DNA research intake that captures testing service and account access
Cliont's intake asks whether a household has already tested, which service they used, and what they're hoping to learn — then flags missing account access and attaches any result screenshots before the lead reaches your CRM.
The exact intake your dna research support leads complete
This is the real 6-question guided intake for DNA Research Support — the same flow your customers finish before you ever pick up the phone.
What a qualified dna research support lead should tell you
Support for households who have taken, or are considering, a consumer DNA test — helping interpret match and ethnicity results, identify likely relatives, and cross-reference findings against documented genealogical records.
- Best Describes What Help
- Already Taken Dna Test
- Testing Service Was Used
- Have Access Online Account
- Main Goal This Research
- Soon Would Like Begin
The questions your team needs answered
Every dna research support intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes what you need help with? | Distinguishes households ready for deep record-cross-referencing work from those only exploring which test to take, which changes the scope of engagement. |
| Have you already taken a DNA test? | Confirms whether there are actual results to interpret or whether the conversation needs to start with test selection. |
| Which testing service was used or is being considered? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have access to the online account holding the DNA results? | A household without account access can't move forward on interpretation until that access issue is resolved, so it's flagged lower until confirmed. |
| What is the main goal of this research? | Segments the lead so you can route, price, and prioritize it correctly. |
| How soon would you like to begin this research? | Households wanting to start immediately, especially for biological family searches, need faster follow-up than those with flexible timing. |
How Cliont scores dna research support leads
Every answer is weighted automatically — no manual review required.
Value signals
- Interpreting DNA test results
- Identifying or connecting with relatives
- Combining DNA results with genealogical records
- Choosing which DNA test to take
- Already Taken Dna Test: yes
- Have Access Online Account: yes
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
DNA Research Support Lead
From first click to qualified lead
Follow homeowners and property managers 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
Damage photos and details come attached, so you assess before you drive out.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for dna research support workflows
| Cliont capability | DNA Research Support application |
|---|---|
| Weighted answer scoring | Interpreting existing results and combining DNA with genealogical records score highest, while a pre-test 'choosing which test to take' request scores lower but still qualifies as a real lead. |
| Conditional follow-up prompts | A 'no' on DNA account access is captured and weighted separately, so you can prompt for access recovery before scheduling research time. |
| Provider-aware lead tagging | The testing service question (AncestryDNA, 23andMe, MyHeritage, FamilyTreeDNA) tags each lead so you can route it to whoever on your team knows that platform's result format. |
| Urgency flagging | Households who select 'Immediately' for start timing are marked urgent, separating time-sensitive biological family searches from flexible-timing tree-building requests. |
Common dna research support lead scenarios
Already tested, needs interpretation
A household has taken an AncestryDNA or 23andMe test and wants help understanding their match list — the intake captures the testing service and confirms account access so you know exactly what you're walking into.
Choosing a test before starting
Someone hasn't tested yet and just wants guidance on which service to use — a lower-weighted but still valid intent that the intake routes differently from households who already have results in hand.
Merging DNA with paper records
A household wants their DNA matches cross-referenced against existing genealogical documentation — the highest-weighted request type in this intake, signaling a research-heavy engagement.
Urgent biological family search
Someone selects finding biological family members as their goal and wants to begin immediately — the intake flags the urgency so time-sensitive searches don't sit in a queue behind flexible-timing requests.
Results locked, no account access
A household has tested but doesn't hold the login for the results account — the intake captures this gap early so you can address access before committing research time.
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 genealogy and family history intake templates
DNA Research Support lead-intake FAQs
What happens if a household hasn't taken a DNA test yet?
The intake still qualifies them under 'Choosing which DNA test to take' — a lower-weighted but genuine research request — so you can see upfront whether you're dealing with a pre-test consult or a full results interpretation.
Can the intake tell me which testing company results come from?
Yes — households select from AncestryDNA, 23andMe, MyHeritage, FamilyTreeDNA, another service, or 'not sure,' so you know which platform's data format and match structure you'll be working with before you engage.
What if the household can't access their own DNA results account?
The intake asks directly whether they have account access; a 'no' answer is weighted lower and flags that access needs to be resolved before real analysis can start.
Does the intake surface time-sensitive requests?
Yes — households selecting 'Immediately' for their start timeline are flagged as urgent, distinct from those who indicate flexible timing or within a month.
How is this different from Family Tree Research intake?
DNA Research Support centers on interpreting test results, testing providers, and account access, while Family Tree Research focuses on building lineage from records — the two are separate catalogs, though a household may need both.
What research goals does the intake actually capture?
Households state their main goal — finding biological family, understanding ethnic origins, confirming a suspected lineage, building a tree, or another goal — so you can match the lead to the right kind of DNA analysis before the visit.
Turn dna research support visitors into qualified jobs
Give every dna research support visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.