Start with a qualification flow

Start with a qualification flow, not a blank form.

Start with a proven route, then make the questions, criteria, outcomes, and destinations your own.

Qualification flows

Sales qualification

Capture the buying context, apply an explicit policy, and route each response to an owned next step.

Agency

Agency project qualification

Best for: Agencies selling high-value projects with variable inbound lead quality.

Captures: Project brief, service, budget, timeline, and decision context
Qualifies: Minimum budget, project fit, timing, and readiness
Routes: Strategy call, team review, or an alternative next step

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SaaS

SaaS demo qualification

Best for: B2B SaaS teams that need buying context before offering a live demo.

Captures: Company profile, use case, role, current process, and timing
Qualifies: Segment fit, product need, buying intent, and readiness
Routes: Demo calendar, sales review, or a self-serve next step

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Consultant

Consultant discovery qualification

Best for: Consultants and high-ticket service businesses that protect limited discovery capacity.

Captures: Business problem, desired outcome, urgency, investment, and authority
Qualifies: Engagement fit, readiness, timing, and decision context
Routes: Strategy call, consultant review, or a preparation path

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One front door, explicit outcomes

Inbound routing

Use deterministic paths when request type is already clear. Keep sales context on the sales path and show every respondent a named calendar, resource, or confirmation ending.

Paid acquisition

Paid-ad lead qualification

Best for: Campaign teams that need to separate sales-ready leads from review and nurture paths.

Captures: Campaign intent, company context, problem, timing, and buying role
Qualifies: Audience fit, offer relevance, intent, and readiness
Routes: Sales step, campaign review, or the promised resource

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Multi-path inbound

Multi-path inbound routing

Best for: Teams that receive sales, support, partnership, careers, and general inquiries through one front door.

Captures: Contact context, inquiry type, request details, and sales timing when relevant
Qualifies: Request type, defined respondent outcome, and sales context
Routes: Sales discovery calendar, support request page, partnership confirmation, careers page, or general confirmation

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Multi-service team

Service-specific lead routing

Best for: Agencies and service businesses that need each service inquiry to produce a defined respondent next step.

Captures: Contact context, requested service, request details, and target timing
Qualifies: No AI qualification; the explicit service choice controls the outcome
Routes: Design calendar, growth confirmation, content brief, strategy calendar, or general confirmation

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Secondary workflows

Operational intake

Route work after a decision has already been made. These flows organize the handoff instead of qualifying a lead.

Operational intake

Customer onboarding routing

The workflow gathers delivery context after the sale, then follows the customer's explicit support preference.

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Build from scratch

Prefer a clean canvas?

The Blank Form is a separate path for teams that already know the decision, policy, and destinations they need to build.

Review the blank path Start from scratch