See which buy-sell leads have an ownership change coming
Every buy-sell enquiry answers whether a signed agreement already exists, whether an ownership change is likely soon, and whether a price dispute would hurt the business — plus an upload of any current agreement — before the file lands in your CRM.
The exact intake your buy-sell agreements leads complete
This is the real 6-question guided intake for Buy-Sell Agreements — the same flow your customers finish before you ever pick up the phone.
What a qualified buy-sell agreements lead should tell you
A written contract among a business's co-owners that sets the price, process, and triggering events — an owner leaving, dying, becoming disabled, divorcing, or wanting to sell — for buying out that owner's share.
- Owner (Or Become Owner)
- Written Agreement That Explains
- There No Signed Buy-Sell
- There Real Chance Ownership
- Disagreement About Price Or
- Able And Willing Hire
The questions your team needs answered
Every buy-sell agreements intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you an owner (or planning to become an owner) of a U.S. business with at least one other owner/partner? | Confirms there's more than one owner, which is the basic structural fact that makes a buy-sell agreement relevant at all. |
| Do you need a written agreement that explains what happens if an owner wants to leave, sell their share, becomes disabled, or dies? | Separates leads who explicitly need an exit/succession contract from those with a different corporate need entirely. |
| Is there currently no signed buy-sell agreement in place, or does the current one need to be created or updated? | Tells you whether this is a new drafting engagement or a review/amendment of an existing agreement, which changes scope and fee. |
| Is there a real chance of an ownership change soon (for example, retirement, new investor, conflict, divorce, disability, or death)? | An imminent ownership change means the agreement is needed now rather than as a future planning exercise. |
| Would a disagreement about the price or who can buy an owner’s share cause serious problems for the business or your finances? | Measures the financial stakes of an unresolved price or buyer dispute, which correlates with how much the client will invest in getting it drafted right. |
| Are you able and willing to hire a lawyer to draft or review this agreement for a U.S. business? | Filters out leads looking for a template rather than paid counsel before the file reaches your CRM. |
How Cliont scores buy-sell agreements leads
Every answer is weighted automatically — no manual review required.
Value signals
- Owner (Or Become Owner): yes
- Written Agreement That Explains: yes
- There No Signed Buy-Sell: yes
- There Real Chance Ownership: yes
- Disagreement About Price Or: yes
- Able And Willing Hire: yes
See the lead your team receives
Buy-Sell Agreement Lead
From first click to qualified lead
Follow people and businesses seeking counsel 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 matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for buy-sell agreements workflows
| Cliont capability | Buy-Sell Agreements application |
|---|---|
| Conditional questioning | If a lead says an existing agreement is in place, Cliont surfaces the matter as a review/update rather than treating it like a first draft. |
| Weighted lead scoring | The six buy-sell yes/no questions roll into one score, so a co-owner facing an imminent ownership change ranks above a lead with no other owner at all. |
| Document upload capture | Prospective clients can upload any current buy-sell agreement or ownership breakdown before the consultation, so you already know what's in place when you open the file. |
| CRM routing | Only leads who confirm they're able and willing to hire counsel get pushed to your CRM as consultation-ready. |
Common buy-sell agreements lead scenarios
No agreement, retirement approaching
A co-owner confirms there's no signed agreement in place and a retirement is likely soon, so the intake flags it for drafting before the transition happens rather than after.
Existing agreement needs updating
The business already has a buy-sell agreement, but a new investor is joining, so the intake routes it as a review/amendment matter instead of a first-time drafting engagement.
Active dispute over buyout price
Co-owners disagree on valuation and terms for one owner's exit, and the intake's price-dispute question surfaces this as a matter worth checking against business-divorce or partnership-dispute facts.
Owner not ready to hire counsel
Someone confirms co-ownership and a real need for an agreement but says they're not willing or able to hire a lawyer, so the intake scores it lower for consultation fit even though the underlying need is genuine.
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More business and corporate law intake templates
Buy-Sell Agreements lead-intake FAQs
How does the intake distinguish a genuine buy-sell need from a general business-formation question?
It confirms the lead is a co-owner (or planning to become one) of a multi-owner business and explicitly needs an exit/succession contract, rather than assuming the lead just wants help forming an entity.
What happens if the lead already has a buy-sell agreement in place?
Answering that an agreement already exists lowers that field's weight but doesn't disqualify the lead — it flags the matter as a review or amendment rather than a first-time drafting engagement.
Can the intake tell if this is really a business-divorce or partnership dispute instead?
High answers on ownership-change risk and price-dispute risk surface leads worth a closer look, so you can compare against the business-divorce or partnership-disputes intake if the facts point that way.
Does the intake screen out people who just want a free template?
It asks directly whether the lead is able and willing to hire a lawyer, and a no answer scores near the bottom so you don't spend consultation time on someone shopping for do-it-yourself paperwork.
What if someone is only planning to buy into a business, not already an owner?
The ownership question is written to cover both current owners and people planning to become one, so early-stage buy-in conversations still qualify.
Does this overlap with shareholder and partnership agreements?
Buy-sell provisions often live inside a shareholder or partnership agreement, so if a lead's answers point that way, the matter can be treated as a shareholder-and-partnership-agreements engagement instead.
Turn buy-sell agreements visitors into qualified cases
Give every buy-sell agreements visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.