Qualify more executive financial planning leads before the first call
A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their project, collects documents, and hands you a scored, qualified lead.
A custom intake for every executive financial planning project
Each one is a ready-to-embed smart survey tuned to the project — open any to try the exact experience your leads would complete.
Liquidity Event Planning
Financial planning support for individuals preparing for or experiencing a major liquidity event such as a sale, exit, or windfall.
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Equity Compensation Planning
Guidance for individuals managing stock options, RSUs, or other equity compensation to align vesting, taxes, and financial goals.
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Executive Benefits Review
A review of an executive's employer-provided benefits package, including equity, deferred compensation, and insurance elements, to clarify planning options.
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Stock Option Planning
Guidance for individuals holding employer stock options who need help understanding exercise timing, tax impact, and concentration risk.
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Restricted Stock Planning
Guidance for executives and employees on managing vesting, tax timing, and diversification of restricted stock and RSU awards.
Preview intake →Information you need before every executive financial planning project
- Liquidity Event Or Experiencing
- Current Stage This Liquidity
- Have Sole Authority Make
- Financial Goals Most Relevant
- Work With Financial Advisor
- Equity Compensation Hold
- Company Publicly Traded Or
- Have Upcoming Vesting, Exercise
- Main Goal Regarding This
- Have Authority Make Decisions
How executive financial planning lead scoring works
Value signals
- Sale of a business
- Stock vesting or equity compensation
- Inheritance or large gift
- Sale of real estate or property
- Legal settlement or award
- Other
Your visitor has a real project. A contact form can’t hear it.
Prospects and clients arrive ready to explain the project. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No project details or scope
- No documents or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full project scope in their own words
- Relevant documents attached automatically
- Every lead scored by value
- High-intent leads flagged for you
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.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and project template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
Executive Financial Planning lead-intake FAQs
What does a executive financial planning intake collect?
Each executive financial planning template asks job-specific questions drawn from the selected service, then captures contact details and relevant documents. The resulting submission gives the team more context than a name-and-email contact form.
How are executive financial planning leads scored?
Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger executive financial planning opportunities without manually reviewing every raw submission first.
Can visitors try a executive financial planning intake on a phone?
Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.
Where can qualified executive financial planning leads be sent?
Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.
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
Browse every financial planning and wealth intake template
While they’re still using contact forms, you’re booking clients
Give every website visitor a guided, bilingual, qualifying intake — and turn your executive financial planning traffic into signed work.