Know which equity compensation planning leads deserve a discovery
Clients start by telling you what equity they hold, whether a vesting deadline or liquidity event is approaching, and whether they can actually authorize an exercise or sale — then upload their grant statement before the call.
The exact intake your equity compensation planning leads complete
This is the real 5-question guided intake for Equity Compensation Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified equity compensation planning lead should tell you
Advice for employees and executives holding stock options, RSUs, ESPP shares, or private company equity, focused on vesting timing, exercise decisions, tax exposure, and whether the client actually has authority to act on the equity.
- Equity Compensation Hold
- Company Publicly Traded Or
- Have Upcoming Vesting, Exercise
- Main Goal Regarding This
- Have Authority Make Decisions
The questions your team needs answered
Every equity compensation planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of equity compensation do you currently hold? | The equity type selected tells you which planning path applies — ISO/NSO tax strategy, RSU timing, ESPP enrollment rules, or private equity liquidity constraints. |
| Is your company publicly traded or privately held? | Public versus private status determines whether the client can actually sell on the market or is waiting on a liquidity event, which changes the entire conversation. |
| Do you have upcoming vesting, exercise deadlines, or a liquidity event? | A 'yes' here is weighted more than double a 'no', so an approaching deadline is the clearest signal that this lead needs a meeting scheduled soon rather than later. |
| What is your main goal regarding this equity compensation? | The stated goal tells you whether to prepare a tax-minimization discussion, a diversification plan, or a broader financial-planning integration before the client arrives. |
| Do you have authority to make decisions about this equity, such as exercising or selling? | Decision authority is weighted heavily because a client who can't yet exercise or sell isn't ready to act on advice today, even if their equity situation is otherwise valuable. |
How Cliont scores equity compensation planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Stock options (ISO/NSO)
- Restricted stock units (RSUs)
- Employee stock purchase plan (ESPP)
- Private company equity or founder shares
- Not sure
- Have Upcoming Vesting, Exercise: yes
See the lead your team receives
Equity Compensation 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 equity compensation planning workflows
| Cliont capability | Equity Compensation Planning application |
|---|---|
| Weighted scoring | An upcoming vesting date, exercise deadline, or liquidity event is scored well above a 'no' answer, pushing time-sensitive equity leads to the top of your CRM. |
| Conditional intake logic | The type of equity selected (options, RSUs, ESPP, or private shares) can shape what the client is asked next, so a founder with private shares isn't asked the same follow-ups as a public-company RSU holder. |
| Document capture | Clients upload their grant agreement and vesting schedule directly in the intake, so you have the actual equity terms before the discovery meeting instead of chasing paperwork afterward. |
| Lead routing to CRM | Leads without current decision authority over their equity still land in your CRM but can be tagged separately for nurture until they're actually able to act. |
Common equity compensation planning lead scenarios
RSU cliff vesting in weeks
A client holds RSUs with a vesting date coming up and full authority to act, which the intake flags as a time-sensitive, high-value lead ready for a discovery meeting.
Founder equity, no near-term event
A private company founder holds equity but has no upcoming vesting, exercise deadline, or liquidity event, so the intake still values the equity type but doesn't mark it urgent.
ESPP participant, goal unclear
A client selects ESPP as their equity type but marks their main goal as 'Other', giving the advisor a heads-up to spend the meeting narrowing down what the client actually needs.
Interested party without authority
Someone inquires about equity they don't yet have the right to exercise or sell, which the intake captures as lower-priority until decision authority changes.
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- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
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- Charged only for submitted leads
More executive financial planning intake templates
Equity Compensation Planning lead-intake FAQs
How does the intake handle a client who isn't sure what type of equity they hold?
The 'Not sure' option on equity type is a valid answer in the catalog, so the lead still comes through and gets routed to your CRM — it just signals that the discovery meeting should start with clarifying the grant documents rather than jumping into strategy.
Why does the intake ask if the company is public or private?
Public versus private status changes what's actually possible for the client — public equity can be sold on the open market while private equity usually depends on a liquidity event — so this answer helps frame the conversation before you meet.
How are leads with an upcoming vesting or exercise deadline treated differently?
A 'yes' on the upcoming vesting, exercise deadline, or liquidity event question carries meaningfully more weight than a 'no', so those leads surface as higher priority since the client has a real reason to act soon.
What if the client doesn't have authority to exercise or sell yet?
That answer is weighted lower than having full decision authority, so those leads still reach your CRM but are flagged as earlier-stage — useful if you want to nurture them until their equity vests or restrictions lift.
How is this different from your Stock Option Planning or Restricted Stock Planning pages?
This intake covers any equity type in one form — options, RSUs, ESPP, or private shares — so if your practice handles mixed equity situations rather than just one instrument, this is the broader catalog to use.
What documents does the client need to upload before the meeting?
Clients are asked for their grant or award agreement, current vesting schedule or brokerage statement, and, for private equity, a company stock plan summary, so you walk into the discovery meeting with the numbers already in hand.
Turn equity compensation planning visitors into qualified clients
Give every equity compensation planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.