Know which life event leads deserve your discovery meeting time
The intake identifies whether a marriage, retirement, inheritance, or business sale is already underway or still ahead, confirms who is the primary financial decision-maker, and collects supporting legal or account documentation before you ever schedule a discovery meeting.
The exact intake your major life event planning leads complete
This is the real 5-question guided intake for Major Life Event Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified major life event planning lead should tell you
Financial planning triggered by a specific life transition—marriage, divorce, retirement, inheritance, business sale, job change, or loss of a spouse—where the intake needs to identify which event is driving the inquiry, whether it has already occurred, and which planning areas the client wants addressed.
- Life Event Best Describes
- This Life Event Already
- Have Financial Advisor Or
- Primary Decision-Maker Financial Matters
- Areas Want Addressed As
The questions your team needs answered
Every major life event planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which life event best describes your current situation? | The event type carries the widest weight range in the catalog, so a retirement transition or business sale is treated as a substantially higher-scope lead than a generic 'other major life event.' |
| Has this life event already occurred, or are you preparing for it? | Knowing whether the event already happened, is underway, or is only anticipated tells your team how quickly to follow up and how much has already been decided. |
| Do you currently have a financial advisor or planner? | An existing advisor relationship signals a competitive or second-opinion situation rather than a cold start, which changes how the discovery meeting should be framed. |
| Are you the primary decision-maker for the financial matters related to this event? | The nine-point gap between a yes and no answer reflects how much more likely a self-directed decision-maker is to convert versus someone inquiring on another person's behalf. |
| Which areas do you want addressed as part of this planning? | Selecting several high-weighted areas like investment strategy, estate coordination, and retirement income planning signals a broader engagement than a single-issue inquiry. |
How Cliont scores major life event planning leads
Every answer is weighted automatically — no manual review required.
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
Disqualifiers
- Not sure yet
See the lead your team receives
Major Life Event 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 major life event planning workflows
| Cliont capability | Major Life Event Planning application |
|---|---|
| Weighted scoring engine | Automatically ranks a retirement transition or business sale inquiry above a lower-weighted 'other major life event' response, so your highest-scope leads surface first. |
| Guided multi-select fields | Lets clients flag several planning areas at once—like investment strategy, tax planning, and estate coordination—so the lead record reflects the true scope before the discovery meeting. |
| Document upload capture | Collects legal or event-related paperwork, such as a business sale agreement or probate documentation, alongside the intake answers so your team isn't chasing files after the meeting is booked. |
| CRM delivery | Sends the completed intake—including whether the event has already occurred or is still anticipated—directly to your CRM so follow-up timing matches the client's actual situation. |
Common major life event planning lead scenarios
Business Sale in Progress
A client currently going through the sale of a business selects investment strategy, tax planning, and estate coordination as priorities, and confirms they are the primary decision-maker—one of the highest-weighted combinations in the catalog.
Retirement Transition on the Horizon
A prospect anticipating retirement in the near future flags retirement income planning and tax planning, giving the intake enough context to prioritize the conversation before the transition happens.
Divorce Already Finalized
Someone whose divorce has already occurred answers that they are not the primary decision-maker for the related financial matters, a combination the scoring weights lower than a self-directed inquiry.
Inheritance With an Existing Advisor
A client who received an inheritance but already has a financial advisor and selects 'Not sure yet' for planning areas surfaces a different fit profile than someone with no advisor and specific goals.
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 →
Major Life Event Planning lead-intake FAQs
How does the intake tell the difference between a life event that already happened and one that's still coming?
The catalog asks directly whether the event has already occurred, is currently happening, or is anticipated in the near future, so you can see at a glance whether a lead needs immediate attention or is planning ahead.
Does having an existing financial advisor disqualify a lead?
No—the intake simply records whether the client currently has an advisor or planner, giving your team context on the competitive situation before the discovery meeting rather than filtering the lead out automatically.
Why does it matter whether the client is the primary decision-maker?
The catalog weights this answer heavily because a client who confirms they make the financial decisions related to the event is far more likely to move forward than someone gathering information on behalf of a spouse or family member.
Which life events score highest in the intake?
Retirement transitions and business sales carry the highest weights in the catalog, followed by inheritance, loss of a spouse, marriage or divorce, and job change or relocation, reflecting the typical scope of planning work each event tends to require.
What happens if a prospect selects 'Not sure yet' for planning areas?
It's a valid answer with a lower weight than specific areas like investment strategy or estate planning coordination, so the lead still reaches your CRM but is scored to reflect that the scope of engagement isn't yet defined.
How is this different from the Initial Financial Plan intake?
Major Life Event Planning is built around a single triggering event and its timing, while Initial Financial Plan qualifies a broader first engagement—use both if your practice serves clients at different stages.
Turn major life event planning visitors into qualified clients
Give every major life event planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.