Test Prep Tutor Discovery Form

Streamline Your Test Prep Tutoring with a Professional Discovery Form

For test prep tutors and tutoring businesses, understanding each student's unique starting point, goals, and learning style is essential to delivering results. This Test Prep Tutor Discovery Form helps you gather all the critical information you need during your initial consultation—target exam, baseline scores, goal scores, learning preferences, schedule availability, and test date deadlines—so you can create a personalized study plan from day one.

Why tutors and tutoring businesses love this template

Whether you're an independent tutor, running a tutoring center, or managing a team of test prep specialists, this form replaces messy intake emails and scattered notes with a single, professional touchpoint. Students (or their parents) can complete the form before your first meeting, giving you time to review their situation and come prepared with tailored recommendations.

The form captures everything from which standardized test they're preparing for (SAT, ACT, GRE, GMAT, LSAT, MCAT, and more) to their current score or baseline, their target score, preferred learning style, scheduling constraints, and their test date deadline. You can even use conditional logic to ask follow-up questions based on the exam type or learning preference, ensuring you're always collecting relevant, actionable information.

Automate your tutoring workflow with Paperform and Stepper

Once a student submits the form, you can use Stepper (stepper.io) to automatically send a personalized welcome email, add them to your CRM, create a folder in Google Drive for their materials, and even schedule a calendar invite for your first session—all without lifting a finger. This kind of automation saves hours every week and ensures no lead falls through the cracks.

If you're managing contracts, you can also use Papersign (papersign.com) to send tutoring agreements or consent forms for eSignature immediately after intake, keeping your workflow seamless and professional from start to finish.

Built for tutors who care about results

Test prep tutoring is personal, and your intake process should reflect that. With Paperform's doc-style editor, you can customize this template to match your brand, add your logo, include motivational messaging, or embed video testimonials from past students. You can also set up conditional success messages based on the exam type or urgency, providing immediate value and building trust before you've even met.

Whether you're helping high schoolers with college admissions tests, supporting graduate school applicants, or coaching professionals through certification exams, this template gives you a clear, consistent way to onboard every student with confidence. Start using this form today and turn discovery calls into action plans faster than ever.