See guest count and viewing location before you dispatch staff
Every enquiry captures whether a death has already occurred, the preferred viewing location, expected guest count, and whether a funeral home is already assisting the family—so your team can prioritize before dispatching staff. Families can attach a death certificate or decision-maker ID directly from the form.
The exact intake your viewing and visitation leads complete
This is the real 6-question guided intake for Viewing and Visitation — the same flow your customers finish before you ever pick up the phone.
What a qualified viewing and visitation lead should tell you
Coordination of a viewing or visitation event—confirming whether death has occurred or is being planned for, the venue, body presence, and expected guest count—before staff are committed to a room or schedule.
- Death Already Occurred, Or
- Would Like Viewing Or
- Body Be Present Viewing
- Authorized Decision-Maker These Arrangements
- About How Many Guests
- Already Have Funeral Home
The questions your team needs answered
Every viewing and visitation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Has a death already occurred, or are you planning ahead? | Both possible answers score high, but the response tells staff whether to prioritize immediate scheduling or a longer-term advance-planning follow-up. |
| Where would you like the viewing or visitation to take place? | Segments the lead so you can route, price, and prioritize it correctly. |
| Will the body be present for the viewing? | Whether the body will be present drives embalming, casket, and staging decisions that staff need to know before the meeting. |
| Are you the authorized decision-maker for these arrangements? | The yes-weight of 10 versus no-weight of 4 flags whether the person submitting the form can actually confirm arrangements at the meeting. |
| About how many guests do you expect to attend? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you already have a funeral home or provider assisting you? | Knowing a family already has a funeral home assisting them lets staff triage the lead before committing time or resources to it. |
How Cliont scores viewing and visitation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Death has already occurred
- Planning in advance
- Authorized Decision-Maker These Arrangements: yes
See the lead your team receives
Viewing and Visitation 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 viewing and visitation workflows
| Cliont capability | Viewing And Visitation application |
|---|---|
| Guided branching form | Adjusts the flow based on whether the family answers 'death has already occurred' or 'planning in advance,' so the questions that follow match where they actually are in the process. |
| Lead scoring engine | Weights the authorized decision-maker answer at 10 versus 4 for a non-decision-maker, so your CRM surfaces the leads where you're talking to the person who can confirm arrangements. |
| File upload capture | Lets families attach a death certificate or existing funeral home paperwork tied to whether they already have a provider assisting them. |
| CRM routing | Sends location, guest count, and body-presence answers straight into your CRM so staff have the logistics details before anyone is dispatched to a venue. |
Common viewing and visitation lead scenarios
Death occurred, venue undecided
The family confirms a death has already occurred but marks the viewing location and body-present questions as 'not sure' or 'not decided yet'—the intake still routes it as high value while flagging the open details for the arrangement call.
Advance-planning inquiry from decision-maker
No death has occurred yet, but the person filling out the form confirms they're the authorized decision-maker and has no existing provider—this scores as valuable future business rather than getting deprioritized as non-urgent.
Family already has a funeral home
The intake reveals the family already has a provider assisting them, letting staff triage the lead as lower priority for outreach without dispatching anyone before that's clarified.
Large gathering at a place of worship
Guest count lands over 150 and the location is a place of worship rather than the funeral home itself—logistics-heavy details staff need before confirming the meeting, not just the death status.
Non-decision-maker submits the form
Someone other than the authorized decision-maker fills out the intake, which is captured with the lower weight tied to that answer so staff know to confirm who they'll actually be meeting with.
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 funeral services intake templates
Viewing and Visitation lead-intake FAQs
What happens if a family hasn't decided on a viewing location yet?
The intake captures 'Not sure' as a valid answer rather than forcing a choice, so the lead still comes through and staff can help narrow down the funeral home, place of worship, or private residence option during the arrangement meeting.
Does an advance-planning inquiry score lower than an active death?
No—both 'Death has already occurred' and 'Planning in advance' are treated as high-value answers, since advance planning still represents real future business rather than a low-priority browser.
How does the intake handle someone who isn't the authorized decision-maker?
The form still accepts the submission but weights it lower than a decision-maker's answer, so staff can see at a glance whether they're talking to the person who can actually confirm details.
Can we tell if a family already has another funeral home assisting them?
Yes, the intake asks directly whether they already have a provider, which helps you avoid spending arrangement-meeting time or dispatching staff on a lead that's already being handled elsewhere.
Why does the intake ask about guest count if it isn't scored?
Guest count isn't a scoring factor, but it's captured so staff arrive at the arrangement meeting already knowing whether they're planning for under 25 guests or over 150, which changes room and staffing needs.
Does the form ask whether the body will be present at the viewing?
Yes—body presence is captured up front because it affects embalming, casket, and staging decisions, even though it's an unweighted logistics field rather than a scoring signal.
Turn viewing and visitation visitors into qualified events
Give every viewing and visitation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.