Qualify more preplanning leads before the first call
A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their event, collects inspiration photos, and hands you a scored, qualified lead.
A custom intake for every preplanning event
Each one is a ready-to-embed smart survey tuned to the event — open any to try the exact experience your leads would complete.
Funeral Preplanning
Assistance for individuals or families arranging funeral or memorial plans in advance of a death, covering wishes and preferences.
Preview intake →
Cemetery Preplanning
This service helps individuals and families arrange cemetery plots, burial rights, or memorial property in advance of need.
Preview intake →
Final Wishes Documentation
Support for individuals and families recording preferences for future funeral or memorial arrangements before they are needed.
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Prepaid Funeral Plan
Helps individuals and families set up and fund a funeral plan in advance to arrange future memorial services.
Preview intake →
Cremation Preplanning
Assistance for individuals or families arranging cremation plans in advance, before a death has occurred, to prepare future arrangements.
Preview intake →Information you need before every preplanning event
- This Preplanning
- Service Or Disposition Considering
- Already Selected Funeral Home
- Already Have Written Record
- Person Authorized Make These
- Soon Would Like Complete
- Interested In Setting Aside
- This Yourself, Or On
- Anyone Involved Already Own
- Cemetery Arrangement Interested In
How preplanning lead scoring works
Value signals
- Myself
- My spouse or partner
- A parent
- Another family member
- Someone else
- Person Authorized Make These: yes
Urgency signals
- Immediately
- There is an immediate need
- Partially written down
Your visitor has a real event. A contact form can’t hear it.
Hosts and planners arrive ready to explain the event. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No event details or scope
- No inspiration photos or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full event scope in their own words
- Inspiration photos and details attached
- Every lead scored by value
- High-intent leads flagged for you
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.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and event template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
Preplanning lead-intake FAQs
What does a preplanning intake collect?
Each preplanning template asks job-specific questions drawn from the selected service, then captures contact details and relevant inspiration photos. The resulting submission gives the team more context than a name-and-email contact form.
How are preplanning leads scored?
Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger preplanning opportunities without manually reviewing every raw submission first.
Can visitors try a preplanning intake on a phone?
Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.
Where can qualified preplanning leads be sent?
Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.
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
Browse every funeral and memorial intake template
While they’re still using contact forms, you’re booking events
Give every website visitor a guided, bilingual, qualifying intake — and turn your preplanning traffic into signed work.