Retirement income intake that surfaces decision-makers up front
Ask every prospect where they stand in retirement, which income sources they're counting on, and whether they're the household decision-maker, then collect account statements before the discovery meeting gets booked.
The exact intake your retirement income planning leads complete
This is the real 7-question guided intake for Retirement Income Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified retirement income planning lead should tell you
Qualification of prospects who need help converting savings, retirement accounts, and other assets into a structured, sustainable income stream for their retirement years.
- Current Stage In Retirement
- Have Investment Or Retirement
- Sources Retirement Income Expect
- Primary Decision-Maker These Retirement
- Main Goal This Retirement
- Work With Financial Advisor
- Have Household Member Whose
The questions your team needs answered
Every retirement income planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your current stage in retirement? | Retirement stage carries the widest weight spread in the catalog, separating near-term prospects who need a plan now from those more than a decade out. |
| Do you have investment or retirement accounts you would like help generating income from? | Without investment or retirement accounts to draw from, there's little for an income plan to work with, which is why this answer carries a steep weight drop when the answer is no. |
| Which sources of retirement income do you expect to rely on? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you the primary decision-maker for these retirement financial decisions? | A prospect who isn't the primary decision-maker often can't commit to a plan alone, so this answer flags whether the discovery meeting needs a second household member present. |
| What is your main goal for this retirement income plan? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you currently work with a financial advisor? | Knowing whether the prospect already has an advisor changes how the discovery meeting should be framed, from a fresh plan to a second-opinion review. |
| Do you have a household member whose income or assets should be included in this plan? | Flagging a household member whose assets should be included tells the advisor to prepare for a joint financial picture rather than a single individual's accounts. |
How Cliont scores retirement income planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Already retired
- Retiring within 2 years
- Retiring in 3-10 years
- Retiring in more than 10 years
- Have Investment Or Retirement: yes
- Primary Decision-Maker These Retirement: yes
See the lead your team receives
Retirement Income 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 retirement income planning workflows
| Cliont capability | Retirement Income Planning application |
|---|---|
| Weighted scoring engine | Combines retirement stage, having investment accounts, and decision-maker status to rank prospects closer to retirement and in control of their finances higher than long-horizon or non-deciding leads. |
| Document upload capture | Collects recent account statements at intake so advisors have real asset figures before the discovery meeting instead of relying on the prospect's memory. |
| Conditional branching | Surfaces the household-member question so advisors know upfront whether a spouse's assets or income need to be part of the plan. |
| CRM routing | Sends only prospects with investment accounts and near-term retirement timelines straight to the CRM, keeping long-horizon or unqualified inquiries out of the pipeline. |
Common retirement income planning lead scenarios
Retiring within two years
A prospect flags they're retiring inside 24 months and has investment accounts to draw income from, the highest-weighted combination the intake can surface.
Already retired, restructuring income
Someone already retired wants help converting a mix of accounts into a withdrawal plan, distinct from a pre-retiree still accumulating assets.
Spouse's assets need including
The intake flags a household member whose income or assets should factor into the plan, prompting the advisor to prepare for a joint conversation rather than a single-filer one.
Not the sole decision-maker
A prospect indicates someone else shares control of the household's retirement decisions, a lower-weighted answer that signals the discovery meeting may need both spouses present.
Long runway, still exploring
A prospect retiring in more than 10 years scores lower on urgency than someone near retirement, helping advisors triage who needs a meeting now versus a nurture sequence.
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
Retirement Income Planning lead-intake FAQs
How does the intake weigh someone already retired versus someone 10+ years from retiring?
Retirement stage is scored on a sliding scale, already retired and retiring within two years carry the highest weights, while retiring in more than 10 years carries the lowest, so advisors can see time-to-need at a glance.
What happens if the prospect isn't the one who controls the household finances?
The decision-maker question is weighted lower when the answer is no, which flags that a discovery meeting may need to include a spouse or partner before it's worth booking.
How is this different from a Retirement Readiness Assessment or Social Security Planning intake?
This intake is built around converting existing accounts into income and asks about withdrawal goals and income sources, whereas Retirement Readiness Assessment evaluates overall preparedness and Social Security Planning focuses specifically on benefit timing.
Does the intake tell me if the prospect already has an advisor?
Yes, the current-advisor question distinguishes prospects with no advisor, a past advisor, or an active one, which changes how a discovery meeting should be positioned.
What documents get collected before the meeting?
The intake requests recent account statements so advisors arrive at the discovery meeting with real numbers instead of estimates from the prospect.
Does the income-sources question affect the lead score?
It's a multi-select field used to give advisors context on complexity, such as business sale proceeds or rental income, rather than a scored field, since it carries no weight in the catalog.
Turn retirement income planning visitors into qualified clients
Give every retirement income planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.