Family resource intake that captures need and timeline up front
Every family resource enquiry captures which resource type they need, how soon they need it, and whether they're already paired with a caseworker, along with ID or referral documentation, so your team can prioritize tour time for families ready to enroll now.
The exact intake your family resource navigation leads complete
This is the real 6-question guided intake for Family Resource Navigation — the same flow your customers finish before you ever pick up the phone.
What a qualified family resource navigation lead should tell you
Connecting a family with the right community resources—housing, food, childcare subsidy, financial aid, healthcare, or school support—based on which resource type they need, how urgently, and whether they're already working with a caseworker.
- Resources Connect With
- Soon Connect With These
- Parent Or Legal Guardian
- Many People In Household
- Area Or Region Resources
- Working With Caseworker Or
The questions your team needs answered
Every family resource navigation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of resources are you looking to connect with? | The specific resource types selected determine which program specialist or list the lead gets routed to in your CRM. |
| How soon do you need to connect with these resources? | This answer carries the highest weights in the catalog, so it drives most of the score difference between a family needing help today and one just browsing. |
| Are you the parent or legal guardian of the child or family needing support? | Weighted 9 for 'yes' versus 3 for 'no,' this flags whether the person submitting has the authority to enroll the child before staff commit tour time. |
| How many people in your household would benefit from these resources? | Household size isn't scored but tells staff how many people a resource referral needs to accommodate. |
| What area or region do you need resources in? | The free-text region confirms whether the family falls inside the area your programs actually serve before you invest outreach time. |
| Are you currently working with a caseworker or social service agency? | Knowing a caseworker is already involved lets staff coordinate on an existing case plan instead of duplicating the resource search. |
How Cliont scores family resource navigation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Within a few weeks
- Within a few months
- Parent Or Legal Guardian: yes
Urgency signals
- Immediately
See the lead your team receives
Family Resource Navigation 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 family resource navigation workflows
| Cliont capability | Family Resource Navigation application |
|---|---|
| Multi-select resource tagging | The resource-type question lets a family flag housing, food, childcare, financial, healthcare, or school support together, and each selection is passed to your CRM so the right specialist is looped in. |
| Urgency-based lead scoring | The timeline question carries the highest weight for 'Immediately' and the lowest for 'Just exploring options,' automatically pushing time-sensitive families toward the front of your tour queue. |
| Guardianship verification flag | Because the guardian question is weighted 9 for 'yes' and 3 for 'no,' submissions from someone other than the parent or legal guardian are visibly lower-scored so staff can confirm authority before booking. |
| Existing caseworker detection | The caseworker question surfaces whether a family is already in the system with a social service agency, so your team can coordinate instead of restarting a resource search that's already happened. |
Common family resource navigation lead scenarios
Immediate housing crisis
A guardian selects housing assistance with 'Immediately' as the timeline and a household of 4 or more, which pushes the request to the top of the queue for a same-week tour.
Just browsing childcare options
A parent marks 'Just exploring options' for childcare subsidy programs with no caseworker involved, letting staff route this to a slower follow-up track instead of booking a tour slot right away.
Family already has a caseworker
The intake flags that a social service agency is already involved, so your team can coordinate with the existing caseworker rather than duplicate the resource search from scratch.
Inquiry from a non-guardian
A relative or neighbor submits the intake on behalf of a family; the guardian question flags this so staff can confirm enrollment authority before holding a tour spot.
Multi-need bundled request
A household selects several resource types at once—food, healthcare, and education support—giving staff a full picture of need before scheduling a single coordinated tour.
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 parent and family support intake templates
Family Resource Navigation lead-intake FAQs
How does the intake decide which families need a tour scheduled fastest?
The urgency question weights 'Immediately' highest and 'Just exploring options' lowest, so families with a pressing timeline surface ahead of ones who are still researching.
Does the intake confirm the person submitting is actually the guardian?
Yes, the guardian question is weighted so responses from the parent or legal guardian score higher than inquiries submitted by someone else on the family's behalf, which flags those for a quick verification step.
What happens when a family selects multiple resource types at once?
The multi-choice resource question lets a family flag housing, food, childcare, healthcare, or other needs together, so the lead reaches your CRM tagged with every program area they're asking about instead of just one.
Can I tell if a family is already working with a caseworker before I contact them?
Yes, the caseworker question is captured on every submission so your team can coordinate with an existing case plan instead of duplicating outreach that's already underway.
Does household size affect how the lead is scored?
Household size isn't weighted in the score itself, but it's captured on every lead so staff can see whether a request affects one person or four or more when planning resource capacity.
How do you know which region or service area a family is asking about?
The intake collects the area or region as free text, so leads outside your coverage area are visible before you spend time holding a tour slot for a family you can't actually serve.
Turn family resource navigation visitors into qualified patients
Give every family resource navigation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.