Portfolio management intake that captures asset value and goals up
Prospects share their approximate asset value, whether they already hold a portfolio to transfer, and if they're the sole decision-maker before you ever pick up the phone. Account statements come in with the intake so you walk into the discovery meeting already knowing the numbers.
The exact intake your portfolio management leads complete
This is the real 7-question guided intake for Portfolio Management — the same flow your customers finish before you ever pick up the phone.
What a qualified portfolio management lead should tell you
Ongoing management of a client's investment portfolio — asset allocation, rebalancing, and monitoring — scoped around the assets they want managed, the account types involved, and who actually controls the decision.
- Approximate Total Value Assets
- Have Existing Investment Portfolio
- Best Describes Primary Investment
- Sole Decision-Maker These Investment
- Types Accounts Want Included
- Soon Would Like Portfolio
- Work With Another Financial
The questions your team needs answered
Every portfolio management intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the approximate total value of assets you want managed? | Asset value directly sets the weight of the lead, since a $50k account and a $1M+ account represent very different engagements. |
| Do you currently have an existing investment portfolio to be managed or transferred? | A yes answer signals an existing portfolio ready to transfer, which weighs the lead higher and triggers a statement upload. |
| Which best describes your primary investment goal? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you the sole decision-maker for these investment accounts? | Confirming sole decision-making authority tells you whether a spouse or co-owner needs to be present at the discovery meeting. |
| Which types of accounts do you want included in this management? | Segments the lead so you can route, price, and prioritize it correctly. |
| How soon would you like portfolio management services to begin? | A prospect who wants to start immediately should be scheduled ahead of one still just exploring options. |
| Do you currently work with another financial advisor or portfolio manager? | Knowing a prospect already has an advisor reframes the meeting as a competitive switch rather than a first-time engagement. |
How Cliont scores portfolio management leads
Every answer is weighted automatically — no manual review required.
Value signals
- $50,000 - $250,000
- $250,000 - $1,000,000
- Over $1,000,000
- Not sure
- Have Existing Investment Portfolio: yes
- Sole Decision-Maker These Investment: yes
Urgency signals
- Immediately
See the lead your team receives
Portfolio Management 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 portfolio management workflows
| Cliont capability | Portfolio Management application |
|---|---|
| Weighted lead scoring | Asset value tiers, existing portfolio status, and sole decision-maker status each carry their own weight, so a $1M+ prospect who owns their decisions scores well above a smaller, joint-account lead. |
| Document upload capture | Prospects confirming an existing portfolio to transfer are prompted for account statements, so holdings arrive with the lead instead of being chased down after the first call. |
| CRM routing | Qualified prospects — asset value, account types, goal, and decision-maker status included — land in your CRM as a structured record instead of a raw form submission. |
| Urgency flagging | Prospects who select 'Immediately' on the timeline question are distinguished from those 'just exploring,' so you can prioritize discovery meeting slots accordingly. |
| Conditional questioning | The account types and current-advisor questions let you see at a glance whether you're scoping a rollover, a trust, or a competitive switch before you ever meet the prospect. |
Common portfolio management lead scenarios
Immediate high-net-worth transfer
Prospect reports over $1,000,000 in assets, an existing portfolio to move, and wants to start immediately — the intake surfaces this as a high-priority, transfer-ready lead.
Retirement rollover, just exploring
Prospect selects retirement planning as their goal and retirement accounts as the account type, but marks the timeline as 'just exploring options' — qualified on assets, but paced differently than an urgent lead.
Joint decision, mid-tier assets
Prospect falls in the $250,000-$1,000,000 range but answers no to being the sole decision-maker, flagging that a spouse or co-owner should be included in the discovery meeting.
Switching from another advisor
Prospect confirms they already work with another advisor and wants their existing portfolio transferred — a different conversation than a first-time investor with no prior manager.
Uncertain on asset value
Prospect selects 'Not sure' for both asset value and account types but still names a clear investment goal, so the intake still routes them for a qualifying conversation rather than dropping the lead.
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 investment management intake templates
Portfolio Management lead-intake FAQs
What happens if a prospect doesn't know their exact asset value?
The intake offers a 'Not sure' option on the asset value question so uncertain prospects still get scored and routed to your CRM instead of abandoning the form.
Can the intake tell me if a prospect already works with another advisor?
Yes — the intake asks directly whether the prospect currently works with another financial advisor or portfolio manager, so you know before the meeting whether this is a switch conversation.
How does the intake handle prospects who aren't the sole decision-maker?
The sole decision-maker question is weighted lower when the answer is no, but it isn't disqualifying — it flags that a spouse or co-owner may need to join the discovery meeting.
Does the intake ask which account types the prospect wants managed?
Yes, prospects select from taxable brokerage, retirement accounts, trust accounts, business investment accounts, or 'not sure,' giving you the account mix before you scope the engagement.
How are prospects who want to start immediately flagged?
The timeline question surfaces 'Immediately' as an urgency signal, so those leads stand out from prospects who are still exploring their options.
What documents does the intake collect from prospects with an existing portfolio?
Prospects who confirm they have an existing portfolio to be managed or transferred are prompted to upload recent account statements so you have the holdings on hand before the discovery meeting.
Turn portfolio management visitors into qualified clients
Give every portfolio management visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.