Tax-aware investing intake that asks what your team actually needs to
Every intake captures the client's primary goal, current account types, and decision-making authority up front, along with recent account statements and cost-basis records, so you know who is worth a discovery meeting before you book one.
The exact intake your tax-aware investing leads complete
This is the real 7-question guided intake for Tax-Aware Investing — the same flow your customers finish before you ever pick up the phone.
What a qualified tax-aware investing lead should tell you
A tax-focused review of a client's investment accounts and goals — capital gains reduction, asset location, or proceeds from a sale — used to determine whether the prospect has decision-making authority and a mandate worth a discovery meeting.
- Primary Goal Tax-Aware Investing
- Have Investment Accounts That
- Types Accounts Involved
- Seeking Ongoing Management Or
- Have Authority Make Decisions
- Soon Would Like Begin
- Work With Financial Or
The questions your team needs answered
Every tax-aware investing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your primary goal for tax-aware investing? | A goal like managing sale proceeds or reducing capital gains signals a client with a concrete, immediate tax event rather than a general interest inquiry. |
| Do you currently have investment accounts that need to be reviewed or managed? | Clients who already hold accounts to review are further along and more likely to move to a real engagement than someone starting from scratch. |
| Which types of accounts are involved? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you seeking ongoing management or a one-time portfolio review? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have authority to make decisions about these investment accounts? | This carries the highest weight in the catalog because a prospect without authority to act on the accounts cannot commit to an engagement, regardless of how strong the other answers are. |
| How soon would you like to begin working with an advisor? | An immediate timeline is the only response flagged as urgent, letting your team distinguish a live mandate from someone comparing options months out. |
| Do you currently work with a financial or tax advisor? | Knowing whether a client already has an advisor gives context on whether this is a second-opinion request or a first engagement, without affecting the lead score. |
How Cliont scores tax-aware investing leads
Every answer is weighted automatically — no manual review required.
Value signals
- Reduce capital gains taxes
- Optimize a new investment portfolio
- Manage proceeds from a business or asset sale
- Improve overall tax efficiency
- Not sure
- Have Investment Accounts That: yes
Urgency signals
- Immediately
See the lead your team receives
Tax-Aware 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 tax-aware investing workflows
| Cliont capability | Tax-Aware Investing application |
|---|---|
| Conditional branching | The account-types question only appears after a client confirms they have accounts to review, keeping the flow short for prospects who answer no. |
| Weighted scoring engine | Decision-making authority is weighted highest in the catalog, so prospects without account control are automatically deprioritized before they reach your calendar. |
| Document collection | Account statements and cost-basis records are collected at intake so your team can review holdings before the discovery meeting instead of requesting them afterward. |
| CRM field mapping | Primary goal, account types, and timeline are written directly into structured CRM fields, so business-sale and immediate-start leads are filterable without manual tagging. |
Common tax-aware investing lead scenarios
Business sale proceeds
A client selling a business or concentrated asset selects that goal and wants to start immediately — the intake flags this as high value and urgent so it lands in the CRM ahead of slower-moving reviews.
New portfolio buildout
A prospect optimizing a newly funded taxable brokerage account picks a within-a-month timeline, generating a solid but non-urgent lead that can be scheduled around higher-priority meetings.
No signing authority yet
A spouse or family member inquires on behalf of the account holder but answers no to decision-making authority, which scores the lead low and signals your team to confirm who actually needs to be in the room.
Just exploring options
A prospect selects 'Not sure' as their goal and 'Just exploring' as their timeline — the intake still routes them, but at a lower urgency tier than an immediate, goal-specific inquiry.
Second-opinion request
A client who already works with an advisor uses the intake to request a tax-efficiency review of existing accounts, giving your team context on the relationship before the first call.
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
Tax-Aware Investing lead-intake FAQs
How does the intake handle a prospect who isn't sure what they want yet?
A 'Not sure' response to the primary-goal question is still captured and scored, so vague inquiries aren't discarded — they're routed at a lower priority tier than a specific goal like reducing capital gains.
What happens if the person filling out the form doesn't control the accounts?
The decision-authority question carries the heaviest weight in the catalog, so a 'no' answer scores the lead low and flags it for follow-up to identify the actual account holder before a discovery meeting is booked.
Does the intake distinguish account types, like a business sale versus a standard brokerage account?
Yes — the account-types question lets clients select taxable brokerage, retirement, business ownership or equity, and trust or estate accounts, giving your team visibility into complexity before the first call.
Can the intake surface urgent, high-value prospects automatically?
A prospect who selects an immediate start timeline alongside a goal like managing sale proceeds or reducing capital gains scores highest and is routed to the CRM ahead of exploratory inquiries.
Why does the intake ask if the client already works with an advisor?
That answer isn't weighted for scoring — it's context your team can use to understand whether this is a second-opinion request or a first-time engagement before the meeting starts.
Does the intake separate one-time reviews from ongoing management requests?
Yes, prospects choose between ongoing management and a one-time portfolio review, so your CRM record reflects the type of engagement being requested from the first touch.
Turn tax-aware investing visitors into qualified clients
Give every tax-aware investing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.