Individual grief support intake that captures relationship and timing
Every individual grief support enquiry captures who's seeking support, their relationship to the person who died, and how long ago the loss occurred — so you know before an arrangement meeting whether virtual or in-person format fits and if they're already working with a counselor.
The exact intake your individual grief support leads complete
This is the real 5-question guided intake for Individual Grief Support — the same flow your customers finish before you ever pick up the phone.
What a qualified individual grief support lead should tell you
One-on-one grief support sessions for a person coping with a specific loss, qualified by who needs support, their relationship to the deceased, how long ago the loss occurred, and whether they're already working with a counselor.
- Seeking Grief Support
- Long Ago Did Loss
- Working With Grief Counselor
- Format Support
- Relationship Person Who Died
The questions your team needs answered
Every individual grief support intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is seeking grief support? | Distinguishes whether the request is for an adult, a child, or someone else, so staff can route child or teen cases toward age-appropriate support before scheduling. |
| How long ago did the loss occur? | Time since loss carries the highest weight at 1 to 6 months, reflecting the window when individual grief support is most urgently needed. |
| Are you currently working with a grief counselor or therapist? | Knowing whether the family already has a therapist helps staff position individual sessions as complementary rather than duplicating existing care. |
| What format of support are you looking for? | Captures whether the family wants in-person, virtual, or is open to either, so counselor scheduling can be prepared ahead of the arrangement meeting. |
| What is your relationship to the person who died? | Relationship to the deceased shapes which grief themes staff should be prepared to address in the first session. |
How Cliont scores individual grief support leads
Every answer is weighted automatically — no manual review required.
Value signals
- Within the last month
- 1 to 6 months ago
- 6 months to a year ago
- More than a year ago
- Loss has not yet occurred
See the lead your team receives
Individual 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 individual grief support workflows
| Cliont capability | Individual Grief Support application |
|---|---|
| Branching intake logic | Flags requests where a child or teenager is the one seeking support, so those cases can be routed toward age-appropriate care instead of a standard adult session. |
| Weighted lead scoring | Automatically ranks leads reporting a loss 1 to 6 months ago above those further out, surfacing the families in the most acute need window first. |
| Format capture | Pre-sorts virtual versus in-person requests so staff can check counselor availability before returning the call, instead of asking format questions live. |
| CRM routing | Sends relationship, timing, and counselor-status details straight into your CRM so no one dispatches a staff member before the family's situation is confirmed. |
Common individual grief support lead scenarios
Fresh loss, no support system
Loss occurred within the last month and the family isn't working with a counselor, so the intake surfaces this as an acute-need lead worth a fast callback.
Delayed grief resurfacing
A spouse or parent reports a loss more than a year ago but is only now seeking support, often around an anniversary — the intake still captures relationship and format without treating it as urgent.
Support sought for a teen
The requester selects 'A child or teenager,' flagging a case that may be better routed toward child-specific grief support rather than a standard individual session.
Supplementing existing therapy
The family is already working with a therapist but wants either individual or group sessions as a supplement, which the intake distinguishes from someone starting support from scratch.
Anticipatory grief before a death
The loss 'has not yet occurred,' signaling a family preparing for an impending death rather than processing one already happened — a distinct conversation from post-loss support.
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
Individual Grief Support lead-intake FAQs
How does the intake prioritize recent losses over older ones?
Time since loss carries the intake's clearest weighting, with 1 to 6 months ago scored highest, reflecting the period when families most often need immediate individual support.
Does the intake separate requests for children or teens from adult individual support?
Yes — the 'who is seeking support' question distinguishes a child or teenager from an adult, so staff can decide whether to route toward child-specific grief support instead of a standard individual session.
What happens if the family isn't sure whether they want individual or group sessions?
The format question includes an 'either individual or group setting' and a 'not sure' option, so the lead still comes through with enough context to have a scheduling conversation rather than being dropped.
Why does the intake ask if the family already has a grief counselor or therapist?
Knowing whether someone is already in therapy helps staff position individual sessions as a complement to existing care rather than duplicating it, which changes how the first conversation should go.
Can the intake capture anticipatory grief before a death has happened?
Yes, the timing question includes 'loss has not yet occurred,' so families preparing for an impending death can request support before, not just after, the loss.
How is the relationship to the deceased used once the lead reaches my CRM?
Relationship — spouse, parent, child, sibling, friend, or other — travels with the lead into your CRM so the assigned counselor knows what kind of loss they're walking into before the first call.
Turn individual grief support visitors into qualified events
Give every individual grief support visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.