Know which career coaching leads are worth enrollment-call time
Ask about career goals, current employment status, and focus areas like resume or interview prep, then collect a current resume before the enrollment call gets booked.
The exact intake your career coaching leads complete
This is the real 6-question guided intake for Career Coaching — the same flow your customers finish before you ever pick up the phone.
What a qualified career coaching lead should tell you
One-on-one guidance to help a job seeker or employee clarify career goals, work through a job search or transition, and prepare for next steps such as interviews or advancement conversations.
- This Coaching
- Main Career Goal Right
- Soon Would Like Begin
- Had Previous Career Coaching
- Employed
- Areas Would Like Coaching
The questions your team needs answered
Every career coaching intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this coaching for? | Distinguishes self-referred individuals from employer-sponsored or family-referred enquiries, which often need different follow-up and pricing. |
| What is the main career goal right now? | The stated career goal is the strongest indicator of intent and is weighted to push job search and career change enquiries ahead of vague or unsure ones. |
| How soon would you like to begin coaching sessions? | Timeline carries the top weight in the catalog, since a lead wanting to start immediately is far more likely to convert on the enrollment call than someone just exploring options. |
| Have you had previous career coaching or counseling? | Knowing whether the lead has had prior coaching helps the coach tailor the enrollment call instead of repeating discovery questions already answered elsewhere. |
| Are you currently employed? | Employment status shapes the type of support needed — an unemployed job seeker has different urgency than someone advancing in a current role. |
| What areas would you like the coaching to focus on? | Selected focus areas tell the coach what materials or exercises to prepare before the call, rather than discovering scope live. |
How Cliont scores career coaching leads
Every answer is weighted automatically — no manual review required.
Value signals
- Finding a new job
- Changing career paths
- Advancing in current role
- Exploring career options
- Within a month
- In a few months
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Career Coaching 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 coaching workflows
| Cliont capability | Career Coaching application |
|---|---|
| Answer-weighted scoring | Career goal and timeline answers (like 'Finding a new job' and 'Immediately') carry higher weight, so time-sensitive career transitions surface ahead of casual exploration. |
| Branching intake logic | When 'An employee at my organization' is selected, the form path can distinguish employer-sponsored requests from individual self-referrals for your CRM. |
| Multi-select capture | The focus-area question lets leads pick several priorities at once — resume, interview prep, networking — so a coach isn't guessing what to prepare. |
| Document upload | A current resume can be collected alongside the intake so it's already attached to the lead record before the enrollment call is scheduled. |
Common career coaching lead scenarios
Job seeker ready now
Selects 'Finding a new job' and wants to start 'Immediately' — the intake flags this as high priority so it reaches your CRM ahead of slower-moving enquiries.
Career changer exploring timing
Picks 'Changing career paths' but is only 'Within a month' out, giving your team a realistic read on urgency before you follow up.
Employer-sponsored request
The 'Who is this coaching for?' answer comes back as 'An employee at my organization,' signaling a possible commercial, multi-session engagement rather than a self-pay individual.
Student weighing direction
A student selects 'Currently a student' for employment status and 'Exploring career options' as the goal, with focus areas like skills assessment rather than resume or interview prep.
Returning coaching client
Answers 'yes' to previous career coaching, which lets you tailor the enrollment call around what worked (or didn't) last time instead of starting the conversation from scratch.
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 professional coaching intake templates
Career Coaching lead-intake FAQs
How does the intake tell me if a lead is for an employee rather than an individual?
The 'Who is this coaching for?' question captures whether the enquiry is for the person filling out the form, a student, an employee at their organization, or someone else, so you can spot employer-sponsored requests before the call.
Does the intake capture what the lead actually wants to work on?
Yes — the focus-area question lets leads select multiple areas like resume prep, interview prep, networking, or goal setting, so your coach knows what to prepare for the enrollment call.
What happens with leads who say they're 'just exploring options' on timing?
Those answers carry a lower weight than 'Immediately' or 'Within a month,' so the lead still reaches your CRM but is scored for nurture follow-up rather than urgent outreach.
Can I see if a lead has worked with a coach before?
The intake asks directly whether the lead has had previous career coaching or counseling, which helps you avoid re-asking the same discovery questions on the call.
Does the intake account for employment status?
Yes — leads indicate whether they're employed full-time, part-time, unemployed, or a student, which shapes how you frame the enrollment call and what materials to request beforehand.
Turn career coaching visitors into qualified clients
Give every career coaching visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.