See the deal size and parties before the consultation
The intake asks whether they're buying, selling, or issuing shares, who else is involved, and whether the deal is closing within 6 months, then requests any draft agreement or term sheet before it lands in your CRM.
The exact intake your stock purchase agreements leads complete
This is the real 8-question guided intake for Stock Purchase Agreements — the same flow your customers finish before you ever pick up the phone.
What a qualified stock purchase agreements lead should tell you
A Stock Purchase Agreement governs the sale or transfer of shares in a company, covering price, payment terms, representations, and any transfer restrictions; the intake needs to confirm who is actually a party to the deal, the deal value, and how soon it's expected to close.
- Buying Or Selling Shares/Stock
- Written Agreement Stock Sale
- Be Party Deal (Buyer,
- There Specific Company And
- Deal Value Or Expected
- Transaction Happening Now Or
- There Important Terms Cover,
- There Disagreement Or Concern
The questions your team needs answered
Every stock purchase agreements intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you buying or selling shares/stock in a U.S. company (or planning to do so soon)? | Confirms this is an actual U.S. stock/share transaction rather than a different type of business deal. |
| Do you need a written agreement for the stock sale (new, revised, or reviewed)? | Distinguishes leads that need real drafting or review work from those only seeking general information. |
| Will you be a party to the deal (buyer, seller, or the company issuing the shares)? | Filters out onlookers who aren't a buyer, seller, or issuing company — the highest-weighted party check in the catalog. |
| Is there a specific company and shareholder(s) involved that you can identify by name? | A named company and shareholders signals a concrete, advanced deal rather than a hypothetical inquiry. |
| Is the deal value or expected payment at least $10,000 (or does it involve a meaningful ownership stake)? | The $10,000-or-meaningful-stake threshold separates small side deals from transactions worth consultation time. |
| Is the transaction happening now or expected within the next 6 months? | Near-term timing within 6 months flags leads who need to move now versus those still exploring options. |
| Are there important terms you need to cover, like price, payment schedule, what happens if someone backs out, or limits on selling the shares later? | Specific terms like price, payment schedule, and resale restrictions show the deal already has substance to negotiate. |
| Is there a disagreement or concern about the stock deal (for example, missed payments, unclear promises, or problems discovered after signing)? | An existing dispute reclassifies the matter from routine drafting to negotiation or dispute-resolution work. |
How Cliont scores stock purchase agreements leads
Every answer is weighted automatically — no manual review required.
Value signals
- Buying Or Selling Shares/Stock: yes
- Written Agreement Stock Sale: yes
- Be Party Deal (Buyer,: yes
- There Specific Company And: yes
- Deal Value Or Expected: yes
- Transaction Happening Now Or: yes
See the lead your team receives
Stock Purchase 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 stock purchase agreements workflows
| Cliont capability | Stock Purchase Agreements application |
|---|---|
| Weighted lead scoring | Weights confirmation that the lead is actually a party to the deal, has a named company and shareholders, and clears the $10,000 deal-value threshold above lower-signal answers, so free consultations go to real, priced transactions. |
| Conditional follow-up questions | Surfaces the dispute question only when relevant, separating straightforward stock purchase drafting work from leads dealing with a missed payment or post-signing disagreement. |
| Document collection at intake | Requests any draft stock purchase agreement, term sheet, or cap table alongside answers about price, payment schedule, and resale restrictions, so you walk into the consultation with the deal terms already in hand. |
| CRM routing | Routes leads who confirm their role in the deal, name the company and shareholders, and expect to close within 6 months straight into your CRM as consultation-ready. |
Common stock purchase agreements lead scenarios
Founder buying out a co-founder
A named company and shareholders are identified, the buyer is a direct party to the deal, and the payment is well above $10,000 — a strong candidate for consultation time.
Investor closing within the quarter
The transaction is confirmed to happen within 6 months and the buyer needs a new written agreement drafted, so the intake flags it as time-sensitive deal work.
Curious founder with no deal yet
The lead confirms interest in a future stock sale but can't yet name a company, shareholder, or dollar value — the intake captures this so it isn't mistaken for a live transaction.
Dispute over a signed stock sale
The buyer already has a signed agreement but flags a disagreement or missed payment, shifting the matter from routine drafting toward a dispute-resolution conversation.
Term sheet needing specific provisions
The lead has agreed on a deal in principle and needs the intake to surface which terms — price, payment schedule, resale restrictions — still need to be written into the agreement.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book matters
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 business and corporate law intake templates
Stock Purchase Agreements lead-intake FAQs
Does the intake filter out people who aren't actually part of the deal?
Yes — the question confirming whether the lead will be a buyer, seller, or the issuing company itself is one of the highest-weighted checks, so leads who are just asking on someone else's behalf score lower.
What if a prospective client hasn't named the company or shareholders yet?
The intake asks directly whether there's a specific company and shareholder(s) they can identify; leads without that detail still come through, just scored as earlier-stage than a named, ready-to-move deal.
How does the intake help me prioritize by deal size?
It asks whether the deal value or expected payment is at least $10,000, or involves a meaningful ownership stake, so you can see transaction size before deciding whether it warrants a consultation.
Can the intake tell me if there's already a dispute rather than a straightforward drafting job?
Yes — one question asks about disagreements or concerns like missed payments or problems discovered after signing, so you can distinguish new deal work from a dispute before you respond.
Does it capture the specific terms someone wants covered, like vesting or resale limits?
The intake asks whether there are important terms to cover — price, payment schedule, what happens if a party backs out, or limits on reselling shares — so you know the deal has real substance to negotiate.
What if the person only wants an existing agreement reviewed, not drafted from scratch?
The intake distinguishes new, revised, or reviewed agreements with a single yes/no question, so review-only requests aren't confused with full drafting engagements.
Turn stock purchase agreements visitors into qualified cases
Give every stock purchase agreements visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.