Know which grief support group leads are worth intake session time
Every inquiry captures how recently the loss occurred, what relationship was lost, and whether the client feels ready to share in a group setting, plus any referral documentation, so your team knows exactly who to seat first.
The exact intake your grief support group leads complete
This is the real 6-question guided intake for Grief Support Group — the same flow your customers finish before you ever pick up the phone.
What a qualified grief support group lead should tell you
A facilitated group program where participants processing the death of a loved one receive peer support, coping guidance, and space to share, matched by loss recency and readiness to engage with others.
- Seeking Grief Support
- Long Ago Did Loss
- Participant Open Sharing In
- Relationship Was Lost
- Soon Would Like Join
- There Preferred Group Format,
The questions your team needs answered
Every grief support group intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is seeking grief support? | Knowing whether the request is for the individual, a child, or someone else changes which intake path and facilitator conversation should follow. |
| How long ago did the loss occur? | How recently the loss occurred is the strongest weighted signal, so a loss under 3 months old is treated as more time-sensitive than one from years ago. |
| Is the participant currently open to sharing in a group setting? | Whether the client is currently open to sharing directly affects group fit, since a 'no' answer suggests they may need individual support before joining a group. |
| What type of relationship was lost? | Segments the lead so you can route, price, and prioritize it correctly. |
| How soon would you like to join a group? | Wanting to join as soon as possible versus just exploring tells your team which leads need a seat this week versus which can be nurtured toward a future cohort. |
| Is there a preferred group format, such as in-person or online? | Segments the lead so you can route, price, and prioritize it correctly. |
How Cliont scores grief support group leads
Every answer is weighted automatically — no manual review required.
Value signals
- Less than 3 months
- 3 to 12 months
- 1 to 2 years
- More than 2 years
- Participant Open Sharing In: yes
- As soon as possible
See the lead your team receives
Grief Support Group 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 grief support group workflows
| Cliont capability | Grief Support Group application |
|---|---|
| Automatic lead scoring | Loss timing and sharing readiness are weighted together so a client grieving a recent loss who is open to sharing scores well above someone just beginning to explore options. |
| Conditional routing | Requests submitted for a child, teen, or 'someone else' can be routed differently in your CRM than self-referrals, since they often need a different facilitator conversation. |
| Document capture | Referral notes from a hospice, physician, or prior therapist are collected alongside the intake answers so your facilitator has context before the first session. |
| Format-based matching | The in-person versus online preference is captured upfront so open leads can be matched to whichever group currently has capacity. |
Common grief support group lead scenarios
Recent loss, ready now
The client lost someone within the last 3 months, says they're open to sharing, and wants to join as soon as possible — the intake flags this as a high-priority seat to fill immediately.
Not yet ready to share
A client is still processing a loss but answers no to being open in a group setting; the intake surfaces this so your team can decide whether individual support should come before group placement.
Long-past loss, still seeking
Someone whose loss was more than two years ago is exploring group support for the first time — a different stage of grief that the intake distinguishes from acute, recent-loss cases.
Support requested for a teen
A parent submits the intake on behalf of a grieving child or teen rather than themselves, which changes what your facilitator needs to know before offering a group placement.
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 group therapy intake templates
Grief Support Group lead-intake FAQs
Can the intake tell the difference between a recent loss and one from years ago?
Yes — the loss-timing question captures whether the loss occurred within the last 3 months, 3 to 12 months, 1 to 2 years, or over 2 years ago, so more recent losses are flagged with higher priority than long-standing grief.
What happens if someone says they're not ready to share in a group?
The intake records that response and scores it lower than an open answer, giving your team a signal to consider a screening call or individual referral before offering a group slot.
Does the intake handle requests submitted on behalf of a child or someone else?
Yes — the 'who is seeking grief support' question captures whether the request is for the individual, a partner, family, a child or teen, or someone else, so you know upfront whether the case needs a different intake path than an adult self-referral.
How does the format preference question help fill open group sessions?
The in-person, online, either, or not-sure options let you match incoming leads to whichever group has open seats without a back-and-forth phone call to ask.
Is this intake the same for recovery, parenting, or anxiety support groups?
No — Grief Support Group uses its own catalog of loss-specific questions like relationship lost and loss timing, distinct from the intake used for Recovery Support Group, Parent Support Group, or Anxiety Support Group.
Does a lower readiness-to-share score mean the lead should be rejected?
Not necessarily — it means the lead scores lower on group-fit signals, which is a cue for your team to review the case rather than an automatic disqualification.
Turn grief support group visitors into qualified patients
Give every grief support group visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.