Qualify every education and training lead before the first conversation
Whether a family is asking about career and vocational training, language learning, or test preparation, Cliont routes each enquiry through a program-specific intake and sends only the enrollments worth an enrollment call to your CRM, so your team stops chasing an enquiry that never enrolls.
Browse every education and training intake template
Each category ships ready-to-embed, job-specific intakes — open any to try the exact experience your leads complete.
Career and Vocational Training
Preview 6 intake templates for career and vocational training, including career change program, technology career training, trade school program.
View intakes →
Language Learning
Preview 6 intake templates for language learning, including accent and pronunciation coaching, english as a second language, business language training.
View intakes →
Corporate Training
Preview 6 intake templates for corporate training, including sales training, leadership training, diversity and inclusion training.
View intakes →
Music Education
Preview 6 intake templates for music education, including music production lessons, piano lessons, drum lessons.
View intakes →
Academic Tutoring
Preview 7 intake templates for academic tutoring, including college tutoring, math tutoring, elementary school tutoring.
View intakes →
College and Admissions Consulting
Preview 6 intake templates for college and admissions consulting, including essay coaching, graduate school admissions, scholarship search.
View intakes →
Professional Coaching
Preview 6 intake templates for professional coaching, including public speaking coaching, executive coaching, resume development.
View intakes →
Test Preparation
Preview 6 intake templates for test preparation, including act preparation, gre preparation, gmat preparation.
View intakes →Information education and training teams need before the first conversation
Across every education and training service, Cliont intakes are built to capture:
Education and Training covers the full range of programs that help students and families gain skills, credentials, or admission outcomes — from vocational courses and language learning to tutoring, coaching, and test preparation — with each program type needing a different set of intake questions to tell a genuine enrollment from a casual inquiry.
- This Career Change Program
- Current Stage Career Change
- Field Target Career Change,
- Person Have Prior Work
- Person Able Commit Regular
- Support Most Needed Right
- This Training
- Technology Area Interested In
- Current Experience Level With
- Main Goal This Training
How education and training lead scoring works
Every answer across every education and training intake is weighted automatically.
Value signals
- Exploring options
- Already chosen a new field
- Already in training
- Not sure where to start
- Person Have Prior Work: yes
- Person Able Commit Regular: yes
Urgency signals
- Immediately
- Emergency response procedures
- This Specific Course With
- No draft yet, need help brainstorming
- Ready Actively Work On
Route leads by service, area, urgency, and value
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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
Education and Training lead-intake FAQs
Does Cliont use one intake form for every program we offer?
No — Cliont builds a separate qualification flow for each subservice you offer, such as career and vocational training, academic tutoring, or corporate training, since the details that matter for a vocational course differ from those for a tutoring engagement.
How does Cliont distinguish a serious enrollment from someone just browsing programs?
Each subservice intake is scored on its own factors, so a music education inquiry and a college and admissions consulting inquiry are qualified against different criteria before either reaches your CRM.
Can we run intake for both short courses and longer coaching programs on the same account?
Yes — schools offering a mix of programs, from language learning to professional coaching, can run a distinct intake for each one under a single Cliont account, with leads routed to the same CRM.
What happens to enquiries that aren't ready to book an enrollment call?
Leads that don't clear the qualification bar for a given program are still captured and scored, so your team can follow up later instead of losing the enquiry entirely.
Does Cliont handle multi-program education businesses, like a school offering both test preparation and tutoring?
Yes — you can set up a tailored intake for each program area (test preparation, academic tutoring, and others in your catalog) and manage all qualified leads from one CRM feed.
Turn your education and training traffic into signed clients
Give every visitor a guided, bilingual intake — and meet a scored, qualified lead before you pick up the phone.