Turn ongoing planning enquiries into discovery-meeting-ready leads
Ask about guidance areas like retirement and tax planning, confirm review cadence and decision-maker status, and collect recent account statements before any prospect reaches your calendar.
The exact intake your ongoing financial planning leads complete
This is the real 5-question guided intake for Ongoing Financial Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified ongoing financial planning lead should tell you
A recurring advisory relationship where the same client returns for scheduled reviews across areas like retirement, investments, tax, and estate planning, rather than a single one-off plan.
- Best Describes Current Situation
- Areas Want Ongoing Guidance
- Often Would Like Check-Ins
- Sole Decision-Maker Accounts And
- Work With Any Other
The questions your team needs answered
Every ongoing financial planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which best describes your current situation? | The situation type (individual, family, business owner, executive, investor) shapes what kind of ongoing plan is realistic and how complex the first meeting will be. |
| Which areas do you want ongoing guidance on? | Selecting higher-weighted areas like retirement planning or investment management signals a prospect worth prioritizing over one who only picks lower-weighted or 'not sure' options. |
| How often would you like planning check-ins or reviews? | Review cadence tells you how the ongoing relationship should be structured and staffed before you commit meeting time. |
| Are you the sole decision-maker for the accounts and goals involved in this planning? | Knowing whether the prospect is the sole decision-maker determines whether a spouse or partner needs to be included in scheduling. |
| Do you currently work with any other financial advisor or planner? | An existing advisor relationship suggests the prospect may be evaluating a switch or second opinion, which changes how the first conversation should be framed. |
How Cliont scores ongoing financial planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Budgeting and cash flow
- Insurance review
See the lead your team receives
Ongoing Financial 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 ongoing financial planning workflows
| Cliont capability | Ongoing Financial Planning application |
|---|---|
| Weighted multi-choice scoring | Ranks prospects higher when they select retirement planning, investment management, tax planning, or estate planning versus lower-weighted areas like budgeting or a plain 'not sure' answer. |
| Structured answer routing to CRM | Tags the existing-advisor answer on the way into your CRM so you can separate fresh ongoing-planning prospects from those comparing you against a current advisor. |
| Decision-maker flagging | Surfaces the sole decision-maker answer before the meeting is booked, so joint-household prospects can be scheduled with both parties from the start. |
| Guided intake sequencing | Walks the prospect through situation type, guidance areas, and review cadence in order, so your team receives a ready-made meeting agenda rather than a blank enquiry. |
Common ongoing financial planning lead scenarios
Business owner wants full coverage
Selects retirement, investment, tax, and estate planning together, confirms they're the sole decision-maker, and has no existing advisor — a broad, high-value combination worth prioritizing for a discovery meeting.
Prospect already has an advisor
Answers yes to currently working with another advisor, which signals a comparison or second-opinion situation rather than a fresh ongoing relationship.
Household with a joint decision-maker
Selects 'Family' as their situation and answers no to being the sole decision-maker, flagging that a spouse or partner needs to be included before scheduling.
Undecided on scope and cadence
Picks 'Not sure' for both guidance areas and check-in frequency, indicating an early-stage prospect who needs education before a meeting is booked.
Executive with narrow focus
Selects only insurance review and budgeting rather than the higher-weighted retirement or investment options, useful for setting meeting expectations in advance.
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 →
Ongoing Financial Planning lead-intake FAQs
How is this different from intake for a one-time Initial Financial Plan?
Ongoing Financial Planning intake asks how often the prospect wants check-ins going forward, which the Initial Financial Plan intake doesn't need, since that page is built around a single deliverable rather than a recurring cadence.
What happens when a prospect says they already work with another advisor?
That answer is captured directly from the intake and can help you spot prospects who may be better suited to a Second Opinion Financial Review conversation instead of a new ongoing engagement.
Can the intake tell me which planning areas a prospect cares about before the call?
Yes, the multi-choice guidance-areas question captures every area selected, from retirement and investment management down to budgeting and insurance review, so you can prep the right agenda.
Does the intake flag when a spouse or co-decision-maker needs to be involved?
Yes, the sole decision-maker question is answered directly on the intake, so you know before the meeting whether another party needs to join the conversation.
How is the lead score calculated for ongoing planning prospects?
Score weight comes primarily from which guidance areas are selected, with retirement planning and investment management weighted highest and budgeting or insurance review weighted lower, plus the decision-maker answer.
What if a prospect isn't sure how often they want reviews?
The review-frequency question includes a 'Not sure' option, so that prospect still reaches your CRM, just without a firm cadence attached, letting you confirm it during the discovery meeting.
Turn ongoing financial planning visitors into qualified clients
Give every ongoing financial planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.