Stop chasing scholarship leads that never enroll
Every scholarship search enquiry captures the student's application stage, the type of funding they're chasing, and whether a transcript or GPA is ready to share, so your team knows which leads are close to an enrollment call before you dial.
The exact intake your scholarship search leads complete
This is the real 5-question guided intake for Scholarship Search — the same flow your customers finish before you ever pick up the phone.
What a qualified scholarship search lead should tell you
Intake that identifies a student's education stage, the funding types they're chasing, and whether academic records are ready to share, so a consultant can prioritize scholarship-matching work by how close the family is to needing an award.
- This Scholarship Search
- Stage Student At In
- Funding Find
- Have Completed Academic Record
- Student, Or Parent, Counselor,
The questions your team needs answered
Every scholarship search intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this scholarship search for? | Identifies whether the search is for a high schooler, college student, graduate student, or adult learner, which determines which scholarship pools and consulting track apply. |
| What stage is the student at in their education plans? | Stage carries the highest weights in the catalog, with already admitted and seeking funding scoring above a student who hasn't started applying yet. |
| What type of funding are you hoping to find? | Multi-select funding types reveal exactly which scholarship categories a consultant needs to source before the enrollment call. |
| Do you have a completed academic record (transcript or GPA) available to share? | A yes answer weighs higher than a no, since a family with a transcript or GPA ready can start matching immediately instead of waiting on paperwork. |
| Are you the student, or a parent, counselor, or employer assisting them? | Distinguishes a self-directed student from a parent, counselor, or employer submitting on their behalf, which changes who gets the follow-up call. |
How Cliont scores scholarship search leads
Every answer is weighted automatically — no manual review required.
Value signals
- Not yet applying to schools
- Currently applying to schools
- Already admitted, seeking funding
- Already enrolled and studying
- Have Completed Academic Record: yes
See the lead your team receives
Scholarship Search 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 scholarship search workflows
| Cliont capability | Scholarship Search application |
|---|---|
| Weighted answer scoring | Ranks the education-stage answer so an admitted student seeking funding scores above a student who hasn't started applying yet. |
| Conditional relationship logic | Flags whether the intake was completed by the student, a parent, or a school counselor, so consultants can route parent-submitted and counselor-submitted leads differently. |
| Multi-select tagging | Tags each lead with every funding type selected, from merit-based to local scholarships, so you can filter your CRM by the categories a consultant actually sources. |
| Document-readiness weighting | Raises the score when a transcript or GPA is already available, since that lead can move to matching without a delay chasing paperwork. |
Common scholarship search lead scenarios
Admitted student needs funding fast
A student already admitted and seeking funding has the highest-weighted stage answer, and their transcript is on hand, so the intake flags them for immediate follow-up.
Early explorer without transcript
A student not yet applying to schools who hasn't pulled a transcript yet still scores, but the missing academic record lowers the weight versus a document-ready lead.
Parent researching for a teen
A parent or guardian fills out the intake for a high school student and selects merit-based scholarships, which routes differently than a self-directed adult applicant.
Counselor sourcing for a cohort
A school counselor submits on behalf of a student and selects community-specific and local awards, signaling a batch or referral relationship rather than a single-family enquiry.
Adult learner needing aid
An adult returning learner selects need-based financial aid instead of merit awards, a funding mix that points toward a different scholarship database and search strategy.
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 →
Scholarship Search lead-intake FAQs
How does the intake tell me which scholarship leads are closest to enrolling?
The education-stage question weights 'already admitted, seeking funding' highest, since that family needs an award decision fast, while 'not yet applying' scores lower but is still captured.
Does the intake collect a transcript or GPA directly?
Yes, the intake asks whether a completed academic record is available and weights that answer, so leads with documents ready to share score higher than those who still need to request records.
Can a parent or counselor submit the search instead of the student?
The intake asks whether the person completing it is the student, a parent or guardian, a school counselor, or an employer, so you know who to follow up with and whether you're dealing with one student or a referral source.
What happens when a family selects multiple funding types?
The funding-type question is multi-select, covering merit-based, need-based, major-specific, community, and local scholarships, so a lead can flag several categories at once for your team to research.
Does this intake work for adult learners, not just high schoolers?
Yes, the first question segments the student as high school, college, graduate, or adult returning learner, so the same intake handles all four without separate forms.
Where do qualified scholarship search leads end up?
Once scored, qualified enquiries are sent to your CRM along with the stage, funding type, and academic record answers attached, so nothing gets lost between the form and your follow-up.
Turn scholarship search visitors into qualified clients
Give every scholarship search visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.