Know which college savings plan leads deserve a discovery meeting
Ask about beneficiary stage, existing 529 accounts, and savings priorities before the call, then collect account statements so only decision-ready prospects land on your calendar.
Preview your college savings plan intake
Explore 6 questions from the College Savings Plan template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified college savings plan lead should tell you
Intake work to determine whether a prospect is actively saving (or planning to save) for a beneficiary's education, what stage that beneficiary is at, and whether they're starting fresh, optimizing an existing account, or consolidating multiple plans.
- Saving Specific Child'S Or
- Beneficiary'S Current Stage In
- Already Have Any Education
- Main Goal This
- Parent, Legal Guardian, Or
- Following Best Describes Saving
The questions your team needs answered
Every college savings plan intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you currently saving for a specific child's or beneficiary's future education? | Confirms the prospect is actively saving for a real beneficiary rather than making a general inquiry, which is one of the strongest value signals in the catalog. |
| What is the beneficiary's current stage in relation to college? | The beneficiary's stage determines the investment time horizon and whether the conversation should focus on growth or near-term access to funds. |
| Do you already have any education savings accounts open, such as a 529 plan? | Separates prospects who need a from-scratch setup from those who need a review or consolidation of what they already hold. |
| What is your main goal for this planning? | This is the highest-weighted field in the catalog and directly determines what kind of discovery meeting the advisor should prepare for. |
| Are you the parent, legal guardian, or account owner authorized to make these savings decisions? | The large weight gap between yes and no answers filters out inquiries from people who aren't actually empowered to open or change an account. |
| Which of the following best describes your saving priorities? | Multi-select priorities like tax advantages or financial aid impact tell the advisor which angle to lead with in the meeting. |
How Cliont scores college savings plan leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Saving Specific Child'S Or: yes
- Start a new savings plan
- Optimize an existing plan
- Consolidate multiple accounts
- Understand available options
- Not sure
Disqualifiers
- Not sure yet
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
College Savings Plan 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 college savings plan workflows
| Cliont capability | College Savings Plan application |
|---|---|
| Weighted yes/no branching | The authorization question (parent, guardian, or account owner) carries a steep weight difference so leads from non-decision-makers score lower automatically. |
| Single-choice goal routing | The main goal question (start new, optimize, consolidate, or explore) routes each lead toward the type of discovery conversation it actually needs. |
| Multi-select priority capture | The saving priorities question lets clients flag tax advantages, investment flexibility, multiple beneficiaries, or financial aid impact, surfacing cross-sell angles before the meeting. |
| Document collection before the meeting | Requesting existing 529 or ESA statements upfront means the advisor reviews current holdings before sitting down with an optimize-or-consolidate prospect. |
Example college savings plan lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
First-time saver, new baby
A parent with an infant or young child and no existing 529 selects 'start a new savings plan' — the intake flags this as a clean, high-value setup conversation rather than a comparison shopper.
Optimizing an existing 529
A client who already holds an education savings account selects 'optimize an existing plan' and flags tax advantages as a priority, signaling a portfolio review rather than a from-scratch setup.
Multiple kids, multiple accounts
A parent managing several beneficiaries selects 'consolidate multiple accounts' and 'planning for multiple beneficiaries', pointing toward a more involved, multi-account strategy session.
Grandparent, not the account owner
Someone inquiring on a grandchild's behalf answers 'no' to being the authorized account owner or guardian, which the intake weights low so the advisor knows the real decision-maker isn't yet on the line.
Beneficiary already in college
A prospect whose beneficiary is already enrolled selects a late college stage, changing the conversation from long-horizon saving to short-term optimization or catch-up strategy.
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 education funding intake templates
College Savings Plan lead-intake FAQs
How does the intake tell a serious first-time saver apart from someone just browsing options?
The main goal question separates prospects who select 'start a new savings plan' or 'optimize an existing plan' from those who pick 'understand available options' or 'not sure', which the scoring model treats differently when ranking the lead.
What happens if the person filling out the form isn't the account owner?
The authorization question carries a large weight gap between yes and no answers, so an inquiry from someone who isn't the parent, guardian, or account owner is flagged rather than treated as a decision-ready lead.
Can the intake separate clients who already have a 529 from first-time savers?
Yes — the existing-account question combined with the main goal question distinguishes someone opening a new plan from someone looking to optimize or consolidate what they already have.
How is a College Savings Plan lead different from an Education Cost Projection or Financial Aid Strategy lead?
This intake is built around savings-account decisions (new, existing, or multiple accounts) rather than cost forecasting or aid eligibility, so leads route here only when the stated goal is account-based saving.
What if the beneficiary is already in college?
The beneficiary stage question captures this, letting the advisor see immediately that the conversation is about catching up or optimizing rather than long-horizon investing.
What does the intake collect before the discovery meeting?
Along with the qualification answers, it requests supporting documents like recent account statements so the advisor walks into the meeting already knowing the client's current savings position.
Turn college savings plan visitors into qualified clients
Give every college savings plan visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.