Know which net worth review leads are worth your discovery meeting time
Prospects tell you upfront whether they already have a list of assets and debts ready, which categories they want reviewed, and what's driving the request. Have them upload account and debt statements so your team walks into the discovery meeting prepared, not guessing.
Preview your net worth review intake
Explore 6 questions from the Net Worth Review template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified net worth review lead should tell you
A structured intake that establishes a client's overall financial position by capturing who the review is for, which asset and debt categories to include, and why they want the review now, before a planner spends time compiling numbers.
- Best Describes Who This
- Have Reasonably Complete List
- Categories Assets Or Holdings
- Main Reason Want This
- Soon Would Like Complete
- Had Net Worth Or
The questions your team needs answered
Every net worth review intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes who this net worth review is for? | Knowing whether the review is for an individual, family, business owner, executive, or investor changes what the planner needs to prepare and who else may need to be in the meeting. |
| Do you have a reasonably complete list of your assets and debts available? | Whether the client already has a working asset and debt list determines how much prep time the discovery meeting will actually require. |
| Which categories of assets or holdings do you want included in the review? | The selected categories define the scope of the review and which supporting documents the client needs to gather before meeting. |
| What is the main reason you want this net worth review? | The stated reason for the review is the strongest signal of intent, separating clients preparing for a real decision from those who are only curious. |
| How soon would you like to complete this review? | Segments the lead so you can route, price, and prioritize it correctly. |
| Have you had a net worth or comprehensive financial review done before? | Whether the client has had a prior review indicates how much baseline education versus update work the meeting will involve. |
How Cliont scores net worth review leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Have Reasonably Complete List: yes
- General financial checkup
- Preparing for a major decision
- Responding to a life event
- Just curious about my finances
Disqualifiers
- Not sure yet
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Net Worth Review 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 net worth review workflows
| Cliont capability | Net Worth Review application |
|---|---|
| Conditional document requests | Which asset categories a client selects (real estate, business interests, investment accounts, etc.) determines which supporting statements the intake asks them to upload. |
| Automatic lead scoring | Reason-for-review answers are weighted so 'preparing for a major decision' and 'responding to a life event' surface above 'just curious' before your team ever opens the lead. |
| CRM routing with context | Each net worth review lead arrives in your CRM tagged by who the review is for — individual, family, business owner, executive, or investor — so it lands with the right context attached. |
| Pre-meeting readiness flag | The asset/debt list readiness answer tells your team whether to send a prep checklist ahead of the discovery meeting or expect the client to arrive with numbers in hand. |
Example net worth review lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Business owner ahead of a sale
Selects business owner as who the review is for, has a ready asset/debt list, and flags 'preparing for a major decision' with business interests and real estate in scope — a high-value combination worth prioritizing.
Family after an inheritance
Chooses 'responding to a life event' but may not have a complete asset list yet, so the intake surfaces that gap early instead of leaving the planner to discover it mid-meeting.
Executive doing a routine checkup
Picks 'general financial checkup' with no prior net worth review on record, signaling someone who needs a full baseline walkthrough rather than a quick update.
Curious browser, no real intent
Selects 'just curious about my finances' with a timeline of 'not sure yet' — a lower-value combination the intake can flag so it doesn't consume a full discovery slot.
Repeat client wanting an update
Answers yes to having had a prior review, wants only investment and retirement accounts included this time, and moves faster since the planner already has baseline context.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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 →
Net Worth Review lead-intake FAQs
What happens if a prospect doesn't have their asset and debt list ready yet?
The intake still records that gap directly from the readiness question, so your team knows to build in prep time or send a checklist before the discovery meeting instead of finding out on the call.
Can the intake tell the difference between a serious prospect and someone just browsing?
Yes — the reason-for-review question distinguishes 'preparing for a major decision' or 'responding to a life event' from someone who's 'just curious,' so lower-intent enquiries can be triaged differently.
Does it ask which asset categories the client actually wants reviewed?
The intake captures selections like real estate, business interests, investment accounts, and debts and liabilities, so you can see the scope of the review before the meeting is booked.
How is this different from a Second Opinion Financial Review?
A Second Opinion Financial Review is built around evaluating existing advice or plans, while this intake is focused on compiling a client's full asset and debt picture for a baseline net worth snapshot.
Does the intake account for repeat clients who've had a review before?
Yes, it asks whether the client has had a prior net worth or comprehensive review, which helps your team decide whether to run a full intake or a lighter update.
Does the intake capture how soon the client wants this done?
Yes, the timeline question records options from 'as soon as possible' to 'not sure yet,' giving your team a scheduling signal even though it isn't the primary qualifying factor for this subservice.
Turn net worth review visitors into qualified clients
Give every net worth review visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.