Know which financial aid leads are worth a discovery meeting
Cliont's intake captures where each family stands in the aid process, which aid types they're exploring, and whether income and asset documents are ready, so you walk into every discovery meeting prepared.
The exact intake your financial aid strategy leads complete
This is the real 6-question guided intake for Financial Aid Strategy — the same flow your customers finish before you ever pick up the phone.
What a qualified financial aid strategy lead should tell you
Assessment of where a family stands in the financial aid process—from early research through comparing award offers—to determine which aid types, filings, and documentation their situation calls for.
- Stage At In Financial
- Types Aid Interested In
- Previously Filed Financial Aid
- Parent, Guardian, Or Student
- Have Income Or Asset
- Main Goal Financial Aid
The questions your team needs answered
Every financial aid strategy intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What stage are you at in the financial aid process? | The aid-process stage tells you whether the family needs foundational guidance or is ready for offer-comparison strategy, which changes how you structure the discovery meeting. |
| Which types of aid are you interested in exploring? | Knowing which aid types they're exploring, especially need-based aid, signals how complex and valuable the strategy engagement is likely to be. |
| Have you previously filed a financial aid application, such as the FAFSA? | Whether they've filed a FAFSA before shows if you're starting from scratch or refining an existing filing. |
| Are you the parent, guardian, or the student who will be making financial decisions? | Identifying whether the parent, student, or another family member is the decision-maker tells you who to address in the meeting and who can approve next steps. |
| Do you currently have income or asset documents ready for review? | Knowing if income and asset documents are ready lets you gauge whether the first meeting can move straight into strategy or needs to start with document collection. |
| What is your main goal for financial aid planning right now? | The free-text goal surfaces the family's specific priority, letting the advisor tailor the discovery meeting instead of running a generic script. |
How Cliont scores financial aid strategy leads
Every answer is weighted automatically — no manual review required.
Value signals
- Not started yet
- Researching options
- Completing aid application forms
- Awaiting aid offers
- Comparing received offers
- Need-based aid
See the lead your team receives
Financial Aid Strategy 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 financial aid strategy workflows
| Cliont capability | Financial Aid Strategy application |
|---|---|
| Conditional lead context | Surfaces different follow-up context depending on whether the aid-process stage is 'Not started yet' versus 'Comparing received offers,' so advisors know if the conversation should start with FAFSA basics or offer strategy. |
| Multi-select field capture | Captures every aid type a family is exploring—need-based aid, merit scholarships, student loans, work-study—in one field instead of forcing a single selection. |
| Decision-maker identification | Flags whether the parent, guardian, student, or another family member is answering, so advisors know who to address and who has final say on next steps. |
| Document-readiness flag | Logs whether income and asset documents are ready for review, letting advisors prioritize meetings where paperwork won't stall the first session. |
Common financial aid strategy lead scenarios
Not started researching yet
A family selects 'Not started yet' for aid stage and 'Not sure' for aid types—still a real lead, but the intake flags that the first meeting needs to cover fundamentals before strategy.
Mid-application filer
A parent is completing aid application forms, has filed a FAFSA before, and is focused on need-based aid—routed as a strong-fit lead ready for a substantive strategy conversation.
Comparing multiple offers
A student is comparing received offers and exploring merit scholarships alongside student loans, with income documents ready—signaling a time-sensitive decision that needs prompt scheduling.
Docs-ready parent awaiting offers
A parent or guardian is awaiting aid offers and already has income and asset documents ready for review, indicating they're further along and prepared for a deeper strategy discussion.
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
Financial Aid Strategy lead-intake FAQs
Does the intake still flag families who haven't started the aid process yet?
Yes. Selecting 'Not started yet' for aid-process stage still scores as a genuine lead—it just tells you the first meeting should start with fundamentals rather than offer comparison.
How does the intake handle families who aren't sure which type of aid they need?
The 'Not sure' option for aid types is captured alongside everything else the family selects, so you can see it as a lower-signal answer while still reviewing any other aid types they did select, like need-based aid.
Can the intake tell me whether I'm talking to the parent or the student?
Yes, the intake asks directly whether the parent, guardian, student, or another family member is the one making financial decisions, so you know who to address before the meeting.
Will I know before the meeting if income or asset documents are ready?
Yes, the intake asks whether income or asset documents are ready for review, letting you plan whether the first session can move into strategy or needs to start with paperwork collection.
Does it matter if the family has already filed a FAFSA before?
Yes, whether they've previously filed a FAFSA is captured directly, so you know if you're starting from scratch or refining an existing filing.
How is Financial Aid Strategy different from Education Cost Projection in the intake?
Financial Aid Strategy intake focuses on aid-process stage, aid types, and filing history, while Education Cost Projection is a separate subservice built around forecasting future costs rather than qualifying current aid applications.
Turn financial aid strategy visitors into qualified clients
Give every financial aid strategy visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.