Behavioral weight support intake that captures follow-up readiness up
Ask about their main goal, whether they're already working with another provider, and if they can commit to regular follow-up sessions before a slot gets booked.
The exact intake your behavioral weight support leads complete
This is the real 5-question guided intake for Behavioral Weight Support — the same flow your customers finish before you ever pick up the phone.
What a qualified behavioral weight support lead should tell you
Non-clinical coaching support that helps patients build sustainable eating, activity, and stress-management habits, distinct from medical or surgical weight-loss pathways.
- This Support
- Main Goal Help With
- Working With Any Other
- Soon Begin This Support
- Able Attend Regular Follow-Up
The questions your team needs answered
Every behavioral weight support intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this support for? | Knowing whether the inquiry is for the patient themselves or a child/family member changes consent requirements and how the follow-up call should be framed. |
| What is the main goal you are looking for help with? | The stated goal (habits, maintenance, emotional eating, or general accountability) determines which coaching track and session cadence fits the patient. |
| Are you currently working with any other provider on weight management? | Patients already working with another provider need coordination before scheduling to avoid duplicated or conflicting support. |
| How soon are you hoping to begin this support? | How soon the patient wants to begin indicates urgency and helps staff prioritize outreach order. |
| Are you able to attend regular follow-up sessions, in person or virtually? | Ability to attend regular follow-up sessions is a strong predictor of whether the patient will stay engaged with ongoing behavioral coaching. |
How Cliont scores behavioral weight support leads
Every answer is weighted automatically — no manual review required.
Value signals
- Building healthier eating or activity habits
- Maintaining progress after a prior program or procedure
- Managing stress or emotional eating patterns
- General accountability and motivation
- As soon as possible
- Within the next month
Disqualifiers
- Not sure yet
See the lead your team receives
Behavioral Weight Support Lead
From first click to qualified lead
Follow patients and caregivers 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 visit
Smart questions adapt to their visit and capture the full scope.
They share details
Symptoms, history, and documents come attached before the visit.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for behavioral weight support workflows
| Cliont capability | Behavioral Weight Support application |
|---|---|
| Branching intake logic | Routes the conversation differently depending on whether the patient answers 'Myself,' 'My child or teen,' or 'An adult family member.' |
| Automated lead scoring | Weighs goal type and start timeline together so a patient wanting stress/emotional-eating help who wants to start immediately surfaces above a vague, unscheduled inquiry. |
| CRM routing | Sends qualified patients to your CRM with provider-status and follow-up-availability answers attached so staff can screen for scheduling conflicts before booking. |
| Conditional flagging | Flags leads who report already working with another provider so staff can confirm coordination instead of booking a duplicate slot. |
Common behavioral weight support lead scenarios
Maintaining post-program progress
Patient finished a prior program or procedure and wants ongoing accountability; intake flags the maintenance goal so staff can match them to the right coaching cadence.
Managing emotional eating
Patient selects stress or emotional eating as the main goal and wants to start as soon as possible; this combination scores high and surfaces quickly for outreach.
Already seeing another provider
Patient answers yes to working with another provider on weight management; intake flags this so the team can confirm coordination before scheduling.
Can't commit to regular sessions
Patient indicates they can't attend regular follow-up sessions, which lowers the score and lets staff address scheduling constraints before booking a slot.
Support for a family member
Patient is inquiring on behalf of a child, teen, or adult family member rather than themselves, changing how staff frame the intake conversation and consent needs.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book visits
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 weight management intake templates
Behavioral Weight Support lead-intake FAQs
How does the intake handle patients already working with another provider?
The intake asks directly whether the patient is currently working with another provider on weight management, so staff can confirm coordination or avoid duplicate services before scheduling.
What happens if a patient isn't sure what kind of support they need?
The goal question includes a 'Not sure yet' option, which still scores as viable so these leads reach the CRM instead of being filtered out for lack of specificity.
Can the intake capture requests made on behalf of a child or family member?
Yes, the first question asks who the support is for, so staff immediately know whether they're speaking with the patient or a parent/family member on someone else's behalf.
How does follow-up availability affect the lead score?
Patients who confirm they can attend regular follow-up sessions score meaningfully higher than those who can't, helping staff prioritize outreach toward patients likely to stay engaged.
How is this intake different from the Post-Bariatric Follow-Up form?
Behavioral Weight Support focuses on habit-building, stress, and accountability goals rather than post-procedure clinical check-ins, so the qualifying questions and routing differ.
Turn behavioral weight support visitors into qualified patients
Give every behavioral weight support visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.