Flow templates.

Pre-built qualifying flows for common industries. Pick one, customize the questions and score weights, and deploy in minutes.

Home Services Qualifier

Home Services|4 steps

Qualify homeowners by service type, timeline, property size, and budget range.

Questions

  1. 1.What type of service do you need?
  2. 2.When do you need this done?
  3. 3.What size is your property?
  4. 4.What is your budget range?
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Legal Consultation

Legal|3 steps

Pre-qualify potential clients by case type, urgency, and preferred consultation format.

Questions

  1. 1.What type of legal matter?
  2. 2.How urgent is this?
  3. 3.How would you prefer to consult?
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Medical Practice Intake

Medical|4 steps

Screen new patients by service needed, insurance status, patient type, and scheduling preference.

Questions

  1. 1.What service are you interested in?
  2. 2.Do you have insurance?
  3. 3.Are you a new or existing patient?
  4. 4.When are you available?
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Marketing Agency Lead

Agency|4 steps

Qualify prospects by service interest, monthly budget, timeline, and company size.

Questions

  1. 1.What services are you looking for?
  2. 2.What is your monthly budget?
  3. 3.When do you want to start?
  4. 4.How large is your company?
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Real Estate Inquiry

Real Estate|4 steps

Qualify buyers and sellers by transaction type, property type, price range, and timeline.

Questions

  1. 1.Are you looking to buy or sell?
  2. 2.What type of property?
  3. 3.What is your price range?
  4. 4.What is your timeline?
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Business Consulting

Consulting|3 steps

Pre-qualify consulting leads by area of need, company size, and engagement type.

Questions

  1. 1.What area do you need help with?
  2. 2.How large is your company?
  3. 3.What type of engagement are you looking for?
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Hotel Booking Qualifier

Hospitality|4 steps

Screen potential guests by stay type, group size, date range, and room preference.

Questions

  1. 1.What is the purpose of your stay?
  2. 2.How many guests?
  3. 3.When are you looking to stay?
  4. 4.What room type do you prefer?
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Financial Advisory

Financial|4 steps

Qualify financial leads by service type, portfolio size, timeline, and goals.

Questions

  1. 1.What financial service do you need?
  2. 2.What is your investable portfolio size?
  3. 3.What is your investment timeline?
  4. 4.What are your primary goals?
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Fitness Studio Lead

Fitness|3 steps

Qualify prospective members by goals, experience level, and membership preference.

Questions

  1. 1.What are your fitness goals?
  2. 2.What is your experience level?
  3. 3.What membership type interests you?
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Education Enrollment

Education|4 steps

Screen prospective students by program interest, timeline, funding, and level.

Questions

  1. 1.What program are you interested in?
  2. 2.When would you like to start?
  3. 3.How will you fund your education?
  4. 4.What is your current education level?
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