See who holds investable assets before the discovery meeting
Cliont's intake asks prospects about investable assets, decision-making authority, and sustainability focus areas like environmental impact or governance, then requests recent portfolio statements before anything lands in your CRM.
The exact intake your sustainable investing leads complete
This is the real 6-question guided intake for Sustainable Investing — the same flow your customers finish before you ever pick up the phone.
What a qualified sustainable investing lead should tell you
Building and managing an investment portfolio screened or weighted for environmental, social, and governance factors, based on the client's stated priorities and existing asset base.
- Have Investable Assets Allocate
- Best Describes Who This
- Sustainability Focus Areas Matter
- Already Have Existing Investment
- Sole Decision-Maker These Investment
- General Timeframe Starting This
The questions your team needs answered
Every sustainable investing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently have investable assets to allocate toward a sustainable investing strategy? | A 'yes' on investable assets carries the highest weight because it confirms the prospect can actually fund the strategy being discussed. |
| Which best describes who this investment plan is for? | Knowing whether the plan is for an individual, family, business owner, executive, or institution shapes how complex the discovery meeting needs to be. |
| Which sustainability focus areas matter most to you? | The selected focus areas tell you which ESG criteria to prepare talking points and screened fund options for before the call. |
| Do you already have an existing investment portfolio that needs to be reviewed or transitioned? | An existing portfolio to transition signals a review-and-migration conversation rather than a from-scratch allocation, changing your prep. |
| Are you the sole decision-maker for these investment decisions? | Sole decision-maker status is weighted because it predicts how quickly the prospect can move from meeting to mandate. |
| What is your general timeframe for starting this investment strategy? | Timeframe weights taper from immediate down to just-exploring, so urgency is reflected directly in the lead score. |
How Cliont scores sustainable investing leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Investable Assets Allocate: yes
- Sole Decision-Maker These Investment: yes
- Within 3 months
- Within a year
Urgency signals
- Immediately
See the lead your team receives
Sustainable Investing 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 sustainable investing workflows
| Cliont capability | Sustainable Investing application |
|---|---|
| Weighted scoring | Investable assets, sole decision-maker status, and start timeframe are the weighted fields that drive whether a sustainable investing lead lands as high priority or a lower-scored follow-up. |
| Multi-select capture | The sustainability focus areas question lets prospects select environmental, social, governance, or exclusion preferences, so you see their actual mandate rather than a generic 'ESG interest' tag. |
| Document collection | Prospects with an existing portfolio can upload current account statements during intake, so a transition conversation is prepped before the meeting starts. |
| CRM routing | Only leads that clear your scoring threshold — based on assets, decision authority, and timeframe — get pushed to the CRM, keeping exploratory or asset-less inquiries out of your pipeline. |
Common sustainable investing lead scenarios
Ready-to-move individual investor
Has investable assets, is the sole decision-maker, and wants to start immediately — the intake routes this straight to your calendar with a top score.
Couple deciding together
Not the sole decision-maker and building a plan for the family, with a timeframe of within a year rather than now, so the intake flags this as worth a follow-up rather than an immediate meeting.
Business owner transitioning a portfolio
Already holds an existing portfolio that needs review or transition and selects corporate governance as a priority focus area, giving you context before you talk numbers.
Early-stage explorer with no assets yet
Answers 'no' on current investable assets and picks 'just exploring options' for timeframe, which the scoring weights lower than an asset-holding, ready-to-start prospect.
Institution evaluating an ESG mandate
Selects institution or other entity as the plan type and environmental or climate impact as the focus, with a 3-month start window — a different intake profile than an individual client.
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
Sustainable Investing lead-intake FAQs
What happens when a prospect says they don't have investable assets yet?
That answer carries a lower weight than a 'yes' on current investable assets, so the lead still reaches your CRM but scores lower than a prospect who is ready to allocate capital now.
Can the intake tell me if the client is deciding alone or with someone else?
Yes — the sole decision-maker question is weighted, so a joint decision (spouse, co-owner, board) scores differently than a single decision-maker, which helps you plan who needs to be in the discovery meeting.
What sustainability preferences does the intake actually capture?
Prospects choose from environmental or climate impact, social equity or labor practices, corporate governance, avoiding specific industries, or 'not sure' — so you see their real priorities before the meeting instead of guessing.
Does the intake flag prospects who already have a portfolio to transition?
Yes — the existing portfolio question tells you upfront whether this is a fresh allocation or a review-and-transition conversation, which changes how you prepare.
How does the timeframe answer affect the lead score?
Immediately and within-3-months responses carry the highest weight, within-a-year is scored lower, and 'just exploring options' is weighted lowest, so urgency is visible before you open the record.
What should I ask clients to upload before the discovery meeting?
The intake can request current portfolio or account statements so you walk into the meeting already knowing what needs to be reviewed or transitioned.
Turn sustainable investing visitors into qualified clients
Give every sustainable investing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.