Know which custom cookie leads are worth tasting time
Ask every host or planner about occasion, cookie quantity, and timeline, then collect a design reference image upfront so you know exactly what you're quoting before you reply.
The exact intake your custom cookies leads complete
This is the real 7-question guided intake for Custom Cookies — the same flow your customers finish before you ever pick up the phone.
What a qualified custom cookies lead should tell you
Decorated cookies made to order for a specific occasion, quantity, and design, where fulfillment depends on matching order size and timeline against kitchen capacity.
- This Cookie Order
- About How Many Cookies
- Cookies Ready
- Already Have Specific Design,
- Any Guests Or Recipients
- Would Cookies Delivered Or
- Person Who Will Approve
The questions your team needs answered
Every custom cookies intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is this cookie order for? | The occasion determines which follow-up path and pricing tier the lead should be routed into, separating corporate and wedding inquiries from casual birthday orders. |
| About how many cookies do you need? | Quantity is directly weighted in scoring since larger orders represent more revenue and require earlier production planning. |
| When do you need the cookies ready? | Timeline is weighted alongside quantity to catch orders that need a fast capacity check before you commit to a date. |
| Do you already have a specific design, theme, or reference image in mind? | Knowing whether a design already exists tells you whether the next step is a quote or a design consultation call. |
| Do any guests or recipients have food allergies or dietary restrictions the baker should know about? | Allergy information needs to reach the kitchen before ingredients are sourced, so this answer is surfaced immediately rather than discovered mid-order. |
| Where would you need the cookies delivered or picked up? | Delivery method changes packaging and lead time requirements, especially when shipping to another location is selected. |
| Are you the person who will approve the design and place the order? | Confirming the submitter is the actual approver prevents the team from doing design work that a different decision-maker later overrides. |
How Cliont scores custom cookies leads
Every answer is weighted automatically — no manual review required.
Value signals
- Under 1 dozen
- 1-3 dozen
- 4-10 dozen
- Over 10 dozen
- Within 3 days
- Within 1-2 weeks
Disqualifiers
- Not sure yet
See the lead your team receives
Corporate Holiday Cookie Order
From first click to qualified lead
Follow hosts and planners 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 event
Smart questions adapt to their event and capture the full scope.
They add inspiration
Inspiration photos and event details come attached, so you can quote fast.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for custom cookies workflows
| Cliont capability | Custom Cookies application |
|---|---|
| Weighted scoring engine | Combines the cookie quantity and timeline answers so a large order with a near-term date scores higher than a small order set weeks out, matching how these two fields drive real fulfillment risk. |
| Conditional flagging | Flags any lead that answers yes to having food allergies or dietary restrictions so that detail reaches the baker before ingredients are ordered, not after. |
| Approver detection | Surfaces leads where the submitter answers no to being the approver, so your team confirms who actually signs off before investing time in a design mockup. |
| CRM routing by occasion | Tags each qualified lead with its occasion type, wedding, corporate, birthday, or holiday, so orders land in your CRM already sorted for the right follow-up sequence. |
Common custom cookies lead scenarios
Large wedding order, no design yet
A planner needs over 10 dozen cookies for a wedding but hasn't settled on a theme, so the intake flags a design consult before you quote pricing.
Corporate order needed within days
A business client needs a smaller batch ready within 3 days, prompting an immediate capacity check against your current order queue.
Order needs shipping, not pickup
A host outside your delivery area selects shipping to another location, which changes packaging requirements and turnaround before you commit.
Inquiry from a non-decision-maker
Someone submits the form on a host's behalf and answers no to being the approver, so you know to confirm details before finalizing any design work.
Undated holiday planning inquiry
A host is planning ahead for a holiday event but hasn't set a date, letting you follow up later instead of blocking calendar time now.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book events
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 bakery and desserts intake templates
Custom Cookies lead-intake FAQs
How does this intake keep me from quoting an order I can't staff?
The intake asks for both quantity and timeline together, so an order for over 10 dozen cookies needed within 3 days is flagged differently than the same quantity a month out, letting you check kitchen capacity before you respond.
Does the form ask about allergies before I talk to the host?
Yes, the intake asks directly whether any guests or recipients have food allergies or dietary restrictions, so that information reaches you before you're sourcing ingredients or finalizing a design.
Can I tell if the person submitting the form can actually approve the order?
The intake asks whether the submitter is the person who will approve the design and place the order, which helps you avoid doing design work for someone who still needs sign-off from someone else.
How are shipped orders handled differently from local pickup?
The intake captures whether cookies need local pickup, local delivery, or shipping to another location, so shipping requests can be routed to account for packaging and lead time before you confirm a date.
Does a wedding cookie order get treated differently than a birthday order?
The occasion field distinguishes wedding or engagement orders from birthday, corporate, or holiday orders, so you can route wedding inquiries toward your wedding-focused follow-up rather than a general reply, similar to how a Wedding Cake or Custom Birthday Cake inquiry would be separated.
Do I need to ask for a design reference separately, or does the intake collect it?
The intake asks upfront whether the host already has a specific design, theme, or reference image in mind, so you know before the first call whether you're starting from a concept or building one from scratch.
Turn custom cookies visitors into qualified events
Give every custom cookies visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.