Q1Short answer · Required
What’s your first name?
Makes the conversation personal without asking for unnecessary detail.
Sales qualificationAgency
Agency project qualification
Qualify the project before it reaches your calendar.
Capture the brief, apply your minimum requirements, evaluate project fit, and route each inquiry to the next step your agency chooses.
Best for: Agencies selling high-value projects with variable inbound lead quality.
Available on Free. Replace the example questions, policy, outcomes, and destinations before publishing.
Starting qualification policy
Project brief → hard boundaries → fit evaluation → next step
- 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
What this flow decides
Should this project move to a strategy call, a team review, or another next step?
The flow gathers the commercial and contextual signals an agency needs before it commits senior time to a discovery call.
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
Qualification policy
Make the policy yours before the flow goes live.
The example first routes Under $2k or Just exploring responses to the alternative ending. Responses that clear both hard gates continue to contextual fit evaluation, where uncertain or unsuitable context maps to Needs review.
- 1
Budget is not Under $2k.
- 2
Target start is not Just exploring.
- 3
The requested service and project brief fit the agency offer.
- 4
Contextual fit that does not earn calendar access goes to Needs review.
Questions
See every question and the job it does.
Audit the complete starting blueprint before you copy it. Each rationale explains why the field exists and what decision it supports.
Contact context
Q2Email · Required
What’s the best work email for you?
Creates a reliable follow-up channel for the project response.
Q3Short answer · Required
What company or organization is this for?
Adds the business context needed to review relevance and scale.
Project shape
Q4Single choice · Required
What do you need help with?
Maps the inquiry to the services your team actually delivers.
Starting choices: Website, Branding, Paid advertising, SEO, Content, Product or design, Strategy, Other
Q5Long answer · Required
What are you trying to achieve?
Captures the outcome behind the request, not only a deliverable label.
Q6Single choice · Required
Which best describes the scope?
Separates a focused engagement from multi-phase or ongoing work.
Starting choices: One focused project, Multi-phase project, Ongoing support, Not sure yet
Commercial readiness
Q7Single choice · Required
What budget range have you set aside?
Checks commercial fit using ranges that are easier to answer than an exact number.
Starting choices: Under $2k, $2k–$5k, $5k–$10k, $10k–$25k, $25k+, Not sure
Q8Single choice · Required
When would you like to get started?
Surfaces urgency and whether the timing matches current capacity.
Starting choices: Immediately, Within 30 days, In 1–3 months, Later this year, Just exploring
Q9Single choice · Required
What role do you have in choosing a partner?
Shows whether the respondent can move the project forward or is still gathering options.
Starting choices: Final decision-maker, Part of the decision, Gathering options
Open context
Q10Long answer · Optional
Anything else we should know: links, constraints, or a current provider?
Leaves room for links, constraints, dependencies, and useful nuance without making it required.
Logic, outcomes, and destinations
The questions collect context. The graph chooses what happens next.
AI can personalize wording and evaluate the dedicated fit checkpoint. It does not choose the next question or redraw the route. If qualification is unavailable, the fallback chosen by the form owner applies automatically.
Qualification checkpoint
Compare the complete brief with your saved fit criteria
Where the flow branches
Question path
Contact → service → outcome → scope → budget → timing → authority → context
Qualification checkpoint
Compare the complete brief with your saved fit criteria
Strong-fit route
Open the project-call destination
Review or alternative
Send the brief to the team or provide another next step
Outcome destinations
Strong fit
Book a project call
The project clears the hard boundaries and fits the saved qualification criteria.
Needs review
Send to the team
The explicit requirements pass, but the contextual fit needs a person to review it.
Not qualified
Offer an alternative next step
A clear boundary does not match, so the prospect receives a useful ending without a calendar promise.
Local policy simulation
Simulate the starting agency policy.
Choose a representative project profile to see how the example policy separates a strong fit, a needs-review inquiry, and a clear non-fit. The simulation stays on this page and submits nothing.
Local policy simulation
How should this example project be routed?
Select a representative response profile. These are illustrative signals, not real lead data.
Example response signals
- Requested service matches the agency offer
- Budget clears the example minimum
- Timeline and decision role support a real conversation
Strong fit
Book a project call
The project clears the hard boundaries and fits the contextual starting policy.
No submission sent. No lead created. No answer stored. No AI used.
Customization
Replace the example policy with the way your team works.
The starting workflow is complete, but its example services, ranges, fit policy, and destinations are deliberately yours to replace.
- Step 1
Replace the service menu
Use your real offers and remove every option your team does not sell.
- Step 2
Set honest project ranges
Adjust budget and timing choices to match your minimum engagement and capacity.
- Step 3
Write the fit policy
Define what makes a project relevant, feasible, and ready for a conversation. Choose the automatic fallback used if AI is unavailable.
- Step 4
Connect all three outcomes
Send strong-fit projects to the calendar, place ambiguous inquiries in a needs-review queue, and give clear non-fits a respectful alternative.
Use it for the right job
A project inquiry is pre-sale. Client onboarding comes later.
Good fit
- Agencies screening website, branding, marketing, design, or strategy projects.
- Freelancers who need scope, budget, and timing before agreeing to a call.
- Professional-service teams replacing an open-ended contact box with a consistent brief.
Choose another workflow
- Existing-client onboarding after a project has already been accepted.
- A complete proposal, contract, payment, or legally binding signature workflow.
- Teams that only need a name, email, and short message with no qualification step.
Agency project qualification FAQ
Questions before you use the flow
What is a project inquiry form?
A project inquiry form collects the contact, service, goal, scope, budget, timing, and decision context needed to review a potential project before the first call. It is more structured than a general contact form but lighter than a proposal or onboarding questionnaire.
What questions should a project inquiry form include?
Start with contact and company details, then ask what service is needed, the desired outcome, project scope, budget range, preferred start date, decision role, and optional context. Keep a question only when its answer changes review, routing, or preparation for the next conversation.
Is a project inquiry form the same as a client intake form?
Not necessarily. A project inquiry form usually comes before a prospect is accepted and helps assess fit. A client intake form is often used after acceptance to collect onboarding details, stakeholders, assets, systems, and working preferences.
Can I customize the questions and qualification criteria?
Yes. The questions, options, wording, qualification criteria, visual route, branding, and endings are editable. Replace every example range and service with boundaries that reflect your own business.
Does AI decide which question comes next?
No. The saved visual graph determines the question order and route. AI can personalize the wording of an already-selected question and evaluate the dedicated qualification checkpoint, but it does not control branching. The form owner also chooses the automatic fallback outcome.
Can I embed this project inquiry form on my website?
Yes. A published Qualyo form can be shared by link or embedded on a website. The same questions and route remain in one form, so updates do not require rebuilding the workflow for every placement.
Start with the complete project route.
Copy the questions and graph, then replace the example business boundaries with your own.