What are you trying to make or improve?
Captures the objective in the prospect’s words.
Project inquiry for freelancers
Replace email back-and-forth with a compact project brief and a route you can review quickly.
Qualyo gives freelancers a template-led intake that can stay fully deterministic or use optional qualification while keeping every ending explicit.
The job to do
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.
01 · Useful outcomes
What this workflow should make easier
01
Less context-chasing by email
02
A repeatable brief for every inquiry
03
A clear path for fit, waitlist, referral, or decline
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
Publish the boundary
Define services, minimum engagement, availability, timing, and any non-negotiable constraints.
Output: A simple fit checklist
- Step 2
Ask for a useful brief
Collect the project goal, deliverables, budget range, desired date, decision process, and relevant link.
Output: A reviewable inquiry
- Step 3
Route the obvious cases
Use fixed logic for service or minimum constraints. Reserve optional AI for interpreting open-ended project context.
Output: A small route graph
- Step 4
Close the loop
Offer a call, waitlist, availability update, referral, or resource so the prospect is not left guessing.
Output: A transparent ending
03 · Question design
Ask only what changes review or routing
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.
04 · Route map
Every answer path earns an ending.
Route 1
If: Service, scope, budget, and timing align
Then: Project-call ending
The inquiry is ready for a focused fit conversation.
Route 2
If: Project fits but availability does not
Then: Waitlist or alternate-date ending
The prospect gets a clear timeline instead of silence.
Route 3
If: Service or minimum boundary does not match
Then: Referral or resource ending
The route remains professional and useful.
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 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.
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 project inquiry template- 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.
07 · 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.
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.