Intake that captures documented allergy lists up front
Every enquiry captures whether allergies are documented, whether anyone carries a severe or life-threatening allergy, and how many guests need meals, along with the allergy documentation your kitchen needs to prep safely.
The exact intake your allergy-aware meal service leads complete
This is the real 6-question guided intake for Allergy-Aware Meal Service — the same flow your customers finish before you ever pick up the phone.
What a qualified allergy-aware meal service lead should tell you
Meal preparation built around a documented list of specific allergies or food restrictions, scoped to the number of people served and whether any guest carries a severe, life-threatening allergy risk.
- This Meal Service
- Have Documented List Specific
- Many People Allergy-Aware Meals
- Anyone Have Severe Allergy
- Meal Service
- This Service Begin
The questions your team needs answered
Every allergy-aware meal service intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this meal service for? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have a documented list of the specific allergies or food restrictions to accommodate? | A documented list means the host has already identified specific allergens, cutting the back-and-forth needed before you can safely accept or quote the job. |
| How many people need allergy-aware meals? | Group size tells you whether this is a small custom-plated request or a larger production that needs dedicated allergen-safe prep space and staffing. |
| Does anyone have a severe allergy that carries risk of a life-threatening reaction? | A yes here signals the kitchen needs strict cross-contact controls and allergy-aware staff before you can responsibly take on the job. |
| What type of meal service do you need? | Segments the lead so you can route, price, and prioritize it correctly. |
| When do you need this service to begin? | A same-week start narrows the window you have to confirm allergen-safe sourcing and kitchen scheduling before you respond. |
How Cliont scores allergy-aware meal service leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Documented List Specific: yes
- Anyone Have Severe Allergy: yes
Urgency signals
- Anyone Have Severe Allergy
See the lead your team receives
Allergy-Aware Meal Service 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 allergy-aware meal service workflows
| Cliont capability | Allergy-Aware Meal Service application |
|---|---|
| Weighted lead scoring | Documented allergy lists and severe-allergy answers carry the catalog's highest weights, so leads with confirmed, high-risk allergen needs rise above vague or exploratory enquiries automatically. |
| Conditional routing rules | A yes on the severe, life-threatening allergy question can trigger a flagged CRM record so your kitchen and staffing lead see the risk before responding to the enquiry. |
| Structured document capture | The intake collects the allergy or restriction list directly, replacing back-and-forth emails to confirm what a host actually needs accommodated. |
| Lead segmentation by service type | One-time events, recurring deliveries, and ongoing on-site programs are captured as distinct answers, so your CRM can separate short tastings from longer institutional contracts. |
Common allergy-aware meal service lead scenarios
Family with a severe allergy
An individual or family submits a documented allergy list flagging a severe, life-threatening allergy for a small group needing meals within the week — the intake surfaces both high-value answers together for fast triage.
School managing multiple restrictions
An institution requests ongoing on-site food service for 50+ people with a documented list of restrictions but no severe reaction risk, signaling a large recurring account rather than a one-off event.
Event host with no list yet
An event host for 11-50 guests hasn't documented specific allergies and isn't sure about severity, so the intake flags the missing documentation as the first thing to resolve before quoting.
Business exploring recurring delivery
A business is just exploring recurring meal delivery for 3-10 people with allergies already documented but no urgency, distinguishing a slow-moving pipeline lead from a same-week booking.
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 specialized meal services intake templates
Allergy-Aware Meal Service lead-intake FAQs
How does the intake treat leads with a severe, life-threatening allergy differently?
A yes on the severe-allergy question carries the highest weight in the catalog, so those leads are surfaced ahead of standard dietary-preference requests since they usually require stricter cross-contact protocols before you can accept the job.
What happens if the host hasn't documented specific allergies yet?
The intake still accepts a 'no' on the documented-list question, but it scores lower than a documented case, which helps you spot leads that need a clarifying call before you can staff or quote them.
Can this intake qualify institutional leads like schools or care facilities?
Yes — the 'who is this for' question includes institution as an option, so school and care-facility requests are captured alongside individual, business, and event-host enquiries in the same flow.
Does the form separate one-time events from ongoing meal programs?
Yes, the service-type question distinguishes a one-time event, recurring delivery, and ongoing on-site service, so a single tasting request and a multi-week contract don't get treated the same way in your CRM.
How does group size affect how a lead is scored?
The intake buckets group size from 1-2 people up to 50+, which combined with the allergy answers helps you tell a small custom-plate request apart from a larger production needing dedicated allergen-safe prep.
Is this the right intake for gluten-free or vegan-only requests?
This form is built for general allergy and food-restriction accommodation; if your business also runs Gluten-Free Meal Service or Vegan Meal Service as separate offers, those have their own dedicated intake.
Turn allergy-aware meal service visitors into qualified events
Give every allergy-aware meal service visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.