Template library

Start with the route already drawn.

Six complete workflows with questions, qualification guidance, visible routes, and endings ready to adapt before you publish.

What every template includes

A useful first draft, not a locked preset. Change the questions, route, qualification criteria, brand, and final destination.

Browse 6 workflows

Choose a starting point

Six routes, ready to edit.

Pick the closest operating route, then make every question and decision your own.

B2B SaaS

Demo request

Qualify inbound buyers and send strong-fit prospects to a demo calendar.

  1. Buyer context
  2. AI fit check
  3. Demo calendar
9 questions includedUse template
Agencies

Project inquiry

Collect a complete brief, assess fit, and route promising projects to a call.

  1. Project brief
  2. AI fit check
  3. Project call
10 questions includedUse template
Consultants

Discovery call

Screen for urgency, investment readiness, and a meaningful consulting need.

  1. Goals + urgency
  2. AI fit check
  3. Strategy call
9 questions includedUse template
Post-sale

Customer onboarding

Collect implementation context and offer a kickoff only when the customer wants one.

  1. Setup context
  2. Preference route
  3. Call or guide
10 questions includedUse template
Start fresh

Blank form

A clean canvas with an intro and end screen ready to customize.

  1. Welcome
  2. Your questions
  3. Your ending
Clean visual flowUse template

Nothing quite fits? Draw your own route.

Start with the same visual builder, logic, and publishing controls on a clean canvas.

Start from scratchExplore use cases