Education cost projection intake that asks what your team actually
Cliont's intake asks how many students you're projecting for, how soon the first one starts, and whether education savings accounts already exist — then requests current statements before the lead ever hits your CRM.
The exact intake your education cost projection leads complete
This is the real 7-question guided intake for Education Cost Projection — the same flow your customers finish before you ever pick up the phone.
What a qualified education cost projection lead should tell you
Education Cost Projection estimates future tuition and related expenses for one or more students, using the number of students, education level, and timeline to enrollment to size a savings target for the family.
- Many Students Education Costs
- Level Education
- Soon Will First Student
- Have Any Dedicated Education
- Parent, Guardian, Or Person
- Expect Rely On Financial
- Main Goal This Education
The questions your team needs answered
Every education cost projection intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many students are you planning education costs for? | The number of students being planned for shows the overall scope of the projection and the household's total funding need. |
| What level of education are you planning for? | The mix of education levels selected (K-12, undergraduate, graduate, or vocational) determines the cost assumptions the projection has to model. |
| How soon will the first student begin this education? | This question carries the heaviest scoring weight because a student starting within a year needs a funding plan far sooner than one more than seven years out. |
| Do you currently have any dedicated education savings or investment accounts? | Whether dedicated savings accounts already exist determines if the projection is building a plan from scratch or reviewing one already in progress. |
| Are you the parent, guardian, or the person financially responsible for these education costs? | This yes/no answer is weighted 10 versus 2 because it confirms whether the person filling out the form has actual decision-making authority over these education costs. |
| Do you expect to rely on financial aid, scholarships, or loans to help cover these costs? | Expected reliance on financial aid, scholarships, or loans tells your team whether the projection needs to net out anticipated offsets before the meeting. |
| What is your main goal for this education cost projection? | The stated goal indicates whether the family needs a savings target, a plan evaluation, a comparison, or integration with a broader financial plan, shaping what the discovery meeting should cover. |
How Cliont scores education cost projection leads
Every answer is weighted automatically — no manual review required.
Value signals
- Within 1 year
- 1 to 3 years
- 4 to 7 years
- More than 7 years
- Parent, Guardian, Or Person: yes
See the lead your team receives
Education Cost Projection 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 education cost projection workflows
| Cliont capability | Education Cost Projection application |
|---|---|
| Weighted scoring logic | Timeline to enrollment and financial-responsibility answers are weighted so a parent with a student starting within a year scores higher than a distant relative asking about a student seven years out. |
| Multi-select fields | The education-level question captures households planning across K-12, undergraduate, graduate, and vocational costs simultaneously, instead of forcing one selection per submission. |
| Document collection | Current education savings account statements and tuition or cost estimates are gathered upfront so the projection conversation starts with real figures. |
| CRM routing | Completed intakes with scored answers on student count, timeline, and financial responsibility are sent directly to your CRM so unqualified inquiries don't consume discovery meeting time. |
| Goal-based branching | The stated main goal (savings target, plan evaluation, comparison, or integration) helps distinguish a projection-only lead from one that may belong with College Savings Plan or Financial Aid Strategy. |
Common education cost projection lead scenarios
New parent, long time horizon
First child is more than 7 years from starting school and no dedicated savings account exists yet, so the goal is usually setting a savings target from scratch.
Multiple children, near-term enrollment
Two to three students with the first one starting within a year carry more scoring weight, since the projection has to address immediate funding gaps.
Grandparent inquiring on behalf of a child
When the person completing the intake answers no to being financially responsible for the costs, the lead still routes to the CRM but with a different urgency signal than a parent-led inquiry.
Reviewing an existing 529 plan
Families who already have education savings accounts and select 'evaluate current savings plan' as their goal need a plan review rather than a savings target built from zero.
Comparing graduate program costs
A single student planning for graduate or professional school with the goal of comparing options points to a cost-comparison conversation rather than a broad multi-level projection.
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 education funding intake templates
Education Cost Projection lead-intake FAQs
How does the intake handle families with children at different school levels?
The number-of-students question and the multi-select education level question (K-12 private school, undergraduate, graduate, or vocational) let the intake capture a mixed household in one submission instead of forcing a single-student assumption.
What happens if the person filling out the intake isn't the parent or guardian?
That question carries a much lower weight than a yes answer, so a grandparent or other relative filling out the form still reaches your CRM but is scored differently than a parent with direct financial responsibility.
Does the intake ask about financial aid or loan expectations?
Yes, families are asked whether they expect to rely on financial aid, scholarships, or loans, which tells your team whether the projection needs to account for expected offsets before the discovery meeting.
How does the timeline to enrollment affect lead priority?
Leads where the first student starts within a year carry the highest weight, tapering down for students more than seven years out, so families closer to needing a funding plan surface first.
Can this intake route families to a different service, like Financial Aid Strategy or College Savings Plan, instead?
The stated goal question (savings target, plan evaluation, program comparison, or integration with an overall financial plan) helps your team recognize when a lead is a better fit for Financial Aid Strategy or College Savings Plan before the meeting is booked.
What do you need families to upload before the discovery meeting?
The intake can collect current education savings account statements and recent tuition or cost estimates for the schools or programs they're targeting, so your team walks into the meeting with real numbers instead of estimates.
Turn education cost projection visitors into qualified clients
Give every education cost projection visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.