Free Admissions Lead Score Template
Score enquiry families on fit, intent, timing and readiness with fixed 1-5 criteria, rank the pipeline and record the next action on every enquiry.
Quick answer
Score enquiry families on fit, intent, timing and readiness with fixed 1-5 criteria, rank the pipeline and record the next action on every enquiry.
About this template
Enquiries pile up faster than they can be read, and the loudest family gets the attention while the ready one goes quiet. This scorecard rates each enquiry on fixed criteria - program fit, decision timing, readiness of documents, financial fit and any special access need - producing a ranked pipeline and a next action with a date on every record. Outreach becomes a queue: who to call first, who needs information, and who should be passed to a counselor rather than chased.
Live Preview
Fillable sample admissions lead score preview, showing the rated items and the personalized AI report each respondent gets.
What's Included
Everything you need to run this template.
Criteria fixed in advance
The same scale rates every family, so ranking is defensible.
Action on every record
Each enquiry closes with a next step, an owner and a date.
Quiet-but-ready surfaced
Scores rank by readiness, not by who emailed most.
Sensitive needs flagged
Access and language needs route to the right person first.
How It Works
From copy to deliverable in four steps.
Set the dimensions and bands
Copy it in and set criteria, bands and your intake round.
Score on contact
Rate the enquiry during the first conversation.
Work the ranked queue
Call the ready ones, inform the undecided ones.
Record the outcome
Update the next action and revisit after each round.
Who Is This For
Pick your role — see how it fits your workflow.
Admissions offices
Prioritize a pipeline instead of a mailbox.
Marketing and outreach
See which campaigns produce scoreable enquiries.
Counselors
Pick up the flagged access and language needs early.
Key Features
What makes this template work as a professional deliverable.
- Fit, timing, readiness, financial fit and access need rated
- Score bands you define per program
- Next action and owner recorded on the entry
- Re-contact consent and preferred channel captured
- Notes separated from the rating for later review
- Ranked list readable by intake round
Sample Questions Inside
A preview of the real scored items - the published template weights them and writes one report per respondent.
- Program and entry date enquired about
- How well does the student fit the program? (1-5)
- When is the family deciding? (1-5)
- Are the required documents ready? (1-5)
- Is the fee structure workable for the family? (1-5)
- Any access, learning or language need to flag (1-5)
- Next action, owner and date (required)