Know which early retirement leads are worth discovery meeting time
Ask prospects their target retirement age, current income sources, and whether they already hold retirement savings before they ever book time with you, with a recent account statement collected up front.
The exact intake your early retirement planning leads complete
This is the real 6-question guided intake for Early Retirement Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified early retirement planning lead should tell you
Financial planning support for clients targeting retirement well before typical age, covering their target retirement year, current income sources, existing savings, and how urgently they want to start building the plan.
- Age Retire By
- Best Describes Current Income
- Have Any Retirement Savings
- Financial Goals Most Relevant
- Sole Decision-Maker Household'S Financial
- Soon Would Like Start
The questions your team needs answered
Every early retirement planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What age are you hoping to retire by? | A younger target retirement age signals a longer, more complex planning horizon and typically a more committed early-retirement prospect. |
| Which best describes your current income sources? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you currently have any retirement savings or investment accounts? | Whether the client already holds retirement or investment accounts indicates how much groundwork exists versus how much needs to be built from scratch. |
| Which financial goals are most relevant to your early retirement plan? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you the sole decision-maker for your household's financial planning? | Knowing whether the client is the sole household decision-maker tells your team whether a spouse or partner also needs to be looped into the discovery meeting. |
| How soon would you like to start working on your early retirement plan? | How soon the client wants to start distinguishes prospects ready to book now from those still in an early exploratory phase. |
How Cliont scores early retirement planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Under 45
- 45-50
- 51-55
- 56-60
- Not sure
- Have Any Retirement Savings: yes
Urgency signals
- Immediately
See the lead your team receives
Early Retirement Planning 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 early retirement planning workflows
| Cliont capability | Early Retirement Planning application |
|---|---|
| Guided qualification form | Walks each prospect through target retirement age, income sources, and existing savings before they ever see your calendar. |
| Weighted scoring engine | Applies the catalog's per-option weights so an under-45 prospect with existing accounts scores higher than someone still unsure of their timeline. |
| CRM routing | Sends the sole-decision-maker flag and selected financial goals straight into the lead's CRM record for your team to review before the discovery meeting. |
| Document upload | Collects a recent account statement alongside the intake so advisors walk into the discovery meeting with real numbers, not just self-reported answers. |
Common early retirement planning lead scenarios
Early-40s exec eyeing FIRE
Under-45 target age, existing investment accounts, and sole decision-maker status combine into a strong signal your team should see quickly.
Business owner just exploring
Business ownership income and a 'just exploring options' timeline still gets scored and routed, but the intake flags it as an earlier-stage conversation, not a booking-ready one.
Couple splitting the decision
A prospect who isn't the sole household decision-maker but already has retirement savings gets captured differently, prompting your team to plan for both spouses in the meeting.
Debt-first path to exit
Someone selecting 'paying off debt' as a financial goal with no current retirement accounts and a within-a-year timeline surfaces a different starting point than a savings-heavy prospect.
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 retirement planning intake templates
Early Retirement Planning lead-intake FAQs
Does answering 'Not sure' to target retirement age hurt a lead's score?
No. 'Not sure' still carries scoring weight in the catalog, so undecided prospects aren't filtered out, they're simply flagged for a conversation that starts with timeline clarification.
Can the intake tell me if a lead is the sole decision-maker for their household?
Yes, that's a direct yes/no question in the catalog, and the answer is passed through to your CRM record so you know upfront whether a spouse or partner needs to be part of the discovery meeting.
What happens with leads who say they're 'just exploring options'?
That timeline answer still routes to your CRM with its own weight, so you can see at a glance which enquiries are ready to book now versus which are earlier-stage and worth a lighter-touch follow-up.
How does this intake differ from your Retirement Readiness Assessment form?
This one is built around early-retirement-specific questions like target age under 60 and household decision-making, rather than the broader readiness checklist used for the Retirement Readiness Assessment subservice.
Can prospects select more than one financial goal?
Yes, the financial goals question is multi-select in the catalog, so a lead can flag replacing income, covering healthcare, and legacy planning all at once, and each selection is stored on the lead record.
Turn early retirement planning visitors into qualified clients
Give every early retirement planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.