Turn celebration of life enquiries into arrangement meeting-ready leads
Families share their planning stage, expected guest count, and which elements—catering, music, tributes—they want included, while uploading photos for the tribute display, so your team knows exactly what to prepare before the arrangement meeting.
Preview your celebration of life intake
Explore 5 questions from the Celebration of Life template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified celebration of life lead should tell you
Planning support for a personalized, non-religious gathering to honor someone who has passed, covering planning stage, venue, guest count, and the specific program elements a family wants included.
- Current Stage This Celebration
- Plan Hold Celebration Life
- About How Many Guests
- Elements Include In Celebration
- Have Authority Make Decisions
The questions your team needs answered
Every celebration of life intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the current stage of planning this celebration of life? | Planning stage tells you whether the family is ready to schedule an arrangement meeting now or still comparing options, so staff time isn't spent chasing a decision that isn't close. |
| Where do you plan to hold the celebration of life? | Segments the lead so you can route, price, and prioritize it correctly. |
| About how many guests are you expecting to attend? | Segments the lead so you can route, price, and prioritize it correctly. |
| Which elements are you hoping to include in the celebration? | Knowing which elements—catering, music, tributes, decor—a family wants lets you prepare vendor coordination before the meeting instead of discovering scope on the day. |
| Do you have the authority to make decisions and approve arrangements for this event? | This answer separates leads who can approve arrangements immediately from those who need to consult someone else, which changes whether the next step is a booking or a follow-up call. |
How Cliont scores celebration of life leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Just starting to think about it
- Gathering ideas and options
- Ready to book services
- Planning in advance for the future
- Have Authority Make Decisions: yes
Disqualifiers
- Not sure yet
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Celebration of Life 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 celebration of life workflows
| Cliont capability | Celebration Of Life application |
|---|---|
| Multi-select tagging | The elements question captures catering, music, photo/video display, tributes, and decor as separate tags, letting staff see vendor needs at a glance before the arrangement meeting. |
| Weighted scoring logic | A 'yes' on decision-making authority scores significantly higher than 'no,' so proxy-decision leads are automatically routed for a follow-up call instead of an immediate booking. |
| File upload capture | Photos or video selected for the tribute display can be uploaded during intake, so those files are already in the CRM before the family arrives. |
| Guest count segmentation | Headcount ranges from under 25 to over 150 let you pre-estimate venue and catering scale before staff are dispatched. |
Example celebration of life lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Ready to book, full authority
The family selected 'Ready to book services' and confirmed they can approve arrangements, so the lead scores high and routes straight to your CRM as meeting-ready.
Early-stage exploration
Someone at 'Just starting to think about it' is still gathering information, so the intake captures their interest without pushing them toward a booking decision too early.
No decision-making authority yet
The person completing the form answers 'no' to having authority to approve arrangements, which scores lower than a confirmed decision-maker and flags the lead for a follow-up call rather than treating it as booking-ready.
Large event, multiple vendor needs
A guest count over 150 combined with catering, music, and decor selected in the elements question signals a more complex event that needs more prep time before staff are sent out.
Advance planning, venue undecided
Someone planning for the future who hasn't picked a venue represents a longer-lead relationship the intake still captures, without assuming urgency that isn't there.
Connect Cliont to your workflow
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Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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 memorial services intake templates
Celebration of Life lead-intake FAQs
How does the intake handle families who haven't chosen a venue yet?
The form includes a 'Not decided yet' option for venue, so those families are still captured and delivered to your CRM rather than being blocked from submitting until they've made a choice.
What happens if the person filling out the form isn't the one who can approve arrangements?
The decision-authority question scores a 'no' answer lower than a 'yes,' so those leads still reach your CRM but are flagged for a follow-up conversation instead of being treated as ready to book.
Can the intake tell me what a family wants included before I meet with them?
Yes, the elements question lets families multi-select catering, music, photo or video display, speeches, and decor, so you can see what to prepare for before the arrangement meeting.
Does the form ask how many guests to expect?
Yes, families select an estimated headcount range, which helps you gauge venue and staffing needs before you dispatch anyone.
How is this different from the Memorial Reception or Memorial Service Planning intake?
This intake is built around the planning stage, venue, guest count, and personalized elements specific to a standalone celebration of life, while Memorial Reception and Memorial Service Planning are separate sibling intakes with their own catalogs for those distinct services.
What do families need to upload before the meeting?
Families can upload photos or video clips for a tribute display, along with venue confirmation details if a space is already booked, so your team arrives prepared instead of collecting that information on the spot.
Turn celebration of life visitors into qualified events
Give every celebration of life visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.