Qualify more professional coaching leads before the first call
A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their project, collects documents, and hands you a scored, qualified lead.
A custom intake for every professional coaching project
Each one is a ready-to-embed smart survey tuned to the project — open any to try the exact experience your leads would complete.
Public Speaking Coaching
Personalized coaching that helps individuals improve speech delivery, confidence, and presentation skills for public or professional speaking.
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Executive Coaching
One-on-one coaching for executives and senior leaders to strengthen leadership skills, decision-making, and career performance.
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Resume Development
Coaching service that helps individuals create or improve a resume tailored to their career goals and target roles.
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Interview Coaching
One-on-one coaching that helps job seekers prepare for interviews through practice, feedback, and strategy tailored to their target roles.
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Leadership Coaching
One-on-one or group coaching that helps professionals develop leadership skills such as communication, decision-making, and team management.
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Career Coaching
One-on-one guidance helping individuals clarify career goals, improve job search skills, and navigate professional transitions or advancement.
Preview intake →Information you need before every professional coaching project
- This Coaching
- Main Goal This Coaching
- Soon Coaching Begin
- Format Prefer Sessions
- Had Public Speaking Coaching
- Able Commit Regular Scheduled
- Areas Would Most Like
- Current Professional Level Person
- Main Focus Area This
- Person Being Coached Have
How professional coaching lead scoring works
Value signals
- Preparing for a specific upcoming event
- Building general confidence and skills
- Improving performance in an ongoing professional role
- Meeting an academic requirement
- Within a week
- Within a month
Urgency signals
- Immediately
Your visitor has a real project. A contact form can’t hear it.
Prospects and clients arrive ready to explain the project. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No project details or scope
- No documents or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full project scope in their own words
- Relevant documents attached automatically
- Every lead scored by value
- High-intent leads flagged for you
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.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and project template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
Professional Coaching lead-intake FAQs
What does a professional coaching intake collect?
Each professional coaching template asks job-specific questions drawn from the selected service, then captures contact details and relevant documents. The resulting submission gives the team more context than a name-and-email contact form.
How are professional coaching leads scored?
Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger professional coaching opportunities without manually reviewing every raw submission first.
Can visitors try a professional coaching intake on a phone?
Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.
Where can qualified professional coaching leads be sent?
Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.
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
Browse every education and training intake template
While they’re still using contact forms, you’re booking clients
Give every website visitor a guided, bilingual, qualifying intake — and turn your professional coaching traffic into signed work.