Know which corporate membership leads are worth intro session time
Ask each company how many employees need access, how the membership will be paid for, and when they want the program to start, so your team only books intro sessions for organizations ready to commit.
Preview your corporate membership intake
Explore 5 questions from the Corporate Membership template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified corporate membership lead should tell you
A membership arrangement in which a business enrolls its employees under a single corporate account, with the company covering all or part of the cost and setting the group's start date.
- Inquiring On Behalf Company
- About How Many Employees
- Would Membership Cost Be
- Would Like Corporate Membership
- Company Already Offer Wellness
The questions your team needs answered
Every corporate membership intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you inquiring on behalf of a company or organization? | Separates genuine company accounts from individual employees using company language, which is the main driver of the high-value score. |
| About how many employees would need membership access? | Employee headcount tiers size the revenue potential and onboarding effort before your team commits to an intro session. |
| How would the membership cost be handled? | A not decided yet answer signals the deal needs a cost conversation before it's ready for scheduling, while a company pays in full answer signals it's ready to move. |
| When would you like the corporate membership program to begin? | Immediately marks the lead as urgent so staff isn't scheduled for a program that's still just exploring options. |
| Does your company already offer a wellness or fitness benefit? | Knowing whether a wellness benefit already exists helps sales frame the pitch as a switch versus a brand new budget line. |
How Cliont scores corporate membership leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Inquiring On Behalf Company: yes
- 1-10
- 11-50
- 51-200
- More than 200
- Not sure
Urgency signals
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Corporate Membership Lead
From first click to qualified lead
Follow clients and members 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 appointment
Smart questions adapt to their appointment and capture the full scope.
They add reference photos
Inspiration and reference photos come attached, so you prep the right look.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for corporate membership workflows
| Cliont capability | Corporate Membership application |
|---|---|
| Lead scoring | Weights the company-inquiry question and employee headcount tiers together, so a 200+ employee account scores higher than a small team still deciding. |
| Routing rules | Sends inquiries that answer no to the company question toward individual membership instead of the corporate pipeline. |
| CRM sync | Passes the cost-handling answer (company pays, subsidized, or not decided) into the CRM deal record so sales knows exactly what to negotiate. |
| Follow-up sequencing | Triggers a same-day CRM alert for immediate start requests while just exploring options answers enter a slower nurture sequence. |
Example corporate membership lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Enterprise account, ready now
A company with more than 200 employees selects an immediate start and full company-paid coverage, so the intake flags it as a high-value, urgent lead for a same-day follow-up.
Small business still comparing
A 1-10 employee company marks the timeline as just exploring options and hasn't decided how costs will be split, so the lead lands in a nurture queue instead of the intro-session calendar.
New wellness benefit for HR
An HR contact answers that the company has no existing wellness benefit, signaling this could be a fresh budget line rather than a switch from a competitor, useful context for the sales pitch.
Individual mistakenly inquiring
Someone answers no to inquiring on behalf of a company, which scores lower and can be routed toward individual membership instead of taking up a corporate slot.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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 gym membership intake templates
Corporate Membership lead-intake FAQs
How does the intake tell a real corporate account apart from a single employee asking about group rates?
The first question asks directly whether the inquiry is on behalf of a company, and a no answer scores lower so it can be redirected toward individual membership rather than treated as a corporate lead.
Can the intake size the opportunity before my team calls back?
Yes, the employee headcount question sorts inquiries into tiers from 1-10 up to more than 200, so you know whether you're looking at a small pilot or an enterprise-scale rollout before you pick up the phone.
What if the company hasn't figured out who pays yet?
That's captured directly, a not decided yet answer on cost handling is still recorded, so your sales team knows to walk the company through subsidized versus employee-paid options rather than assuming it's settled.
How do you avoid staffing an intro session for a company that's just browsing?
The program start timeline question separates immediate start requests from just exploring options, so only leads with a real timeline get flagged as urgent for scheduling.
Does the intake check if a company already has a fitness benefit?
Yes, one question asks whether the company already offers a wellness or fitness benefit, which helps your team position the pitch as a switch versus a brand new perk.
Turn corporate membership visitors into qualified appointments
Give every corporate membership visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you hold a chair.