Qualify more retirement planning leads before the first call
A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their project, collects documents, and hands you a scored, qualified lead.
A custom intake for every retirement planning project
Each one is a ready-to-embed smart survey tuned to the project — open any to try the exact experience your leads would complete.
Social Security Planning
Guidance on when and how to claim Social Security benefits to align with retirement income and household financial goals.
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Early Retirement Planning
Financial planning support for individuals aiming to retire earlier than typical retirement age, covering savings, income, and timeline strategy.
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Required Distribution Planning
Guidance for individuals planning required minimum distributions from retirement accounts to meet account rules and reduce tax impact.
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Retirement Income Planning
Guidance on converting savings and assets into a sustainable income stream to cover expenses throughout retirement years.
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Pension Decision Support
Guidance for individuals evaluating pension payout options, such as lump sum versus annuity, to support an informed retirement decision.
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Retirement Readiness Assessment
A structured review of an individual's or couple's retirement timeline, savings, and income sources to gauge overall readiness to retire.
Preview intake →Information you need before every retirement planning project
- Current Status Regarding Social
- Have Spouse Or Dependents
- Best Describes Main Goal
- Work With Financial Advisor
- Person Whose Benefits And
- Age Retire By
- Best Describes Current Income
- Have Any Retirement Savings
- Financial Goals Most Relevant
- Sole Decision-Maker Household'S Financial
How retirement planning lead scoring works
Value signals
- Not yet eligible
- Eligible but haven't claimed
- Already claiming benefits
- Not sure
- Person Whose Benefits And: yes
- Under 45
Urgency signals
- Immediately
Your visitor has a real project. A contact form can’t hear it.
Prospects and clients arrive ready to explain the project. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No project details or scope
- No documents or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full project scope in their own words
- Relevant documents attached automatically
- Every lead scored by value
- High-intent leads flagged for you
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.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and project template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
Retirement Planning lead-intake FAQs
What does a retirement planning intake collect?
Each retirement planning template asks job-specific questions drawn from the selected service, then captures contact details and relevant documents. The resulting submission gives the team more context than a name-and-email contact form.
How are retirement planning leads scored?
Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger retirement planning opportunities without manually reviewing every raw submission first.
Can visitors try a retirement planning intake on a phone?
Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.
Where can qualified retirement planning leads be sent?
Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.
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
Browse every financial planning and wealth intake template
While they’re still using contact forms, you’re booking clients
Give every website visitor a guided, bilingual, qualifying intake — and turn your retirement planning traffic into signed work.