What outcome are you trying to create?
Reveals the job behind the requested deliverable.
For agencies
Qualify your next project before the call.
Not every inquiry is worth a discovery call. Define your minimum budget, project fit, timeline, and other criteria, then let Qualyo route each opportunity before it reaches your calendar.
The problem
The next step happens before the decision context is clear.
A generic contact form leaves account teams reconstructing scope, budget, timing, and decision context over email. The useful job is not to reject people automatically; it is to collect enough context to choose a responsible next step.
Common process
- Inquiry
- Calendar
- Discovery call
- Discover poor fit
With Qualyo
- Inquiry
- Qualification
- Strong fit
- Strategy call
Qualification policy
Define the project your agency can serve well.
For a web agency, a qualified project might require a supported project type, a minimum budget, a realistic timeline, and a business that fits the agency's target client profile.
Example criteria
- Supported project type
- Minimum project budget
- Realistic delivery timeline
- Target client profile
These are example criteria, not Qualyo defaults. Your agency defines what qualified means and can change every rule, judgment, and destination.
Questions
Ask only for information the decision uses.
Each question should support a rule, clarify contextual fit, or prepare the next conversation. More questions are not automatically better.
Which services do you expect to need?
Surfaces scope alignment before a call.
What budget range has been approved or discussed?
Establishes a practical constraint without asking for false precision.
When does the work need to begin?
Separates immediate projects from exploratory planning.
Who will participate in the decision?
Clarifies the buying process and stakeholders.
What would make the project successful?
Creates context for qualification and the first conversation.
Decision logic
Use certainty for rules and judgment only where it helps.
The saved graph controls the route. AI can evaluate nuanced context when you choose, but it never redraws the path or replaces an explicit business rule.
- Deterministic rule1
Apply explicit project boundaries
Use fixed rules for service scope, minimum budget, geography, or timing when the answer has a clear business consequence.
- Contextual judgment2
Interpret the project context
Use optional AI only where the brief needs contextual judgment, such as whether the problem and requested work align with the agency's expertise.
- Outcome route3
Choose the next step
Send a strong fit to a strategy call, an uncertain fit to team review, and an out-of-scope inquiry to a useful alternative.
Routes
Qualification matters because it changes what happens next.
Route 1
If: Service, budget, and timing match the agency’s published engagement boundary
Strong fit → Strategy call
The team has enough context to evaluate the opportunity live.
Route 2
If: Project fit is plausible but timing, scope, or decision context is uncertain
Needs review → Team review
The agency can resolve uncertainty before anyone promises a call.
Route 3
If: A firm budget, service, geography, or timing boundary does not match
Not qualified → Alternative outcome
The response stays respectful and offers a transparent next step.
Interactive example
Experience a short question, decision, and route.
This local example demonstrates the policy shape without collecting respondent data or pretending the sample criteria are universal.
Illustrative local routeNo personal information requested
Route a sample agency inquiry.
Choose three non-personal project signals to see how explicit boundaries and contextual review can lead to different next steps.
This example uses fixed in-page logic. It sends no answers, saves no responses, and makes no qualification or AI request.
Project type
Choose a signal
Budget
Waiting
Timeline
Waiting
Step 1 of 3
How closely does the requested work match the agency's published services?
Recommended qualification flow
Start with the agency project qualification flow, then make the policy yours.
Product boundaries
Know what Qualyo covers and where the workflow continues.
Supported in Qualyo
- Classic and one-question-at-a-time delivery share the same saved questions and routes.
- Choice routing, Logic cards, Router cards, and ordered edges keep the decision path inspectable.
- An optional AI Qualifier can evaluate earlier answers, with an explicit automatic fallback when AI is unavailable.
- Every route can finish with a tailored ending or redirect. Completed submissions can separately trigger the form’s configured notifications and webhooks.
- File-upload and drawn-signature questions collect supporting responses; each file is limited to 15 MB.
Boundaries to design around
- Qualyo does not provide a native calendar integration. Use an ending link to open your external scheduling page, or a webhook to send the completed inquiry to your existing workflow.
- There is no direct importer from another form platform.
- File uploads and drawn-signature questions are supported; payment collection and contract e-signature workflows are not.
Production checklist
Test the policy, fallback, and every ending.
Preview both delivery modes and use representative strong-fit, uncertain, and non-fit answers before publishing.
- 01
Start from Project inquiry.
- 02
Replace example ranges and services with published agency boundaries.
- 03
Connect fixed routes before adding an AI Qualifier.
- 04
Choose and test the Qualifier fallback.
- 05
Test every ending with representative answers.
- 06
Publish by link, embed, or verified paid custom domain.
Frequently asked questions
Questions about Qualyo for agencies
Can an agency use fixed logic without AI?
Yes. Choice routes, Logic cards, Router cards, and tailored endings work without AI. Static forms and submissions are unlimited on every plan.
Can different services go to different next steps?
Yes. Route from a service choice or use a Logic card to send each service, budget band, or timing combination to a specific ending.
How should an agency use the AI Qualifier?
Use it for judgment across several earlier answers, not for a hard requirement that can be expressed as fixed logic. Select an automatic qualify or disqualify fallback before publishing.
Can Qualyo send inquiries to our CRM?
Every plan can send complete submission data by webhook to an endpoint you control or an automation workflow.
Can we create intake forms for multiple clients or services?
Yes. The product has no configured paid workspace limit, and you can create separate forms or keep several service routes in one flow. Free is limited to one workspace.
Which plan should an agency start with?
Free is suitable for building and testing with 50 lifetime AI conversations and unlimited static submissions. Paid plans start at $49 per month for 250 AI conversations and add custom domains, branding removal, logo upload, and fast AI mode.
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