Financial plan intake that asks what your team actually needs to know
Your intake gathers each prospect's financial situation, goals, and decision-making authority, plus a recent tax return, before anything lands in your CRM.
The exact intake your initial financial plan leads complete
This is the real 5-question guided intake for Initial Financial Plan — the same flow your customers finish before you ever pick up the phone.
What a qualified initial financial plan lead should tell you
A foundational engagement where a planner reviews a prospect's household or business financial picture and produces a personalized set of goals and recommendations, typically the first paid deliverable in a new advisory relationship.
- Best Describes Current Situation
- Had Comprehensive Financial Plan
- Main Financial Goals Right
- Primary Decision-Maker Household Or
- Soon Would Like Start
The questions your team needs answered
Every initial financial plan intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes your current situation? | The situation answer signals engagement complexity, with business owners, executives, and investors weighted higher than individuals or families. |
| Have you had a comprehensive financial plan created before? | Whether a prospect has had a plan before tells your team if this is a first-time engagement or if they might actually need a different service like a second-opinion review. |
| What are your main financial goals right now? | Selecting multiple defined goals like retirement or estate planning adds up to a stronger score than picking a single lower-weighted goal or 'Not sure yet.' |
| Are you the primary decision-maker for your household or business finances? | A 'no' here carries a much lower weight than a 'yes,' flagging that the person filling out the form may not be able to make the final decision on the engagement. |
| How soon would you like to start working on your financial plan? | Selecting 'Immediately' marks the lead urgent, while 'Just exploring options' signals the prospect isn't ready for a discovery meeting yet. |
How Cliont scores initial financial plan leads
Every answer is weighted automatically — no manual review required.
Value signals
- Individual
- Family
- Business owner
- Executive
- Investor
- Retirement planning
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Initial Financial Plan 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 initial financial plan workflows
| Cliont capability | Initial Financial Plan application |
|---|---|
| Weighted single-choice scoring | The situation question scores business owners, executives, and investors slightly higher than individuals or families, surfacing more complex engagements first. |
| Multi-select answer scoring | Goals like retirement planning and estate planning stack toward a high-value flag when a prospect selects more than one on the same intake. |
| Yes/No weighted branching | The decision-maker question carries a 9 vs. 3 weight split, so a 'no' answer is automatically flagged for your team to confirm attendance before the discovery meeting. |
| Urgency detection from timeline answers | A prospect selecting 'Immediately' on the start-timeline question is marked urgent, while 'Just exploring options' routes to a lower-priority queue. |
Common initial financial plan lead scenarios
Business owner, ready now
A business owner selects business financial planning and retirement as goals, confirms they're the decision-maker, and wants to start immediately, so the intake scores it high priority for a discovery meeting.
Individual still deciding
An individual picks 'Not sure yet' for goals and 'Just exploring options' for timeline, so the intake flags it as an early-stage inquiry your team can nurture rather than book right away.
Executive, spouse handles finances
An executive answers no to being the primary decision-maker, which the intake weights lower and surfaces so your team can confirm who actually needs to be in the room before scheduling.
Family with no prior plan
A family reports they've never had a comprehensive plan built and selects retirement plus estate planning as goals with a start date within a month, giving the intake a solid, well-defined case.
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 →
Initial Financial Plan lead-intake FAQs
How does the intake separate serious prospects from people just browsing?
Timeline answers like 'Just exploring options' combined with 'Not sure yet' on the goals question pull the composite score down, so your team can spot prospects who haven't defined a goal or a start date and prioritize accordingly.
Does the intake account for whether someone already has a financial plan?
Yes, prospects answer whether they've had a comprehensive plan created before, which tells your team if this is a first engagement or if the person might actually be a better fit for a second-opinion review.
What happens if the person filling out the form isn't the household or business decision-maker?
That answer carries a notably lower weight than a 'yes,' so the intake flags it for your team to confirm who needs to attend the discovery meeting before it's booked.
Can the intake tell business owners and investors apart from individual clients?
The situation question weights business owner, executive, and investor answers slightly higher than individual or family, reflecting the added complexity those engagements typically carry.
Can a client select more than one financial goal on the intake?
Yes, the goals question allows multiple selections, so a prospect choosing both retirement planning and estate planning contributes more toward a high-value score than someone who selects a single lower-weighted goal.
Where does a completed intake go once a prospect submits it?
Every submitted intake is scored against the catalog answers and sent to your CRM, so your team only reviews leads that have already been qualified.
Turn initial financial plan visitors into qualified clients
Give every initial financial plan visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.