Know which account review leads are worth discovery meeting time
The intake asks for account value, account type, and whether the visitor is an authorized decision-maker, then requests a recent account statement so you can gauge fit before a discovery meeting.
Preview your investment account review intake
Explore 6 questions from the Investment Account Review template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified investment account review lead should tell you
A structured evaluation of an existing taxable, retirement, trust, or business investment account, initiated to check performance, fees, allocation, or get a second opinion, and qualified by account value and the requester's ownership or decision-making authority.
- Approximate Total Value Account
- Account Reviewed
- Account Owner Or Authorized
- Main Reason Want This
- This Account Managed By
- Soon Would Like This
The questions your team needs answered
Every investment account review intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the approximate total value of the account you want reviewed? | Account value sets the primary score tier, since accounts over $1,000,000 carry the highest weight and typically justify the most discovery meeting time. |
| What type of account do you need reviewed? | Knowing whether the account is taxable, retirement, trust, or business tells you which specialist should handle the discovery meeting. |
| Are you the account owner or an authorized decision-maker for this account? | A 'yes' scores 10 points while a 'no' scores only 2, since reviewing an account with someone who lacks ownership or decision-making authority rarely converts into an actionable meeting. |
| What is the main reason you want this account reviewed? | Segments the lead so you can route, price, and prioritize it correctly. |
| Is this account currently managed by another advisor or firm? | This question carries no scoring weight but flags whether you're competing for a transfer from another advisor or reviewing a self-directed account. |
| How soon would you like this account review completed? | Timeline isn't scored, but it helps you sequence which review requests to schedule first. |
How Cliont scores investment account review leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Under $50,000
- $50,000 to $250,000
- $250,000 to $1,000,000
- Over $1,000,000
- Not sure
- Account Owner Or Authorized: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Investment Account 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 investment account review workflows
| Cliont capability | Investment Account Review application |
|---|---|
| Weighted answer scoring | Account value tiers from under $50,000 to over $1,000,000 each carry a distinct weight, so the intake surfaces larger accounts as higher-priority reviews automatically. |
| Authority verification logic | The decision-maker question scores 10 for account owners versus 2 for non-owners, letting you deprioritize reviews requested by someone without authority over the account. |
| Document upload capture | The intake requests a recent account statement and holdings summary up front, so you can assess allocation and fees before the discovery meeting. |
| CRM routing | Reviews that clear the decision-maker and value thresholds are sent to your CRM tagged with account type and value tier for the right specialist to pick up. |
Example investment account review lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Seven-figure account, second opinion
Owner of an account valued over $1,000,000 wants a second opinion on their current advisor, combining the top account-value tier with the highest decision-maker weight.
Uncertain about total value
Prospect selects 'Not sure' for account value, which still scores as a mid-tier lead but signals you may need a quick clarifying question before the meeting.
Reviewing on someone else's behalf
Visitor is not the account owner or an authorized decision-maker, which drops the decision-maker score to 2 and flags the lead for verification before scheduling.
Fee audit on an existing relationship
Account is currently managed by another advisor and the stated reason is understanding fees, a scenario worth pursuing even though the account isn't self-directed.
Small account, just browsing
Account under $50,000 with a timeline of 'just exploring options' scores at the lower end of the value tiers but is still routed for a lighter-touch follow-up.
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Notify your team
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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 investment management intake templates
Investment Account Review lead-intake FAQs
How does the intake weigh account size when scoring a review request?
Account value is captured as a single choice with five tiers, from under $50,000 up to over $1,000,000, and each tier carries its own weight so larger accounts surface as higher-priority leads.
What happens if the person filling out the form isn't the account owner?
The ownership question scores a 'yes' at 10 points and a 'no' at only 2, since a review request from someone without decision-making authority is far less likely to convert into an actionable discovery meeting.
Can the intake collect a statement before I schedule a call?
Yes, the intake is set up to request a recent account statement and a current holdings or allocation summary so you can review the account before spending time on a call.
Does asking whether another advisor manages the account hurt lead capture?
That question doesn't carry a scoring weight, it's collected for context so you know whether you're competing for a transfer or reviewing a self-directed account, not to filter anyone out.
How does the intake handle different account types like trusts or business accounts?
Account type is a multi-select field covering taxable brokerage, retirement, trust or estate, and business investment accounts, so you can see at a glance whether the review requires specialized handling.
Is the stated timeline used to score urgency?
No, the timeline question has no scoring weight attached, it's informational so you can sequence which reviews to schedule sooner versus later.
Turn investment account review visitors into qualified clients
Give every investment account review visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.