Templates · Studios & agencies
Studio project inquiry
For aI, automation, and digital studios taking project inquiries.
Success goal
Reviewed qualified inquiries per visitor
What it asks
Problem first, then follow-ups that fit the answer. Branches are shown inline rather than as a separate flow chart.
What would you like to take off your team’s plate?
Branch: what happens today · where requests arrive · who approves
Which tools are involved?
How often does this happen?
Where does it break down, and what would success look like?
Who is involved? Budget (optional)
Name, company, work email
Qualification criteria
These are the fit checks. Everything else is for the brief, and unknown answers stay unknown.
- Workflow the studio automates
- Tools within delivery capabilities
- Repeatable workflow
What happens next
Brief to Slack with Good fit / Not a fit / Not sure; plain confirmation to the respondent; owner offers a workflow-mapping call.
What could be learned
Which unclear-scope inquiries turn out qualified, which tool stacks precede won projects, whether a clarifying question changes qualified conversion.
Could be — not will be. Learning needs your reviews and recorded outcomes.