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.
Preview your act preparation intake
Explore 7 questions from the ACT Preparation template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
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.
| Question | Why 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
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
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 an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
ACT Preparation 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 act preparation workflows
| Cliont capability | ACT Preparation application |
|---|---|
| Weighted scoring | Test 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 tagging | The 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 flagging | Enquiries 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 routing | The 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. |
Example act preparation lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
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
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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 test preparation intake templates
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.