What business problem needs attention?
Identifies the issue without assuming the solution.
For consultants and high-ticket services
Qualify high-value opportunities before discovery.
Define the problems, scope, authority, timing, and commercial context that make a discovery call worthwhile, then route each inquiry to the right next step.
The problem
The next step happens before the decision context is clear.
Consulting inquiries often describe a symptom but omit the decision, stakeholder, scope, and timing context needed to evaluate an engagement. A good intake makes those unknowns visible before proposal work begins.
Qualification policy
Define the engagement that merits live discovery.
A qualified consulting opportunity might involve a problem the practice can solve, an accountable decision owner, feasible timing, sufficient scope, and a commercial range that fits the engagement model.
Example criteria
- Problem and expertise fit
- Decision ownership
- Scope and business impact
- Timing and commercial fit
These criteria belong to the consultant or service business. Qualyo applies the policy you save and leaves uncertain opportunities available for review.
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 the cost or impact of leaving it unchanged?
Adds importance and urgency context.
What work has already been attempted?
Prevents repeating approaches without context.
Who owns the decision and who else is involved?
Makes authority and stakeholders visible.
What timing or deadline matters?
Surfaces delivery feasibility.
What investment range is available?
Sets a practical engagement boundary.
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
Enforce explicit engagement limits
Use fixed rules for geography, minimum scope, availability, or another requirement with an unambiguous answer.
- Contextual judgment2
Interpret business context
Use optional AI when problem fit, urgency, and likely impact need to be considered across several answers.
- Outcome route3
Match the next action
Invite a strong fit to discovery, request review when material context is missing, or provide a clear resource or referral.
Routes
Qualification matters because it changes what happens next.
Route 1
If: Problem, authority, scope, timing, and commercial context align
Strong fit → Discovery call
The first call can examine fit instead of collecting basic facts.
Route 2
If: Potential fit remains but material context is missing
Needs review → Context request
The prospect knows exactly what is needed before scheduling.
Route 3
If: Scope, expertise, or timing is outside the practice
Not qualified → Resource or referral
The response is useful without creating a false expectation.
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 consulting opportunity.
Choose three non-personal opportunity signals to see how a high-ticket service business can combine firm boundaries with contextual review.
This example uses fixed in-page logic. It sends no answers, saves no responses, and makes no qualification or AI request.
Problem fit
Choose a signal
Decision context
Waiting
Timing
Waiting
Step 1 of 3
How closely does the business problem match the consultant's area of expertise?
Recommended qualification flow
Start with the service-specific lead routing 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 generate proposals, contracts, invoices, or managed signed-document workflows.
- 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.
- Qualification output should inform a consultant’s review, not make a binding acceptance decision.
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 or Project inquiry.
- 02
Write fixed engagement boundaries first.
- 03
Ask only for context used in a route or first call.
- 04
Add qualification criteria and a tested fallback.
- 05
Create missing-context and referral endings.
- 06
Run representative fit and non-fit submissions.
Frequently asked questions
Questions about Qualyo for consultants
Can Qualyo collect a consulting brief before discovery?
Yes. Use short or long text, number, single- or multiple-choice, dropdown, email, phone, file-upload, and drawn-signature questions to collect structured context before routing.
Can the route check authority, timing, and budget?
Yes. Express hard boundaries with choices or Logic cards. Optional AI qualification can consider multiple earlier answers when the fit rule is genuinely contextual.
Does Qualyo write proposals or contracts?
No. Qualyo can collect a drawn-signature response, but it does not create proposals, contracts, managed e-signature workflows, or invoices.
Can a submission reach our existing systems?
Every plan can send complete submission data through a webhook. CSV export and unlimited notification recipients are also available on every plan.
Can I keep an intake process fully deterministic?
Yes. AI is optional. Choice routes, conditions, routers, and custom endings can define the whole process.
What happens if AI qualification is unavailable?
The Qualifier immediately takes the automatic qualify or disqualify fallback selected by the form owner. That fallback is visible and must be tested before publishing.
Continue in context