Know which event invitation enquiries are worth a consultation
Ask about event type, invitation count, and turnaround timeline right in the intake, then collect a design concept or wording draft before you hold a date that never books.
The exact intake your event invitations leads complete
This is the real 6-question guided intake for Event Invitations — the same flow your customers finish before you ever pick up the phone.
What a qualified event invitations lead should tell you
Design, printing, and assembly support for custom event invitations across weddings, corporate events, birthdays, and fundraisers, scoped by event type, invitation quantity, and design readiness.
- Event This Invitation
- Many Invitations
- Already Have Design Concept
- Services This Project
- Invitations Ready Send
- Person Who Will Approve
The questions your team needs answered
Every event invitations intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of event is this invitation for? | Event type separates wedding leads from corporate, birthday, or fundraiser projects, which often carry different pricing and timeline expectations. |
| How many invitations do you need? | Invitation quantity is the single largest driver of order value, so this answer carries the most weight in the score. |
| Do you already have a design concept or wording ready? | Whether a design concept or wording is already ready determines how much design work is still needed before production can begin. |
| Which services do you need for this project? | Selecting design, printing, addressing, or digital invitations clarifies the true scope so quotes and production planning match what's actually needed. |
| When do you need the invitations ready to send? | The requested send-ready date flags whether production capacity needs to be checked immediately or can be scheduled normally. |
| Are you the person who will approve the final design and order? | Confirming whether the respondent approves the final design and order prevents holding a production slot for someone who still needs to check with a decision-maker. |
How Cliont scores event invitations leads
Every answer is weighted automatically — no manual review required.
Value signals
- Fewer than 25
- 25 to 100
- 101 to 300
- More than 300
- Design only
- Printing
See the lead your team receives
Event Invitation 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 event invitations workflows
| Cliont capability | Event Invitations application |
|---|---|
| Weighted quantity scoring | Orders of 101 to 300 or more invitations score higher automatically, so large production jobs surface ahead of small runs. |
| Multi-select service matcher | The services-needed question captures whether a lead wants design only, printing, addressing or assembly, or digital invitations, so quotes reflect the real scope. |
| Approver flag | A 'no' answer on who approves the final design and order routes the lead for a confirmation step before your team schedules a consultation. |
| Timeline-based routing | Requests needing invitations within two weeks are distinguished from those with no date set, so your team can decide which enquiries need an immediate response. |
Common event invitations lead scenarios
Large wedding, full production
Couple needs 101 to 300 invitations with printing and addressing handled for them, matching the intake's higher-weighted quantity and service options.
Corporate event, design only
A planner wants design work for a mid-size corporate gathering but will handle printing in-house, so the intake routes it as a scoped, lower-production job.
No wording, no date yet
Under 25 invitations, no design concept ready, and the event date isn't set, so the intake flags it as early-stage and worth a lighter-touch follow-up instead of a full consultation.
Rush order under two weeks
A couple needs invitations ready to send within two weeks, which the intake surfaces immediately so staff can check production capacity before committing to the timeline.
Point of contact isn't the approver
The person filling out the form isn't the final decision-maker on design and order approval, so the intake flags the lead for a confirmation step before scheduling.
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 invitations and stationery intake templates
Event Invitations lead-intake FAQs
How does the intake score different invitation quantities?
The quantity question carries higher weight as order size increases, so a request for 101 to 300 or more invitations scores higher than a small order of under 25.
Can it separate design-only requests from full print and assembly jobs?
Yes, the services-needed question lets a couple or planner select design, printing, addressing or assembly, or digital invitations, so your team sees the true scope before quoting.
What happens if the couple hasn't finalized wording or a design concept yet?
The intake still captures the lead through the design-concept question, but it lets your team know upfront that design work needs to start from scratch rather than refining an existing draft.
How does the intake flag rush timelines before we hold a production slot?
The turnaround question distinguishes leads needing invitations within two weeks from those with more than six weeks or no set date, so urgent requests surface before you commit a slot that may not book.
What if the person completing the form isn't the one who approves the final order?
The approver question is directly weighted, so a 'no' answer flags the lead for a confirmation step instead of treating it as ready to book.
Does this work for non-wedding invitations like corporate events or fundraisers?
Yes, the event-type question covers weddings, corporate events, birthdays, and nonprofit or fundraiser events, and pairs with sibling pages like Save-the-Date Cards or Wedding Invitations if the request is specifically wedding-related.
Turn event invitations visitors into qualified events
Give every event invitations visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.