Funnel 3: Qualify Before You Sell (Multi-Step Funnel, Form or Survey _ Offer)

Funnel 3: Qualify Before You Sell

Save time. Focus on the right leads. Close more deals.

Not every visitor is a good fit. That’s why this funnel helps you qualify prospects before you spend time chasing them. It’s ideal when your product or service requires customization, consultation, or vetting.

Through a smart form or survey, we help you identify high-quality leads, understand their needs, and route them to the right next step — whether it’s a call, quote, or direct offer.

Structured to guide visitors through a set of tailored questions

Then lead them to the most appropriate next action. It’s perfect for service-based businesses or high-consideration offers.

Typical elements include:

• A landing page with a clear promise
• A multi-step form or typeform-style survey
• Conditional routing to thank-you pages, booking calendars, or custom offers
• CRM integration to capture responses and score leads
• Optional follow-up by email or phone

Think of it as a mini-qualification engine that works 24/7.

Who Is It For?

• Coaches, consultants, and agencies with limited availability
• Local services that want to avoid tire-kickers
• Businesses offering multiple packages or solutions
• Professionals selling high-ticket services
• Anyone tired of wasted discovery calls or unfit inquiries

If you want to filter noise and focus on leads that match your criteria — this is your funnel.

Many businesses avoid forms and surveys because they’re afraid of losing conversions. But the truth is: friction can be good — when it’s intentional.

This funnel adds just the right amount of interaction to qualify leads without scaring them off.

Time & Cost

• Standard delivery: 7–10 business days
• Fast-track: 3–5 days if you already have form logic or content
• Pricing varies depending on form complexity and number of routes

We also offer A/B testing of different question paths if desired.

Benefits You’ll See

• Higher-quality leads
• Better sales conversations (you’ll know what they want in advance)
• Fewer wasted calls
• More bookings from real prospects
• A scalable way to filter and segment

If you're selling something that needs a real conversation before buying — this is your shortcut to better ones.