Know which training leads are worth a scoping call
Ask who the training is for, how many people need it, and which topics matter most — then collect employee rosters and prior training records before you spend time scoping a program that stalls.
The exact intake your security awareness training leads complete
This is the real 7-question guided intake for Security Awareness Training — the same flow your customers finish before you ever pick up the phone.
What a qualified security awareness training lead should tell you
Structured training programs that teach an organization's staff, an internal IT team, or individual learners to recognize phishing, social engineering, and other everyday security risks — scoped by who the training is for, group size, and the topics that need to be covered.
- This Training
- About How Many People
- Topics Should Training Cover
- This Group Had Any
- Have Authority Approve Or
- Soon Would Like Training
- Would Prefer Training Be
The questions your team needs answered
Every security awareness training intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this training for? | Whether the training is for a business, nonprofit, internal IT team, or an individual sets the expected scope and budget of the engagement. |
| About how many people need to be trained? | Headcount directly determines program size and pricing, and an unclear 'not sure' answer signals the lead still needs scoping before a proposal can be built. |
| What topics should the training cover? | Segments the lead so you can route, price, and prioritize it correctly. |
| Has this group had any prior security awareness training? | Knowing whether the group has never trained, had a one-off session, or runs an ongoing program tells your team whether to propose a foundational curriculum or a refresher. |
| Do you have the authority to approve or arrange this training? | Confirming approval authority separates a decision-maker ready to move forward from a researcher who still needs internal sign-off. |
| How soon would you like the training to take place? | The stated timeline is the clearest signal of urgency and directly raises or lowers the lead's priority score. |
| How would you prefer the training to be delivered? | Segments the lead so you can route, price, and prioritize it correctly. |
How Cliont scores security awareness training leads
Every answer is weighted automatically — no manual review required.
Value signals
- A business organization
- A nonprofit organization
- An internal IT/technology team
- An individual or small group of individuals
- Have Authority Approve Or: yes
- As soon as possible
Disqualifiers
- Not sure yet
See the lead your team receives
Security Awareness Training 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 security awareness training workflows
| Cliont capability | Security Awareness Training application |
|---|---|
| Weighted lead scoring | Combines the audience-type answer, approval-authority answer, and timeline answer into a single score so a business organization with an authorized, urgent request ranks above an exploratory individual enquiry. |
| Multi-select topic capture | Lets clients select multiple training focus areas — phishing, password security, social engineering, data handling, remote work — so your CRM record shows exactly what curriculum needs to be built, not just that 'training' was requested. |
| Conditional flagging for uncertain answers | Submissions that select 'not sure' on group size or 'not sure yet' on topics are still delivered but tagged for a scoping call rather than treated as fully defined, so your team doesn't build a proposal on guessed numbers. |
| CRM routing with priority bands | Sends every submission to your CRM with a High Priority, Qualified, or Worth a follow-up band already attached, so a same-day-ready internal IT team request doesn't sit in the same queue as a 'just exploring' enquiry. |
Common security awareness training lead scenarios
Mid-size business, no prior training
An HR manager at a 51-200 person business organization wants training as soon as possible and has never run a program before — the intake flags this as high value and high urgency.
Nonprofit refreshing an existing program
A compliance lead at a nonprofit already runs an ongoing training program and wants self-paced modules within the next few months — lower urgency but still a qualified, approval-holding contact.
IT lead just researching options
An internal IT team member selects 'just exploring options for now' and lacks authority to approve spend, so the lead is scored lower and routed for a lighter-touch follow-up.
Solo operator, urgent phishing concern
An individual running a small group selects phishing and email scams as the sole topic and wants live online sessions immediately — a small but time-sensitive request the intake surfaces quickly.
Enterprise-wide rollout, scope unclear
A large organization with more than 200 people marks topics as 'not sure yet' and prefers in-person delivery — the intake captures the scale while flagging that scope still needs to be defined on the call.
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 cybersecurity intake templates
Security Awareness Training lead-intake FAQs
What happens if the person filling out the intake doesn't have approval authority?
The intake still captures the request and their answer to the authority question, but scores it lower than a submission from someone who can approve or arrange the training, so you know whether you're talking to a decision-maker before you scope anything.
Can the intake tell a rushed request apart from someone just browsing options?
Yes — the timeline question separates 'as soon as possible' requests from 'just exploring options for now,' and that distinction feeds directly into the lead's priority score in your CRM.
Does this intake also cover compliance frameworks like HIPAA or PCI training requirements?
No — this intake is scoped to security awareness topics like phishing, password security, and social engineering; if a client needs a formal compliance program, route them to the Compliance Security Program intake instead.
What if a client doesn't know how many people need training yet?
The group size question includes a 'not sure' option so the lead still gets captured and scored, and your team can confirm headcount on the scoping call rather than losing the enquiry.
What documents can clients attach when they submit a training request?
Clients can upload things like an employee roster or headcount breakdown, prior training completion records, and any existing phishing simulation reports so your team has context before the first call.
How does the intake handle a group that's never had any training versus one with an ongoing program?
The prior training history question captures whether the group has never trained, had a one-time session, or runs an ongoing program, which helps you tell curriculum-building requests apart from refresher requests before you scope.
Turn security awareness training visitors into qualified clients
Give every security awareness training visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.