Qualify more comprehensive financial planning leads before the first
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 comprehensive financial 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.
Major Life Event Planning
Financial planning support for individuals and families navigating a significant life change such as marriage, retirement, inheritance, or business sale.
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Second Opinion Financial Review
An independent review of an existing financial plan or portfolio to evaluate whether current strategies align with the client's goals.
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Initial Financial Plan
A foundational financial planning engagement that reviews a client's overall financial picture and produces personalized goals and recommendations.
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Ongoing Financial Planning
Ongoing collaborative financial planning service that provides continuous guidance, monitoring, and adjustments as a client's financial situation and goals evolve.
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Net Worth Review
A financial planning service that reviews a person's or business's assets and liabilities to summarize overall net worth.
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Cash Flow Planning
A financial planning service that helps individuals or businesses analyze, organize, and optimize income and expenses over time.
Preview intake →Information you need before every comprehensive financial planning project
- Life Event Best Describes
- This Life Event Already
- Have Financial Advisor Or
- Primary Decision-Maker Financial Matters
- Areas Want Addressed As
- Have Existing Financial Plan
- Main Reason Want Second
- Areas Would Like Included
- Work With Financial Advisor
- Sole Decision-Maker These Financial
How comprehensive financial planning lead scoring works
Value signals
- Marriage or divorce
- New child or dependent
- Retirement transition
- Inheritance or financial windfall
- Sale or purchase of a business
- Job change or relocation
Urgency signals
- 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.
Comprehensive Financial Planning lead-intake FAQs
What does a comprehensive financial planning intake collect?
Each comprehensive financial 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 comprehensive financial 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 comprehensive financial planning opportunities without manually reviewing every raw submission first.
Can visitors try a comprehensive financial 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 comprehensive financial 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 comprehensive financial planning traffic into signed work.