What would you like to be different?
Centers the intake on a concrete desired change.
Discovery intake for coaches
Understand goals and readiness before inviting a prospect into a discovery conversation.
Qualyo lets coaches combine a warm one-question-at-a-time experience with explicit qualification rules and endings that remain under the coach’s control.
The job to do
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.
01 · Useful outcomes
What this workflow should make easier
01
More context before a discovery call
02
A respectful route for early-stage or mismatched inquiries
03
Consistent intake across programs and cohorts
02 · Workflow
Build the policy before the form
The form is the interface. The route brief, fallback, and endings are the operating decision.
- Step 1
Define readiness in observable terms
Write down the goals, timing, commitment, and practical constraints that make a conversation useful for both sides.
Output: A readiness brief
- Step 2
Ask about the change
Collect the desired outcome, current obstacle, previous attempts, timeline, program preference, and investment context.
Output: A concise intake record
- Step 3
Separate hard rules from judgment
Use fixed logic for program availability or location. Use optional AI only to interpret fit across nuanced answers.
Output: A controlled qualification route
- Step 4
Offer the right next step
Link ready prospects to a call and give others a waitlist, resource, group program, or clear follow-up path.
Output: A useful ending for every route
03 · Question design
Ask only what changes review or routing
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.
04 · Route map
Every answer path earns an ending.
Route 1
If: Goal, timing, format, and investment context align
Then: 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
Then: 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
Then: Referral or boundary ending
The form avoids implying that coaching is appropriate for every need.
05 · Product fit
What Qualyo covers—and where the workflow leaves Qualyo
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, redirect, notification, or webhook workflow.
- 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.
06 · Production checklist
Ship the route, not only the questions.
Preview both form modes, test the fixed path and AI fallback, and confirm that every ending says what happens next.
Start from discovery call template- 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.
07 · 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.
08 · Continue in context
Use the template, then check the evidence.
Start with a route you can explain.
Free includes 50 lifetime AI conversations and unlimited static submissions.