Prepaid funeral plan intake that asks what your team actually needs to know
Ask whether the family is planning for themselves or a loved one, confirm who holds financial decision-making authority, and capture their target setup timeline — all before staff schedule an arrangement meeting. Any existing plan documents or written preferences arrive alongside the lead in your CRM.
Preview your prepaid funeral plan intake
Explore 6 questions from the Prepaid Funeral Plan template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified prepaid funeral plan lead should tell you
A prepaid funeral plan lets an individual or family fund and lock in a burial, cremation, or memorial service in advance — the intake needs to confirm who is planning it, whether that person controls the funds, and how soon they want the plan finalized.
- This Yourself Or Someone
- Set Up New Prepaid
- Services Interested In Preplanning
- Person Who Would Make
- Soon Set Up This
- Have Any Specific Preferences
The questions your team needs answered
Every prepaid funeral plan intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you planning this for yourself or for someone else? | Confirms whether the actual decision-maker is on the call, since a lead planning for someone else often needs a follow-up before the arrangement meeting can be scheduled. |
| Do you need to set up a new prepaid funeral plan rather than modify an existing one? | A new plan setup is weighted higher than a modification because staff can move straight to enrollment rather than pulling up prior policy details. |
| What type of services are you interested in preplanning? | Flags whether the family is leaning toward burial, cremation, or a memorial service so the lead can be routed to the right specialist before the arrangement meeting. |
| Are you the person who would make financial decisions for this plan? | Confirms financial authority so staff don't schedule an arrangement meeting with someone who can't actually authorize payment. |
| How soon are you hoping to set up this prepaid plan? | Timeline answers carry the widest weight spread of the catalog, separating families ready to enroll now from those still comparing options. |
| Do you have any specific preferences or requests already documented? | Signals whether written preferences already exist, letting staff prep the right paperwork instead of starting the conversation from scratch. |
How Cliont scores prepaid funeral plan leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Set Up New Prepaid: yes
- Person Who Would Make: yes
- Within 1 month
- Within 3 months
- Just exploring options
Urgency signals
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Prepaid Funeral Plan 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 prepaid funeral plan workflows
| Cliont capability | Prepaid Funeral Plan application |
|---|---|
| Weighted scoring engine | Automatically raises priority when the respondent confirms they are the financial decision-maker and want to set up a new plan rather than just browsing. |
| Conditional branching | Branches follow-up based on whether the plan is for the respondent or someone else, so staff know whether the actual decision-maker still needs to join before the arrangement meeting. |
| Document capture on the intake form | Lets families attach existing plan paperwork or written final-wishes sheets when they confirm preferences are already documented. |
| CRM routing | Sends every scored prepaid-plan lead into the CRM tagged by desired timeline — immediately, within 1 month, within 3 months, or exploring — so staff can triage before dispatching for an arrangement meeting. |
Example prepaid funeral plan lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Adult child planning for a parent
The respondent answers 'For someone else' and may not be the financial decision-maker, so the intake flags that staff should confirm authority before booking an arrangement meeting.
Ready to enroll immediately
A self-planner who confirms they hold financial decision-making authority and selects 'Immediately' for timeline — the highest-weighted combination — surfaces as top priority in the CRM.
Updating an existing plan
Someone answers 'No' to needing a new plan, weighted lower than a fresh setup, because they already hold a policy and just want a change made.
Just comparing options
A respondent who selects 'Just exploring options' and 'Not sure' for service type still gets captured and scored, but lands lower in priority than families ready to commit.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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
Prepaid Funeral Plan lead-intake FAQs
How does the intake handle leads planning for someone other than themselves?
It captures that answer directly, so if a family member is inquiring on behalf of a parent, staff know to confirm financial decision-making authority before scheduling an arrangement meeting.
Does the form distinguish between someone starting a new plan and someone modifying an existing one?
Yes — new plan answers are weighted higher than modification answers, since a new setup is a full sales conversation while a modification is closer to an account update.
What happens if a lead says they're only exploring options?
The 'Just exploring options' timeline answer still creates a lead but scores lower than 'Immediately' or 'Within 1 month,' so staff can prioritize families closer to enrolling.
Can the intake tell us who actually controls the funeral plan's finances?
Yes, one question asks directly whether the respondent is the financial decision-maker, and that answer carries one of the largest weight differences in the entire catalog.
Does the intake ask which type of service the family wants preplanned?
Yes, families can select burial, cremation, memorial service, or note they're not sure, which helps route the lead to the right specialist ahead of the arrangement meeting.
What if the family already has their preferences written down?
The intake asks whether preferences are already documented, letting staff prepare the right paperwork before the family arrives rather than starting the conversation cold.
Turn prepaid funeral plan visitors into qualified events
Give every prepaid funeral plan visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.