Special occasion dinner intake that captures kitchen access up front
Tell us the occasion, guest count, and whether a kitchen is available on-site, plus any dietary restrictions to plan around. Cliont scores each dinner enquiry and sends the qualified ones straight to your CRM.
Preview your special occasion dinner intake
Explore 6 questions from the Special Occasion Dinner template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified special occasion dinner lead should tell you
A one-off, milestone-driven dinner such as an anniversary, proposal, or holiday gathering where a private chef cooks and serves a custom menu at the host's chosen location, with guest count and kitchen access shaping how the event is staffed.
- Occasion This Dinner
- Many Guests Will Attend
- Dinner Take Place
- Have Kitchen Available At
- Any Guests Have Dietary
- Cuisine Or Menu Style
The questions your team needs answered
Every special occasion dinner intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the occasion for this dinner? | Occasion type shapes tone and menu approach, distinguishing a discreet proposal dinner from a larger holiday or business gathering. |
| How many guests will attend the dinner? | Guest count carries the heaviest weighting in this catalog, directly reflecting which party sizes fit your staffing capacity. |
| When do you need the dinner to take place? | Timing shows how soon a tasting needs to be scheduled and whether the date fits your existing calendar. |
| Do you have a kitchen available at the dinner location for the chef to use? | Kitchen availability is weighted higher for a yes, since a no answer usually means bringing extra equipment and adjusting the quote. |
| Do any guests have dietary restrictions or allergies? | A yes on dietary restrictions flags the need for menu follow-up before the tasting rather than at the event itself. |
| What type of cuisine or menu style are you interested in? | The free-text cuisine answer gives an early read on menu direction so you can prepare an accurate proposal. |
How Cliont scores special occasion dinner leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- 1-2 guests
- 3-6 guests
- 7-12 guests
- 13 or more guests
- Have Kitchen Available At: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Special Occasion Dinner 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 special occasion dinner workflows
| Cliont capability | Special Occasion Dinner application |
|---|---|
| Weighted answer scoring | Guest count options are weighted differently (3-6 guests scoring highest, 13+ lower), so dinners sized for your typical staffing come through as higher priority. |
| Yes/no signal capture | The kitchen-availability answer (weighted 9 for yes, 4 for no) tells you at a glance which enquiries will need equipment planning before you quote. |
| Free-text intake fields | The cuisine and menu style field lets hosts describe their vision in their own words, giving you a head start on menu planning before the tasting. |
| Occasion-based tagging | Occasion answers like engagement or business event tag the lead so you can adjust tone and follow-up, whether it's a discreet proposal or a corporate booking. |
Example special occasion dinner lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Intimate anniversary with kitchen ready
A 3-6 guest anniversary dinner with a usable on-site kitchen scores near the top of the range, since both signals carry the heaviest weights in the catalog.
Large gathering, no kitchen on-site
A 13+ guest celebration where the host confirms no kitchen is available flags the chef to plan for portable equipment before quoting, rather than assuming a standard setup.
Proposal dinner, date not fixed
A 1-2 guest engagement dinner where the date isn't set yet still routes to the CRM, letting the chef follow up on timing without losing the lead.
Business dinner with dietary needs
A 7-12 guest corporate occasion flagged with dietary restrictions prompts the chef to request specifics before confirming the menu direction ahead of a tasting.
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 private chef intake templates
Special Occasion Dinner lead-intake FAQs
How does this intake tell a special occasion dinner apart from a Private Event Chef or In-Home Dinner enquiry?
The occasion field (anniversary, engagement, holiday, business event, or other) and the guest count tiers separate one-off milestone dinners from recurring in-home meals or larger private events, so leads land in the right pipeline.
What happens if the host says there's no kitchen available at the venue?
A no-kitchen answer carries a lower weight than a yes, which lets you spot enquiries that will need portable equipment or a different menu approach before you commit to a quote.
How are dietary restrictions or allergies surfaced before the tasting?
The dietary restrictions question flags any yes answer directly on the lead record, so you can follow up on specifics before finalizing the menu rather than discovering it at the tasting.
Do hosts need to know their exact menu before submitting the enquiry?
No. The cuisine or menu style field is free text, so hosts can describe a general direction, and you get early signal for menu planning without requiring a locked-in choice.
What if the host hasn't picked a date yet?
The timing question includes a 'date not yet set' option, so those enquiries still reach your CRM instead of being dropped, letting you follow up once the date firms up.
Turn special occasion dinner visitors into qualified events
Give every special occasion dinner visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.