Turn family membership enquiries into intro-session-ready leads
Ask how many family members are joining, whether everyone lives at the same address, and which activities they actually want, then let Cliont score the household and send ready-to-join families straight to your CRM.
The exact intake your family membership leads complete
This is the real 6-question guided intake for Family Membership — the same flow your customers finish before you ever pick up the phone.
What a qualified family membership lead should tell you
Inquiry for a single membership plan that covers multiple people in one household, where the intake needs to confirm group size, address overlap, and whether minors are included before scheduling a tour.
- Many Family Members Would
- Group Include Any Children
- All Family Members Live
- Activities Most Important Family
- Would Like Family Membership
- Person Who Would Set
The questions your team needs answered
Every family membership intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many family members would be included on this membership? | Household size directly scales membership revenue, so larger groups are weighted higher for follow-up priority. |
| Does the group include any children under 18? | Confirming children under 18 tells staff to prepare childcare or kids-program details before the intro session. |
| Do all family members live at the same address? | Shared address helps confirm the group qualifies as a genuine family unit rather than an unrelated shared plan, so it's weighted higher when true. |
| Which activities are most important for the family to access? | Knowing which amenities the family prioritizes lets staff plan the right tour and confirm availability, like childcare capacity, before booking. |
| When would you like the family membership to start? | Start timing separates families ready to join now from those still comparing options, so staff don't book an intro session for someone months away from deciding. |
| Are you the person who would set up and manage the account? | Knowing whether the responder will manage the account tells staff who actually needs to be on the follow-up call. |
How Cliont scores family membership leads
Every answer is weighted automatically — no manual review required.
Value signals
- 2 people
- 3-4 people
- 5 or more people
- All Family Members Live: yes
- Within a month
- Just researching options
Urgency signals
- Immediately
See the lead your team receives
Family 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 family membership workflows
| Cliont capability | Family Membership application |
|---|---|
| Conditional follow-up questions | When a family confirms members under 18, the intake can surface kids-program and childcare context that a childless household never sees. |
| Weighted scoring engine | Household size and same-address answers are combined so a large, cohesive family scores well above a small, split-address group. |
| Multi-select capture | The activities question captures every amenity a family cares about in one field, so staff can confirm pool or court availability before the intro session. |
| Decision-maker flagging | The account-manager question tells staff whether they're talking to the person who'll actually sign up, changing how the follow-up call is framed. |
Common family membership lead scenarios
Large household ready now
A group of 5 or more selects an immediate start date, which the intake weights as a strong revenue signal worth fast-tracking to a tour.
Split households, same plan
Family members answer that they don't all live at the same address, which the intake flags lower so staff can confirm eligibility before booking.
Just comparing membership options
The enquirer selects 'just researching' for start timing, so the lead is captured without pushing an intro session that nobody will attend.
Parents enrolling young kids
The group includes children under 18 and flags kids programs or childcare in the activities question, prompting staff to confirm program availability before the visit.
Enquiry from a non-account-holder
Someone other than the future account manager fills out the form, so the intake notes this to guide who staff should actually follow up with.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book appointments
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 gym membership intake templates
Family Membership lead-intake FAQs
How does the intake handle families who don't share an address?
The form asks directly whether all family members live at the same address, and answers are weighted lower when they don't, since it can affect eligibility for a shared plan.
Does it matter if the family includes children?
Yes, the intake asks whether the group includes anyone under 18 so staff know to prepare kids programs, childcare details, or waivers ahead of the visit.
How does group size change how a lead is prioritized?
Larger groups score higher, with 5 or more people weighted above 3-4, and 3-4 weighted above 2, since bigger households represent more membership revenue.
What happens if the enquirer isn't the person managing the account?
The intake asks whether the responder will be the one setting up and managing the account, and flags a different weighting when it's someone else, so staff know who to actually follow up with.
Can the form show us which amenities the family cares about most?
Yes, the activities question lets the family multi-select things like the pool, group fitness classes, kids programs, or sports courts, so staff can prep the right tour before the intro session.
How does start-date timing affect scoring?
Families choosing 'immediately' or 'within a month' score higher than those marking 'just researching,' helping staff prioritize who to book first.
Turn family membership visitors into qualified appointments
Give every family membership visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you hold a chair.