Instrument rating intake that captures logged instrument hours up
The intake asks for certificate type, aircraft access, and instrument hours logged, plus a logbook upload, so you can see who's ready to book instrument training and who's still exploring before you ever pick up the phone.
The exact intake your instrument rating leads complete
This is the real 6-question guided intake for Instrument Rating — the same flow your customers finish before you ever pick up the phone.
What a qualified instrument rating lead should tell you
Training that prepares an already-certificated pilot to fly under instrument flight rules, qualified by the certificate they hold, their access to a training aircraft, and instrument time already logged.
- Hold Valid Pilot Certificate
- Pilot Certificate Hold
- Have Access Aircraft Training
- Many Hours Instrument Flight
- Would Like Begin Training
- Primary Goal Earning This
The questions your team needs answered
Every instrument rating intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently hold a valid pilot certificate? | Whether a certificate is already held determines if this lead is rating-ready or needs foundational training first. |
| What type of pilot certificate do you hold? | Certificate type distinguishes commercial-track pilots, who tend to be more committed and time-sensitive, from personal or other certificate holders. |
| Do you have access to an aircraft for training flights? | Aircraft ownership removes a scheduling constraint on your side, while needing the school to supply one adds fleet availability into the equation. |
| How many hours of instrument flight time do you have logged so far? | Logged instrument hours indicate roughly how close the lead is to checkride-ready, which shapes how much training you'll quote. |
| When would you like to begin training? | Start timeline is the direct urgency signal that separates leads ready to book now from those still comparing options. |
| What is your primary goal for earning this rating? | Segments the lead so you can route, price, and prioritize it correctly. |
How Cliont scores instrument rating leads
Every answer is weighted automatically — no manual review required.
Value signals
- Hold Valid Pilot Certificate: yes
- Private pilot certificate
- Commercial pilot certificate
- Other pilot certificate
- I own an aircraft
- I can rent an aircraft
Urgency signals
- Immediately
See the lead your team receives
Instrument Rating Lead
From first click to qualified lead
Follow vehicle owners 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 job
Smart questions adapt to their job and capture the full scope.
They add photos
Photos of the vehicle and damage come attached, so you quote before it rolls in.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for instrument rating workflows
| Cliont capability | Instrument Rating application |
|---|---|
| Weighted scoring engine | Scores 'I own an aircraft' higher than 'I need the school to provide one' on q003, so leads who won't strain your rental fleet surface first. |
| Conditional branching | Uses the certificate type answer from q002 to separate commercial-track from private-track pilots, so your team can tailor the follow-up conversation. |
| Document upload capture | Collects a certificate copy and logbook pages showing instrument time alongside the q004 self-reported hours, so instructors can sanity-check the answer before the first call. |
| CRM handoff | Sends certificate type, aircraft access, and start timeline into your CRM record together, so instructors don't have to reconstruct qualification details from a phone call. |
Common instrument rating lead scenarios
Commercial pilot, owns aircraft, ready now
Holds a commercial certificate, owns an aircraft, and selects 'Immediately' for start date — this combination lands as a high-value, urgent lead the intake flags for a fast callback.
Private pilot renting for training
Holds a private certificate and plans to rent an aircraft, with a start window of a few months — a solid, schedulable lead without the urgency of a same-week booking.
No certificate yet, unsure on aircraft
Answers 'no' on holding a pilot certificate and 'not sure' on aircraft access — the intake still captures the lead but signals it needs a different, earlier-stage conversation than a rating-ready pilot.
Significant instrument hours already logged
Reports 'significant hours logged' on instrument time and picks safety and proficiency as the goal — likely closer to checkride-ready, which changes how much training the school needs to quote.
Just exploring, no timeline pressure
Selects 'just exploring options' for start date with no certificate held yet — the intake routes this as a lower-urgency lead to nurture rather than schedule immediately.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
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 flight training intake templates
Instrument Rating lead-intake FAQs
Does the intake screen out people who don't hold a pilot certificate yet?
No — it still captures them, since q001 and q002 record whether they hold a certificate and what type. Certificate holders score higher, but the answer helps you route non-certificate leads to a different conversation instead of losing them.
How does the intake handle whether someone has an aircraft to train in?
Q003 asks directly whether the lead owns an aircraft, plans to rent, needs the school to provide one, or isn't sure — aircraft ownership scores highest, since it removes a scheduling constraint on your end.
Can I tell from the intake how much instrument time someone already has?
Yes, q004 records whether they have no instrument time, a few hours, significant hours, or aren't sure — this tells you roughly how far into the rating a lead already is before you talk to them.
Does the intake flag leads who want to start right away?
Yes, q005 captures start timeline and 'Immediately' is treated as an urgency signal, so those leads surface ahead of someone who's just exploring options.
Is this the same intake we'd use for Private Pilot Training or Discovery Flight leads?
No — Instrument Rating uses its own catalog built around certificate type, instrument hours, and aircraft access. Private Pilot Training and Discovery Flight are separate subservices with their own question sets, even though they sit in the same Flight Training category.
What documents does the intake collect before a lead reaches our CRM?
It's set up to collect a copy of the current pilot certificate and logbook pages showing instrument flight time, so your team isn't chasing paperwork after the lead is already qualified.
Turn instrument rating visitors into qualified jobs
Give every instrument rating visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you tie up a bay.