Succession planning intake that asks what advisors actually need to
Ask whether a prospect owns the business, what their succession goal and timeline look like, and whether buy-sell documents already exist—then send fully scored leads straight to your CRM.
The exact intake your business succession planning leads complete
This is the real 7-question guided intake for Business Succession Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified business succession planning lead should tell you
Advisory work that helps a business owner map how ownership and leadership will transfer—whether to family, partners, employees, or an outside buyer—so the transition is structured rather than reactive.
- Own Or Co-Own Operating
- Primary Goal Succession Plan
- Expected Timeline Ownership Transition
- Primary Decision-Maker This Business'S
- Best Describes Business Structure
- Have Any Existing Succession
- Areas Want Succession Plan
The questions your team needs answered
Every business succession planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently own or co-own an operating business? | Confirming actual business ownership carries the highest weight in this catalog because it's the baseline requirement for any succession engagement. |
| What is the primary goal for your succession plan? | The selected transfer path (family, partners, employees, outside buyer, or undecided) determines which advisory workstream and documents the discovery meeting needs to focus on. |
| What is your expected timeline for the ownership transition? | A shorter transition timeline carries a higher weight, since a prospect planning to transfer ownership within a year needs faster advisor attention than one with no set date. |
| Are you the primary decision-maker for this business's succession planning? | Whether the respondent is the actual decision-maker changes how the lead should be handled, since a non-decision-maker lead needs a different first conversation than the owner themselves. |
| Which best describes your business structure? | Knowing the legal business structure tells the advisor which succession or buy-sell mechanisms are legally available before the meeting even starts. |
| Do you have any existing succession or buy-sell documents in place? | Whether buy-sell or succession documents already exist separates a document-review engagement from a build-from-scratch planning engagement. |
| Which areas do you want the succession plan to address? | The specific areas a prospect wants covered—valuation, tax, leadership continuity, or family dynamics—lets the advisor prepare targeted materials instead of a generic first meeting. |
How Cliont scores business succession planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Own Or Co-Own Operating: yes
- Transfer to family members
- Sale to business partners or co-owners
- Sale to employees or management
- Sale to an outside buyer
- Less than 1 year
Disqualifiers
- Not sure yet
See the lead your team receives
Business Succession Planning 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 succession planning workflows
| Cliont capability | Business Succession Planning application |
|---|---|
| Weighted lead scoring | Business ownership status and decision-maker role carry the highest weights in this catalog, so leads that confirm both surface at the top of your CRM before you book a discovery meeting. |
| Structured multi-select capture | The areas-to-address question (tax, valuation, leadership continuity, family dynamics) comes through as tagged data so you can prep the right materials instead of running a generic first meeting. |
| Document intake | Prospects who confirm they already have buy-sell or succession documents in place can be flagged separately from build-from-scratch leads, changing what your team prepares ahead of the meeting. |
| CRM routing | Every scored succession-planning lead—goal, timeline, decision-maker status—lands as a structured record in your CRM instead of an unstructured inbox message. |
Common business succession planning lead scenarios
Family transfer, long runway
Owner plans to hand the business to family members but has a 5+ year timeline, so the intake flags them as high-value but not urgent for calendar prioritization.
Outside sale, short timeline
Owner selected 'Sale to an outside buyer' with a transition window under a year, combining the highest-weighted timeline answer with a high-value goal signal.
Not sure yet, exploring options
Prospect owns the business but marked 'Not sure yet' for the goal and 'No timeline set yet'—still qualifies as a lead, just scored lower than a prospect with a defined plan.
Adult child, not decision-maker
The person filling out the intake owns co-owns nothing themselves and answers 'no' on being the primary decision-maker, which the advisor can see before booking a discovery meeting.
Docs already exist, needs review
Owner has existing buy-sell agreements in place, signaling a document-review engagement rather than a build-from-scratch conversation.
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 Succession Planning lead-intake FAQs
What happens if a prospect picks 'Not sure yet' for their succession goal?
The lead still comes through and is scored using that answer's weight, but it's routed to your CRM with a lower value signal than someone who has already picked a specific transfer path like family, partner, or outside sale.
Can the intake tell me if the person submitting isn't the actual decision-maker?
Yes—the intake directly asks whether the respondent is the primary decision-maker for the business's succession planning, so you can see before the discovery meeting whether you're talking to the owner or someone gathering information on their behalf.
Does the intake ask about existing buy-sell agreements?
Yes, prospects are asked whether they already have succession or buy-sell documents in place, which helps you tell a build-from-scratch engagement apart from a document review.
How does the intake capture what the plan needs to cover?
It asks prospects to select which areas they want addressed—ownership transfer structure, tax considerations, leadership continuity, valuation, or family/partner dynamics—so you can see their priorities before the meeting.
How is this different from the Business Sale Financial Planning intake?
Business Succession Planning covers the broader transition of ownership and leadership over time, including transfers to family, partners, or employees, while Business Sale Financial Planning is grounded in a specific outside sale event.
Does business structure (LLC, corporation, partnership) affect the score?
That field is informational rather than weighted, but it's captured so you know the legal structure before your discovery meeting, since it shapes which succession mechanisms are actually available.
Turn business succession planning visitors into qualified clients
Give every business succession planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.