Know which green burial leads deserve an arrangement meeting
Cliont's intake asks whether the family already has cemetery or land access confirmed, verifies who's legally authorized to arrange the burial, and captures preferred green elements like biodegradable caskets or natural markers — plus any land agreement documentation — before the request reaches your CRM.
The exact intake your green burial leads complete
This is the real 6-question guided intake for Green Burial — the same flow your customers finish before you ever pick up the phone.
What a qualified green burial lead should tell you
Arrangement intake for families pursuing eco-friendly burial without embalming, concrete vaults, or non-biodegradable materials — built around confirming cemetery or land access, legal authorization to arrange, and the specific green burial elements the family wants.
- This Arrangement Needed Death
- Already Have Access Cemetery
- Legally Authorized Make Funeral
- Green Burial Elements Interested
- Death Certificate Or Legal
- City Or Region Should
The questions your team needs answered
Every green burial intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is this arrangement needed for a death that has already occurred, or is this advance planning? | Whether a death has already occurred determines if the lead needs immediate attention or fits a scheduled planning conversation. |
| Do you already have access to a cemetery or land that permits green burial? | Confirmed cemetery or land access means the family can move straight to an arrangement meeting, while 'need help finding one' signals extra staff time to locate a suitable site. |
| Are you legally authorized to make funeral arrangements for the deceased? | Legal authorization directly affects whether staff can proceed to finalize arrangements or need to verify decision-making authority first. |
| Which green burial elements are you interested in? | Knowing which green elements the family wants lets staff prepare accurate material and pricing information before the meeting instead of discovering preferences on the spot. |
| Has a death certificate or legal permit process already been started? | Death certificate or permit status affects how soon the burial can legally be scheduled, shaping how staff prioritize follow-up. |
| What city or region should the burial take place in? | The city or region determines which cemetery network or conservation burial ground your team should coordinate with. |
How Cliont scores green burial leads
Every answer is weighted automatically — no manual review required.
Value signals
- Yes, confirmed
- Considering locations
- No, need help finding one
- Legally Authorized Make Funeral: yes
- Death Certificate Or Legal: yes
See the lead your team receives
Green Burial 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 green burial workflows
| Cliont capability | Green Burial application |
|---|---|
| Conditional branching | Separates leads where a death has already occurred from advance-planning inquiries, so the two never get treated with the same urgency. |
| Weighted lead scoring | Scores confirmed cemetery or land access higher than 'need help finding one,' so families ready to book an arrangement meeting rise above early-stage inquiries. |
| Authorization flagging | Flags leads where legal authorization to arrange the burial isn't yet confirmed, prompting verification before staff time is committed. |
| Multi-select detail capture | Records which green burial elements — biodegradable materials, no embalming, natural markers, conservation grounds — a family wants, so staff arrive at the meeting prepared with relevant options. |
Common green burial lead scenarios
Death has already occurred
The family needs to move quickly, has cemetery access confirmed, and a death certificate or permit process already underway — the intake surfaces this as ready to move to an arrangement meeting.
Advance planning inquiry
No death has occurred yet; the person is still considering green burial locations and hasn't started permit paperwork, so the intake routes this toward a planning conversation rather than urgent dispatch.
Family needs cemetery guidance
A death has occurred but the family has no green burial site secured and needs help finding one, which changes what your team should prepare before the meeting.
Authorization needs verification
The person completing the form indicates they aren't yet confirmed as legally authorized to arrange the burial, so the lead is scored lower until that's clarified rather than dispatched blind.
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 burial services intake templates
Green Burial lead-intake FAQs
How does the intake tell the difference between an active death and advance planning?
The first question asks directly whether the arrangement is for a death that has already occurred or for advance planning, so your team can tell at a glance whether a lead needs same-day attention or a scheduled planning conversation.
What happens if the person filling out the form isn't legally authorized to arrange the burial?
The intake asks this directly, and answers indicating uncertainty are scored lower than confirmed authorization, so your team can verify decision-making authority before committing staff time to an arrangement meeting.
Does the intake check whether a family already has a cemetery or land lined up?
Yes — families can indicate they have confirmed access, are still considering locations, or need help finding a site, and each answer carries a different weight so ready-to-proceed families surface first.
Can families specify what 'green' means to them, or is it a single checkbox?
The intake uses a multi-select question covering biodegradable caskets or shrouds, no chemical embalming, natural grave markers, and conservation burial grounds, so your team knows exactly which elements to prepare for before the meeting.
Does the intake track whether a death certificate or permit is already in process?
Yes, there's a dedicated yes/no question on this, since it affects how quickly the burial can legally proceed and whether your team needs to flag permit steps during the arrangement meeting.
Turn green burial visitors into qualified events
Give every green burial visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.