Templates

Each template comes with an intended customer, a success goal, real questions, and qualification criteria. Pick one, and onboarding starts from it.

Studios & agencies

For aI, automation, and digital studios taking project inquiries

Goal: Reviewed qualified inquiries per visitor

7 questions · 3 criteria

Studios & agencies

For design and web studios that need to understand the problem before quoting

Goal: Briefs complete enough to scope without a discovery call

7 questions · 3 criteria

Consultancies

For fractional CFO, CMO, COO, and RevOps consultants

Goal: Engagements with companies at the right stage

7 questions · 3 criteria

Service businesses

For trades, installers, and local service firms quoting fixed-scope work

Goal: Quotes sent to inquiries the business can actually serve

7 questions · 3 criteria

Consultancies

For consultants and coaches who sell a paid first session

Goal: Sessions booked with people who fit, that are then held

5 questions · 2 criteria

Marketing

For consultancies and studios offering a guide, checklist, or benchmark

Goal: Downloads by people who match the ideal customer

3 questions · 1 criteria

None of these quite fit?

Every template is a starting point, not a cage. Onboarding builds the form from your profile, and you can rewrite any question before publishing.