Which liquidity event leads deserve discovery meeting time
Cliont's intake asks about liquidity event type, current stage, and decision-making authority so you can see who's ready to move before you set a discovery meeting. Prospects upload transaction documents and settlement statements directly, giving you full context before the first call.
The exact intake your liquidity event planning leads complete
This is the real 5-question guided intake for Liquidity Event Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified liquidity event planning lead should tell you
Intake for prospects preparing for or currently experiencing a major liquidity event—business sale, equity vesting, inheritance, property sale, or settlement—so you can qualify the type, stage, and decision-making authority before booking time.
- Liquidity Event Or Experiencing
- Current Stage This Liquidity
- Have Sole Authority Make
- Financial Goals Most Relevant
- Work With Financial Advisor
The questions your team needs answered
Every liquidity event planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of liquidity event are you planning for or experiencing? | The event type selected determines whether the proceeds involved are business-sale scale, equity compensation, or a smaller windfall, which is the biggest driver of lead value. |
| What is the current stage of this liquidity event? | A transaction already in progress or funds already received signals the prospect needs planning help now, not months from now. |
| Do you have sole authority to make financial decisions about these proceeds? | Sole authority over the proceeds means the discovery meeting can move directly to strategy instead of stalling on getting a co-decision-maker involved. |
| Which financial goals are most relevant to this liquidity event? | Selected goals like tax reduction or estate planning tell you which specialties to bring into the first meeting. |
| Do you currently work with a financial advisor or planner? | Knowing whether a prospect already has an advisor shapes whether the conversation is a first engagement or a competitive replacement pitch. |
How Cliont scores liquidity event planning leads
Every answer is weighted automatically — no manual review required.
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
Disqualifiers
- Not sure yet
See the lead your team receives
Liquidity Event 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 liquidity event planning workflows
| Cliont capability | Liquidity Event Planning application |
|---|---|
| Conditional branching | The liquidity event type selected in q001 (business sale, stock vesting, inheritance, etc.) can route the intake toward event-specific follow-up context before it reaches your CRM. |
| Weighted lead scoring | Event stage and sole decision-making authority carry distinct weights, so a lead with funds already received and full authority scores meaningfully higher than one still exploring possibilities. |
| Document upload capture | Prospects attach transaction documents and settlement statements directly in the intake, so you're not chasing paperwork after the discovery meeting is already booked. |
| Multi-select goal tagging | The financial goals question lets prospects flag tax reduction, estate planning, or income strategy simultaneously, and those tags land in your CRM to shape meeting prep. |
| Existing-advisor flagging | The yes/no answer on whether a prospect already works with an advisor is passed through so your team can adjust the pitch for a second-opinion or switch conversation. |
Common liquidity event planning lead scenarios
Business sale closing soon
Prospect selects business sale as the event type and reports the transaction is currently in progress, which pushes this lead toward high priority and worth fast follow-up.
Inheritance with shared authority
Prospect is expecting a large inheritance but answers no to sole decision-making authority, signaling the intake should flag co-decision-makers before a meeting gets booked.
Equity vesting, already advised
Prospect flags stock vesting as the event but confirms they already work with a financial advisor, changing the framing needed for outreach and follow-up messaging.
Just exploring, no event yet
Prospect is only exploring possibilities with no event underway, a stage that scores lower and may be better suited to nurture than an immediate discovery meeting.
Settlement funds already received
Prospect has already received legal settlement proceeds and holds sole authority over them, combining two high-weight signals that point to an immediate, well-prepared meeting.
Connect Cliont to your workflow
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Book projects
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Notify your team
Email, SMS, Slack
Automate follow-up
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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
Liquidity Event Planning lead-intake FAQs
How does the intake distinguish between different liquidity event types?
Prospects select their event type from options like business sale, stock vesting, inheritance, property sale, or legal settlement, and each carries its own weight so business sales and equity events surface as higher priority than lower-weighted categories.
Why does the form ask whether the prospect has sole decision-making authority?
A prospect who can act alone on the proceeds is a more actionable meeting than one who needs a spouse, co-heir, or business partner to sign off, so this answer directly shifts the lead's score.
What happens if a prospect already works with another financial advisor?
That answer doesn't disqualify the lead, but it lets you tailor your follow-up message and discovery meeting agenda around a switch or second-opinion conversation rather than a first-time engagement.
How does the stage of the liquidity event affect scoring?
Funds already received or a transaction currently in progress score highest, while prospects who are just exploring possibilities score lowest, helping you prioritize who needs a meeting now versus later.
What if a prospect selects multiple financial goals?
The goals question allows multiple selections, so tax reduction, investment strategy, estate planning, debt management, and income planning can all be captured and passed to your CRM to shape meeting prep.
How is this different from your Equity Compensation Planning intake?
Liquidity Event Planning is built around a discrete triggering event—like a sale, vesting date, or settlement—while Equity Compensation Planning and its sibling, Stock Option Planning, focus on ongoing management of an existing equity package.
What documents should prospects upload before the discovery meeting?
Prospects can upload transaction or closing documents, a settlement or proceeds statement, and a vesting schedule where relevant, so you review the actual numbers before the first conversation.
Turn liquidity event planning visitors into qualified clients
Give every liquidity event planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.