Know which restricted stock leads are worth discovery meeting time
Ask whether a lead holds unvested, partially vested, or fully vested RSUs, what they're trying to accomplish — tax management, diversification, cash flow, or estate planning — and whether they're the sole decision-maker, then collect their grant statement before the discovery meeting.
The exact intake your restricted stock planning leads complete
This is the real 5-question guided intake for Restricted Stock Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified restricted stock planning lead should tell you
Guidance for clients holding restricted stock or RSU grants on vesting status, tax timing, and diversification, distinguishing unvested, partially vested, and fully vested positions and what the client is trying to accomplish with the shares.
- Hold Restricted Stock Or
- Current Status Restricted Stock
- Main Goal These Shares
- Company Publicly Traded Or
- Sole Decision-Maker How These
The questions your team needs answered
Every restricted stock planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently hold restricted stock or RSUs from an employer? | This confirms the client actually holds RSUs or restricted stock in the first place, filtering out leads with no relevant equity to plan around. |
| What is the current status of your restricted stock or RSU grants? | Vesting status distinguishes clients with immediate decisions to make (fully or partially vested) from those with more runway (mostly unvested), which changes how urgent the meeting is. |
| What is your main goal for these shares? | Selecting tax management or diversification signals a client with a concrete, high-value need, while 'not sure yet' suggests an earlier-stage conversation. |
| Is your company publicly traded or privately held? | Public versus private status shapes what liquidity and valuation options exist for the shares, even though the catalog leaves this unweighted. |
| Are you the sole decision-maker for how these shares are managed? | Knowing whether the client can act alone on these shares tells the planner if a spouse or co-founder needs to be brought into the conversation before advice can move forward. |
How Cliont scores restricted stock planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Hold Restricted Stock Or: yes
- Mostly unvested
- Partially vested
- Fully vested
- Not sure
- Managing tax impact
Disqualifiers
- Not sure yet
See the lead your team receives
Restricted Stock 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 restricted stock planning workflows
| Cliont capability | Restricted Stock Planning application |
|---|---|
| Weighted answer scoring | Fully vested RSU grants score higher than mostly unvested or 'not sure' answers, so planners see which clients have decisions to make now. |
| Multi-select goal capture | The goals question lets a client select managing tax impact and diversifying a concentrated position together, showing the planner both motivations before the first call. |
| CRM routing | Leads who hold RSUs, are fully or partially vested, and confirm they're the sole decision-maker are pushed to the CRM as ready for a discovery meeting. |
| Document upload in the intake flow | Clients attach their most recent grant or vesting schedule during intake so the planner has real numbers before the meeting instead of estimating vesting dates on the call. |
Common restricted stock planning lead scenarios
Fully vested, concentrated position
Shares are fully vested and the goal is diversifying a concentrated position, which carries the highest scoring weight in this catalog and should reach a planner's inbox fast.
Unvested grants, no clear goal
The client's stock is mostly unvested and they select 'Not sure yet' for their goal — a real lead, but one the intake scores lower so it can be routed for a lighter-touch follow-up instead of a full meeting.
Joint decision, not sole owner
The client answers 'no' to being the sole decision-maker for the shares, signaling the planner may need a spouse or co-founder involved before scheduling a meeting.
Private company, uncertain status
The client holds shares in a privately held company and isn't sure of their vesting status, which changes the liquidity conversation before the advisor ever gets on a call.
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
Restricted Stock Planning lead-intake FAQs
How does the intake know if someone is even a fit for restricted stock planning?
The first question asks whether the client currently holds restricted stock or RSUs from an employer, and a 'no' answer scores far lower than a 'yes,' which keeps non-holders from filling a planner's calendar.
Can the intake tell the difference between vested and unvested grants?
Yes — the vesting status question separates mostly unvested, partially vested, fully vested, and 'not sure' answers, each carrying its own weight so fully vested leads surface as higher priority than early-stage grants.
Does the form capture what the client actually wants to do with their shares?
It's a multi-select question covering managing tax impact, diversifying a concentrated position, planning cash flow from sales, incorporating shares into estate planning, or 'not sure yet,' so the planner can see how developed the client's goals are before the meeting.
Why does the intake ask if the company is public or private?
Public versus private status doesn't carry a scoring weight on its own, but it flags whether liquidity and valuation questions will need extra prep time ahead of the discovery meeting.
Why ask whether the client is the sole decision-maker?
A 'no' answer scores lower than a 'yes,' since it signals a spouse, co-founder, or other party may need to weigh in before any recommendation can move forward.
What happens to leads who answer 'not sure' on their vesting status or goals?
Those answers carry the lowest weight in the catalog, so the lead still reaches the CRM but is scored to reflect that it may need an education-focused follow-up rather than a full discovery meeting.
Turn restricted stock planning visitors into qualified clients
Give every restricted stock planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.