See who has final say before the arrangement meeting
The intake asks whether this is planning for future arrangements only, confirms who has final decision-making authority, and captures prepayment intent — plus any existing contract paperwork — before sending qualified families to your CRM.
The exact intake your cremation preplanning leads complete
This is the real 6-question guided intake for Cremation Preplanning — the same flow your customers finish before you ever pick up the phone.
What a qualified cremation preplanning lead should tell you
Advance arrangements for cremation made before a death occurs, covering who is planning, who holds final decision authority, and whether funds are being set aside now.
- This Cremation Yourself Or
- This Solely Future Arrangements,
- Main Goal With This
- Already Have Existing Preplanning
- Person Who Will Make
- Want Prepay Or Set
The questions your team needs answered
Every cremation preplanning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you planning this cremation for yourself or for another living person? | Confirms whether the family member being planned for is living, so staff know if they're dealing with guardian-led preplanning rather than an at-need case. |
| Is this planning solely for future arrangements, with no death having occurred yet? | Distinguishes true advance preplanning from at-need cremation requests, and this answer carries the heaviest weight in the score. |
| What is your main goal with this preplanning? | Reveals whether the family's goal is locking in pricing, documenting wishes, or just browsing, shaping how quickly staff should follow up. |
| Do you already have an existing preplanning contract with any provider? | Flags leads who already hold a contract elsewhere so staff can route them to a plan-review conversation instead of a new-sale pitch. |
| Are you the person who will make final decisions on this plan? | Confirms the respondent has authority to finalize the plan, and it's weighted heavily since a non-decision-maker lead needs a different follow-up path. |
| Do you want to prepay or set aside funds for this plan now? | Signals readiness to commit funds now versus just gathering information, letting staff prioritize the arrangement meeting for prepay-ready families. |
How Cliont scores cremation preplanning leads
Every answer is weighted automatically — no manual review required.
Value signals
- This Solely Future Arrangements,: yes
- Person Who Will Make: yes
See the lead your team receives
Cremation Preplanning 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 cremation preplanning workflows
| Cliont capability | Cremation Preplanning application |
|---|---|
| Weighted lead scoring | Scores rise sharply when a lead confirms it's future-arrangements-only planning and that the respondent holds final decision authority, the two signals flagged as highest-value in this catalog. |
| Branching intake logic | When someone is planning for a living family member rather than themselves, follow-up questions adjust to reflect that they may not be the final decision-maker. |
| CRM routing with tags | Leads marking 'ready to prepay now' can be tagged separately from 'just want information' leads so staff know which arrangement meetings to prioritize. |
| Existing-plan flagging | A yes answer on holding a contract with another provider routes the lead into a plan-review queue instead of the standard new-plan pipeline. |
Common cremation preplanning lead scenarios
Adult child researching for a parent
The family member filling out the form isn't the decision-maker and is just exploring options, so the intake flags it for a lighter, informational follow-up rather than an immediate arrangement meeting.
Ready to prepay today
Future arrangements only, decision-maker confirmed, and prepayment marked as ready now — this combination scores highest and should reach staff fast.
Already has a contract elsewhere
The family already holds a preplanning contract with another provider, so the intake routes this toward a plan-review or transfer conversation instead of a fresh sales pitch.
Just gathering information
Goal selected is exploratory and prepayment interest is 'just want information,' signaling a lower-urgency lead better suited to nurture follow-up.
At-need submission by mistake
A death has already occurred, meaning this isn't preplanning at all; the intake flags it as lower fit for this workflow so staff can redirect it appropriately instead of scheduling a preplanning meeting.
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 preplanning intake templates
Cremation Preplanning lead-intake FAQs
How does the intake tell preplanning apart from an at-need cremation request?
One question directly asks whether this is solely for future arrangements with no death yet, and that answer carries the heaviest weight in the score, keeping true at-need cases from clogging your preplanning pipeline.
What happens when someone is planning for a family member instead of themselves?
The intake records whether the plan is for the requester, a living family member, or someone else, so staff can tell right away whether they're speaking with the eventual decision-maker or an intermediary.
Can the intake catch families who already have a preplanning contract with a competitor?
Yes, there's a direct question on existing contracts, which lets you separate new-plan conversations from plan-review or transfer conversations before the meeting is booked.
Does the form capture whether a family is ready to prepay now?
Yes, families choose between prepaying now, prepaying later, or just wanting information, which helps you prioritize the arrangement meeting for those closest to committing funds.
How is decision-making authority confirmed before we book a meeting?
A direct yes/no question asks whether the respondent will make final decisions on the plan, and it's weighted heavily so non-decision-makers get routed differently than the person who can actually sign off.
Is this the same intake used for Funeral Preplanning or Prepaid Funeral Plan leads?
No, this catalog is specific to cremation preplanning; Funeral Preplanning, Cemetery Preplanning, and Prepaid Funeral Plan each run their own qualification questions tailored to that arrangement type.
Turn cremation preplanning visitors into qualified events
Give every cremation preplanning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.