Client Intake Qualifier
A short intake quiz that sorts serious, ready-to-move clients from tire-kickers in about 60 seconds — captures the details you need up front, then routes the good ones straight to your calendar. Built around your practice, in your voice.
The Challenge
A "Contact Us" box and an inbox full of inquiries you have to sort by hand — never sure who's serious until you've already spent the time.
A guided intake quiz that qualifies, captures the right details, and routes serious clients to booking — automatically, before you lift a finger.
One Job, Done Well
This isn't a generic lead-gen funnel for every industry under the sun. It does one thing: it qualifies the people reaching out to you, at intake — so the right ones reach your calendar and the rest are sorted before they ever touch your day. Especially powerful for practices where a new matter means gathering a lot of detail up front.
Built for any client-based business that would rather start with qualified clients than a pile of cold inquiries — coaches, wellness practices, agencies, service providers, and law firms too. Every quiz is custom-built around how you intake a new client: your service types, the details you need, and the questions that actually tell you who's ready.
Live Demo
The questions feel like a conversation, and the lead score builds quietly as the client answers — then the scored, routed lead lands on your desk, sorted before it ever touches your day.
Want to see it live? Book a quick call and I'll walk you through a sample qualifier built around your business — your services, the details you need, and how you take on a new client.
See a Live SampleHow It Works
Every step is automated. You get qualified clients — with their details already captured — ready to talk.
A new client taps your website link, social post, or QR code
A few friendly questions that feel like a conversation, not a form
Scored on matter type, timeline, and readiness — so you know who's serious
Automatic text or email in their preferred channel, in seconds
Serious clients book a consult; their answers land in the client profile
What's Included
Designed thumb-first for phones — large tap targets, swipe-friendly, loads instantly. Most people finish it in about a minute.
Each inquiry is scored on matter type, timeline, and readiness, so you instantly know who to call first and who to nurture.
The moment they finish, they get a personalized text or email in the channel they chose — no inquiry goes cold while you're in a meeting.
Every answer lands in the client's file — tagged and organized — so the intake details are captured before the first conversation, not after.
See where people drop off, which questions matter most, and how many qualified clients you're capturing — real numbers, not guessing.
Qualified clients get routed straight to your calendar to book a consult — before they ever have to play phone tag.
By The Numbers