College Admissions Consultant Discovery Form

Streamline Your College Admissions Consulting with Paperform

If you're a college admissions consultant, education advisor, or tutoring service helping students navigate the competitive college application process, you need a comprehensive yet approachable way to understand each student's unique profile from day one.

This College Admissions Consultant Discovery Form template is designed specifically for independent consultants, boutique admissions firms, and educational services that work with high school students and their families. Instead of juggling email threads, scattered notes, and multiple intake documents, you can gather everything you need—academic history, extracurricular involvement, intended majors, college wish lists, financial aid considerations, and application timelines—in one professional, easy-to-complete form.

Built for consultants who care about the details

Every student brings a different story, and your discovery process should reflect that. This template captures the full picture: GPA and test scores, course rigor, activities and leadership roles, personal interests, geographic and school-size preferences, financial aid needs, and where they are in the application cycle. By collecting this information upfront, you can quickly assess fit, spot gaps in their application strategy, and tailor your guidance from the very first meeting.

The form is structured to feel conversational rather than overwhelming—perfect for anxious juniors and seniors (and their parents) who are already stressed about the process. You can customize conditional logic to show follow-up questions based on their answers, add your branding to match your consulting practice, and embed the form directly on your website or share it via a custom link.

Keep your consulting workflows organized with Paperform + Stepper

Once a student submits their discovery form, Paperform makes it easy to route that information exactly where you need it. Send submissions straight to your CRM, log details in Airtable or Google Sheets, trigger a welcome email sequence, or use Stepper to kick off your full onboarding workflow—schedule the first consultation, assign a consultant, send a contract via Papersign, and create a shared project plan, all automatically.

Whether you're a solo consultant managing a handful of students each year or a growing firm with multiple advisors, this template helps you deliver a polished, organized experience that sets the tone for a successful partnership. And because Paperform is trusted by over 500,000 teams worldwide and is SOC 2 Type II compliant, you can confidently collect sensitive student information knowing it's handled securely.

Get started with this template and turn your discovery process into a competitive advantage—so you can spend less time on admin and more time helping students get into their dream schools.