Graduate funding intake that asks what your team needs to know
Ask who the graduate funding plan is for, where they stand in the admission process, and what funding sources they're already weighing — then collect an acceptance letter or cost estimate before the lead ever hits your calendar.
The exact intake your graduate school funding leads complete
This is the real 6-question guided intake for Graduate School Funding — the same flow your customers finish before you ever pick up the phone.
What a qualified graduate school funding lead should tell you
Guidance that helps a client fund graduate school by matching their admission timeline, existing savings or investment accounts, and financing sources against what the program will actually cost.
- Graduate Program Funding Plan
- Stage Graduate Program Admission
- Funding Sources Considering
- Have Existing Investment Or
- Person Who Will Make
- Estimated Total Cost Graduate
The questions your team needs answered
Every graduate school funding intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is the graduate program funding plan for? | Knowing whether the plan is for the client, a spouse, or a dependent determines whose consent and financial details actually belong in the plan. |
| What stage is the graduate program admission process at? | Admission stage signals how soon funds need to be in place and how urgent the discovery meeting really is. |
| What funding sources are you currently considering? | Current funding sources reveal whether the work is optimizing an existing strategy or building one from scratch. |
| Do you have an existing investment or savings account you'd like reviewed for this goal? | An existing investment or savings account to review is a strong sign there are real assets and an engaged prospect behind the enquiry. |
| Are you the person who will make the final decisions on this funding plan? | This confirms whether the person you'd meet with can actually authorize a funding plan, not just gather information for someone else. |
| What is your estimated total cost for the graduate program, if known? | An estimated program cost lets the meeting be scoped around a real dollar target instead of starting from zero. |
How Cliont scores graduate school funding leads
Every answer is weighted automatically — no manual review required.
Value signals
- Already enrolled or attending
- Accepted, not yet started
- Currently applying to programs
- Researching programs, not yet applied
- Personal savings or investments
- Dedicated education savings accounts
Disqualifiers
- Not sure yet
See the lead your team receives
Graduate School Funding 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 graduate school funding workflows
| Cliont capability | Graduate School Funding application |
|---|---|
| Weighted lead scoring | Admission stage, funding sources, existing account status, and decision-maker status each carry their own weight, so an already-enrolled self-funder with savings on hand scores well above someone still researching programs alone. |
| Conditional branching | Because the plan can be for the client themselves, a spouse, or a dependent, the intake can tailor follow-up messaging depending on whose funding decision is actually being made. |
| Document capture | Acceptance letters and cost estimates are collected up front so the discovery meeting starts with real numbers instead of a first call spent gathering paperwork. |
| CRM routing | Leads that confirm decision-making authority and an existing account to review are sent straight to the CRM as meeting-ready, while informational-only spouse or partner leads can be tagged for a different follow-up path. |
Common graduate school funding lead scenarios
Self-funding professional already enrolled
The plan is for themselves, they're already attending, and they have an existing investment account to review — this combination scores near the top and routes straight to the CRM.
Parent planning for a dependent
The funding is for a child or dependent still applying to programs, so the intake needs to confirm the parent filling it out is the actual decision-maker before a meeting is booked.
Spouse gathering information only
A spouse or partner is exploring options on someone else's behalf and answers no to being the final decision-maker, which lowers priority until the actual decision-maker is looped in.
Multiple funding sources, no clear plan
The prospect is weighing personal savings, employer tuition assistance, and family gifts together with an unclear estimated cost, signaling a broader planning conversation than a single-source review.
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
Graduate School Funding lead-intake FAQs
Does the intake still flag leads who are just researching, not yet applied?
Yes — admission stage runs on a scale rather than a cutoff, so someone researching programs still scores as a real lead, just lower than someone already accepted or enrolled.
How does the intake handle a spouse or parent filling this out for someone else?
The intake first asks who the funding plan is for, then separately confirms whether the person answering is the one who'll make the final decision — so you can tell a decision-maker apart from someone gathering information.
What happens if a prospect doesn't know their program's total cost yet?
The estimated cost field is free text and optional in effect — if they leave it vague, the lead is still scored on admission stage and funding sources rather than being disqualified for a missing number.
Do you ask about existing investment or savings accounts?
Yes — the intake asks directly whether there's an existing account to review for this goal, which is one of the stronger signals that the lead is ready for a real planning conversation, not just a general inquiry.
How is this different from your Financial Aid Strategy intake?
Financial Aid Strategy centers on aid packages and eligibility; this intake centers on admission timeline, personal funding sources, and account review, which better fits a graduate-funding discovery meeting.
Can this intake also route to a College Savings Plan conversation if that's a better fit?
The catalog is specific to graduate program funding, so if a lead is really about undergraduate savings, you'd want them routed through the College Savings Plan intake instead — the answers here won't map cleanly to that goal.
Turn graduate school funding visitors into qualified clients
Give every graduate school funding visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.