Family history book intake that asks what your team actually needs to
Ask each household about their current research status, what materials they already have on hand, and how many generations the book should cover, then collect photos and documents up front so you can scope the project before the first call.
The exact intake your family history book leads complete
This is the real 7-question guided intake for Family History Book — the same flow your customers finish before you ever pick up the phone.
What a qualified family history book lead should tell you
Compiling a household's researched family history—photos, documents, stories, and tree data—into a finished printed or digital book, scoped by how much research and material the family already has and how many generations the book needs to cover.
- Current Status Family Research
- Materials Already Have Include
- Many Generations Want Book
- Have Authority Share Family
- Format Want Finished Book
- Would Like Book Completed
- Occasion Or Purpose This
The questions your team needs answered
Every family history book intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the current status of your family research? | This tells you upfront whether the household needs research support baked into the project or is only asking for compilation and design work. |
| What materials do you already have to include in the book? | Knowing which materials already exist shows how much original digitization, writing, or family-tree work has to happen before the book can be laid out. |
| How many generations do you want the book to cover? | The number of generations directly drives page count, research depth, and price, making it one of the clearest scope signals in the intake. |
| Do you have authority to share the family information and photos you plan to use? | A 'no' here carries a much lower weight, flagging leads that need a rights or consent conversation before any family photos or records can be used. |
| What format do you want for the finished book? | Format determines production path and cost, so knowing printed, digital, or both up front avoids re-scoping the project mid-way through. |
| When would you like the book completed? | The target completion window tells you whether the project fits your current production schedule before you commit to it. |
| What occasion or purpose is this book intended for? | The stated occasion often reveals a hard deadline (an anniversary, memorial, or reunion) that should shape how the project gets prioritized. |
How Cliont scores family history book leads
Every answer is weighted automatically — no manual review required.
Value signals
- No research done yet
- Some research already done
- Extensive research already completed
- Not sure
- Have Authority Share Family: yes
See the lead your team receives
Family History Book Lead
From first click to qualified lead
Follow homeowners and property managers 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 job
Smart questions adapt to their job and capture the full scope.
They add photos
Damage photos and details come attached, so you assess before you drive out.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for family history book workflows
| Cliont capability | Family History Book application |
|---|---|
| Answer-based lead scoring | Research-status answers (no research done, some done, extensive, or not sure) all carry meaningful weight, so leads aren't down-scored just for being early-stage — the intake scores based on genuine intent, not just how far along they are. |
| Consent and compliance flagging | A 'no' on the authority-to-share question carries a much lower weight than 'yes', letting you route those leads for a rights conversation before any materials are used. |
| Structured upload collection | Households can submit scanned photos, document copies, and any existing family tree file during intake, so your team starts the scoping call with materials already in hand. |
| CRM routing with context | Qualified leads arrive in your CRM tagged with generations to cover, book format, and target timeline, so you can prioritize by project size without re-asking the household. |
Common family history book lead scenarios
Extensive research, ready to compile
The household has already completed deep genealogical research and has photos, documents, and an existing family tree ready to hand over, so the project is mostly design and compilation rather than research.
Starting from zero
No research has been done and no materials exist yet, signaling a longer engagement that likely needs research support before a single page can be laid out.
Materials in hand, no tree
The household has photos and documents but hasn't built a family tree, which changes what the intake flags as missing before the book's generational scope can be set.
Unclear rights to share photos
The household indicates they don't have clear authority to share the family information or photos they plan to use, a low-weighted answer that should route the lead for a consent conversation before work begins.
Gift with a fixed deadline
The book is intended for a specific occasion noted in free text, with a completion timeframe of one to three months, requiring different scheduling than an open-ended keepsake project.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
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 genealogy and family history intake templates
Family History Book lead-intake FAQs
How does the intake tell the difference between a family that's done no research and one that's already finished it?
The research-status question separates households with no research, some research, or extensive research already completed, so you can see at a glance whether a lead needs research support or just book production.
What happens if a household says they don't have authority to share the family photos or records?
That answer carries a much lower weight than a confirmed yes, so leads without clear authority to share their materials can be flagged for a consent conversation before you commit production time.
Can I see what materials a household already has before I talk to them?
Yes, the multi-choice materials question captures whether they have photos, documents or records, written stories, or an existing family tree, so you know what's missing before the first conversation.
How do I know how big a project I'm being asked to take on?
The generations-to-cover question tells you whether the household wants one to two generations or five or more, which is the clearest early signal of project scope and pricing.
Does this intake also handle the actual genealogy research, not just the book?
No, this intake is scoped specifically to the family history book. If a household needs the underlying research done, that's covered by the Ancestry Record Search or Family Tree Research intakes instead.
What if a household hasn't decided on printed vs. digital yet?
The format question includes a not-sure option, so undecided households still come through as qualified leads and you can walk them through printed, digital, or both formats on the call.
Turn family history book visitors into qualified jobs
Give every family history book visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.