College selection intake that captures academic stage and
Our guided intake captures the student's academic stage, application timeline, and top college priorities, plus an unofficial transcript upload, so you can see decision-maker status before you ever pick up the phone.
The exact intake your college selection leads complete
This is the real 5-question guided intake for College Selection — the same flow your customers finish before you ever pick up the phone.
What a qualified college selection lead should tell you
Guidance service that helps a student narrow a list of colleges based on academic stage, application timeline, and personal priorities like cost, location, or career outcomes.
- This College Search
- Student'S Current Academic Stage
- Factors Matter Most In
- Student Plan Apply College
- Person Who Can Make
The questions your team needs answered
Every college selection intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this college search for? | Knowing whether the form is filled out by the student, a parent, or a professional advisor changes who should be on the enrollment call. |
| What is the student's current academic stage? | Academic stage is the strongest signal of how soon a family will actually need to enroll and pay for services. |
| Which factors matter most in choosing a college? | The priorities selected shape whether the follow-up conversation should focus on program fit, cost, or career outcomes. |
| When does the student plan to apply to college? | A family applying this upcoming cycle needs a call far sooner than one that's more than a year away. |
| Are you the person who can make decisions about the college choice? | This flags whether the person on the intake can commit to moving forward or whether another decision-maker needs to be involved first. |
How Cliont scores college selection leads
Every answer is weighted automatically — no manual review required.
Value signals
- Early high school (9th-10th grade)
- Junior year (11th grade)
- Senior year (12th grade)
- Current college student seeking to transfer
- Other
- This upcoming application cycle
Disqualifiers
- Not sure yet
See the lead your team receives
College Selection 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 college selection workflows
| Cliont capability | College Selection application |
|---|---|
| Weighted scoring | Academic stage and application timeline carry the heaviest weights, so a junior applying this cycle scores well above a family more than a year out. |
| Branching logic | Selecting "Not sure yet" on college priorities can route the lead toward a discovery-focused follow-up instead of a program-specific pitch. |
| Decision-maker flag | The yes/no decision-maker question tags leads that need another family member looped in before an enrollment call is worth booking. |
| CRM routing | Qualified enrollment call leads land in your CRM already tagged by academic stage, so early-stage and this-cycle applicants can sit in different pipeline stages. |
Common college selection lead scenarios
Junior applying this cycle
A parent submits the intake for an 11th grader planning to apply this upcoming cycle and confirms they can make the decision, landing as a high-priority enrollment call.
Freshman family planning early
The student is in early high school with an application timeline more than a year away, so the intake flags it for a longer-term nurture track rather than an immediate call.
Transfer student mid-search
A current college student seeking to transfer selects academic programs and career outcomes as top priorities, a distinct profile from a traditional first-time applicant.
Advisor inquiring for a client
Someone identifies as a professional advisor asking on behalf of a student rather than a parent or the student themselves, which changes who the follow-up call should actually be with.
Undecided on priorities
The family selects "Not sure yet" for the factors that matter most in a college, signaling they need a discovery-style conversation instead of a narrow, program-specific pitch.
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 college and admissions consulting intake templates
View all college and admissions consulting intake templates →
College Selection lead-intake FAQs
How does the intake handle a parent who isn't the final decision maker?
The decision-maker question flags when the person filling out the form can't commit on their own, so you know to loop in the student or another parent before booking the enrollment call.
Can the intake tell the difference between a freshman just researching and a senior applying this year?
Yes — academic stage and application timeline are captured as separate questions, so a 9th grader browsing colleges is scored differently than a senior applying this upcoming cycle.
What happens if the student doesn't know what matters most in a school yet?
The factors question includes a "Not sure yet" option, which routes the lead as needing a broader discovery conversation rather than a targeted program-fit pitch.
Does this intake also cover essay coaching or application strategy leads?
No — college selection is scoped to the search and shortlist stage. Essay coaching and application strategy are separate subservices with their own intake if you offer both.
How is a transfer student handled differently from a first-time applicant?
Transfer students seeking to switch colleges are a distinct academic stage option in the intake, so they're identified and scored separately from high school applicants.
What if the enquiry is from someone who already works with the student professionally?
The intake asks who the search is for, including an option for a student the respondent already advises, so you can tell apart a new prospect from an existing client checking in.
Turn college selection visitors into qualified clients
Give every college selection visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.