Grief support group intake that captures time since loss up front
Every family who requests a grief support group tells you how long ago the loss occurred, whether they want group or one-on-one support, and their preferred meeting format, so your team knows who to schedule first.
The exact intake your grief support group leads complete
This is the real 6-question guided intake for Grief Support Group — the same flow your customers finish before you ever pick up the phone.
What a qualified grief support group lead should tell you
Ongoing peer or facilitator-led sessions for individuals or families coping with the loss of a loved one, distinct from one-time individual counseling.
- Seeking Grief Support
- Long Ago Did Loss
- Prefer Group Setting, One-On-One
- Prefer In-Person Meetings, Online
- Receiving Any Other Grief
- Relationship Best Describes Loss
The questions your team needs answered
Every grief support group intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is seeking grief support? | Knowing whether the request is for the person themselves, a family member, or a whole group changes who your facilitator should contact and how the first conversation is framed. |
| How long ago did the loss occur? | Time since loss carries the highest weight in scoring, so recent losses are flagged for faster facilitator follow-up. |
| Would you prefer a group setting, one-on-one support, or either? | Group versus one-on-one preference tells you immediately whether to slot the family into an existing group session or route them toward individual referral. |
| Do you prefer in-person meetings, online meetings, or either? | In-person versus online preference lets you match the family to a session with the right logistics without an extra scheduling call. |
| Are you currently receiving any other grief counseling or therapy? | Knowing if someone is already receiving other grief counseling helps facilitators coordinate instead of duplicating care. |
| Which relationship best describes the loss you are seeking support for? | The relationship to the deceased lets you route the family toward a more specialized group, such as child grief support, when that fits their situation better. |
How Cliont scores grief support group leads
Every answer is weighted automatically — no manual review required.
Value signals
- Within the past month
- 1 to 6 months ago
- 6 months to a year ago
- More than a year ago
- Loss has not yet occurred
- Group sessions with others
See the lead your team receives
Grief Support Group 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 grief support group workflows
| Cliont capability | Grief Support Group application |
|---|---|
| Conditional routing | Requests made for a family member versus a group of people can be routed to different facilitators or session types based on who is answering. |
| Automatic lead scoring | Time since loss drives the score directly, so recent losses surface above older or anticipatory requests without manual review. |
| Format matching | In-person versus online meeting preference is captured up front so you can assign the correct session without a clarifying call. |
| Care coordination flag | A yes answer on existing counseling or therapy is surfaced to facilitators so they can coordinate rather than duplicate support. |
| CRM delivery | Relationship-to-deceased tags let your CRM sort families toward specialized groups, including sibling programs like child grief support. |
Common grief support group lead scenarios
Fresh loss seeking peer group
The loss occurred within the past month and the family selects group sessions with others in person, which the intake flags as a high-value, ready-to-schedule lead.
Family member referring a loved one
Someone requests support on behalf of a spouse or parent rather than themselves, which changes who your facilitator should actually contact first.
Anniversary grief resurfacing
The loss happened more than a year ago and the requester is already in individual therapy, so the intake notes existing care to avoid duplicating support.
Organizer inquiring for a group
A workplace, school, or community organizer requests support for a group of people, which needs different capacity planning than a single-family request.
Undecided on format
The family answers 'not sure' on group vs. one-on-one and 'either format' on meeting type, signaling they need a facilitator conversation before placement.
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
Grief Support Group lead-intake FAQs
How does the intake handle someone requesting support for a family member instead of themselves?
The first question captures whether the request is for the individual, a family member, or a group, so your team knows immediately who to contact and how to frame the first outreach.
Can families tell us whether they want a group or one-on-one setting before we ever call them?
Yes, the intake asks for group, one-on-one, or either preference up front, letting you slot group-ready families into an existing session without a scheduling call.
Does the intake ask if someone is already in grief counseling or therapy?
Yes, a yes/no question captures existing counseling so your facilitators can coordinate with an outside provider instead of duplicating care.
How do you handle in-person vs. online meeting preference?
The intake captures in-person, online, or either as a separate question so you can match the family to the right session format without extra back-and-forth.
Can someone request support before a loss has actually occurred?
Yes, the time-since-loss question includes an option for anticipatory grief where the loss has not yet occurred, so hospice and pre-loss families can still be captured and scored.
Can the intake tell us the specific relationship to the deceased, like spouse, child, or parent?
Yes, a multi-select question captures the relationship, which helps you route a family toward a more specialized program such as child grief support when that fits better.
Turn grief support group visitors into qualified events
Give every grief support group visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.