Know who's authorized before you start the research
Households share their research goal, how many generations back they want to trace, and which regions matter most, plus whether they're authorized to request family records, while uploading any documents or photos they already have.
Preview your family tree research intake
Explore 6 questions from the Family Tree Research template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified family tree research lead should tell you
Research into a household's ancestry to build a family tree, typically starting from a stated goal, known generations, and any existing family documents or photos.
- Main Goal This Family
- Many Generations Back Trace
- Already Have Any Family
- Regions Or Countries Most
- Person Authorized Request Records
- Soon Would Like Research
The questions your team needs answered
Every family tree research intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your main goal for this family tree research? | The stated goal ranks the scope and depth of the engagement, from a full tree build down to a general 'other' request. |
| How many generations back are you hoping to trace? | How many generations the household wants traced signals the likely complexity and length of the research project. |
| Do you already have any family documents, photos, or records to share? | Whether family documents or photos already exist determines how much of the work starts from primary sources versus archival record searches. |
| Which regions or countries are most relevant to your family history? | The regions or countries named point to which archives, languages, and record repositories the research will need to draw on. |
| Are you the person authorized to request records on behalf of the family? | Confirming the person has authority to request records on the family's behalf matters before pursuing vital records that may be privacy-restricted. |
| How soon would you like the research to begin? | An 'Immediately' answer flags the enquiry as time-sensitive for scheduling ahead of flexible-timing requests. |
How Cliont scores family tree research leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Build a complete family tree
- Find information on a specific ancestor
- Verify a family story or legend
- Explore heritage or ethnic origins
- Other goal
- Person Authorized Request Records: yes
Urgency signals
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Family Tree Research 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 tree research workflows
| Cliont capability | Family Tree Research application |
|---|---|
| Lead scoring | Combines the stated research goal with authorization status so a 'build complete tree' request from an authorized family member outranks a vague, unauthorized enquiry. |
| Document upload | Households who answer 'yes' to already having family documents or photos can attach them directly, giving you a starting point before the first visit. |
| Free-text capture | Regions and countries entered in free text are passed through to the CRM record so you can match the enquiry to archives or record sets you specialize in. |
| Conditional routing | Enquiries answering 'no' on authorization can be flagged for a confirmation step before they're treated as ready for a visit. |
Example family tree research lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Building a complete multi-generation tree
Household selects 'Build a complete family tree', wants 5 or more generations, and already has family documents to share — a high-scope, high-value project worth an immediate visit.
Verifying a family legend
Goal is to verify a family story, old photos or letters are already on hand, and the household wants to start immediately — a focused, well-documented research task.
Exploring heritage with no urgency
The household picks 'Explore heritage or ethnic origins', has no documents yet, and marks timing as flexible — still qualified, but lower priority for scheduling.
Unclear scope, unsure of generations
Goal is finding a specific ancestor but the household answers 'Not sure' on generations back — the intake still routes it, flagging that scope needs to be clarified on the visit.
Third party requesting on behalf of family
Someone submits the intake but answers 'No' to being authorized to request records on behalf of the family — a signal to confirm standing before committing research time.
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- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
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- AI-powered voice bot
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- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More genealogy and family history intake templates
Family Tree Research lead-intake FAQs
How does the intake handle authorization to request family records?
The intake asks directly whether the person submitting is authorized to request records on behalf of the family. A 'yes' answer scores higher than a 'no', so you can confirm standing before committing research hours to a case.
What happens if the household doesn't have any documents yet?
The intake still captures the research goal, generations sought, and relevant regions even when no documents are attached, so you can scope the work as an archive-first project rather than turning the lead away.
Does requesting research to start 'Immediately' change how the lead is prioritized?
Yes. 'Immediately' is treated as an urgency signal and can be surfaced ahead of leads that mark 'Within a month' or 'Flexible timing' for the same research goal.
How do you handle households who answer 'Not sure' on generations back?
That answer is captured as-is rather than forcing a guess, so you can use the visit to clarify scope instead of losing the lead to an unanswerable question.
Can this intake tell the difference between a tree-building request and a DNA question?
The goal question only covers tree-building, ancestor searches, story verification, and heritage exploration — DNA-specific requests are better routed through the DNA Research Support intake.
What do you collect about which countries or regions are involved?
Region and country information is captured as free text, so households can list specific towns, provinces, or countries rather than picking from a fixed list, and that detail is passed to your CRM as context for the visit.
Turn family tree research visitors into qualified jobs
Give every family tree research visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.