Know which celebration dinner leads are worth a tasting
Ask hosts and planners about guest count, seating preference, and dietary needs upfront, then collect decor or cake inspiration photos before the enquiry ever reaches your CRM.
Preview your celebration dinner intake
Explore 7 questions from the Celebration Dinner template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified celebration dinner lead should tell you
Qualifying a celebration dinner enquiry means capturing group size, seating preference, timing, dietary needs, and any add-on services before a host or planner ties up a private room or exclusive buyout.
- Many Guests Expect This
- Seating Space Prefer
- Celebration Dinner Scheduled Take
- Have Authority Confirm This
- Any Guests Have Dietary
- Additional Services Would Like
- Occasion This Celebration Dinner
The questions your team needs answered
Every celebration dinner intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many guests do you expect for this celebration dinner? | Guest count determines whether a standard table, private room, or full buyout is needed, and directly drives the staffing and space decision. |
| What type of seating space do you prefer? | Seating space preference tells the team which resource to hold and whether a private room or exclusive venue use needs to be checked against availability. |
| When is the celebration dinner scheduled to take place? | How soon the dinner is scheduled determines how quickly staffing and kitchen prep need to be confirmed. |
| Do you have the authority to confirm this booking? | Confirming booking authority prevents the team from finalizing staffing and menu plans around a lead who still needs sign-off from someone else. |
| Do any guests have dietary restrictions or allergies? | Flagging dietary restrictions early lets kitchen staff plan the menu correctly before the tasting instead of discovering allergies at confirmation. |
| Which additional services would you like included? | Add-on requests like decoration, entertainment, or cake service tell staff exactly what extra prep is needed to accurately staff and quote the event. |
| What is the occasion for this celebration dinner? | Knowing the occasion helps staff tailor menu suggestions and follow-up tone, whether it's a birthday, anniversary, or corporate milestone. |
How Cliont scores celebration dinner leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- 1-6 guests
- 7-15 guests
- 16-40 guests
- 41+ guests
- Within 1 week
- 1-4 weeks away
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Celebration 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 celebration dinner workflows
| Cliont capability | Celebration Dinner application |
|---|---|
| Weighted single-choice scoring | Guest count and event timing answers carry different weights, so a 16-40 guest booking arriving within a week scores higher than a small group with no date set. |
| Conditional routing by answer | Selecting exclusive use of the entire venue can be routed differently than a standard table request, since it implies a much larger staffing and kitchen commitment. |
| Authority-based lead weighting | A 'no' on booking authority automatically scores lower, preventing your team from building a full staffing and menu plan around someone who still needs approval. |
| Multi-select add-on capture | Custom menu planning, decoration, entertainment, and cake requests are captured in one field, giving kitchen and event staff a prep checklist before the tasting. |
Example celebration dinner lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Last-minute large birthday party
16-40 guests, a date within the next week, and a request for a private dining room — the intake flags this as high priority so staffing can be confirmed fast.
Small anniversary, no date yet
A 1-6 guest anniversary dinner with no date set is still captured and scored, but routed with lower urgency until the host commits to a timeframe.
Corporate milestone with exclusive buyout
41+ guests choosing exclusive use of the venue for a corporate milestone signals a larger, more complex event that needs early kitchen and staffing review.
Planner without booking authority
A host fills out dietary needs and decoration requests but answers no to having authority to confirm — the intake weights this lower until a decision-maker signs off.
Graduation dinner with add-ons
A 7-15 guest graduation dinner booked 1-4 weeks out with custom menu planning and cake service requested gives the team a clear prep list before the 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 restaurant reservations and private dining intake templates
View all restaurant reservations and private dining intake templates →
Celebration Dinner lead-intake FAQs
How does the intake flag dietary restrictions before the tasting?
The intake asks a direct yes/no on whether any guests have dietary restrictions or allergies, so your kitchen team knows to follow up on specifics before confirming the menu.
Can the form tell the difference between a private dining room and a full buyout?
Yes — the seating space question separates standard tables, private dining rooms, and exclusive venue use, so leads that need a full buyout are treated differently than a single private room.
What happens if the host hasn't picked a date yet?
A 'no date set yet' answer still creates a lead, but it scores lower on urgency than a booking within the next week or month, so your team can prioritize accordingly.
How does Cliont avoid quoting an event my restaurant can't staff?
By combining guest count, seating preference, and booking authority in one intake, you see whether a lead is a small table booking or a 41+ guest exclusive buyout before you commit staff or space.
What if the person filling out the form isn't authorized to confirm the booking?
The intake asks directly whether the respondent can confirm the reservation, and answers of 'no' score lower so you don't build staffing plans around someone who still needs sign-off.
Can guests request decorations, entertainment, or cake through the intake?
Yes — the additional services question captures custom menu planning, decoration or theming, entertainment, and cake or dessert service as multi-select options, so requests reach your team upfront.
Turn celebration dinner visitors into qualified events
Give every celebration dinner visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.