Know which wedding cake leads are worth tasting time
Every enquiry captures wedding date, guest count, and budget range alongside dietary restrictions and inspiration photos, so you know who's ready for a tasting and who's still comparing bakers.
The exact intake your wedding cake leads complete
This is the real 8-question guided intake for Wedding Cake — the same flow your customers finish before you ever pick up the phone.
What a qualified wedding cake lead should tell you
Custom wedding cake orders covering flavor, design, servings, and delivery logistics for a couple's wedding date, qualified on guest count, budget, venue, and dietary needs before a tasting is booked.
- Far Away Wedding Date
- About How Many Guests
- Have Design Or Flavor
- Anyone In Guest List
- Have Confirmed Venue Where
- Set Budget Range Wedding
- Cake Services Interested In
- Person Making Final Decision
The questions your team needs answered
Every wedding cake intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How far away is your wedding date? | Even a wedding less than four weeks away scores as high-value here, so date proximity flags scheduling urgency rather than disqualifying the lead. |
| About how many guests will need cake servings? | Guest count determines how many servings and tiers to quote, from under 50 to over 200 guests. |
| Do you have a design or flavor concept in mind already? | Knowing whether a design or flavor concept already exists tells you if the call is a quick tasting booking or a longer consultation. |
| Does anyone in your guest list have food allergies or dietary restrictions the cake must accommodate? | A yes here means the kitchen needs to plan an allergen-safe or restricted-diet cake before committing to a tasting. |
| Do you have a confirmed venue where the cake will be delivered? | A confirmed venue (weighted 8) signals delivery logistics are settled, while no confirmed venue (weighted 4) means the date or location could still shift. |
| Have you set a budget range for the wedding cake? | Budget range separates couples ready to commit at $700 and above from those still comparing prices under $300. |
| Which cake services are you interested in? | Knowing whether they want a tasting, design consultation, delivery, or cake-cutting service tells you which team member should follow up first. |
| Are you the person making the final decision on the cake order? | A no answer here (weighted 3) flags that you're talking to a planner or family member, not the couple who will sign off on the final order. |
How Cliont scores wedding cake leads
Every answer is weighted automatically — no manual review required.
Value signals
- Less than 4 weeks
- 1-3 months
- 3-6 months
- 6+ months
- Under 50
- 50-100
Disqualifiers
- Not sure yet
See the lead your team receives
Wedding Cake 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 wedding cake workflows
| Cliont capability | Wedding Cake application |
|---|---|
| Conditional scoring logic | Weighs a confirmed venue and confirmed decision-maker status higher than guest count alone, so delivery-ready enquiries surface above early browsers. |
| Multi-select service picker | Lets a host flag whether they want a tasting session, design consultation, delivery and setup, or cake-cutting service, so you route the enquiry to the right team member. |
| Automatic CRM routing | Sends the wedding date, guest count, and budget range straight to your CRM pre-filled, so your team can shortlist tastings without re-asking basics on the call. |
| Dietary flag tagging | A yes-answer on food allergies gets tagged on the lead record so your kitchen can plan an allergen-safe recipe before the tasting is confirmed. |
Common wedding cake lead scenarios
Last-minute wedding date
A couple enquires with a wedding less than four weeks away; the intake still scores the lead but flags the tight timeline so you can decide fast whether you can staff it.
Large guest list, confirmed venue
Over 200 servings needed and a venue already confirmed signals a high-value order ready for a real delivery quote, not just a browsing enquiry.
Planner submitting for the couple
The decision-maker question comes back no, telling you a planner or parent filled out the form and the actual couple still needs to sign off before you commit a tasting slot.
Dietary restrictions to plan around
A yes on food allergies means your kitchen needs to scope an allergen-safe recipe before you confirm anything, rather than finding out at the tasting.
Budget and design still undecided
Guests responding 'not sure yet' on both budget and design concept point to an early-stage couple who need a consultation call, not a formal quote yet.
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
Wedding Cake lead-intake FAQs
Does an uncertain guest count still count as a good lead?
Yes. The guest count question includes a 'Not sure' option that still scores as usable, since couples often haven't finalized their headcount when they first reach out.
Will I know about allergies before I agree to a tasting?
The intake asks directly whether anyone on the guest list has food allergies or dietary restrictions, so that answer is sitting in your CRM before you ever schedule the appointment.
How does the intake treat a wedding date that's very close?
A date under four weeks away is still scored as a valid lead rather than filtered out, so you see it immediately and can judge for yourself whether your schedule allows it.
Can I tell if I'm talking to the couple or just a planner?
The intake asks whether the person submitting is the final decision-maker, and a 'no' answer scores lower so you know to confirm details with the couple before quoting.
Is this the same intake used for custom birthday cakes or dessert tables?
No. Wedding cake intake asks wedding-specific questions like venue delivery and guest servings, distinct from what runs on the Custom Birthday Cake or Dessert Table pages.
What do I actually receive when a lead comes in?
Each submission is scored using the wedding date, guest count, budget, venue, and decision-maker answers, then sent to your CRM with the details already filled in.
Turn wedding cake visitors into qualified events
Give every wedding cake visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.