Client intake that books qualified calls
Qualify people with a few questions, then show your calendar only to the ones who fit.
- Ask the qualifying questionsBudget, timeline, the problem they want solved. Keep it to 5-8 questions.
- Create two endingsLet's talk, for qualified people, and Thanks, here's a resource, for everyone else.
- Route themOn the last question: If budget is greater than or equal to your minimum and timeline is within 3 months → Let's talk. All other cases → resource. See Branching.
- Add your calendarIntegrations → Calendly → show it on Only these endings → Let's talk, with name and email filled in. See Calendly.
- Tag and notifyTag Qualified, email yourself the answers, and send the contact to your CRM, so you walk into the call prepared.