Corporate meal intake that captures headcount and budget up front
Ask for headcount, dietary restrictions, delivery location, and budget approval before you build a tasting menu, and let the intake weigh each answer automatically.
Preview your corporate meal program intake
Explore 6 questions from the Corporate Meal Program template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified corporate meal program lead should tell you
A recurring meal program that supplies daily or scheduled meals to a company's employees across one or more locations, sized by headcount and shaped by dietary needs and approved budget.
- Many People Be Fed
- Often Will Meals Be
- Accommodations Dietary Restrictions Or
- There Budget Approved This
- Would Like Meal Program
- Will Meals Be Served
The questions your team needs answered
Every corporate meal program intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many people need to be fed per meal service? | Headcount is weighted from Under 20 to Over 150, so it directly sizes the staffing and revenue potential of the program. |
| How often will meals be needed? | Frequency separates one-time requests from recurring contracts, which changes how you prioritize the follow-up. |
| Do you require accommodations for dietary restrictions or allergies? | Dietary and allergy needs flag menu complexity that affects prep time and cost before a tasting is booked. |
| Is there a budget approved for this meal program? | Budget approval carries the heaviest weight of any question, separating real buying intent from early exploration. |
| When would you like the meal program to start? | Start timeline tells you whether to route the lead for an urgent tasting or a longer-cycle proposal. |
| Where will the meals be served or delivered? | Single-site, multi-site, or remote/hybrid delivery changes logistics and staffing requirements for the program. |
How Cliont scores corporate meal program leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Under 20
- 20-50
- 51-150
- Over 150
- There Budget Approved This: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Corporate Meal Program 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 corporate meal program workflows
| Cliont capability | Corporate Meal Program application |
|---|---|
| Weighted scoring | Combines headcount tier and budget-approval status, the two highest-weighted fields, into a single priority score. |
| Logistics tagging | Uses the delivery-location answer to tag single-site, multi-site, or remote/hybrid programs so staffing needs are visible before you respond. |
| CRM routing | Sends qualified corporate meal programs, with headcount and start-date context attached, directly into your CRM pipeline. |
| Dietary flagging | Surfaces the yes/no answer on dietary restrictions so menu planning starts before the first tasting call. |
Example corporate meal program lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Enterprise daily program, budget locked
Over 150 employees, daily meals, and an approved budget push this straight to high-priority since headcount and budget are the two heaviest-weighted signals.
Startup exploring, no budget yet
Under 20 headcount with budget not yet approved scores lower and lands as a follow-up rather than a rushed quote.
Multi-site hybrid workforce
A company serving remote and hybrid staff across several locations flags added logistics complexity that a single-office lead wouldn't.
One-time event, future planning
Occasional need with a 'planning for the future' start date is still captured, but the timeline signals a longer sales cycle than an ASAP daily request.
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 meal preparation intake templates
Corporate Meal Program lead-intake FAQs
How does the intake handle a company with employees at several offices?
The delivery-location question captures whether meals go to a single office, multiple locations, or a remote/hybrid workforce, so you see the fulfillment complexity before quoting.
What happens if a company hasn't approved budget yet?
Budget approval carries the heaviest weight in this catalog, so a 'no' answer scores lower and routes as a lead to nurture rather than one ready for a tasting.
Can the intake separate a one-time event from an ongoing meal program?
Yes, the frequency question distinguishes daily and recurring needs from occasional or one-time requests, so you can prioritize longer-term contracts.
Does it flag dietary restrictions before we plan a tasting?
The dietary and allergy accommodation question is captured up front so your team knows menu complexity before scheduling the tasting.
How does headcount affect the lead's priority?
Headcount options are weighted from Under 20 up to Over 150, so larger programs surface as higher-value leads in your CRM automatically.
Turn corporate meal program visitors into qualified events
Give every corporate meal program visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.