Career change intake that captures training stage and schedule fit
Every enquiry captures where the person is in their transition — exploring, already chosen a field, or already in training — plus their prior work experience and whether they can commit to a regular schedule. Resumes and availability land with each lead in your CRM, ready for the enrollment call.
The exact intake your career change program leads complete
This is the real 6-question guided intake for Career Change Program — the same flow your customers finish before you ever pick up the phone.
What a qualified career change program lead should tell you
Structured intake for people considering or already pursuing a career change, capturing where they are in the transition, their target field, and whether they can commit to a training schedule so staff know which enquiries are ready for a real conversation.
- This Career Change Program
- Current Stage Career Change
- Field Target Career Change,
- Person Have Prior Work
- Person Able Commit Regular
- Support Most Needed Right
The questions your team needs answered
Every career change program intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this career change program for? | Knowing whether the request is for the person themselves, a child, or an employee/team determines who staff need to reach for the enrollment conversation. |
| What is the current stage of the career change plan? | Career change stage is the strongest readiness signal, separating someone already in training from someone who hasn't decided where to start. |
| Which field is the target of the career change, if known? | Captures the detail in the client’s own words so you’re briefed before the first call. |
| Does the person have prior work experience in any field? | Prior work experience helps staff gauge which training path or placement support fits the person's background. |
| Is the person able to commit to a regular training schedule? | Ability to commit to a regular schedule is one of the highest-weighted answers because it directly affects whether the program is realistic for that person right now. |
| What type of support is most needed right now? | The type of support requested tells staff whether to prepare an assessment conversation, a course walkthrough, or a placement discussion for the call. |
How Cliont scores career change program leads
Every answer is weighted automatically — no manual review required.
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
See the lead your team receives
Career Change Program Lead
From first click to qualified lead
Follow prospects and clients 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 project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for career change program workflows
| Cliont capability | Career Change Program application |
|---|---|
| Conditional branching | Leads who select 'Exploring options' or 'Not sure where to start' can be routed toward assessment-focused messaging, while 'Already in training' leads skip straight to enrollment logistics. |
| Lead scoring | Career change stage and schedule commitment are weighted together, so a lead already in training with a confirmed schedule scores higher than one still exploring with no confirmed availability. |
| Multi-select capture | The support-type question (assessment, training, certification prep, job placement) lets staff see exactly what the enrollment call needs to cover before dialing. |
| Requester identification | The 'who is this for' question flags self-enrollees versus employer or family submissions, so leads can be routed to the right intake path. |
Common career change program lead scenarios
Already mid-transition
Someone who selected 'Already in training' and confirmed prior work experience is further along than a curious browser — the intake flags this as ready for a direct enrollment conversation rather than a general information session.
Still exploring options
A lead who marked 'Exploring options' with 'Not sure where to start' style uncertainty about the target field needs a different first call — one focused on career assessment support rather than course logistics.
Employer sponsoring a team member
When q001 is answered 'An employee or team' instead of 'Myself,' the enquiry usually involves a decision-maker who isn't the trainee — staff can route this to whoever handles corporate or group enrollments.
Schedule can't commit yet
A lead who answers 'no' to being able to commit to a regular training schedule scores lower on that signal even if their career stage is strong, so staff can address the scheduling barrier before booking time.
Certification-focused switcher
Someone who has already chosen a new field and flags 'Certification preparation' as the support needed is closer to a specific program decision than someone requesting general career guidance.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
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 career and vocational training intake templates
Career Change Program lead-intake FAQs
How does the intake tell apart someone just browsing from someone ready to enroll?
The career change stage question separates 'Exploring options' and 'Not sure where to start' from 'Already chosen a new field' and 'Already in training,' and the schedule commitment question adds a second signal — together they show which leads are ready for an enrollment call versus a guidance conversation.
Can the intake handle a lead submitted on behalf of someone else, like an employee?
Yes. The first question asks whether the program is for the person themselves, their child or student, an employee/team, or another party, so you can see immediately who the actual decision-maker is before calling.
What if the target field isn't decided yet?
The target field question is free text and optional in intent — leads who haven't picked a field yet can leave it blank or vague, and the stage answer still tells you they're in exploration mode so you can prep an assessment-focused call instead of a program pitch.
Does the intake capture what kind of support the person actually wants?
Yes, a multi-choice question lets the lead select any combination of career assessment, skills training, certification preparation, or job placement assistance, so staff know what to lead with on the call.
How is this intake different from the Trade School Program or Technology Career Training forms?
This intake is built around transition readiness — stage of the career change, prior work experience, and schedule commitment — rather than a specific trade or tech track, since Career Change Program leads may not have picked a field yet.
Does prior work experience affect how a lead is scored?
Yes, having prior work experience in any field carries more weight than having none, since it can shape which training path or job placement support is realistic for that person.
Turn career change program visitors into qualified clients
Give every career change program visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.