See who owns the business before the consultation
The intake asks whether prospects own or co-own a business, whether other partners or stakeholders are involved, and whether a written succession agreement already exists — then requests copies of any buy-sell or partnership agreements before the file reaches your CRM.
The exact intake your business succession planning leads complete
This is the real 8-question guided intake for Business Succession Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified business succession planning lead should tell you
Legal planning for what happens to a privately held business if an owner dies, becomes incapacitated, or exits — covering successor selection, multi-owner agreements, and the tax and court exposure a lack of planning creates.
- Own (Or Co-Own) Business
- Plan What Happens Business
- Want Choose Who Will
- There More Than One
- Have Written Agreement Or
- Disagreement Among Family Members,
- Want Reduce Taxes, Avoid
- Ready Speak With Attorney
The questions your team needs answered
Every business succession planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you own (or co-own) a business in the United States, or are you a key decision-maker for one? | Confirms the prospect actually owns or decides for a business, which is the baseline requirement for this matter type. |
| Are you looking for a plan for what happens to the business if you die or become unable to manage it? | Distinguishes prospects seeking a real death-or-incapacity succession plan from general business inquiries. |
| Do you want to choose who will take over or receive your ownership (for example, a family member, partner, or employee)? | A yes signals the prospect wants active successor selection work, not just a passive review. |
| Is there more than one owner, partner, or major stakeholder involved in the business? | Multiple owners or stakeholders usually means more complex agreement drafting and higher engagement value. |
| Do you have a written agreement or plan today that clearly covers what happens to your business ownership if you die or become unable to manage it? | An existing written agreement lowers the score since the core planning gap may already be covered. |
| Would a disagreement among family members, partners, or heirs be likely if something happened to you and there was no clear plan? | Anticipated disagreement among family or partners points to higher-stakes, more urgent planning work. |
| Do you want to reduce taxes, avoid delays, or avoid court involvement as much as possible when the business is transferred? | Interest in reducing taxes or avoiding court signals a prospect open to more sophisticated planning structures. |
| Are you ready to speak with an attorney and share basic details about the business (such as owners, type of business, and approximate value)? | Readiness to share basic business details indicates how prepared the prospect is to move into a substantive consultation. |
How Cliont scores business succession planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Own (Or Co-Own) Business: yes
- Plan What Happens Business: yes
- Want Choose Who Will: yes
- There More Than One: yes
- Disagreement Among Family Members,: yes
- Want Reduce Taxes, Avoid: yes
Lower-fit signals
- Have Written Agreement Or: no
See the lead your team receives
Business Succession Planning 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 business succession planning workflows
| Cliont capability | Business Succession Planning application |
|---|---|
| Weighted lead scoring | Prioritizes prospects who confirm business ownership, multiple stakeholders, and disagreement risk over those who already have a written succession agreement in place. |
| Document collection | Requests existing buy-sell or partnership agreements up front so you can see the current ownership structure before the consultation. |
| Video intake widget | Lets prospects describe their ownership structure and succession concerns in their own words, useful when multiple partners or family members are involved. |
| CRM routing | Sends qualified succession matters into your CRM with the ownership, stakeholder, and existing-agreement answers attached for immediate review. |
Common business succession planning lead scenarios
Solo owner with no plan
Owns the business outright, wants a plan for death or incapacity, and has no written agreement in place — the intake flags this as a fresh, high-value engagement.
Multi-partner business, no agreement
Several stakeholders are involved and the prospect expects a family or partner disagreement if nothing is documented — the intake surfaces this dispute risk before the call.
Owner already has a written agreement
The prospect confirms an existing succession agreement covers ownership transfer, which lowers the score under the current catalog weighting even though they're a real business owner.
Tax- and court-avoidance driven inquiry
Prospect is focused on minimizing taxes and avoiding probate delays for the ownership transfer, signaling readiness for a strategy-heavy conversation rather than a basic will update.
Not ready to share business details
Owns a business and wants a plan, but isn't yet ready to share specifics like entity type or approximate value — the intake still routes the lead but with a lower readiness score.
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 estate planning and probate intake templates
Business Succession Planning lead-intake FAQs
How does the intake tell a real succession-planning lead apart from a general business question?
The first two questions confirm the prospect actually owns or co-owns a U.S. business and is specifically looking for a plan covering death or incapacity, which carries the heaviest weight in the score.
What happens if the prospect already has a written succession agreement?
That answer is scored as a lower-fit signal since the underlying need may already be addressed, but the lead is still delivered so you can evaluate whether the existing agreement needs updating.
Does the intake treat multi-owner businesses differently than sole owners?
Yes — confirming more than one owner or major stakeholder adds weight to the score, since multi-party ownership typically means more complex succession terms and higher engagement value.
Can the intake collect existing agreements before the consultation?
Yes, prospects can upload existing buy-sell, partnership, or operating agreements so you can review the current structure before the first call.
How does the intake surface family or partner dispute risk?
One question directly asks whether disagreement among family, partners, or heirs would be likely without a clear plan, and a yes answer adds weight to the score since it points to higher-stakes, more urgent work.
What if a prospect isn't ready to share details like business value or entity type?
That readiness question carries lighter weight than ownership and planning-intent questions, so a 'not yet' answer lowers the score without disqualifying the lead outright.
Turn business succession planning visitors into qualified cases
Give every business succession planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.