Turn executive benefits enquiries into discovery-meeting-ready leads
Cliont's intake asks which benefits an executive actually holds — stock options, deferred compensation, supplemental pension — confirms they can produce plan documents, and flags whether they're the decision-maker before a discovery meeting lands on your calendar.
The exact intake your executive benefits review leads complete
This is the real 5-question guided intake for Executive Benefits Review — the same flow your customers finish before you ever pick up the phone.
What a qualified executive benefits review lead should tell you
Evaluates an executive's current stock options, deferred compensation, insurance, and pension benefits, along with their access to plan documents and authority over how those benefits are used, to determine whether a full planning conversation is warranted.
- Types Executive Benefits Have
- Have Access Official Benefits
- Prompting Review Executive Benefits
- Primary Decision-Maker How These
- Soon Would Like This
The questions your team needs answered
Every executive benefits review intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which types of executive benefits do you currently have? | The specific benefits selected — especially stock options, deferred comp, or a supplemental pension — indicate the complexity of the review and how much value is at stake. |
| Do you currently have access to your official benefits or plan documents? | Whether the prospect already has their plan documents in hand determines if the first meeting can go straight into strategy or needs to start with paperwork collection. |
| What is prompting you to review your executive benefits now? | The stated trigger — a new offer, retirement, or a vesting event — tells you how time-sensitive the conversation is and what angle to lead with. |
| Are you the primary decision-maker for how these benefits are used or exercised? | A lead who isn't the actual decision-maker over their benefits may need a different follow-up path than one who can act on advice immediately. |
| How soon would you like this review completed? | The requested completion timeframe lets you sequence otherwise similar leads by urgency instead of treating every review request the same. |
How Cliont scores executive benefits review leads
Every answer is weighted automatically — no manual review required.
Value signals
- Stock options or RSUs
- Deferred compensation plan
- Executive life or disability insurance
- Supplemental pension or retirement plan
- Not sure
- Have Access Official Benefits: yes
See the lead your team receives
Executive Benefits 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 executive benefits review workflows
| Cliont capability | Executive Benefits Review application |
|---|---|
| Multi-select benefit capture | The intake records every benefit type an executive holds — stock options, deferred comp, insurance, supplemental pension — as separate scored data points, not a single vague field. |
| Conditional lead flagging | Leads who answer 'no' to being the primary decision-maker are automatically flagged as lower priority in your CRM even when their listed benefits are high-value. |
| Document-readiness scoring | Whether a prospect currently has access to their plan documents is scored on its own, so you can distinguish leads ready for an immediate deep-dive from those needing a document-gathering step first. |
| Trigger-based routing | The reason for the review — vesting event, job change, retirement, or periodic check-in — is captured so you can tailor your first outreach message instead of sending a generic response. |
Common executive benefits review lead scenarios
Pre-IPO executive with vesting event
Holds stock options or RSUs and flags an upcoming vesting or exercise event as the reason for reaching out, with an 'as soon as possible' timeline — the combination the intake weights hardest.
Executive unsure of benefits mix
Selects 'Not sure' when asked which benefits they hold, signaling a complex or unreviewed package rather than disinterest, so the intake still routes it as worth a closer look.
Retiring executive reviewing pension
Flags a supplemental pension or retirement plan, names retirement planning as the trigger, confirms decision-making authority, but has no specific deadline — a slower-moving, still-qualified lead.
New hire evaluating offer
Cites a job change or new offer as the trigger and may not yet have access to plan documents, since the offer hasn't been finalized — the intake still captures benefit type and timeline for follow-up.
Non-decision-maker filling out form
Answers 'no' to being the primary decision-maker over how benefits are used, which lowers priority even if the underlying benefits (stock options, deferred comp) look valuable.
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 executive financial planning intake templates
Executive Benefits Review lead-intake FAQs
If a prospect picks 'Not sure' for their benefit types, does that hurt their score?
No — 'Not sure' is weighted alongside the other benefit-type options because it usually signals an executive with a package complex enough to need a professional review, not a low-value lead.
What happens if someone doesn't have their plan documents on hand yet?
The intake still records the lead but weights it lower than confirmed document access, so you can see at a glance which prospects are ready to move now versus those you'll need to nudge for paperwork first.
Can the intake tell me if the person submitting the form isn't the actual decision-maker?
Yes — the decision-maker question is scored separately, so a spouse, assistant, or advisor filling this out on someone else's behalf gets flagged as lower priority even if the benefits described are substantial.
Does the timeline question help me prioritize which leads to call first?
Yes — responses range from 'as soon as possible' to 'no specific deadline,' letting you sort a queue of equally qualified leads by how soon they actually want the review completed.
How is this different from the intake for stock option planning or equity compensation planning?
This intake casts a wider net across the full benefits picture — stock options, deferred comp, pensions, insurance — before narrowing to a specialized conversation, whereas the stock option and equity compensation intakes assume that focus already exists.
What reasons do prospects usually give for wanting a review now?
The intake offers job change or new offer, retirement planning, an upcoming vesting or exercise event, or a general periodic review, so you can see the trigger before you ever pick up the phone.
Turn executive benefits review visitors into qualified clients
Give every executive benefits review visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.