Know which viewing requests deserve an arrangement meeting
Ask families about legal authority to arrange, expected viewing attendance, and embalming status upfront, then collect identification documentation before your team books an arrangement meeting.
The exact intake your cremation with viewing leads complete
This is the real 6-question guided intake for Cremation with Viewing — the same flow your customers finish before you ever pick up the phone.
What a qualified cremation with viewing lead should tell you
A cremation arrangement that includes a scheduled viewing or visitation before cremation, requiring confirmation of legal authority to arrange, the deceased's current location, and viewing logistics such as embalming and venue.
- This Arrangement Death That
- Deceased'S Body Been Located
- Have Legal Authority Make
- How Many People Expect
- Any Embalming Or Preservation
- Location Considering Viewing
The questions your team needs answered
Every cremation with viewing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is this arrangement for a death that has already occurred, or are you planning in advance? | Distinguishes an active at-need request from advance planning so staff can prioritize which arrangement meetings need to happen soonest. |
| Has the deceased's body been located at a hospital, hospice, home, or medical examiner's office? | Knowing whether the deceased is at a hospital, hospice, home, or medical examiner's office tells staff what transport and paperwork steps come before the viewing can be scheduled. |
| Do you have legal authority to make funeral arrangements for the deceased? | Confirms whether the person requesting the service can legally authorize the cremation and viewing, which is why an unclear answer still passes through but at a lower weight for follow-up verification. |
| Roughly how many people do you expect to attend the viewing? | Segments the lead so you can route, price, and prioritize it correctly. |
| Has any embalming or preservation already been arranged for the viewing? | Knowing if embalming is already arranged prevents double-booking preparation staff and clarifies what still needs to happen before the viewing. |
| What location are you considering for the viewing? | The chosen viewing venue determines whether transport and staging happen at the provider's own facility or require offsite coordination. |
How Cliont scores cremation with viewing leads
Every answer is weighted automatically — no manual review required.
Value signals
- Death has already occurred
- Planning in advance
- Have Legal Authority Make: yes
Disqualifiers
- Not sure yet
See the lead your team receives
Cremation with Viewing 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 cremation with viewing workflows
| Cliont capability | Cremation With Viewing application |
|---|---|
| Branching intake logic | Routes the follow-up questions differently depending on whether the death has already occurred or the family is planning in advance, so pre-need inquiries aren't treated with the same urgency as active cases. |
| Authority verification flag | Automatically marks leads where legal authority to arrange is uncertain, so staff confirm who can approve the viewing before committing resources. |
| Location-aware logistics | Uses the deceased's current location (hospital, hospice, home, or medical examiner's office) to surface transport considerations before the arrangement meeting. |
| Preparation status tracking | Captures whether embalming is already arranged and where the viewing will take place, giving staff a checklist of open items before the meeting. |
Common cremation with viewing lead scenarios
Death occurred, authority unclear
The death has already occurred but the person filling out the form is unsure of their legal standing to arrange services, so the lead is flagged for confirmation before staff commit to a meeting.
Advance planning inquiry
A family is planning ahead of a death and wants to understand viewing options; the intake captures this as a lower-urgency lead so it can be nurtured rather than treated as an active case.
Large viewing, venue confirmed
Death has occurred, legal authority is confirmed, embalming is already arranged, and the family expects 25 to 75 attendees at a funeral home, giving staff a complete picture before the meeting.
Home death, location undecided
The deceased is at home and the family has not yet chosen a viewing venue or arranged embalming, signaling the arrangement meeting needs to cover more logistics than a fully-decided request.
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- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
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More cremation services intake templates
Cremation with Viewing lead-intake FAQs
How does the intake handle unclear legal authority to arrange?
The authority question carries a lower weight when answered 'no,' so those leads still come through but are marked for staff to verify who can legally authorize the cremation and viewing before scheduling anything.
Does the form ask where the deceased currently is?
Yes, the intake asks whether the deceased is at a hospital, hospice, home, or medical examiner's office, which helps your team anticipate transport and paperwork steps before the viewing can be arranged.
What happens if the family hasn't picked a viewing location yet?
Families can select 'not decided yet' for the viewing venue; the lead still routes to your CRM but is tagged as needing venue discussion during the arrangement meeting.
Why does the intake ask about expected attendance?
Expected attendance size (fewer than 25, 25 to 75, more than 75, or not sure) gives your team an early read on room and staffing needs for the viewing, even though it isn't a scoring factor itself.
Can I tell if embalming has already been arranged?
Yes, the intake includes a direct yes/no question on embalming or preservation status, so your team knows before the meeting whether that step still needs to be scheduled.
Does the form treat at-need and pre-need inquiries differently?
Both are treated as high-value leads, but the intake distinguishes whether the death has already occurred or the family is planning in advance so at-need cases can be prioritized for faster follow-up.
Turn cremation with viewing visitors into qualified events
Give every cremation with viewing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.