Know which graduate applicants are worth an enrollment call
Ask applicants about program type, application stage, and their target school list, then collect transcripts or work history before sending scored leads to your CRM.
The exact intake your graduate school admissions leads complete
This is the real 5-question guided intake for Graduate School Admissions — the same flow your customers finish before you ever pick up the phone.
What a qualified graduate school admissions lead should tell you
Support for applicants building out graduate school applications, from program selection and essay strategy through recommendation letters, test prep, and final submission timing.
- Graduate Program Applying
- In Application Process Right
- Have Target List Graduate
- Application Components Help With
- Have Prior Academic Transcripts
The questions your team needs answered
Every graduate school admissions intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of graduate program are you applying to? | Program type (Master's, PhD, or professional) determines which consultant specialty the lead should be routed to before the call. |
| Where are you in the application process right now? | Application stage carries the largest weight, ranking applicants preparing essays or finalizing submission above those still researching or already submitted. |
| Do you have a target list of graduate programs or schools? | Having a target school list already narrowed down signals a more committed applicant than one who hasn't started that step. |
| Which application components do you need help with? | Knowing which specific components the applicant needs help with lets your team prepare the right materials before the enrollment call instead of discovering it live. |
| Do you have prior academic transcripts or work history ready to share? | Applicants who already have transcripts or work history ready can move directly into document review, shortening the time from intake to a productive first call. |
How Cliont scores graduate school admissions leads
Every answer is weighted automatically — no manual review required.
Value signals
- Researching programs
- Preparing essays or materials
- Finalizing submission
- Already submitted applications
- Have Target List Graduate: yes
Disqualifiers
- Not sure yet
See the lead your team receives
Graduate School Admissions 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 graduate school admissions workflows
| Cliont capability | Graduate School Admissions application |
|---|---|
| Weighted lead scoring | Applicants preparing essays or finalizing submission score higher than those who've already submitted, so your CRM surfaces the leads closest to needing an enrollment call. |
| Multi-select service tagging | The application components question tags each lead with the specific help needed, such as personal statement work or recommendation letter strategy, so calls can be routed to the right consultant. |
| Document readiness flag | Whether an applicant has transcripts or work history ready to share is recorded as a readiness signal, letting your team prioritize leads who can move to document review immediately. |
| CRM routing by program type | Master's, PhD, and professional program applicants can be routed differently in your CRM based on their answer to the program type question. |
Common graduate school admissions lead scenarios
PhD applicant finalizing submission
A doctoral candidate with a target school list is finalizing submission materials, which scores as one of the highest-urgency stages the intake tracks.
Early-stage researcher, no target list yet
A master's applicant still researching programs and without a target list scores lower on readiness but still signals genuine intent to hire help.
Already submitted, seeking interview prep
An applicant who already submitted applications is now asking for interview preparation, a lower-weighted stage that still routes to the CRM as a distinct follow-up type.
Professional program needing essay and letters
An MBA or law applicant selects both personal statement help and recommendation letter strategy, letting you route the lead to the right consultant specialty before the call.
Undecided on program type
An applicant who marks 'Not sure yet' on program type and hasn't assembled a target list signals an earlier-stage lead that may need a discovery conversation rather than an enrollment call.
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 →
Graduate School Admissions lead-intake FAQs
How does the intake handle applicants who haven't picked a program type yet?
The intake still records 'Not sure yet' as a valid answer, so those applicants reach your CRM tagged as earlier-stage rather than being dropped from the pipeline.
Why does application stage carry more weight than program type?
Applicants preparing essays or finalizing submission are scored higher than those who've already submitted, since that's the window where consulting help is most likely to convert into an enrollment call.
Can the intake tell me exactly what a lead needs help with before I call them?
Yes, the multi-select on application components captures whether they need essay help, recommendation letter strategy, test prep, resume work, interview prep, or program selection guidance, so your team knows what to prepare for.
Does the intake collect transcripts or work history automatically?
It asks whether the applicant has transcripts or work history ready to share, which flags document readiness before you route the lead to your CRM.
What happens if an applicant doesn't have a target school list?
The lead still gets scored and delivered, just with a lower readiness signal than applicants who've already narrowed down programs.
Is this intake different from the one used for Essay Coaching or Application Strategy?
Yes, each sibling subservice like Essay Coaching or Application Strategy has its own catalog, though this one is built specifically around graduate program type, application stage, and target school selection.
Turn graduate school admissions visitors into qualified clients
Give every graduate school admissions visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.