Custom urn intake that asks what your team actually needs to know
Ask families whether they already have the remains, what the urn is for, and how soon they need it finished, then collect any engraving text or photo ideas before the request reaches your CRM.
The exact intake your custom urn leads complete
This is the real 7-question guided intake for Custom Urn — the same flow your customers finish before you ever pick up the phone.
What a qualified custom urn lead should tell you
Design and production of a personalized cremation urn, sized and styled to a family's specific needs, with intake built to confirm possession of remains, intended use, and timeline before staff commit to a design consultation.
- Already Have Cremated Remains
- Intended Purpose This Urn
- Material Or Style Interested
- How Much Space Or
- Person Authorized Make This
- Soon Finished Urn
- Have Text, Images, Or
The questions your team needs answered
Every custom urn intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you already have the cremated remains in your possession? | Whether the family already has the remains signals how close they are to needing a finished product versus still in early planning. |
| What is the intended purpose for this urn? | Segments the lead so you can route, price, and prioritize it correctly. |
| What material or style are you interested in for the urn? | Segments the lead so you can route, price, and prioritize it correctly. |
| Approximately how much space or volume does the urn need to hold? | The volume needed (full remains, keepsake, or companion) directly affects what size and construction the urn requires before any design work starts. |
| Are you the person authorized to make this arrangement decision? | Confirming the respondent is authorized to decide prevents staff from treating a family member's inquiry as a confirmed order before the real decision-maker is involved. |
| How soon do you need the finished urn? | A one-week deadline points to an imminent service date and should route ahead of requests with no specific timeline. |
| Do you have text, images, or design ideas you want included on the urn? | Captures the detail in the client’s own words so you’re briefed before the first call. |
How Cliont scores custom urn leads
Every answer is weighted automatically — no manual review required.
Value signals
- Already Have Cremated Remains: yes
- Person Authorized Make This: yes
- Within 1 week
- 2-4 weeks
- 1-3 months
- No specific deadline
Disqualifiers
- Not sure yet
See the lead your team receives
Custom Urn 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 custom urn workflows
| Cliont capability | Custom Urn application |
|---|---|
| Weighted lead scoring | Combines the timeline answer with whether remains are already in possession and whether the respondent is authorized to decide, so a ready-now family outranks an early browser. |
| Conditional question logic | Surfaces the volume question (full remains, keepsake, or companion) only in the context that follows the intended purpose, keeping the form relevant to what the family selected. |
| File and text capture | Collects free-text design notes and reference images for engraving or photo etching directly in the intake, so staff have the family's design intent before the first call. |
| Multi-select preference fields | Records every material or style the family is considering, including biodegradable options, without forcing a single premature choice. |
Common custom urn lead scenarios
Remains in hand, tight deadline
The family already has the cremated remains and needs a finished urn within a week, often ahead of a service date. These score highest and should reach staff immediately.
Early planning, no remains yet
Someone is browsing urn options before a death has occurred or before cremation is complete, with no deadline pressure. The intake still captures purpose and style preference so staff can follow up when timing is clearer.
Companion urn for two
A family needs an urn sized to hold remains for two individuals, often for niche or columbarium placement. This changes volume and material discussion before any quote can be given.
Inquiry from someone unauthorized
The person filling out the form is not the one authorized to make the arrangement decision. Staff can flag this for a follow-up call rather than treating it as a confirmed order.
Keepsake with scattering plan
The family wants a partial or keepsake volume urn paired with scattering the remainder, often in a biodegradable material. This is a distinct production request from a full-size burial or display urn.
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 monuments and memorial products intake templates
Custom Urn lead-intake FAQs
What happens if a family doesn't have the cremated remains yet?
The intake asks directly whether remains are already in possession. Families still exploring options before cremation is complete can move through the rest of the form, but the lead is flagged differently from someone ready to finalize an order now.
How does the form handle someone who isn't authorized to decide?
The intake asks whether the person filling it out is authorized to make the arrangement decision. Answers from an unauthorized contact are weighted lower so staff can follow up appropriately instead of scheduling as if the order is confirmed.
Can families submit engraving text or reference photos through the intake?
Yes, the free-text field lets families describe text, images, or design ideas they want on the urn, and any supporting photos can be attached before staff ever call.
Does the requested timeline change how a lead is scored?
Yes, a needed-within-a-week request scores higher than one with no specific deadline, since it signals a family working against a service date.
What if the family isn't sure what material or style they want?
The intake includes a 'not sure, need guidance' option for material and style, so undecided families are still captured and routed for a design consultation rather than dropped.
How does the intake distinguish a single urn from a companion urn?
The volume question separates full adult remains, partial or keepsake amounts, and companion urns for two individuals, so staff know sizing needs before quoting.
Turn custom urn visitors into qualified events
Give every custom urn visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.