Q1Short answer · Required
What’s your first name?
Gives the completed response a useful personal reference.
Inbound routingMulti-service team
Service-specific lead routing
Give every service line an explicit next step.
Let prospects choose the service they need, collect a concise brief, and connect each service line to the calendar, resource, or confirmation ending your team maintains.
Best for: Agencies and service businesses that need each service inquiry to produce a defined respondent next step.
Available on Free. Replace the example questions, policy, outcomes, and destinations before publishing.
Starting routing policy
Service choice → request context → five deterministic destinations
- 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
What this flow decides
Which respondent-facing outcome should this service inquiry receive?
The flow asks the prospect to select a service line, gathers one useful brief, and uses that explicit choice to make the visible next step predictable.
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
Routing policy
Make the routing policy yours before the flow goes live.
This template is deterministic service routing, not contextual lead qualification. The selected service line chooses the respondent destination or confirmation ending, while request details and timing remain part of the completed response.
- 1
Every public service line maps to one external destination or confirmation ending.
- 2
The selected service line controls the route.
- 3
Request details and timing remain in the Qualyo response but do not override the choice.
- 4
Unrecognized requests finish with a general service review confirmation.
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 email for a reply?
Provides a reliable reply channel for the service inquiry.
Q3Short answer · Optional
What company or organization are you with?
Adds organization context to the completed response.
Service route
Q4Single choice · Required
Which service do you need?
Selects the deterministic respondent outcome without AI interpretation.
Starting choices: Website or product design, Paid acquisition or growth, Brand or content, Strategy or consulting, Another service
Request brief
Q5Long answer · Required
What should the team know about your request?
Collects a useful brief for later follow-up from the response stored in Qualyo.
Q6Single choice · Required
When would you like to move forward?
Adds timing context without changing the selected service route.
Starting choices: As soon as possible, Within 30 days, In 1–3 months, Later, Just exploring
Logic, outcomes, and destinations
Every service choice should produce a visible respondent outcome.
Each service choice maps to one explicit next step. No AI interpretation is needed, request details never silently change the route, and review paths use tailored confirmation endings while completed responses remain available in Qualyo.
Deterministic service route
The saved service-line choice controls the respondent destination or confirmation
Where the flow branches
Question path
Contact → service line → request details → target timeline
Deterministic service route
The saved service-line choice controls the respondent destination or confirmation
Five service-specific outcomes
Design calendar, growth confirmation, content brief, strategy calendar, or general confirmation
Outcome destinations
Website or product design
Continue to the design project calendar
Open the external calendar used for scoped design-project conversations.
Paid acquisition or growth
Complete with the growth review confirmation
Show a tailored confirmation ending while the completed response remains available in Qualyo.
Brand or content
Continue to the brand and content brief
Present the service-specific brief or resource used for brand and content inquiries.
Strategy or consulting
Continue to the strategy calendar
Open the external calendar used for strategy and advisory conversations.
Another service
Complete with the general service review confirmation
Show a general review confirmation and keep the completed response available in Qualyo.
Local deterministic route
Try the service route without creating a lead.
Choose one of five example service lines to preview its deterministic destination. The simulation stays on this page, submits nothing, and uses no AI.
Local deterministic route
Which service does this inquiry need?
Choose a service line to preview its named destination. No lead or submission is created.
Explicit route choice
Website or product design
Continue to the design project calendar
Design project calendar
The route opens the external calendar used for scoped design-project conversations.
No submission sent. No lead created. No answer stored. No AI used.
Customization
Replace the example policy with the way your team works.
The operating shape is ready, but the service lines and outcomes must match your actual offers, calendars, resources, confirmation copy, and form-level delivery settings.
- Step 1
List only real services
Replace the example choices with service lines your team actively sells and supports.
- Step 2
Define every outcome
Choose an external calendar or resource, or write a tailored confirmation ending. Configure notifications and webhooks separately at the form level when completed submissions need delivery.
- Step 3
Keep the brief concise
Collect only the details needed for later follow-up from the completed response.
- Step 4
Test every route
Run each service choice and the unmatched route before publishing the workflow.
Use it for the right job
Use this when service outcomes are clear but the generic contact path is not.
Good fit
- Agencies with distinct design, growth, content, and strategy offers.
- Service businesses that need different calendars, confirmation endings, or briefs by offer.
- Teams that want an explicit fallback for work outside the published service list.
Choose another workflow
- A single-offer qualification flow where every lead should follow the same policy.
- A workflow where calendars, resources, confirmation copy, and response handling have not been agreed internally.
- A replacement for a CRM, project-management system, or shared team inbox.
Service-specific lead routing FAQ
Questions before you use the flow
What is service-specific lead routing?
It asks which service a prospect needs, collects a useful brief, and presents a predefined calendar, resource, or tailored confirmation ending. The completed response remains available in Qualyo.
Does this flow use AI to choose the service?
No. The respondent selects the service line and deterministic routing follows that explicit choice. Request details and timing remain with the response but do not reinterpret the route.
Can I replace every example service line?
Yes. Replace the labels, questions, calendars, resources, review confirmations, and endings with the way your team actually operates. Configure any submission delivery separately at the form level.
What happens when no service matches?
The Another service path shows a general review confirmation. The completed response remains available in Qualyo for later follow-up.
Can different services use different kinds of destinations?
Yes. One service can open an external calendar, another can show a review confirmation, and another can provide a service-specific brief or resource.
Does the local preview create a lead?
No. It changes only the visible example outcome on this page. It creates no submission, sends no webhook or email, and makes no AI request.
Start with explicit service outcomes.
Copy the deterministic service choices, then connect every line to the respondent outcome your team will maintain.