See vesting status and exercise deadlines before you meet
Capture stock-based compensation type, vesting status, and exercise deadlines up front, plus grant documents, so you can prioritize discovery meetings with option holders who are ready to act.
The exact intake your stock option planning leads complete
This is the real 6-question guided intake for Stock Option Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified stock option planning lead should tell you
Guidance for executives and employees holding stock options, RSUs, or ESPP shares who need to sequence exercise timing, tax exposure, and concentration risk against vesting schedules and deadlines.
- Stock-Based Compensation Hold
- Stock Options Or Shares
- Have Upcoming Deadline, Such
- What Portion Total Net
- Person Who Makes Decisions
- Main Goal With These
The questions your team needs answered
Every stock option planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of stock-based compensation do you currently hold? | The specific mix of ISOs, NSOs, RSUs, or ESPP shares determines which tax rules and planning strategies apply, so it shapes how the discovery meeting should be structured. |
| Are your stock options or shares currently vested, unvested, or a mix? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have an upcoming deadline, such as an expiration date or a planned exercise or sale? | A confirmed upcoming exercise or expiration deadline carries higher weight than a 'no' answer, helping surface time-sensitive prospects who need to be seen quickly. |
| Approximately what portion of your total net worth do these stock options or shares represent? | A large or major portion of net worth tied up in options signals higher stakes and concentration risk worth prioritizing over a small, low-impact position. |
| Are you the person who makes decisions about exercising or selling these options? | Confirming the respondent is the actual decision-maker filters out inquiries made on someone else's behalf that would otherwise need a second conversation before any real planning can start. |
| What is your main goal with these stock options right now? | Segments the lead so you can route, price, and prioritize it correctly. |
How Cliont scores stock option planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Incentive stock options (ISOs)
- Non-qualified stock options (NSOs)
- Restricted stock units (RSUs)
- Employee stock purchase plan (ESPP)
- A combination of these
- Not sure
See the lead your team receives
Stock Option 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 stock option planning workflows
| Cliont capability | Stock Option Planning application |
|---|---|
| Weighted scoring | Combines compensation type, vesting status, net worth concentration, and decision-making authority so a large, unvested, decision-maker-held position scores higher than a small, vested, third-party inquiry. |
| Deadline flagging | Surfaces any prospect who confirms an upcoming exercise or expiration deadline so time-sensitive leads don't sit in a queue behind routine planning inquiries. |
| Document collection | Requests grant agreements and vesting schedules during intake so you arrive at the discovery meeting already knowing the structure of the holder's equity. |
| CRM routing | Sends qualified stock option leads straight to your CRM with their stated goal — exercise timing, tax impact, concentration risk, or overall planning — attached for context. |
Common stock option planning lead scenarios
Concentrated ISOs near expiration
A holder reports ISOs as a large portion of net worth with an upcoming exercise deadline and confirms they're the decision-maker — the intake flags this for immediate follow-up.
RSU holder chasing tax clarity
Fully vested RSUs with a stated goal of understanding tax impact signal a straightforward planning conversation rather than an urgent deadline case.
Unsure what they even hold
A prospect selects 'Not sure' on compensation type and vesting status, which routes them toward an education-first conversation instead of a technical exercise discussion.
Spouse inquiring, not the holder
The person filling out the form is not the one who decides on exercising or selling, which shifts the meeting toward gathering information rather than making recommendations.
Small ESPP position, no urgency
A small portion of net worth in ESPP shares with no upcoming deadline and no clear goal beyond 'other' points to a lower-priority, lower-complexity conversation.
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
Stock Option Planning lead-intake FAQs
How does the intake identify whether the person filling it out actually controls the exercise decision?
The intake directly asks whether the prospect is the person who decides on exercising or selling their options, which carries real weight in the score — leads who confirm they're the decision-maker are prioritized over those completing the form on someone else's behalf.
What happens when a prospect isn't sure what type of equity they hold?
The compensation-type question includes a 'Not sure' option so the lead still moves through intake instead of abandoning the form; it's flagged so you know to start the meeting with basic equity education rather than tax strategy.
How does an upcoming exercise or expiration deadline change how a lead is treated?
A confirmed upcoming deadline carries meaningfully higher weight than 'no' in the scoring, which helps you spot time-sensitive prospects who need a discovery meeting before an option window closes.
Why does the intake ask what portion of net worth the options represent?
Concentration matters for risk and urgency — a prospect whose options are a large or major share of their net worth is treated differently than someone with a small, low-stakes position.
How is this different from your Restricted Stock Planning or Equity Compensation Planning intakes?
Stock Option Planning centers on exercise timing and vesting decisions specifically for ISOs, NSOs, and ESPP shares; Restricted Stock Planning and Equity Compensation Planning use their own separate catalogs suited to those situations, so a lead only sees the questions relevant to their equity type.
Does the intake work for someone with an ESPP-only position, not options?
Yes — ESPP is a listed choice in the compensation-type question, and the rest of the intake (vesting, deadlines, net worth portion, goals) still applies to size up how much attention that lead warrants.
Turn stock option planning visitors into qualified clients
Give every stock option planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.