Know which retirement readiness leads are worth discovery meeting time
The intake asks prospects about their timeline to retirement, existing savings accounts, and who actually controls the household's financial decisions — then collects recent account statements before the lead ever reaches your CRM.
The exact intake your retirement readiness assessment leads complete
This is the real 6-question guided intake for Retirement Readiness Assessment — the same flow your customers finish before you ever pick up the phone.
What a qualified retirement readiness assessment lead should tell you
A structured intake that reviews where a prospect actually stands relative to retirement — their timeline, existing savings, expected income sources, and whether they hold decision-making authority over the household's finances.
- Best Describes Current Stage
- Have Any Retirement Savings
- Sources Retirement Income Expect
- Primary Decision-Maker These Retirement
- Situation Best Describes Household
- Previously Created Written Retirement
The questions your team needs answered
Every retirement readiness assessment intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which best describes your current stage toward retirement? | Retiring within 5 years carries the highest weight of the four stages, so this single answer does more to move the score than any other field in the catalog. |
| Do you currently have any retirement savings or investment accounts? | A yes answer (weight 8) versus no (weight 4) signals whether there's an existing asset base to plan around, which changes what the discovery meeting needs to cover. |
| Which sources of retirement income do you expect to rely on? | Selections like business sale or real estate income point to a more complex case than someone relying solely on an employer plan, even though the field itself carries no weight. |
| Are you the primary decision-maker for these retirement finances? | The gap between yes (weight 9) and no (weight 3) is the widest in the catalog, making this the clearest signal of whether the meeting will actually convert. |
| Which situation best describes your household for this assessment? | Business owner and executive-with-complex-compensation answers flag household situations that typically need a longer or differently-structured first meeting. |
| Have you previously created a written retirement plan or projection? | A no answer tells your team the prospect is starting from scratch, while a yes suggests the meeting should focus on reviewing and updating an existing projection. |
How Cliont scores retirement readiness assessment leads
Every answer is weighted automatically — no manual review required.
Value signals
- Already retired
- Planning to retire within 5 years
- Planning to retire in 5 to 15 years
- Planning to retire in more than 15 years
- Have Any Retirement Savings: yes
- Primary Decision-Maker These Retirement: yes
See the lead your team receives
Retirement Readiness Assessment 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 readiness assessment workflows
| Cliont capability | Retirement Readiness Assessment application |
|---|---|
| Weighted lead scoring | Retirement stage, existing savings, and decision-maker authority are the three heaviest-weighted answers, so someone retiring soon with savings and full authority scores well above someone 15+ years out with no accounts. |
| Multi-select field capture | The income-sources question captures every selected option — employer plan, personal investments, Social Security, business sale, real estate — so complex household finances are visible before the first meeting. |
| Document upload during intake | Prospects can attach a recent account statement at intake, giving your team a starting picture of assets before the discovery meeting instead of asking for it cold. |
| CRM routing by score band | Leads answering yes to savings and decision-maker authority route to your CRM as high priority; leads with no written plan and no accounts yet route as standard follow-ups. |
Common retirement readiness assessment lead scenarios
Retiring within five years, savings in place
Prospect selects the near-term retirement window, confirms existing savings accounts, and identifies as the sole decision-maker — the highest-weighted combination in the catalog, routed straight through.
Couple planning jointly, no written plan yet
Household situation is marked as a couple, income sources span employer plan and Social Security, but no prior written projection exists — a strong discovery-meeting candidate who needs foundational planning.
Business owner with complex income sources
Household situation is flagged as business owner, and expected income sources include sale of a business plus real estate — signals a more involved case worth a longer first conversation.
Spouse filling out the form, not the decision-maker
The person completing the intake answers no to being the primary decision-maker for these finances, which pulls the score down and flags that the actual decision-maker isn't yet engaged.
More than 15 years out, no savings started
Retirement stage is the lowest-weighted option and no retirement accounts exist yet — still a real lead, but scored lower than someone nearing retirement with assets already in motion.
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 Readiness Assessment lead-intake FAQs
Does the intake treat couples differently from individuals?
Yes — the household situation question separates individuals, couples planning together, business owners, and executives with complex compensation, so your team knows the meeting format before it's scheduled.
What happens if the person filling out the form isn't the decision-maker?
The decision-maker question carries a much lower weight when the answer is no, which lowers the lead's score and flags that a spouse or partner may need to be looped in before a discovery meeting is worth scheduling.
Can the intake capture whether someone already has a retirement plan?
Yes — a yes/no question asks whether the prospect has previously created a written retirement plan or projection, which helps your team prepare a review conversation instead of a from-scratch one.
How are income sources like a business sale or real estate captured?
A multi-select question lets prospects flag employer plans, personal investments, Social Security or pension, business sale proceeds, real estate income, or 'not sure,' so your CRM shows income complexity before the first call.
How does the score differ between someone already retired and someone 15+ years out?
Retirement stage carries the highest weight in the catalog, with 'planning to retire within 5 years' scoring highest and 'more than 15 years out' scoring lowest, so near-term prospects surface first.
Is this different from your Retirement Income Planning or Social Security Planning intake?
Yes — this intake is focused on overall readiness (timeline, savings, decision-maker status) rather than the income-drawdown or benefit-timing questions used on the Retirement Income Planning or Social Security Planning pages.
Turn retirement readiness assessment visitors into qualified clients
Give every retirement readiness assessment visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.