Know which grief support requests are worth an arrangement meeting
The intake asks who the support is for, how recently the loss occurred, and what type of support they need — one-on-one counseling, group sessions, or programs for children — so your team knows which requests are worth an arrangement meeting.
The exact intake your family grief support leads complete
This is the real 6-question guided intake for Family Grief Support — the same flow your customers finish before you ever pick up the phone.
What a qualified family grief support lead should tell you
Family grief support connects a specific person or group — an individual, a family, a child, or a broader group — with the right format of counseling or peer support following a loss, based on how recent the loss was and what kind of support they're asking for.
- Seeking Grief Support
- Recently Did Loss Occur
- Support
- Prefer In-Person Or Virtual
- This Request Connected Funeral
- Person Who Will Be
The questions your team needs answered
Every family grief support intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who are you seeking grief support for? | Identifying whether support is for an individual, a family member, a child/teen, or a group determines which staff or program the request should be routed to. |
| How recently did the loss occur? | Recency of loss is the primary weighted signal in this catalog, distinguishing fresh grief from anniversary-stage or anticipatory requests. |
| What type of support are you looking for? | The specific support type requested (one-on-one, group, children's programs, or referrals) drives who on your team should follow up and how. |
| Would you prefer in-person or virtual support? | Segments the lead so you can route, price, and prioritize it correctly. |
| Is this request connected to a funeral or memorial service being arranged with us? | Knowing whether the request is tied to a funeral or memorial you're already arranging tells your team whether to handle it as part of an existing case or as a standalone inquiry. |
| Are you the person who will be arranging or approving this support? | Confirming the submitter is the one who will approve or attend support prevents scheduling an arrangement meeting around someone who isn't actually the decision-maker. |
How Cliont scores family grief support leads
Every answer is weighted automatically — no manual review required.
Value signals
- Within the past week
- Within the past month
- Within the past year
- More than a year ago
- The loss has not happened yet
- One-on-one counseling
Disqualifiers
- Not sure yet
See the lead your team receives
Family Grief Support 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 family grief support workflows
| Cliont capability | Family Grief Support application |
|---|---|
| Weighted scoring | Recency-of-loss answers carry distinct weights, so a request from the past week scores differently from one from over a year ago without your team having to re-read every submission. |
| Multi-select intake fields | The support-type question captures multiple selections at once (counseling, group sessions, child/teen programs, referrals), so a family asking for more than one kind of help isn't forced into a single category. |
| CRM routing | Structured answers on who the support is for and how it connects to an existing funeral arrangement arrive in your CRM already organized, so staff aren't dispatched before those details are confirmed. |
| Decision-maker flag | The intake's yes/no question on whether the submitter will approve the support lets you separate direct requests from ones that need a follow-up call first. |
Common family grief support lead scenarios
Recent loss, one-on-one request
Someone lost within the past week or month asking specifically for one-on-one counseling — the intake flags this combination as a high-value, likely time-sensitive request.
Anticipatory grief before a loss
A family reaching out before the death has happened, often to line up support alongside funeral planning — the intake still scores this as a genuine, plannable request rather than treating it as premature.
Child or teen needs support
A parent asking for programs for a child or teenager rather than for themselves — the intake captures both who the support is for and the specific format needed, so it can be routed to the right resource.
Tied to a service you're arranging
A family already working with you on a funeral or memorial asking whether grief support is available too — the intake flags this connection so it's handled alongside the existing arrangement, not as a cold inquiry.
Inquiry from a non-decision-maker
A friend or extended relative filling out the form on behalf of someone else, not the person who will actually approve or attend support — the intake surfaces this so your team follows up with the right contact before scheduling.
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 grief support intake templates
Family Grief Support lead-intake FAQs
How does the intake flag which grief support requests are more urgent?
The catalog weights recency of loss heavily — a loss within the past week or month scores higher than one from over a year ago — so requests tied to a fresh loss surface differently from long-standing ones.
Can the intake tell the difference between support for a child and support for an adult?
Yes — the intake asks who the support is for (self, family member, child or teenager, or a group) separately from the type of support requested, so a request for a child or teen's program is distinguishable from an adult individual request.
What happens if a family isn't sure what kind of support they need yet?
The support-type question includes a 'not sure yet' option, so those requests still come through and can be routed to a conversation rather than dropped for lacking a specific answer.
Does the intake handle requests made before the loss has actually happened?
Yes — 'the loss has not happened yet' is a valid answer to the recency question, so anticipatory grief inquiries are captured and scored rather than treated as invalid.
How do we know if a grief support request is connected to a funeral we're already arranging?
The intake directly asks whether the request is connected to a funeral or memorial service being arranged with you, which helps your team decide whether to handle it alongside an existing case.
What if the person submitting the form isn't the one who'll actually attend or approve support?
The intake asks whether the submitter is the person who will arrange or approve the support, so your team can spot requests that need a follow-up call to the actual decision-maker before scheduling an arrangement meeting.
Turn family grief support visitors into qualified events
Give every family grief support visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.