Know which basic obedience leads are worth appointment time
Ask about pet type, temperament, and preferred start timeline, then collect vaccination records upfront so Cliont can score each enquiry before it reaches your CRM.
Preview your basic obedience intake
Explore 7 questions from the Basic Obedience template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified basic obedience lead should tell you
Foundational training that teaches a dog or other pet commands such as sit, stay, come, and leash walking, screened by pet type, age, temperament, and ownership status to confirm the case fits a basic obedience program rather than a behavior referral.
- Animal Training
- Age Range Pet
- Basic Commands Pet Already
- Pet Generally Friendly And
- Would Prefer Training Sessions
- Pet'S Owner Or Authorized
- Soon Would Like Training
The questions your team needs answered
Every basic obedience intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of animal needs training? | Dog carries the highest weight, reflecting the typical caseload for basic obedience trainers, while Cat and Other animal are scored lower. |
| What is the age range of your pet? | Age range shapes the training approach, with puppies often needing more urgent, foundational work than adult or senior pets. |
| Which basic commands does your pet already know? | Knowing which commands are already learned lets the trainer plan the first session instead of starting from zero on the call. |
| Is your pet generally friendly and non-aggressive toward people and other animals? | A non-friendly answer lowers the score and flags the case for review as a possible behavior referral rather than standard obedience work. |
| Where would you prefer training sessions to take place? | Preferred location affects scheduling and whether the trainer needs to travel or offer facility-based sessions. |
| Are you the pet's owner or authorized caregiver? | A No answer on ownership carries a heavy weight penalty, prompting verification before any appointment is confirmed. |
| How soon would you like training to begin? | An Immediately answer marks the lead as urgent, moving it ahead of leads who are just exploring options. |
How Cliont scores basic obedience leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Dog
- Cat
- Pet Generally Friendly And: yes
- Pet'S Owner Or Authorized: yes
Urgency signals
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Basic Obedience Lead – Dog, Puppy, Immediate Start
From first click to qualified lead
Follow patients and caregivers 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 visit
Smart questions adapt to their visit and capture the full scope.
They share details
Symptoms, history, and documents come attached before the visit.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for basic obedience workflows
| Cliont capability | Basic Obedience application |
|---|---|
| Weighted scoring engine | Applies the higher weight for Dog versus Cat or Other animal, plus the friendliness and ownership weights, so straightforward, verified dog cases surface above lower-fit enquiries. |
| Urgency detection | Automatically treats an Immediately answer on the start-timeline question as a priority signal, separate from Within 2 weeks, Within a month, or Just exploring. |
| CRM routing | Sends the full intake, including ownership confirmation and preferred training location, into your CRM so the first appointment is scheduled with the right context already attached. |
| Structured multi-choice capture | Records which commands (Sit, Stay, Come, leash walking) the pet already knows, so your first session plan starts from the pet's actual level instead of a generic curriculum. |
Example basic obedience lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
New puppy, wants to start immediately
A dog owner selects puppy age range and picks Immediately for start timeline, combining two high-value signals that push the lead to the top of the queue.
Pet flagged as not friendly
The owner answers No to the friendliness question, dropping the score and signaling the trainer should review whether this is really a basic obedience case or a behavior referral before booking.
Cat owner just exploring
A cat owner (lower weight than dog) selects Just exploring options for timeline, producing a lower-priority lead the trainer can nurture rather than schedule right away.
Inquiry from a non-owner
Someone answers No to being the pet's owner or authorized caregiver, which carries a heavy weight penalty and should prompt a verification step before any appointment is confirmed.
Adult dog with some commands known
The owner marks Sit and Stay as already known and requests home-based sessions, helping the trainer plan a refresher-focused first appointment instead of a beginner curriculum.
Connect Cliont to your workflow
Connect your CRM
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Connect your legal software
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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 pet training intake templates
Basic Obedience lead-intake FAQs
How does the intake separate basic obedience leads from behavior modification cases?
The friendliness/non-aggression question carries significant weight, so a No answer lowers the score and flags the enquiry for closer review before it's treated as a standard obedience booking rather than routed toward Behavior Modification.
What happens if the person filling out the form isn't the pet's owner?
The ownership/authorized caregiver question has one of the largest weight penalties in the catalog, so a No answer drops the lead's score and signals your team to verify authority to book and pay before confirming an appointment.
Can the intake handle both dog and cat training enquiries?
Yes, the animal type question covers Dog, Cat, and Other animal with different weights, so cat and other-animal leads still come through but are scored and prioritized differently than dog leads.
How are leads that want to start right away flagged?
Selecting Immediately on the start-timeline question is treated as an urgency signal, pushing that enquiry higher in your CRM view compared to someone who is Just exploring options.
Does the intake account for commands the pet already knows?
Yes, the multi-choice commands question captures whether the pet already knows Sit, Stay, Come, or leash walking, so you can see starting point before the first appointment instead of asking again on the call.
Where does preferred training location fit into the intake?
The location question (home, your facility, public space, or not sure) is collected alongside the other answers so you can factor travel or facility scheduling into how you prioritize and confirm the appointment.
Turn basic obedience visitors into qualified patients
Give every basic obedience visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.