Traditional preschool intake that captures start date and schedule up
Ask about your child's age, target start date, and schedule needs right in the intake, then collect a birth certificate before the family ever books a tour.
The exact intake your traditional preschool leads complete
This is the real 6-question guided intake for Traditional Preschool — the same flow your customers finish before you ever pick up the phone.
What a qualified traditional preschool lead should tell you
A licensed group classroom program for children roughly 2 to 5 years old that combines early learning activities, socialization, and a daily routine, typically requiring the child to be within program age range and increasingly self-sufficient with toileting.
- Child'S Current Age
- Would Like Child Start
- Schedule
- Child Toilet Trained
- Parent Or Legal Guardian
- Days Week Care
The questions your team needs answered
Every traditional preschool intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your child's current age? | Ages 2 to 5 score highest because they fall inside the program's actual eligibility window, while under-2 and over-5 answers point to a mismatch that should be redirected before a tour. |
| When would you like your child to start preschool? | An 'immediately' start date signals a family ready to commit now, letting staff prioritize the tour ahead of families targeting a future school year. |
| What schedule are you looking for? | Schedule type determines whether the family fits an open full-day, half-day, or partial-week slot before staff spend time on a tour. |
| Is your child currently toilet trained? | Toilet training status affects classroom readiness and staffing, so directors can plan placement before the family visits. |
| Are you the parent or legal guardian responsible for enrollment decisions? | Confirming the respondent is the parent or legal guardian prevents holding a spot based on an inquiry from someone who can't finalize enrollment. |
| What days of the week do you need care? | Specific weekday needs let staff check the request against actual classroom capacity instead of guessing from a general schedule preference. |
How Cliont scores traditional preschool leads
Every answer is weighted automatically — no manual review required.
Value signals
- 2 to 3 years
- 3 to 4 years
- 4 to 5 years
- Yes, fully
- In progress
- Not yet
Urgency signals
- Immediately
See the lead your team receives
Traditional Preschool 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 traditional preschool workflows
| Cliont capability | Traditional Preschool application |
|---|---|
| Automatic lead scoring | Weighs the 2-to-5 age range and toilet training status supplied in the intake so families outside the program's age fit are flagged before a tour is offered. |
| Guardian verification flag | Uses the parent/legal guardian yes-or-no answer to separate decision-makers from relatives or caregivers who can't confirm enrollment. |
| Schedule and capacity matching | Combines the schedule-type answer with the selected weekdays so staff can see at a glance whether a family's needs match an available classroom slot. |
| Urgency tagging | Marks 'immediately' start-date responses for faster follow-up while routing 'next school year' or 'not sure' responses on a slower track. |
Common traditional preschool lead scenarios
Ready-to-start toddler family
Child is 3 to 4 years old, fully toilet trained, and the family wants to start immediately with a full-day schedule — the intake flags this as urgent and high value for the next open tour slot.
Next school year planner
Parent is browsing for a child who will be 2 to 3 years old by fall but doesn't need to start for months; the intake still scores the age as a fit but routes it without urgency.
Toilet training still in progress
Family selects 'in progress' for toilet training, which affects classroom placement and staffing, so the enrollment coordinator can flag it before confirming a tour.
Non-guardian inquiry
A grandparent or caregiver fills out the form and answers 'no' to being the parent or legal guardian, signaling the director needs to loop in the actual decision-maker before holding a spot.
Unsure on schedule and days
Family answers 'not sure' on both schedule type and which weekdays they need, indicating they need a conversation about availability before a tour is worth scheduling.
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 preschool and early learning intake templates
Traditional Preschool lead-intake FAQs
How does the intake handle age eligibility for traditional preschool?
The intake asks the child's current age directly, and children in the 2-to-5 range score as strong fits while under-2 and over-5 responses score low so staff can redirect them to a more appropriate program before a tour is booked.
Does the intake ask about toilet training before a tour is scheduled?
Yes, the intake captures whether the child is fully trained, in progress, or not yet trained, which many classrooms use as one factor in readiness and placement decisions.
Can the intake tell us if the person filling it out actually has enrollment authority?
Yes, the intake asks directly whether the respondent is the parent or legal guardian responsible for enrollment, which helps directors avoid holding a spot based on an inquiry from someone who can't sign the paperwork.
How do we avoid holding a spot for a family that's still 'not sure' when they'll start?
Start-date answers like 'immediately' or 'within 1 month' are treated differently from 'not sure' or 'next school year,' so you can prioritize tours for families ready to commit soon.
Does the intake capture which days of the week a family actually needs?
Yes, families select specific weekdays alongside their schedule preference (full day, half day, or a few days per week), giving your enrollment team the detail needed to check it against open classroom slots.
Is this intake different from what you'd use for Montessori or bilingual preschool?
It's built around traditional preschool's own age, schedule, and toilet-training questions rather than the Montessori Preschool or Bilingual Preschool catalogs, so the scoring reflects what actually matters for this program.
Turn traditional preschool visitors into qualified patients
Give every traditional preschool visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.