Turn coordination enquiries into discovery-meeting-ready leads
The intake asks whether they own an operating business, what stage it's in, and which coordination areas — cash flow, owner compensation, tax planning — matter most, then collects recent financial statements before anything lands on your calendar.
The exact intake your business and personal financial coordination leads complete
This is the real 6-question guided intake for Business and Personal Financial Coordination — the same flow your customers finish before you ever pick up the phone.
What a qualified business and personal financial coordination lead should tell you
Screens business owners who want their business and personal finances managed as one coordinated plan, capturing ownership status, entity structure, business stage, and which coordination areas (cash flow, compensation, tax, retirement, risk) they actually need addressed before a meeting is booked.
- 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
The questions your team needs answered
Every business and personal financial coordination intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently own or co-own an operating business? | Current business ownership is the threshold signal for this service, so a 'no' answer sharply lowers the lead's fit score. |
| What best describes your business structure? | Entity structure determines which tax and compensation strategies apply, shaping how the advisor prepares for the discovery meeting. |
| Which areas do you want to coordinate between your business and personal finances? | The selected coordination areas reveal exactly which pain points — cash flow, compensation, tax, retirement, risk — the advisor should prioritize. |
| Do you currently work with an accountant or bookkeeper for your business? | Knowing whether an accountant or bookkeeper is already involved tells the advisor whether coordination will need to loop in an outside professional. |
| Are you the primary decision-maker for financial matters in your business? | The decision-maker weighting filters out inquiries from a spouse or employee who can't act on the resulting recommendations. |
| What is the current stage of your business? | Business stage flags whether the lead might be a better fit for a related sibling service like succession or sale planning. |
How Cliont scores business and personal financial coordination leads
Every answer is weighted automatically — no manual review required.
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
Disqualifiers
- Not sure yet
See the lead your team receives
Business and Personal Financial Coordination Lead
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.
Built for business and personal financial coordination workflows
| Cliont capability | Business And Personal Financial Coordination application |
|---|---|
| Multi-select priority capture | The coordination-areas question surfaces exactly which of cash flow, owner compensation, retirement/succession, tax coordination, or risk planning the client wants, tagged directly on the lead card. |
| Decision-maker weighting | Ownership status and decision-making authority answers combine to automatically push non-owner or non-decision-maker inquiries into a lower-priority band. |
| Stage-based flagging | A business stage answer of 'preparing for sale or transition' can flag the lead as a candidate for the Business Succession Planning or Business Sale Financial Planning solutions. |
| Structure-aware intake | The business structure answer (sole proprietor, partnership, corporation, LLC) pre-fills CRM fields so the discovery meeting agenda is already shaped around entity-level considerations. |
Common business and personal financial coordination lead scenarios
Owner-decision-maker with clear priorities
A sole owner and primary financial decision-maker selects cash flow, owner compensation, and tax coordination as priorities, which pushes the lead into the high-priority band automatically.
Spouse or partner inquiring instead
Someone other than the primary decision-maker submits the form; the intake still captures the details but scores it lower so you know a follow-up call may be needed before a discovery meeting.
Business preparing for sale or transition
A prospect flags their business as preparing for sale or transition and selects retirement and succession planning, signaling they may be better served by Business Succession Planning or Business Sale Financial Planning.
Not yet sure what they need
An early-stage owner selects 'Not sure yet' for coordination areas and hasn't engaged an accountant, giving you a lead that needs an educational first call rather than a full planning discussion.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
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 business owner planning intake templates
Business and Personal Financial Coordination lead-intake FAQs
What happens if a prospect doesn't actually own a business?
The intake asks about business ownership directly, and a 'no' answer carries a much lower weight than a 'yes,' so those leads are flagged as a lower fit for this service rather than routed as high priority.
Can I tell whether the person filling out the form can act on advice?
Yes — the intake asks whether they're the primary financial decision-maker for the business, and that answer is weighted so spouse or employee inquiries score lower than owner-decision-makers.
Will I know which coordination areas a client cares about before the meeting?
The intake's multi-select question captures which areas — cash flow, owner compensation, retirement and succession, tax coordination, risk and insurance — the prospect wants addressed, and those show up on the lead record in your CRM.
Does the intake account for whether a client already has an accountant?
Yes, one question asks whether they currently work with an accountant or bookkeeper, which helps you gauge whether coordination will require looping in an outside professional.
How does business stage affect lead routing?
A single-choice question captures whether the business is startup, growth, established, or preparing for sale or transition, letting you spot leads that might be a better fit for Business Succession Planning or Owner Retirement Planning.
Turn business and personal financial coordination visitors into qualified clients
Give every business and personal financial coordination visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.