Every Social Security enquiry, scored before it reaches your CRM
Every enquiry Cliont handles asks for claiming status, spousal or dependent considerations, and the client's primary planning goal, then requests their Social Security Statement before the lead ever reaches your CRM.
The exact intake your social security planning leads complete
This is the real 5-question guided intake for Social Security Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified social security planning lead should tell you
Guidance on when and how to claim Social Security retirement benefits, including spousal and survivor considerations, so the claiming decision fits the client's broader retirement income and goals.
- Current Status Regarding Social
- Have Spouse Or Dependents
- Best Describes Main Goal
- Work With Financial Advisor
- Person Whose Benefits And
The questions your team needs answered
Every social security planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your current status regarding Social Security benefits? | Claiming status is the highest-weighted field in the catalog, with 'Eligible but haven't claimed' scoring highest because that client faces an immediate, actionable decision. |
| Do you have a spouse or dependents whose benefits should be considered in this planning? | Whether a spouse or dependent is involved isn't scored, but it tells you whether the discovery meeting needs to cover spousal or survivor benefit coordination rather than a single claim. |
| Which best describes your main goal for Social Security planning? | The stated planning goal is unscored but used to route the lead toward the right conversation, such as maximizing lifetime benefit versus coordinating retirement income. |
| Do you currently work with a financial advisor or planner? | Knowing whether the client already works with an advisor isn't weighted, but it gives you context on whether this is a first engagement or a second opinion before the meeting. |
| Are you the person whose benefits and financial decisions this plan will cover? | A 'Yes' answer scores nearly three times higher than a 'No', since self-inquiries can move straight to planning while third-party inquiries need the actual beneficiary brought into the process first. |
How Cliont scores social security planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Not yet eligible
- Eligible but haven't claimed
- Already claiming benefits
- Not sure
- Person Whose Benefits And: yes
See the lead your team receives
Social Security 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 social security planning workflows
| Cliont capability | Social Security Planning application |
|---|---|
| Weighted scoring logic | Ranks 'Eligible but haven't claimed' and self-reported respondents highest, since those cases represent an active, actionable claiming decision rather than a completed claim or a third-party inquiry. |
| Third-party respondent detection | When the person filling out the intake isn't the one whose benefits are being planned, the lead scores lower and is flagged so you know the real beneficiary hasn't engaged yet. |
| Goal-based routing | Uses the client's stated planning goal, such as spousal strategy versus claiming-age decision, to tag the lead so it lands in the right track before your discovery meeting. |
| Document collection before meeting | Prompts clients to have their Social Security Statement and spousal earnings information ready, so the discovery meeting isn't spent gathering paperwork. |
Common social security planning lead scenarios
Ready to claim, deciding age
Client selects 'Eligible but haven't claimed', the highest-weighted status option, with a goal of deciding the best claiming age, so it lands as a high-priority lead since the decision is actionable now.
Spousal strategy for a couple
Client confirms a spouse or dependent should be considered and sets the goal to spousal or survivor strategy, flagging that the discovery meeting needs to cover both partners' benefit histories.
Adult child inquiring for a parent
The respondent answers 'No' to being the person whose benefits and decisions this plan covers, which scores lower than a self-inquiry so you know the actual beneficiary hasn't engaged yet.
Already claiming, seeking coordination
Client selects 'Already claiming benefits' with a goal of coordinating with other retirement income, and notes they currently work with another advisor, useful context for a coordination or second-opinion conversation.
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
Social Security Planning lead-intake FAQs
Does the intake ask if the client already has a financial advisor?
Yes, one question in the catalog captures whether the client currently works with a financial advisor or planner. It isn't weighted into the score, but it's included in the lead record so you know the competitive context before the discovery meeting.
How does the software handle a lead inquiring on behalf of a parent or spouse?
The intake asks directly whether the respondent is the person whose benefits and financial decisions the plan covers. A 'No' answer scores lower than a 'Yes' (3 vs 9), so third-party inquiries are still routed to your CRM but flagged as needing the actual beneficiary looped in.
What happens if the client isn't sure whether they're eligible for benefits yet?
The 'Not sure' claiming-status option still carries a real weight in the scoring model, so uncertain prospects aren't dropped from your pipeline, they're just captured as leads who need an eligibility conversation first.
Can the intake tell me why someone is reaching out, like claiming age versus spousal strategy?
Yes, the planning-goal question in the catalog lets clients specify whether they want to maximize lifetime benefits, coordinate income, decide a claiming age, or plan a spousal or survivor strategy, so you can see which conversation to prepare for before the meeting.
Does having a spouse or dependents change how a lead is prioritized?
The spouse-or-dependent question isn't itself weighted, but a 'Yes' answer tells you the discovery meeting likely needs to cover spousal or survivor benefit coordination rather than a single individual's claim.
Turn social security planning visitors into qualified clients
Give every social security planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.