Turn headstone enquiries into arrangement-ready leads
Ask whether the plot is already confirmed, who's authorized to make the purchase, and what engraving details are ready, then route verified headstone leads straight to your CRM before you dispatch staff.
The exact intake your headstone leads complete
This is the real 6-question guided intake for Headstone — the same flow your customers finish before you ever pick up the phone.
What a qualified headstone lead should tell you
Ordering or designing a headstone or grave marker for a cemetery plot, covering material and marker type, engraving content, and the cemetery's placement requirements.
- Current Status Headstone
- Know Cemetery'S Rules Headstone
- Burial Plot Already Been
- Headstone Or Marker Interested
- Authorized Make Decisions And
- Already Have Text, Dates,
The questions your team needs answered
Every headstone intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the current status of the headstone need? | Distinguishing a recent burial from pre-need planning or pure research tells staff how quickly this family expects to move to an arrangement meeting. |
| Do you know the cemetery's rules for headstone size, material, or design? | Segments the lead so you can route, price, and prioritize it correctly. |
| Has the burial plot already been purchased and confirmed? | A confirmed plot purchase (weight 9) versus not yet confirmed (weight 4) is one of the clearest signals of how close the family is to being purchase-ready. |
| What type of headstone or marker are you interested in? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you authorized to make decisions and arrangements for this memorial purchase? | This is the highest-weighted yes/no in the catalog, since meeting with someone who can't legally sign the contract wastes staff time. |
| Do you already have text, dates, or images ready for the engraving? | Knowing whether engraving content is ready tells staff whether a design proof can be prepared before the arrangement meeting or needs to be drafted together. |
How Cliont scores headstone leads
Every answer is weighted automatically — no manual review required.
Value signals
- Recent burial, need headstone now
- Replacing or repairing an existing marker
- Planning ahead for future need
- Just researching options
- Burial Plot Already Been: yes
- Authorized Make Decisions And: yes
Disqualifiers
- Not sure yet
See the lead your team receives
Headstone Lead - Recent Burial, Plot Confirmed
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 headstone workflows
| Cliont capability | Headstone application |
|---|---|
| Weighted lead scoring | Plot confirmation and purchasing authority are the highest-weighted answers in the headstone catalog, so confirmed, authorized families score above people who are just researching. |
| Conditional follow-up flags | A 'need help finding out' answer on cemetery rules routes the lead to a staff member who can gather requirements before design work starts. |
| Structured intake fields | Marker type selection (flat, upright, monument, companion) lets staff pull the right templates and pricing before the first call. |
| CRM routing | Only leads with confirmed plot purchase and decision authority are pushed to your CRM as arrangement-ready, keeping unconfirmed enquiries out of the dispatch queue. |
Common headstone lead scenarios
Recent Loss, Immediate Need
The family confirms a recent burial, a purchased plot, and that they're authorized to decide, so the intake surfaces this as high priority for an arrangement meeting.
Replacing a Damaged Marker
A family is repairing or replacing an existing headstone rather than ordering a first one, so the intake tracks this separately from new-order leads.
Pre-Planning Ahead of Need
Someone is planning ahead for a future need with no burial yet, so the intake routes it as a valued but lower-urgency lead rather than one needing a same-week visit.
Early Research, No Authority Yet
The person filling out the form is just researching and isn't the authorized decision-maker, so the intake flags it for nurturing instead of an immediate dispatch.
Cemetery Rules Unknown
The family isn't sure what the cemetery allows for size, material, or design, so the intake flags the lead for staff to research requirements before quoting.
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
Headstone lead-intake FAQs
How does the intake know if a family is ready to book an arrangement meeting?
Plot confirmation and purchase authorization carry the heaviest weight in the catalog, so leads answering yes to both surface above families who are still just researching.
What if the family doesn't know the cemetery's headstone rules yet?
Answering that they need help finding out flags the lead for staff assistance rather than disqualifying it, since many families genuinely don't know cemetery requirements.
Can the intake collect engraving text and dates before the meeting?
Yes, it captures whether engraving content is fully ready, partially ready, or not started, so staff know whether to prep a design proof in advance.
Does the intake separate new headstone orders from repairs?
It does, distinguishing a recent burial, a repair or replacement, pre-need planning, and pure research, each weighted differently for priority.
What happens if the person submitting the form isn't authorized to purchase?
That answer scores low, which tells staff to confirm the actual decision-maker before scheduling an arrangement meeting or dispatching anyone.
Can we tell what type of marker someone wants before contacting them?
Yes, the intake captures flat marker, upright headstone, large monument, or companion marker preference so staff can pull the right catalog and pricing ahead of the call.
Turn headstone visitors into qualified events
Give every headstone visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.