Know which GRE leads are worth an enrollment call
Ask when they're testing, whether they have a target score in mind, and how many hours a week they can commit, then collect their most recent practice score report before your team ever picks up the phone.
The exact intake your gre preparation leads complete
This is the real 7-question guided intake for GRE Preparation — the same flow your customers finish before you ever pick up the phone.
What a qualified gre preparation lead should tell you
One-on-one or group coaching to help a student or professional prepare for the GRE, qualified by test date, current baseline score, target sections, and weekly time commitment.
- Take Gre
- Already Taken Gre Practice
- Gre Sections Want Focus
- Preferred Tutoring Format
- Have Specific Target Score
- This Preparation
- Many Hours Per Week
The questions your team needs answered
Every gre preparation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| When are you planning to take the GRE? | How soon the exam is scheduled determines whether this is an enrollment call to book this week or a lead to nurture toward a future date. |
| Have you already taken a GRE practice test or the real exam? | Knowing whether they've taken a practice test or the real exam sets the starting point for the study plan and the pricing conversation. |
| Which GRE sections do you want to focus on? | The section focus tells your team which tutor to assign before the call, rather than discovering it live. |
| What is your preferred tutoring format? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have a specific target score in mind? | Having a specific target score signals a more serious, goal-driven enquiry than someone still exploring whether to test at all. |
| Who is this preparation for? | Whether prep is for the enquirer, their child, an employee, or a school student changes who the decision-maker is and how the enrollment call should be framed. |
| How many hours per week can you commit to GRE preparation? | Weekly hours available lets your team set a realistic prep timeline instead of over-promising a score improvement that the schedule can't support. |
How Cliont scores gre preparation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Within 1 month
- 1-3 months
- 3-6 months
- No date scheduled yet
- Have Specific Target Score: yes
- Less than 2 hours
See the lead your team receives
GRE 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 gre preparation workflows
| Cliont capability | GRE Preparation application |
|---|---|
| Weighted scoring | Test date proximity, target score commitment, and weekly hours available combine into a single score so leads testing within a month with real availability surface above vague enquiries. |
| Multi-select field capture | Section focus (Verbal, Quant, Analytical Writing, or All sections) is captured as a multi-choice field, letting you match leads to tutors with the right specialization before the call. |
| Third-party lead flagging | When the 'who is this for' answer is an employee, client, or student at a school rather than the enquirer, the lead is tagged so your team can start a different, institutional conversation. |
| Inline document collection | Practice test score reports and prior official GRE scores are collected at intake, so tutors walk into the enrollment call already knowing the student's baseline. |
Common gre preparation lead scenarios
Exam next month, ready now
Test date within 1 month, a practice test already taken, and 5+ hours a week available — the intake flags this as a same-week enrollment call, not a nurture lead.
Parent still exploring options
Prep is for their child, no test date scheduled, and format preference is 'not sure' — the intake routes this as an information-stage lead needing a slower follow-up cadence.
Time-strapped working professional
Less than 2 hours a week available but a firm target score in mind — the intake surfaces the scheduling conflict early so your team can set realistic expectations before the call.
Employer sponsoring prep
Preparation is for an employee or client rather than the enquirer themselves — the intake flags this as a third-party/institutional lead that likely needs a different pricing conversation.
School counselor referral
Prep is for 'a student at my school' with 'All sections' selected and small-group format preferred — the intake distinguishes this from an individual self-paying lead.
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 test preparation intake templates
GRE Preparation lead-intake FAQs
How does the intake handle leads who haven't scheduled a GRE date yet?
The intake still captures them under 'No date scheduled yet' and records their section focus and weekly availability, so your team can decide whether to prioritize a call now or queue them for later follow-up.
Can the intake tell me if the enrollment is for the person filling out the form or someone else?
Yes — the intake asks who the preparation is for (self, child, employee/client, or a student at their school), which tells your team who the actual decision-maker on the call will be.
Does the intake capture which GRE sections a student wants help with?
Yes, it captures Verbal, Quantitative, Analytical Writing, or All sections as a multi-select, so you can match the lead to the right tutor before the call happens.
How is a lead scored if they've never taken a practice test?
The intake records their baseline (real exam taken, practice test only, or neither) alongside their target score and available hours, giving your team the context to set a realistic starting timeline.
What happens with leads who want group tutoring instead of one-on-one?
Format preference is captured as its own field, so group, one-on-one, and self-paced leads can be routed to different programs or pricing tiers in your CRM.
What files does the intake collect before the lead reaches my CRM?
The intake can request a recent practice test score report and, for retakes, a prior official GRE score report, so your team has diagnostic context before the enrollment call.
Turn gre preparation visitors into qualified clients
Give every gre preparation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.