Qualify more business owner planning leads before the first call
A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their project, collects documents, and hands you a scored, qualified lead.
A custom intake for every business owner planning project
Each one is a ready-to-embed smart survey tuned to the project — open any to try the exact experience your leads would complete.
Business and Personal Financial Coordination
Guidance for business owners seeking to align business and personal finances, including cash flow, compensation, and long-term planning decisions.
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Business Sale Financial Planning
Financial planning support for business owners preparing for or navigating the personal financial aspects of selling their company.
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Key Employee Financial Planning
Planning support for business owners seeking to design financial benefits or retention strategies for critical employees within their company.
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Business Succession Planning
Guidance for business owners planning ownership transition, leadership continuity, or sale of their business over time.
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Owner Retirement Planning
Retirement planning support for business owners seeking to align personal retirement goals with the future of their business.
Preview intake →Information you need before every business owner planning project
- Own Or Co-Own Operating
- Best Describes Business Structure
- Areas Want Coordinate Between
- Work With Accountant Or
- Primary Decision-Maker Financial Matters
- Current Stage Business
- Own All Or Part
- Stage Potential Sale Business
- Approximate Structure Business Ownership
- Financial Goals Most Relevant
How business owner planning lead scoring works
Value signals
- Own Or Co-Own Operating: yes
- Cash flow management
- Owner compensation strategy
- Retirement and succession planning
- Tax coordination between entities
- Risk and insurance protection
Urgency signals
- In active negotiation with a buyer
- Immediately
Your visitor has a real project. A contact form can’t hear it.
Prospects and clients arrive ready to explain the project. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No project details or scope
- No documents or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full project scope in their own words
- Relevant documents attached automatically
- Every lead scored by value
- High-intent leads flagged for you
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.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and project template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
Business Owner Planning lead-intake FAQs
What does a business owner planning intake collect?
Each business owner planning template asks job-specific questions drawn from the selected service, then captures contact details and relevant documents. The resulting submission gives the team more context than a name-and-email contact form.
How are business owner planning leads scored?
Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger business owner planning opportunities without manually reviewing every raw submission first.
Can visitors try a business owner planning intake on a phone?
Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.
Where can qualified business owner planning leads be sent?
Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.
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
Browse every financial planning and wealth intake template
While they’re still using contact forms, you’re booking clients
Give every website visitor a guided, bilingual, qualifying intake — and turn your business owner planning traffic into signed work.