Know which preplanning leads are worth an arrangement meeting
Ask who the plan is for, what type of service or disposition they're considering, and whether they're authorized to make arrangements — then collect any existing written wishes before a meeting gets booked.
The exact intake your funeral preplanning leads complete
This is the real 7-question guided intake for Funeral Preplanning — the same flow your customers finish before you ever pick up the phone.
What a qualified funeral preplanning lead should tell you
Advance funeral arrangements made on behalf of a living person, covering who the plan is for, disposition preference, authorization to decide, and how soon the plan needs to be finalized.
- 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
The questions your team needs answered
Every funeral preplanning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this preplanning for? | The relationship to the person being planned for indicates who the eventual decision-maker is and helps staff frame the right conversation. |
| What type of service or disposition are you considering? | Knowing the disposition preference upfront lets staff prepare the correct service and pricing information before the meeting. |
| Have you already selected a funeral home or provider? | Whether a provider is already selected shows if the family is comparing options or already committed elsewhere. |
| Do you already have a written record of the person's wishes? | An existing written record of wishes reduces the work needed during the arrangement meeting and speeds up finalizing the plan. |
| Are you the person authorized to make these arrangements? | This carries the largest weight difference in the catalog, which prevents staff from being dispatched to meet with someone who can't actually authorize the arrangements. |
| How soon would you like to complete this preplanning? | The stated timeline determines how quickly the arrangement meeting should be scheduled relative to other requests. |
| Are you interested in setting aside funds to cover future costs? | Interest in setting aside funds signals a possible prepaid plan conversation worth flagging for follow-up. |
How Cliont scores funeral preplanning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Myself
- My spouse or partner
- A parent
- Another family member
- Someone else
- Person Authorized Make These: yes
Urgency signals
- Immediately
See the lead your team receives
Funeral 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 funeral preplanning workflows
| Cliont capability | Funeral Preplanning application |
|---|---|
| Weighted lead scoring | Applies a much heavier weight to confirmed decision-makers than to unauthorized inquiries, so staff can see at a glance which requests are ready for a real arrangement meeting. |
| Document capture | Collects any existing written record of wishes during intake, so staff aren't dispatched to a meeting only to find out the paperwork doesn't exist yet. |
| Timeline-based prioritization | Uses the immediate-versus-exploring timeline answer to sort which preplanning requests should be scheduled first. |
| CRM routing | Sends each qualified preplanning lead into your CRM tagged by relationship — self, spouse, parent, or other family member — so it reaches the right staff member. |
Common funeral preplanning lead scenarios
Adult child arranging for a parent
Someone is preplanning on behalf of a parent and already holds a written record of the wishes, so the intake flags them as authorized and ready for a near-term arrangement meeting.
Self-preplanner still exploring
The individual is preplanning for themselves but hasn't decided between burial and cremation and marks the timeline as just exploring, so staff can send information before scheduling anything.
Spouse ready to set aside funds
A spouse confirms authorization, wants to move immediately, and is interested in setting aside funds ahead of time, giving the intake a clear signal to prioritize this one over slower-moving inquiries.
Inquiry from an unauthorized relative
A family member who isn't authorized to make the decision fills out the form on someone else's behalf, and the lower authorization weight keeps this from being treated the same as a decision-maker request.
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
Funeral Preplanning lead-intake FAQs
What happens if the person filling out the form isn't authorized to make the arrangements?
The authorization question carries a much lower weight when the answer is no, so those leads score lower and can be routed differently than requests from someone confirmed to be the decision-maker.
Does the intake ask whether the family wants burial or cremation?
Yes, the disposition question captures burial, cremation, green burial, or not decided yet, so staff know what type of conversation to prepare for before the meeting.
What if the family doesn't have any written wishes yet?
The intake asks directly whether a written record already exists, so your team knows whether the arrangement meeting needs to start from scratch or build on existing documentation.
Can this intake tell me if someone is interested in prepaid funds?
Yes, the intake asks whether the family wants to set aside funds to cover future costs, which is useful context if you also handle Prepaid Funeral Plan or Cemetery Preplanning inquiries.
How does the intake handle someone who's just exploring options versus ready to move now?
The timeline question separates immediate, within-a-month, in-a-few-months, and just-exploring responses, so leads ready to move now are distinguishable from those still gathering information.
How is this different from the Cremation Preplanning or Final Wishes Documentation intake?
This intake covers the full preplanning picture — who it's for, disposition, authorization, and timeline — while the Cremation Preplanning and Final Wishes Documentation intakes go deeper into disposition-specific or documentation-specific details.
Turn funeral preplanning visitors into qualified events
Give every funeral preplanning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.