Business dinner intake that asks what your team actually needs to know
Capture guest count, seating preference, and booking authorization up front, so qualified business dinner leads land in your CRM ready to schedule a tasting.
The exact intake your business dinner leads complete
This is the real 7-question guided intake for Business Dinner — the same flow your customers finish before you ever pick up the phone.
What a qualified business dinner lead should tell you
Coordinating a restaurant table or private dining room for a professional dinner with clients, partners, recruits, or colleagues, qualified by guest count, seating needs, and who has authority to confirm the booking.
- Many Guests Will Attend
- Seating Arrangement
- This Business Dinner Scheduled
- Have Specific Restaurant Or
- Authorized Confirm Booking And
- Any Guests Have Dietary
- Main Purpose This Business
The questions your team needs answered
Every business dinner intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many guests will attend the business dinner? | Guest count separates an intimate 2-4 person dinner from a 20+ group that needs a private room and more staff planning. |
| What type of seating arrangement do you need? | Seating preference tells staff whether to check private dining room availability before responding. |
| When do you need this business dinner scheduled? | Timing carries the catalog's highest weight, so a dinner needed within days is prioritized over one with no date set. |
| Do you have a specific restaurant or venue in mind? | Knowing whether a venue is already chosen lets staff skip venue suggestions for decided leads and focus on availability. |
| Are you authorized to confirm the booking and related arrangements? | Authorization is weighted so leads from someone who can't confirm the booking are flagged for verification before staff commit a table. |
| Do any guests have dietary restrictions or allergies to accommodate? | Flagging dietary restrictions early lets kitchen and events staff plan menu accommodations before the booking is confirmed. |
| What is the main purpose of this business dinner? | Purpose reveals whether the dinner is a revenue-driving client or negotiation event versus an internal or recruiting meal, helping staff prioritize follow-up. |
How Cliont scores business dinner leads
Every answer is weighted automatically — no manual review required.
Value signals
- Within 3 days
- Within 2 weeks
- Within a month
- No specific date yet
- Authorized Confirm Booking And: yes
See the lead your team receives
Business 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 business dinner workflows
| Cliont capability | Business Dinner application |
|---|---|
| Weighted urgency scoring | Scores the scheduling answer, from within 3 days down to no date yet, so time-sensitive business dinners rise above open-ended requests in your CRM queue. |
| Authorization check | Separately weights whether the submitter can confirm the booking, so an assistant's inquiry doesn't get treated the same as a decision-maker ready to book. |
| Purpose-based lead labeling | Tags each lead with its business purpose — client relations, negotiation, recruiting, or internal — so your team can prioritize revenue-driving dinners over internal meals. |
| Seating-aware routing | Uses the seating preference answer to flag which leads need a private dining room check versus a standard table before your team replies. |
Common business dinner lead scenarios
Same-week client dinner
Guest needs a table within 3 days for a client relations dinner and hasn't picked a venue yet — the intake flags it as high urgency so staff can call before offering a hold.
Assistant booking on behalf
An assistant fills in guest count and seating but answers no to being authorized to confirm — the lead is captured but flagged to verify with the actual decision-maker before locking in a room.
Recruiting dinner, small group
2-4 guests for a recruiting or interview dinner with a shared table is straightforward, so it moves through without triggering private-room checks.
Large negotiation dinner
11-20 guests for a negotiation or deal-closing dinner requesting a private dining room and flagging dietary restrictions — both details surface together so staff can check room capacity and kitchen accommodations at once.
Exploratory inquiry, no date set
Purpose is an internal team dinner with no specific date yet — lower urgency than a dated request, so it's queued for follow-up instead of treated as time-sensitive.
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 restaurant reservations and private dining intake templates
View all restaurant reservations and private dining intake templates →
Business Dinner lead-intake FAQs
How does the intake flag business dinners that need a fast response?
The scheduling question — within 3 days, within 2 weeks, within a month, or no date yet — carries the highest weight in the catalog, so same-week requests surface ahead of open-ended ones.
What happens when the person submitting the form can't confirm the booking?
The authorization question is scored separately from timing, so a lead from someone who answers no is still captured but flagged for you to verify with the actual decision-maker before you hold a table.
Does the form ask why the dinner is happening?
Yes — hosts select a purpose (client relations, internal team, negotiation, recruiting, or other), which helps you tell a revenue-driving client dinner from an internal team meal at a glance.
How is this different from your Large Group Reservation intake?
Business Dinner asks about seating type and booking authorization specific to professional dinners, while Large Group Reservation focuses on headcount and party logistics without the purpose or authorization fields.
Can the intake tell us about dietary restrictions before we plan the menu?
Yes, hosts confirm whether any guests have dietary restrictions or allergies, so your kitchen or events team has that detail before finalizing a menu for a private dining room or shared table.
What if the guest hasn't chosen a restaurant yet?
The venue question captures whether they already have a specific restaurant in mind, so undecided leads can be paired with a recommendation instead of stalling the conversation.
Turn business dinner visitors into qualified events
Give every business dinner visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.