What would you like to be different?
Centers the intake on a concrete desired change.
Discovery intake for coaches
Qualify discovery requests before opening your calendar.
Collect goals, readiness, timing, and practical context, then route each prospect according to the program boundaries you define.
The problem
The next step happens before the decision context is clear.
A calendar link alone asks both sides to commit time before goals, urgency, program fit, and practical constraints are understood. A short intake should prepare the conversation and create a useful alternative when a call is not yet the right step.
Qualification policy
Define when a discovery conversation is useful.
A coach might look for a goal that matches the program, a suitable start window, readiness to participate, and practical alignment with the offer.
Example criteria
- Program fit
- Desired outcome
- Readiness and timing
- Practical investment context
The coach owns these criteria. Qualyo applies the saved route and should never be presented as deciding whether coaching is appropriate for every person or need.
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.
What is getting in the way right now?
Adds context without turning the form into a coaching session.
What have you already tried?
Shows prior effort and expectations.
When would you like to begin?
Clarifies urgency and program timing.
Which format are you considering?
Routes one-to-one, group, or self-guided interest.
What investment range are you prepared to consider?
Makes the practical constraint explicit before a call.
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
Check program boundaries
Use fixed rules for availability, supported formats, location, or other explicit requirements.
- Contextual judgment2
Review readiness in context
Use human review or optional AI only when goals and readiness need contextual interpretation.
- Outcome route3
Offer the right next step
Route an aligned prospect to discovery and offer a resource, waitlist, group program, or boundary message to everyone else.
Routes
Qualification matters because it changes what happens next.
Route 1
If: Goal, timing, format, and investment context align
Discovery-call ending
The call can focus on mutual fit and next steps.
Route 2
If: Goal fits but timing or investment is not ready
Resource, waitlist, or group-offer ending
The prospect gets a truthful next step without pressure.
Route 3
If: Need is outside the coach’s scope
Referral or boundary ending
The form avoids implying that coaching is appropriate for every need.
Recommended qualification flow
Start with the discovery call 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 is not a scheduling, payment, course, or coaching-delivery platform.
- An AI Qualifier evaluates the criteria you provide; it does not replace professional judgment or an explicit fixed rule.
- Sensitive health or clinical intake requires a separate compliance review before use.
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 Discovery call.
- 02
Replace example goals and ranges with the actual program.
- 03
Keep the intake short enough to finish before a call.
- 04
Connect every route and AI fallback.
- 05
Preview conversational and classic delivery.
- 06
Test calendar, waitlist, and resource endings.
Frequently asked questions
Questions about Qualyo for coaches
Can a coaching intake form work without AI?
Yes. The complete fixed route, including questions, choice routing, Logic cards, and endings, can run as a static form with unlimited submissions.
Can I ask one question at a time?
Yes. Conversational delivery shows one step at a time while the saved questions, validation, and routes remain the same as classic mode.
Can I send ready prospects to my calendar?
Yes. Use a tailored ending with your external scheduling link. Qualyo does not currently advertise a native calendar integration.
Can I offer different programs from one form?
Yes. Route by a program choice or by Logic conditions, then use a distinct ending for one-to-one, group, waitlist, or resource paths.
How many AI conversations are included?
Free includes 50 lifetime AI conversations. Paid bundles include 250, 750, 2,000, or 5,000; static forms and submissions remain unlimited.
Should I collect sensitive health information in a coaching form?
Only after confirming your own legal, contractual, and security requirements. Qualyo should not be presented as a clinical assessment or as a substitute for healthcare guidance.
Continue in context