Adult swim lesson intake that captures skill level and goals up front
Every enquiry captures current skill level, main goal, and pool access before it lands in your CRM, plus a short skill video so you know exactly who's showing up for the intro session.
Preview your adult swim lessons intake
Explore 5 questions from the Adult Swim Lessons template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified adult swim lessons lead should tell you
Paid swim instruction for adults across skill levels, from complete beginners afraid of the water to advanced swimmers refining stroke technique, delivered as private or group sessions at a pool the member or facility provides.
- Current Swimming Skill Level
- Main Goal Taking Lessons
- Prefer Private One-On-One Lessons
- Have Access Pool Lessons
- Soon Would Like Start
The questions your team needs answered
Every adult swim lessons intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your current swimming skill level? | Skill level determines how much dedicated attention the intro session needs, since a complete beginner afraid of water requires different staffing than someone refining an existing stroke. |
| What is your main goal for taking lessons? | A goal of 'overcome fear of water' triggers the urgency signal, since anxious swimmers who don't get a fast response are more likely to drop off before booking. |
| Do you prefer private one-on-one lessons or group classes? | The private-versus-group answer decides which calendar the lead should book against, so instructors aren't matched to the wrong session type. |
| Do you have access to a pool for lessons? | A 'no' on pool access lowers the score because it usually means facility logistics need to be sorted before an intro session can actually be scheduled. |
| How soon would you like to start lessons? | Timing preference lets staff prioritize 'as soon as possible' leads ahead of flexible-timing ones when filling limited intro session slots. |
How Cliont scores adult swim lessons leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Beginner, can float but not swim strokes
- Intermediate, can swim but want to improve
- Advanced, refining technique or endurance
- Have Access Pool Lessons: yes
Urgency signals
- Complete beginner, afraid of water
- Overcome fear of water
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Adult Swim Lessons Lead – Complete Beginner
From first click to qualified lead
Follow clients and members 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 appointment
Smart questions adapt to their appointment and capture the full scope.
They add reference photos
Inspiration and reference photos come attached, so you prep the right look.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for adult swim lessons workflows
| Cliont capability | Adult Swim Lessons application |
|---|---|
| Weighted skill and access scoring | Skill level and pool access answers are weighted together, so an intro session isn't staffed for a lead who has no pool to practice in or hasn't confirmed their starting ability. |
| Video capture on intake | Members submit a short clip of their current swimming ability, giving instructors a real look at technique before deciding who needs a private session versus a group slot. |
| Urgency flagging | Leads who select 'overcome fear of water' as their goal are flagged for faster follow-up, since delayed response tends to lose anxious beginners entirely. |
| CRM routing by format preference | Qualified leads arrive in your CRM already tagged private or group, so scheduling staff aren't re-asking the format question before booking. |
Example adult swim lessons lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Fearful beginner wants to start now
A complete beginner who's afraid of the water, choosing 'overcome fear of water' as their goal and 'as soon as possible' for timing — this combination flags urgent, private-instructor follow-up rather than a group waitlist.
Advanced swimmer refining technique
An advanced swimmer wanting to improve stroke technique through private one-on-one lessons, with flexible timing — scored high-value but not urgent, so it can be routed to a technique specialist's calendar.
Fitness-goal member, group format
An intermediate swimmer training for fitness or endurance who prefers group classes and can start within a month — this mix points toward filling an existing group cohort rather than booking a 1:1 slot.
No pool access yet
A member answers 'no' to pool access, which lowers the automatic score and signals you'll need to confirm facility logistics before an intro session can even be scheduled.
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 swimming intake templates
Adult Swim Lessons lead-intake FAQs
How does the intake decide if a lead needs a private instructor or fits a group class?
The private-vs-group preference question routes the lead accordingly, so someone requesting one-on-one instruction doesn't get funneled into a group session and vice versa.
What happens to a lead who doesn't have their own pool access?
A 'no' answer on pool access carries a lower weight in the scoring, since it usually means facility coordination needs to happen before an intro session can be booked.
Can the intake flag anxious or fearful beginners for faster follow-up?
Yes — a complete beginner who selects 'overcome fear of water' as their goal is treated as an urgent lead, since anxious swimmers are more likely to disengage if follow-up is slow.
Does this intake work differently than the one for Private Swim Lessons?
This intake covers the full range of adult goals — fear, basics, technique, and fitness — and lets the lead express a private or group preference, whereas the Private Swim Lessons intake assumes one-on-one format from the start.
How is urgency determined for someone ready to start immediately?
The timing question separates 'as soon as possible' from 'within a month' or 'flexible,' so staff can see which enquiries need a scheduling response first.
Turn adult swim lessons visitors into qualified appointments
Give every adult swim lessons visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you hold a chair.