GMAT prep intake that captures target test dates and section gaps
Every enquiry captures who the prep is for, the target test date, prior GMAT attempts, and the sections needing the most work, plus any score reports a retaking student wants reviewed, before it lands in your CRM.
Preview your gmat preparation intake
Explore 5 questions from the GMAT Preparation template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified gmat preparation lead should tell you
Structured tutoring support for students preparing to take or retake the GMAT, scoped by target test date, prior attempt history, and the specific sections a student needs to strengthen before applying to business school.
- This Gmat Preparation
- Already Taken Gmat Before
- Planned Or Target Gmat
- Gmat Sections Most Focus
- Preferred Format Tutoring Sessions
The questions your team needs answered
Every gmat preparation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this GMAT preparation for? | Identifies whether the actual decision-maker is the student, a parent, an employer, or a school, which determines who to route the follow-up call to. |
| Have you already taken the GMAT before? | Distinguishes retake students, who may already have a score report and a narrower gap to close, from first-timers who need a full diagnostic. |
| When is the planned or target GMAT test date? | Carries the highest weighting in the catalog and is the main driver of how quickly the enrollment call should happen. |
| Which GMAT sections need the most focus? | Lets you match the lead to a tutor with the right section specialty before you ever get them on the phone. |
| What is your preferred format for tutoring sessions? | Flags logistics fit early so you don't schedule an in-person-only lead against an online-only tutor slot. |
How Cliont scores gmat preparation leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Within 4 weeks
- 1 to 3 months
- 3 to 6 months
- No test date set yet
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
GMAT Preparation 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 gmat preparation workflows
| Cliont capability | GMAT Preparation application |
|---|---|
| Weighted scoring engine | Applies the highest weight to test dates within 4 weeks and the lowest to enquiries with no date set, so your CRM shows which GMAT leads need a call this week versus next quarter. |
| Conditional intake branching | Routes the enquiry differently depending on whether the answer to who the prep is for is the student themselves, a parent, an employer, or a school, so follow-up goes to the actual decision-maker. |
| Multi-select field capture | Captures every section a student flags as a weak area (quant, verbal, data insights) in one field, so you can match them to a specialist tutor before the enrollment call. |
| Document upload capture | Lets retaking students attach their most recent official score report at intake, so you walk into the enrollment call already knowing their baseline. |
Example gmat preparation lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Retake with a near test date
A student who has already sat the GMAT is retesting within 4 weeks and needs focused work on one or two sections rather than a full syllabus review.
Parent researching early options
A parent is enquiring on behalf of their child with no test date set yet, signaling a longer decision runway than a self-enquiring test-taker.
Employer sponsoring a group
A company contact is enquiring for an employee or a small group, which changes the format discussion and who actually attends the enrollment call.
First-timer unsure where to start
A student who hasn't taken the GMAT before and isn't sure which sections need focus needs a diagnostic conversation rather than a targeted plan.
School counselor referral
A student is referred through their school with a 1 to 3 month test date, giving a mid-priority window to schedule prep before the deadline.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
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 test preparation intake templates
GMAT Preparation lead-intake FAQs
Does the intake tell me if a lead is retaking the GMAT or taking it for the first time?
Yes, the intake asks whether the student has already taken the GMAT before, so you know whether to prepare a targeted retake plan or a full first-time curriculum before the enrollment call.
Can the intake handle enquiries from parents, employers, or schools instead of the student directly?
The intake identifies whether the GMAT preparation is for the enquirer themselves, their child, an employee or group, or a student at their school, so you can route follow-up to the right decision-maker.
How does the intake prioritize leads who haven't picked a test date yet?
A target test date is the main scoring driver in this catalog, so an enquiry with no date set yet still qualifies but ranks lower in priority than one with a date within 4 weeks or 1 to 3 months.
Does the intake capture which GMAT sections a student is weakest in?
Yes, students can select quantitative reasoning, verbal reasoning, data insights, or 'not sure' as the sections needing the most focus, which you can use to match them to the right instructor before the call.
Can families indicate whether they want online or in-person tutoring?
The intake asks for a preferred session format, either online, in person, or either works, so you can filter enquiries by your available delivery options before scheduling.
What happens if a lead is enquiring for a professional certification exam instead of the GMAT?
This intake is scoped specifically to GMAT preparation; enquiries for other exams should be routed through the matching sibling intake, such as GRE Preparation or Professional Certification Exam Prep.
Turn gmat preparation visitors into qualified clients
Give every gmat preparation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.