By the Cliont product team
ACT preparation lead intake software for test prep professionals

Every ACT prep enquiry, scored before it reaches your CRM

Every ACT enquiry captures the student's test date, prior attempts, and target sections, plus whether they already have a practice score, so you know exactly who's ready to enroll before you pick up the phone.

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

The exact intake your act preparation leads complete

This is the real 7-question guided intake for ACT Preparation — the same flow your customers finish before you ever pick up the phone.

Preview
Your video greeting plays here

What a qualified act preparation lead should tell you

Tutoring aimed at improving a student's ACT score, qualified by the section weaknesses, target test date, prior attempt history, and score data the tutor needs before booking an enrollment call.

  • 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

The questions your team needs answered

Every act preparation intake asks these — and why each one matters.

QuestionWhy it matters
Who is this ACT preparation for?Knowing whether the enquiry is for an individual, a child, or a group determines who your team should actually be speaking to on the enrollment call.
Has the student taken the ACT before?A student who's already sat the ACT once or more usually has a clearer target score and timeline than a first-time test-taker.
Which ACT sections need the most focus?Segments the lead so you can route, price, and prioritize it correctly.
When is the student's next scheduled or planned ACT test date?A test date within four weeks is the single strongest urgency signal in the intake, pushing the lead ahead of anyone with no date set.
Does the student have a recent practice or official ACT score available?Whether a recent score exists tells the tutor if they're starting from a diagnostic baseline or need to schedule one before building a plan.
What is the preferred tutoring format?Segments the lead so you can route, price, and prioritize it correctly.
Is the person completing this request able to make decisions about scheduling and enrollment?Confirming the form-filler can actually schedule and enroll separates decision-ready leads from information-gathering enquiries that will need a second contact.

How Cliont scores act preparation leads

Every answer is weighted automatically — no manual review required.

Value signals

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

Disqualifiers

  • Not sure yet

See the lead your team receives

ACT Preparation Lead

89/100
High Priority
Who this is forMy child
Prior ACT attemptsTaken it once
Sections needing focusMath, Science
Test dateWithin 4 weeks
Recent score availableYes
Preferred formatEither works
Can make enrollment decisionsYes
Delivered to: Email · CRM · Calendar

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 act preparation workflows

Cliont capabilityACT Preparation application
Weighted scoringTest date proximity and decision-making authority are the two strongest weighted fields, so a student testing within four weeks with a decision-ready parent outranks a distant, undecided enquiry.
Section taggingThe multi-select on English, Math, Reading, Science, and Writing/Essay lets you route a lead directly to the tutor who specializes in that student's weak sections.
Decision-maker flaggingEnquiries where the form-filler can't schedule or enroll are still delivered to your CRM, just flagged lower so your team follows up with the actual decision-maker first.
Format-based routingThe in-person, online, or either-works answer lets you separate leads before the enrollment call so you're not scheduling a format you can't offer.

Common act preparation lead scenarios

Test date four weeks out

A student with a test date inside four weeks scores as high-value and time-sensitive, so the enrollment call gets flagged ahead of enquiries with no date set.

Parent researching, no date yet

A parent filling out the intake for their child with no test date set still gets captured and scored, just lower in urgency than someone with a booked exam.

Repeat test-taker chasing a specific score

A student who's already taken the ACT once or more and knows their weak sections gives the tutor a sharper starting point than a first-time, unsure-of-sections enquiry.

Group inquiry from a school or family

When the request is for a group of students rather than one individual, the intake flags it differently so it routes to whoever handles cohort scheduling.

Enquiry filed by someone who can't decide

If the person completing the form can't make scheduling or enrollment decisions, the lead still gets logged but is weighted lower until the actual decision-maker is reached.

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.

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

ACT Preparation lead-intake FAQs

How does the intake handle a parent filling out the form instead of the student?

The first question asks who the ACT preparation is for, so a parent inquiring on behalf of a child is captured distinctly from a student inquiring for themselves or a group request.

What happens if the student doesn't have a test date yet?

'No date set yet' is a valid answer and the lead still comes through, it's simply weighted lower for urgency than a student with a date inside the next few months.

Do families need a practice score before they can submit an enquiry?

No. The intake asks whether a recent practice or official score is available as a yes/no question, so leads without a score yet aren't blocked from submitting.

Can the intake tell me who actually has the authority to enroll?

Yes. A dedicated question asks whether the person completing the request can make scheduling and enrollment decisions, which is one of the stronger value signals in the scoring.

Does the intake capture which sections a student needs help with?

Yes, it's a multi-select covering English, Math, Reading, Science, and Writing/Essay, with a 'not sure yet' option for students who haven't diagnosed their weak areas.

How is a group booking, like a school cohort, different from an individual enquiry?

The 'who is this for' question includes a group of students option, so cohort requests are tagged separately from individual student or parent enquiries in your CRM.

Turn act preparation visitors into qualified clients

Give every act preparation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.