video intake widget | Couples or planners can show the venue's kitchen or prep space on camera, giving you a direct look at facilities before you commit a catering date. |
| Multi-choice service style capture | Passed appetizers, stationed displays, and interactive chef stations are captured as separate selections, so leads requesting live stations are visible before you scope staffing. |
| CRM routing with lead scoring | Leads with a confirmed venue, near-term date, and dietary needs already documented route to your CRM tagged for immediate consultation follow-up instead of sitting in a general inbox. |
Common cocktail reception catering lead scenarios
Two-week turnaround inquiry
A planner needs cocktail catering for 76-150 guests within two weeks with the venue already confirmed—the intake flags the tight timeline and mid-size guest count as high value so it lands ahead of longer-lead-time enquiries.
Interactive chef station request
A couple wants live chef stations rather than passed apps, which the intake surfaces as an urgency signal since it typically requires more equipment, staff, and venue prep coordination to confirm feasibility.
No date, no venue yet
A prospective client is still shopping venues with under 25 guests and no set date—the intake still captures guest count and service style so you can nurture the lead without holding a placeholder date.
Large event, complex needs
Over 150 guests, bar service required, and dietary restrictions flagged, but the venue only offers limited prep space—the intake surfaces the kitchen access answer so staffing and logistics get reviewed before quoting.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book events
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 catering intake templates
Cocktail Reception Catering lead-intake FAQs
Does the intake handle leads who haven't booked a venue yet?
Yes, whether the venue is confirmed is a direct yes/no question in the intake, and it's weighted lower when unconfirmed since venue-dependent factors like kitchen access can't be verified yet.
Can it flag dietary restrictions before the consultation?
The intake asks upfront whether any guests have dietary restrictions that must be accommodated, so you walk into the consultation already knowing if menu adjustments are needed.
How does it treat interactive chef stations differently from passed appetizers?
Food service style is a multi-choice field, and requests that include interactive chef stations are treated as a stronger signal since that format usually needs more staffing and equipment planning than passed apps or stationed displays.
Does bar service get routed separately from cocktail catering?
Bar or beverage service is captured as a yes/no field within this intake rather than sent to the separate Bar and Beverage Service form, so you see the full reception scope—food and drink—in one lead.
How is event timing scored if the date isn't set yet?
Events within two weeks or 2-6 weeks score highest for urgency, while 'date not yet set' scores lowest so you can prioritize consultations for people with a real deadline.
Does venue kitchen access affect how a lead is qualified?
Yes, the intake asks whether the venue has a full kitchen, limited prep space, or no facilities, which helps you assess staffing and equipment needs before confirming the booking.
Turn cocktail reception catering visitors into qualified events
Give every cocktail reception catering visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.