Know which cash flow leads deserve your discovery meeting time
Whether a client wants to manage ongoing income and expenses or fix a current shortfall, Cliont's intake captures their goal, income sources, and decision-making authority, plus recent income statements, before it ever reaches your CRM.
The exact intake your cash flow planning leads complete
This is the real 6-question guided intake for Cash Flow Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified cash flow planning lead should tell you
A planning engagement focused on mapping a client's income against their expenses to manage shortfalls, prepare for change, or allocate surplus, qualified by the client's goal, income mix, and how urgently they want to start.
- This Cash Flow Primarily
- Main Goal This Cash
- Track Income And Expenses
- Soon Want Begin Working
- Primary Decision-Maker These Financial
- Income Sources Apply Situation
The questions your team needs answered
Every cash flow planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this cash flow planning primarily for? | Knowing whether the plan is for an individual, business owner, executive, or investor lets you route the lead to the advisor with the right specialization. |
| What is your main goal for this cash flow planning? | Each goal option carries a different weight, so a current shortfall scores higher than a vague 'not sure,' surfacing the most urgent income problems first. |
| Do you currently track your income and expenses in any format? | Whether the client already tracks income and expenses signals how much groundwork exists and how the first meeting should be structured. |
| How soon do you want to begin working on your cash flow plan? | Timeline answers separate clients ready to start immediately from those just exploring, shaping how quickly a meeting should be scheduled. |
| Are you the primary decision-maker for these financial matters? | A 'no' here flags that the discovery meeting shouldn't be booked until the actual decision-maker is confirmed, avoiding a wasted hour. |
| Which income sources apply to your situation? | The mix of income sources selected gives an early read on how complex the client's cash flow picture is likely to be. |
How Cliont scores cash flow planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Manage ongoing income and expenses
- Prepare for a major life or business change
- Address a current cash shortfall
- Optimize savings or surplus allocation
- Not sure
- Track Income And Expenses: yes
Urgency signals
- Immediately
See the lead your team receives
Cash Flow 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 cash flow planning workflows
| Cliont capability | Cash Flow Planning application |
|---|---|
| Persona-based routing | Uses the answer to who the plan is for (individual, business owner, executive, investor) to route leads to the advisor best suited to that client type. |
| Weighted lead scoring | Applies higher weight to 'Address a current cash shortfall' than to 'Not sure,' so urgent income problems rise above vague exploratory inquiries. |
| Decision-maker flag | Lowers the priority score when the respondent isn't the primary decision-maker, preventing a discovery meeting from being booked before the real decision-maker is involved. |
| Income-source snapshot | Compiles the multi-select list of income sources into a quick view of income complexity, so you know before the meeting whether you're dealing with a single-salary household or multiple income streams. |
Common cash flow planning lead scenarios
Current cash shortfall
A client flags a current shortfall as their goal and wants to start immediately, which the intake scores as high priority so it doesn't sit unread.
Business owner facing a change
A business owner selects a major life or business change as the goal, with business and investment income listed, signaling a more complex engagement scope.
Someone else's decision to make
The person filling out the intake answers no to being the primary decision-maker, so the lead is flagged for a joint conversation rather than a solo discovery meeting.
Exploring, not tracking anything yet
A prospect selects 'Not sure' as their goal, isn't currently tracking income or expenses, and is just exploring options, landing lower on the priority list until they're ready to move.
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 comprehensive financial planning intake templates
View all comprehensive financial planning intake templates →
Cash Flow Planning lead-intake FAQs
How does the intake tell a shortfall apart from routine budgeting help?
The goal question separates 'Address a current cash shortfall' from options like managing ongoing income and expenses, and each carries a different weight so shortfalls surface as higher priority.
What happens if the person completing the intake isn't the decision-maker?
The intake asks directly whether the respondent is the primary decision-maker for these financial matters, and a 'no' answer lowers the score so you know to involve the right person before booking.
Can the intake tell individuals apart from business owners or investors?
Yes, the first question asks who the cash flow plan is primarily for, letting you see at a glance whether you're dealing with an individual, business owner, executive, or investor before the meeting.
Does the intake ask whether a client already tracks their finances?
It asks whether they currently track income and expenses in any format, which tells you how much groundwork the client has already done and shapes how you prep for the first session.
How is this different from the Initial Financial Plan or Net Worth Review intake?
This intake is built specifically around income and expense patterns and timing, while Initial Financial Plan and Net Worth Review intakes focus on broader planning scope or asset-and-liability snapshots instead.
What income sources can the intake capture?
Clients can select any combination of employment salary, business income, investment income, rental income, and retirement or pension benefits, giving you an early read on income complexity.
Turn cash flow planning visitors into qualified clients
Give every cash flow planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.