Qualify leads with interactive steps that segment and match them to the right offer.
Filter, Focus, and Convert Better
- Qualify leads before investing time in follow-up
- Identify high-intent prospects with smart forms or surveys
- Customize offers based on user responses
- Improve close rates by focusing on the right leads
- Deliver a personalized path to your product or service
- Reduce no-shows and low-quality inquiries
- Build a frictionless experience that feels like a conversation
What’s Included in Your Multi-Step Funnel
- Multi-Step Form or Survey Setup
- Copywriting for Questions, Prompts, and Follow-Ups
- Funnel Logic Configuration (If/Then Routing)
- Conditional Thank-You Pages or Redirects Based on Answers
- CRM Integration + Auto-Tagging or Segmentation
- Email Notification Setup for Your Team or Sales Rep
- Custom Offer Delivery Based on Score/Outcome
- Optional Calendar Integration for Booking Qualified Leads
- Dashboard or Report Access to Funnel Responses
- Privacy Compliance (Consent, Data Storage Rules)
- A/B Testing of Funnel Steps or Entry Hooks
- Mobile-First Design & User Experience Checks
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.
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