Know which corporate catering leads are worth consultation time
Tell us headcount, dietary requirements, and how far along planning is, then attach a floor plan or purchase order so your kitchen can quote from real numbers instead of a first email.
The exact intake your corporate catering leads complete
This is the real 7-question guided intake for Corporate Catering — the same flow your customers finish before you ever pick up the phone.
What a qualified corporate catering lead should tell you
Catering built around business functions such as meetings, conferences, client events, and company celebrations, where the buyer is often not the person eating and purchase decisions hinge on headcount, budget sign-off, and venue logistics.
- How Many People Will
- Stage Event At
- Person Authorized Approve This
- Have Confirmed Venue Or
- Dietary Requirements Be Accommodated
- Style Food Service
- Budget Already Been Allocated
The questions your team needs answered
Every corporate catering intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Approximately how many people will need to be served? | Guest count sets kitchen capacity and staffing needs, so larger headcounts signal a bigger contract worth prioritizing. |
| What stage is your event planning currently at? | Planning stage separates people ready to book from early browsers, keeping your team from chasing dates that aren't real yet. |
| Are you the person authorized to approve this catering purchase? | Purchasing authority is a top scoring signal because leads from non-approvers often stall until the actual decision-maker gets involved. |
| Do you have a confirmed venue or location for the catering delivery? | A confirmed venue locks in delivery logistics and feasibility, making it one of the strongest indicators the event will actually happen. |
| Which dietary requirements need to be accommodated? | Dietary requirements let your kitchen pre-plan compliant menu options before quoting, avoiding surprises during the consultation. |
| What style of food service are you looking for? | Service style determines staffing, equipment, and pricing structure, so knowing buffet versus plated upfront shapes the quote. |
| Has a budget already been allocated for this catering service? | An allocated budget signals real purchasing intent behind the request rather than a speculative inquiry. |
How Cliont scores corporate catering leads
Every answer is weighted automatically — no manual review required.
Value signals
- Person Authorized Approve This: yes
- Have Confirmed Venue Or: yes
- Budget Already Been Allocated: yes
Urgency signals
- Plated sit-down meal
See the lead your team receives
Corporate 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 corporate catering workflows
| Cliont capability | Corporate Catering application |
|---|---|
| Weighted lead scoring | Automatically prioritizes submissions where the requester confirms purchasing authority and an allocated budget, the two strongest signals in the corporate catering catalog. |
| Guided multi-step form | Walks office managers and event planners through headcount, dietary needs, and service style before asking for contact details, reducing half-finished requests from busy inboxes. |
| CRM routing | Pushes leads with a confirmed venue and approved budget straight into your CRM pipeline instead of holding a date on an unqualified inquiry. |
| Multi-choice dietary capture | Logs every selected dietary requirement, from halal to specific allergies, so your kitchen can plan menu compliance before the consultation call. |
| Document upload | Lets requesters attach a purchase order or venue floor plan alongside their submission, so quotes reflect real logistics instead of guesswork. |
Common corporate catering lead scenarios
Approved budget, venue unconfirmed
The requester has purchasing authority and an allocated budget but hasn't locked a venue yet; the intake still scores this high on approval and budget signals while flagging venue as pending.
Assistant gathering quotes
Someone fills out the form on behalf of a decision-maker who hasn't approved the purchase; the intake captures the details but routes it for follow-up with the actual approver before a date gets held.
Large event, complex dietary mix
A 300+ person event with vegan, halal, and specific allergy requirements needs kitchen prep time; the intake surfaces every selected dietary need before the consultation is booked.
Just browsing early options
The planning stage is set to exploring rather than ready to book, so the lead is logged for nurture instead of triggering an immediate hold on staff or inventory.
Ready to book, everything confirmed
Approver, confirmed venue, and allocated budget are all in place alongside a plated-dinner service request, matching the catalog's highest-value combination for immediate routing.
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
Corporate Catering lead-intake FAQs
How does the intake treat someone who's still just exploring options?
The planning-stage question separates early browsers from buyers ready to book, so exploratory submissions get logged for nurture rather than treated as an urgent request to hold a date.
What happens if the person submitting the form isn't authorized to approve the purchase?
Purchasing authority is one of the strongest scoring signals in this catalog, so a non-approver's submission is still captured but flagged for follow-up with the actual decision-maker before you commit staff or inventory.
Can the intake capture dietary restrictions for large corporate groups?
Yes, the dietary requirements question is multi-select, covering vegetarian, vegan, gluten-free, halal, kosher, and specific allergies, so your kitchen sees the full list before quoting.
Does the form ask about buffet versus plated service?
Yes, the food service style question covers buffet, plated sit-down, boxed meals, and cocktail-style appetizers, which shapes staffing and pricing before you ever get on a call.
How are leads without a confirmed venue scored?
A confirmed venue is one of three high-value signals in this catalog, so leads missing it are still captured but score lower until location and delivery logistics are confirmed.
How is this different from the wedding catering intake?
Corporate catering weighs purchasing authority and allocated budget heavily because it's a business buying decision, whereas the wedding catering intake focuses on date and venue details tied to a personal celebration.
Turn corporate catering visitors into qualified events
Give every corporate catering visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.