Wedding invitation intake that asks what your team actually needs to
Every enquiry captures the invitation service type, guest count, and timeline before it reaches your calendar, along with uploaded wording drafts and style references so you can quote accurately from the first message.
The exact intake your wedding invitations leads complete
This is the real 7-question guided intake for Wedding Invitations — the same flow your customers finish before you ever pick up the phone.
What a qualified wedding invitations lead should tell you
Design, printing, or coordination of a wedding invitation suite — the main invitation plus optional save-the-dates, RSVP cards, programs, or thank-you cards — scoped around the couple's wedding date, guest count, and how finalized their wording and details are.
- Invitation Service
- Have Wedding Date Set
- Soon Invitations Ready
- How Many Guests Will
- Have Finalized Wedding Details,
- Stationery Items Interested In
- Have Style Or Design
The questions your team needs answered
Every wedding invitations intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of invitation service do you need? | Custom design and printing carries the highest weight because it represents the fullest scope of work and revenue compared to printing-only or digital-only requests. |
| Do you have a wedding date set? | A confirmed wedding date scores higher than no date because it signals the timeline is real, not speculative, before you hold time on your calendar. |
| How soon do you need the invitations ready? | How soon invitations are needed determines whether your production schedule can realistically accommodate the order without rushing. |
| Approximately how many guests will receive invitations? | Guest count directly drives print volume and quote size, so higher tiers flag larger orders worth prioritizing. |
| Do you have finalized wedding details, such as date, venue, and wording, ready to include? | Finalized wording and details let quoting and proofing start immediately, while an unfinished answer signals a follow-up step is still needed. |
| What stationery items are you interested in besides the main invitation? | Selecting add-on items beyond the main invitation points to a larger suite order and a cross-sell opportunity for your consultation. |
| Do you have a style or design preference in mind? | The free-text style preference isn't scored but gives your design team useful context to prepare before the first consultation. |
How Cliont scores wedding invitations leads
Every answer is weighted automatically — no manual review required.
Value signals
- Custom design and printing
- Printing only (design provided)
- Digital invitations only
- Addressing or assembly services
- Not sure
- Have Wedding Date Set: yes
See the lead your team receives
Wedding 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 wedding invitations workflows
| Cliont capability | Wedding Invitations application |
|---|---|
| Guided question logic | Adapts what's asked based on whether a couple selects custom design and printing versus digital invitations only, so you're not collecting print-production details for a digital-only order. |
| Lead scoring | Weighs whether a wedding date is locked alongside how soon invitations are needed, so a firm date with a tight timeline scores differently than an undated, early-stage enquiry. |
| File and reference uploads | Captures wording drafts and style or inspiration images upfront so proofing conversations can start without an extra email round-trip. |
| CRM routing | Sends guest count and any selected add-on stationery items straight into your CRM record, so quoting for RSVP cards or programs doesn't require re-asking the couple. |
| Multi-choice capture | Lets couples flag save-the-dates, RSVP cards, programs, or thank-you cards in a single step, surfacing upsell opportunities before the consultation even happens. |
Common wedding invitations lead scenarios
Full-service custom suite
Couple wants custom design and printing, has a wedding date set, a guest list in the 150-300 range, and finalized wording ready to go — the intake flags this as a high-value, quote-ready lead.
Rush order close to deadline
Invitations are needed in under two weeks but wording and venue details aren't finalized yet, so the intake surfaces the timing risk before you hold a date that never books.
Digital-only, no date locked
A couple selects digital invitations only, has under 50 guests, and hasn't set a wedding date — the intake still captures the enquiry but routes it as an earlier-stage nurture lead.
Add-on stationery bundle
A couple already has invitations sorted but asks about save-the-dates, RSVP cards, and thank-you notes — the multi-select stationery question surfaces the cross-sell before the consultation.
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
Wedding Invitations lead-intake FAQs
How does the intake handle couples who haven't set a wedding date yet?
The intake still asks and captures the enquiry, but a 'no' answer to the wedding-date question scores lower than a confirmed date, so you can tell a firm booking apart from an early-stage inquiry before you commit calendar time.
Can the intake tell rush orders apart from couples planning months out?
Yes — the timeline question separates under-2-weeks requests from 1-3 month and 3+ month windows, so rush jobs land differently in your CRM than couples still in the early planning stage.
What if a couple wants save-the-dates or day-of stationery instead of just invitations?
The intake includes a multi-select for add-on items like save-the-dates and thank-you cards, and if they need dedicated help with save-the-dates or day-of pieces, those live as their own subservices in the library.
Does the intake ask for guest count before we quote?
Yes — guest count is captured as one of four tiers (under 50 up to over 300), which directly affects print volume and lets you scope a quote without a back-and-forth email first.
What happens if the wedding wording or details aren't finalized yet?
The intake still qualifies the lead but flags that details are pending, so your team knows a proofing step is needed before a final print quote can be locked in.
Can couples upload wording drafts or inspiration images during intake?
Yes — the intake collects finalized wording documents and style or inspiration references upfront, so your design team has context before the first consultation instead of chasing it down afterward.
Turn wedding invitations visitors into qualified events
Give every wedding invitations visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.