By the Cliont product team
test preparation lead intake software for firms

Qualify more test preparation 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.

Video greetingGuided intakeDocument uploadInstant lead scoring
Live previewQuestion 1 of 7
Who is this ACT preparation for?
Myself
My child
A group of students

Information you need before every test preparation project

  • This Act Preparation
  • Student Taken Act Before
  • Act Sections Most Focus
  • Student'S Next Scheduled Or
  • Student Have Recent Practice
  • Preferred Tutoring Format
  • Person Completing This Request
  • Take Gre
  • Already Taken Gre Practice
  • Gre Sections Want Focus

How test preparation lead scoring works

Value signals

  • Within 4 weeks
  • 1 to 3 months away
  • 3 to 6 months away
  • No date set yet
  • Person Completing This Request: yes
  • Within 1 month

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.

Basic contact form

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
Cliont intake

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.

Test Preparation lead-intake FAQs

What does a test preparation intake collect?

Each test preparation 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 test preparation 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 test preparation opportunities without manually reviewing every raw submission first.

Can visitors try a test preparation 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 test preparation 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.

Most popular

Professional

Unlimited intake forms and leads for your growing business.

$397 / month
14-day free trial · Cancel anytime
  • 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
Try free for 14 days

Pay Per Lead

Only pay when you receive a qualified lead.

$47 / qualified lead
No setup fees · No monthly fees
  • 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
Get started

Browse every education and training intake template

View all education and training intake templates →

While they’re still using contact forms, you’re booking clients

Give every website visitor a guided, bilingual, qualifying intake — and turn your test preparation traffic into signed work.