Know which pastry catering leads are worth tasting time
Every pastry catering enquiry captures guest count, event date, and dietary restrictions alongside inspiration photos, so you're not quoting a 200-guest wedding you can't staff.
The exact intake your pastry catering leads complete
This is the real 6-question guided intake for Pastry Catering — the same flow your customers finish before you ever pick up the phone.
What a qualified pastry catering lead should tell you
Assorted cakes, pastries, and desserts prepared to order and supplied for a specific event date, guest count, and occasion — sized and staffed according to what the host actually needs served.
- Event Or Occasion This
- About How Many Guests
- Date Event Scheduled
- Types Pastry Items Interested
- Any Guests Have Dietary
- Delivery Or On-Site Setup
The questions your team needs answered
Every pastry catering intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of event or occasion is this pastry catering for? | The occasion type determines pricing tier and whether the lead should stay in Pastry Catering or route toward a sibling service like Wedding Cake or Corporate Dessert Order. |
| About how many guests need to be served? | Guest count is the primary volume driver behind the score, separating small family orders from mid-size and large events worth prioritizing for a tasting. |
| What date is the event scheduled for? | How soon the event date falls determines whether kitchen scheduling and tasting bookings need to happen immediately or can wait. |
| Which types of pastry items are you interested in? | Knowing which pastry categories are wanted tells the kitchen what to prep for the tasting instead of guessing on the callback. |
| Do any guests have dietary restrictions the caterer should accommodate? | A dietary restriction flag needs to reach the kitchen before recipe planning starts, not after the tasting is booked. |
| Is delivery or on-site setup needed at the event location? | Whether delivery or setup is needed changes staffing and scheduling, so it needs to be known before the quote goes out. |
How Cliont scores pastry catering leads
Every answer is weighted automatically — no manual review required.
Value signals
- Under 20
- 20 to 75
- 76 to 200
- Over 200
- Not sure
- Within 1 week
Disqualifiers
- Not sure yet
See the lead your team receives
Wedding Pastry Catering Lead
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 pastry catering workflows
| Cliont capability | Pastry Catering application |
|---|---|
| Weighted answer scoring | Guest count and event date answers carry the heaviest weights, so a 76-to-200-guest event scheduled within a month automatically outranks a small, undated enquiry in your CRM. |
| Multi-select capture | The pastry type question lets hosts pick cakes, cupcakes, pastries, and cookies together, so your kitchen sees the full order scope instead of a single guessed category. |
| Conditional logistics flag | The delivery/setup yes-no answer tells your team upfront whether to schedule a driver and setup crew or expect a pickup order. |
| Dietary restriction flag | A yes on dietary restrictions surfaces immediately in the lead record, so allergen-aware recipes get planned before the tasting rather than discovered at it. |
| Occasion-based routing | The event type answer separates weddings, corporate events, and birthdays, helping you route each lead to the right pricing tier or sibling service like Wedding Cake or Corporate Dessert Order. |
Common pastry catering lead scenarios
Wedding one to four weeks out
A 76-to-200-guest wedding scheduled within the month is one of the highest-scoring intake mixes, so the intake pushes it straight to the top of your CRM for a fast tasting booking.
Corporate order with allergy needs
A corporate event flags dietary restrictions and delivery/setup needs together, so the lead arrives with the logistics detail your kitchen needs before quoting.
Small birthday cake enquiry
An under-20-guest birthday celebration scores lower on volume but still routes through with pastry type and delivery preference captured, so it's easy to fit into a slower production week.
Guest count still unknown
A host who selects 'Not sure' on guest count and 'No date set yet' still gets captured and scored, flagging it as an early-stage enquiry worth a follow-up rather than an immediate quote.
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
Pastry Catering lead-intake FAQs
How does the intake handle a host who doesn't know their exact guest count?
The guest count question includes a 'Not sure' option that still carries scoring weight, so those leads are captured and prioritized rather than dropped — you can follow up to firm up numbers before quoting.
Can the intake tell me if a lead needs cakes, cupcakes, or cookies before I call them back?
Yes — the pastry type question is a multi-select, so a lead requesting cakes and cookies together shows up in your CRM with both selections instead of you having to ask on the first call.
Does the intake flag dietary restrictions before I put together a quote?
Yes, dietary restrictions are captured as a direct yes/no on every submission, so allergen-sensitive orders are visible before your team starts planning the tasting.
What happens if the event date isn't finalized yet?
A 'No date set yet' event still comes through and is scored, just lower on urgency than a confirmed date within a month — useful for separating firm bookings from early planning enquiries.
How does the intake distinguish a wedding order from a corporate dessert order?
The event/occasion question captures wedding, corporate, birthday, or institutional separately, letting you see at a glance whether the enquiry fits Pastry Catering or is better handled as a Corporate Dessert Order or Wedding Cake lead.
Do I need to ask about delivery separately, or does the intake cover it?
Delivery or on-site setup is a direct yes/no question in the intake, so you know before the first conversation whether logistics need to be scheduled.
Turn pastry catering visitors into qualified events
Give every pastry catering visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.