What are you trying to make or improve?
Captures the objective in the prospect’s words.
Project inquiry for freelancers
Turn each project inquiry into a decision-ready brief.
Collect the scope, budget, timing, and decision context you actually use, then route the inquiry according to your offer and availability.
The problem
The next step happens before the decision context is clear.
Independent professionals have limited time for administrative triage. A project inquiry should establish service fit, scope, budget, timing, and communication expectations without asking for a miniature proposal from the prospect.
Qualification policy
Define the project that fits your offer and capacity.
A freelancer might require a supported service, workable scope, a budget above a personal minimum, a realistic deadline, and a clear approval owner.
Example criteria
- Service fit
- Scope and budget
- Availability and deadline
- Decision ownership
The freelancer sets every boundary. Qualyo applies that saved policy and can leave uncertain work for manual 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.
Which service best matches the project?
Checks alignment with the published offer.
What needs to be delivered?
Surfaces scope before a call.
What budget range are you working with?
Makes a central constraint visible early.
When do you need the work?
Checks availability and schedule feasibility.
Who will approve the work?
Clarifies feedback and decision ownership.
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 firm project boundaries
Use fixed rules for services, minimum budget, availability, or a deadline that clearly cannot be met.
- Contextual judgment2
Review nuanced scope
Use manual review or optional AI only when the project description needs interpretation across several answers.
- Outcome route3
Close the loop
Route a fit to a project call, a capacity mismatch to a waitlist, and out-of-scope work to a referral or resource.
Routes
Qualification matters because it changes what happens next.
Route 1
If: Service, scope, budget, and timing align
Project-call ending
The inquiry is ready for a focused fit conversation.
Route 2
If: Project fits but availability does not
Waitlist or alternate-date ending
The prospect gets a clear timeline instead of silence.
Route 3
If: Service or minimum boundary does not match
Referral or resource ending
The route remains professional and useful.
Recommended qualification flow
Start with the 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 is not a project-management, invoicing, contract, payment, or general file-transfer platform; it can collect supported files as form responses.
- A booking link is configured as an ending; there is no advertised native calendar connector.
- The form should request only the information needed to review an inquiry.
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 services and ranges with your real offer.
- 03
Delete every question that does not affect review or the first call.
- 04
Build fixed fit, waitlist, and referral routes.
- 05
Add optional qualification only if open text needs interpretation.
- 06
Test from a phone and from the embedded website context.
Frequently asked questions
Questions about Qualyo for freelancers
Can I embed a freelance inquiry form on my portfolio?
Yes. Qualyo supports hosted forms and embeds. Paid plans add verified custom domains and branding removal.
Do I need AI to screen project inquiries?
No. Fixed choice and Logic routes are often enough for services, budget ranges, and availability. AI qualification is optional.
Can I send matching prospects to a booking link?
Yes. Put the external scheduling URL on the matching ending. Qualyo does not currently advertise a native scheduling integration.
Does the free plan limit submissions?
Static forms and submissions are unlimited. The Free plan meters AI-assisted respondent journeys at 50 total.
Can I use separate forms for different services?
Yes. You can create separate forms or route several services within one form. Free has one workspace; paid plans have no configured workspace limit.
Can clients upload files, sign, or pay in Qualyo?
Clients can upload supported documents or images and provide a drawn signature. Use a dedicated later system for contracts, managed e-signatures, invoices, and payments.
Continue in context