Know which pension decision leads are worth discovery meeting time
Clients share which payout option they're weighing, their decision deadline, and whether they're authorized to act—plus upload their plan's official payout estimate—so you know who's ready for a real decision before you book the call.
The exact intake your pension decision support leads complete
This is the real 6-question guided intake for Pension Decision Support — the same flow your customers finish before you ever pick up the phone.
What a qualified pension decision support lead should tell you
Guidance for individuals with an active pension payout decision—choosing between a lump sum, monthly annuity, or survivor benefit option—who need to evaluate which structure fits their retirement plan before a required deadline.
- Have Access Pension Plan
- Pension Payout Options Considering
- Finalize This Pension Decision
- Person Authorized Make This
- Have Pension Plan'S Official
- Current Employment Status Related
The questions your team needs answered
Every pension decision support intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently have access to a pension plan with a payout decision to make? | Confirms there's an actual pension payout decision to advise on, filtering out inquiries with no live decision to make. |
| Which pension payout options are you considering? | Shows which specific options—lump sum, annuity, or survivor benefit—the client is weighing, so you can prepare the right comparison before the meeting. |
| When do you need to finalize this pension decision? | Deadline urgency drives the score directly, prioritizing clients who must decide within 30 days over those with no timeline. |
| Are you the person authorized to make this pension decision, or acting on behalf of them? | Flags whether you're speaking with the actual decision-maker or someone acting on their behalf, which changes how the meeting should be structured. |
| Do you have your pension plan's official payout estimate or documents available? | Having the official payout estimate in hand means the discovery meeting can start with real numbers instead of guesswork. |
| What is your current employment status related to this pension? | Employment status reveals whether the decision is imminent, already made, or still years away, shaping how urgently you should reach out. |
How Cliont scores pension decision support leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Access Pension Plan: yes
- Within 30 days
- 1-3 months
- 3-12 months
- Person Authorized Make This: yes
Disqualifiers
- Not sure yet
See the lead your team receives
Pension Decision Support 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 pension decision support workflows
| Cliont capability | Pension Decision Support application |
|---|---|
| Conditional follow-up | When a client selects "Not sure yet" on payout options, the intake can be configured to surface that as a talking point rather than treat the lead as fully qualified. |
| Weighted scoring | Deadline answers drive score directly, so a client deciding within 30 days is prioritized over one with no timeline yet. |
| Document upload | Clients can attach their pension plan's official payout estimate during intake so it's already in your CRM before the discovery meeting. |
| Lead routing to CRM | Qualified pension-decision leads, along with employment status and authorization answers, are pushed to your CRM so you can prep the right materials in advance. |
Common pension decision support lead scenarios
Deadline inside 30 days
The client is authorized to decide and must choose between lump sum and annuity within the next month, scoring as high priority for immediate outreach.
Still weighing options, no deadline
The client selects "Not sure yet" on payout options and has no specific decision deadline, so the intake flags this as an exploratory lead rather than an urgent one.
Acting on behalf of a parent
The person completing the intake is not the authorized decision-maker, which carries lower weight and gets flagged so you can confirm who actually needs to be on the call.
Already receiving payments
The client is already collecting payments but is reconsidering a survivor benefit election, a distinct employment-status answer that changes what the meeting needs to cover.
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
Pension Decision Support lead-intake FAQs
How does the intake prioritize clients with an urgent pension deadline?
The decision-deadline question scores "Within 30 days" highest, followed by 1-3 months and 3-12 months, so time-sensitive clients rise to the top of your CRM automatically.
What happens if the client is acting on behalf of someone else, not making the decision themselves?
That answer carries a lower weight than a self-authorized decision, so the lead is flagged for you to confirm who the actual decision-maker is before the discovery meeting.
Can the intake collect the client's official pension payout estimate before the meeting?
Yes, the intake asks whether the client has their plan's official payout documents and lets them upload them, so you can review real numbers instead of estimates on the call.
What if a client isn't sure which payout option they want yet?
"Not sure yet" is a valid answer on the payout-options question, and those leads still pass through the intake but signal that the discovery meeting should start with education rather than comparison.
Does the intake tell me if the client is still employed or already retired?
Yes, the employment-status question distinguishes between still employed, recently separated, separated long ago, or already receiving payments, which changes how urgent the decision actually is.
How is this different from your Retirement Readiness Assessment intake?
Pension Decision Support is built for clients with an active payout choice to make right now, while Retirement Readiness Assessment covers a broader review of whether someone is on track for retirement at all.
Turn pension decision support visitors into qualified clients
Give every pension decision support visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.