Know which emergency fund leads deserve a discovery meeting
Ask whether a prospect already has savings set aside, how stable their income is, and how soon they want to start — then send only the decision-makers with a real goal, backed by a bank statement, straight to your CRM.
The exact intake your emergency fund planning leads complete
This is the real 6-question guided intake for Emergency Fund Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified emergency fund planning lead should tell you
Guidance on establishing or rebuilding a cash reserve for unplanned expenses, income gaps, or a recent financial shock, qualified by how much savings already exists, how stable the client's income is, and how soon they want to act.
- Have Little No Dedicated
- Main Goal This Emergency
- Stable Primary Source Income
- Soon Would Like Start
- Person Who Makes Financial
- Expenses Most Concerned About
The questions your team needs answered
Every emergency fund planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently have little to no dedicated emergency savings set aside? | A yes answer confirms there's a real, unmet gap in reserves, which is why this response drives both the urgent and high-value scoring signal. |
| What is your main goal for this emergency fund? | The specific goal (build, grow, reorganize, or replenish) tells you what kind of conversation and fund structure to prepare before the meeting. |
| How stable is your primary source of income right now? | Income stability determines how large a reserve you'd recommend, since irregular or uncertain income typically needs a bigger cushion than steady income. |
| How soon would you like to start working on this plan? | How soon the prospect wants to start separates leads worth booking this week from ones better suited to a nurture sequence. |
| Are you the person who makes financial decisions for this fund? | Confirming the respondent actually controls the household's financial decisions prevents booking a meeting that stalls because a spouse or partner still needs to weigh in. |
| Which expenses are you most concerned about covering in an emergency? | Knowing which specific expenses worry the prospect most, such as business disruption versus medical costs, lets you frame the fund's purpose before you ever speak to them. |
How Cliont scores emergency fund planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Little No Dedicated: yes
- Build a fund from scratch
- Grow an existing fund
- Reorganize where funds are held
- Replenish fund after recent use
- Not sure
Urgency signals
- Have Little No Dedicated
- Immediately
See the lead your team receives
Emergency Fund 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 emergency fund planning workflows
| Cliont capability | Emergency Fund Planning application |
|---|---|
| Weighted scoring engine | Automatically elevates leads with little to no dedicated savings and an immediate timeline, so those prospects surface before someone still exploring options. |
| Decision-maker routing | Flags leads where the respondent isn't the person who controls the fund's financial decisions, so you can request a joint call instead of booking a solo meeting. |
| Multi-choice concern tagging | Captures which expense categories a prospect worries about most — from medical costs to business disruption — and passes that context into the CRM record. |
| Document upload capture | Collects a recent bank or savings statement upfront so you can assess current reserves before the discovery meeting instead of during it. |
Common emergency fund planning lead scenarios
No savings, wants to start now
Prospect confirms they have little to no dedicated emergency savings and wants to begin immediately, which the intake flags as both urgent and high value.
Rebuilding after a recent drawdown
Client's stated goal is to replenish a fund after recent use, often paired with variable income, signaling a time-sensitive but different conversation than a first-time build.
Spouse handles the finances
The person filling out the intake isn't the household's financial decision-maker, so the lead needs a second contact before a discovery meeting is worth scheduling.
Self-employed, worried about disruption
Irregular or seasonal income combined with concern over business disruption and loss of income points to a reserve sized differently than a standard household fund.
Casually exploring, no timeline pressure
Goal is marked 'not sure' and timeline is 'just exploring options,' letting the intake route this as a lower-urgency nurture lead rather than a same-week booking.
Connect Cliont to your workflow
Send leads
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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 insurance and risk planning intake templates
Emergency Fund Planning lead-intake FAQs
How does the intake flag urgent emergency fund prospects?
Anyone who confirms they currently have little to no dedicated emergency savings is weighted as both urgent and high value, which pushes that lead toward the top of your CRM queue.
Does the intake distinguish between building a new fund and rebuilding one?
Yes — the goal question separates building a fund from scratch, growing an existing one, reorganizing where funds are held, or replenishing after recent use, so you know the context before the meeting.
What happens if the person filling out the form isn't the actual decision-maker for the household finances?
The intake asks directly whether the respondent makes financial decisions for the fund, so leads answering no can be routed differently instead of booked straight into your calendar.
Does income stability affect how a lead is qualified?
Yes — the intake records whether income is very stable, somewhat variable, irregular/seasonal, or currently uncertain, which shapes the size and structure of the fund you'd recommend.
What expense categories does the intake capture?
It asks which expenses the prospect is most concerned about covering, including housing costs, loss of income, medical expenses, business disruption, and major repairs, so you can tailor the discovery meeting.
How does timeline affect lead scoring?
Prospects who want to start immediately score higher than those who say they're just exploring options, helping you prioritize who to call first.
Turn emergency fund planning visitors into qualified clients
Give every emergency fund planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.