--- title: "Lead Qualification Funnel Templates | RightMessage" description: "Qualify and route leads with branching flows that adapt to their answers, context, and fit." canonical: "https://rightmessage.com/templates/category/funnels" --- # Lead qualification funnels that route people by fit. Qualify and route leads with branching flows that adapt to their answers, context, and fit. 32 templates ## Browse funnels templates. Search templates 32 templates found ### [Post-purchase insight survey](https://rightmessage.com/templates/post-purchase-survey) [Featured](https://rightmessage.com/templates/post-purchase-survey) [Learn why customers bought, what almost held them back, and what they want next. Conversational questions that surface the insights you need to improve your sales page and follow-up sequences.](https://rightmessage.com/templates/post-purchase-survey) [- 9 questions- 2 offers- 4 conditions](https://rightmessage.com/templates/post-purchase-survey) [View template](https://rightmessage.com/templates/post-purchase-survey) [SurveysFunnelsBranching](https://rightmessage.com/templates/post-purchase-survey) ### [Product recommendation engine](https://rightmessage.com/templates/product-recommendation-engine) [Featured](https://rightmessage.com/templates/product-recommendation-engine) [Guide visitors to the right product or service tier based on their needs, budget, and goals.](https://rightmessage.com/templates/product-recommendation-engine) [- 8 questions- 4 offers- 3 conditions](https://rightmessage.com/templates/product-recommendation-engine) [View template](https://rightmessage.com/templates/product-recommendation-engine) [SurveysFunnelsDecision tree](https://rightmessage.com/templates/product-recommendation-engine) ### [SaaS buyer qualification flow](https://rightmessage.com/templates/progressive-qualifier-saas) [Featured](https://rightmessage.com/templates/progressive-qualifier-saas) [Qualify inbound SaaS leads by company size, tech stack, budget authority, and implementation timeline, then route qualified buyers to a demo and the rest to nurture content.](https://rightmessage.com/templates/progressive-qualifier-saas) [- 6 questions- 1 form- 1 offer- 2 conditions](https://rightmessage.com/templates/progressive-qualifier-saas) [View template](https://rightmessage.com/templates/progressive-qualifier-saas) [FunnelsScored qualifier](https://rightmessage.com/templates/progressive-qualifier-saas) ### [Smart lead magnet by content category](https://rightmessage.com/templates/content-category-lead-magnet) [Featured](https://rightmessage.com/templates/content-category-lead-magnet) [Automatically display different lead magnets to visitors based on the category of content they are reading. No questions needed, just smart content matching.](https://rightmessage.com/templates/content-category-lead-magnet) [- 6 forms- 2 conditions](https://rightmessage.com/templates/content-category-lead-magnet) [View template](https://rightmessage.com/templates/content-category-lead-magnet) [AutomationsFunnelsSignal router](https://rightmessage.com/templates/content-category-lead-magnet) ### [Agency client qualifier](https://rightmessage.com/templates/progressive-qualifier-agencies) [Qualify potential agency clients by project type, budget range, timeline, and decision-making authority, then route qualified prospects to a consultation and others to helpful resources.](https://rightmessage.com/templates/progressive-qualifier-agencies) [- 6 questions- 1 form- 1 offer- 2 conditions](https://rightmessage.com/templates/progressive-qualifier-agencies) [View template](https://rightmessage.com/templates/progressive-qualifier-agencies) [FunnelsScored qualifier](https://rightmessage.com/templates/progressive-qualifier-agencies) ### [Agency project scoring and match](https://rightmessage.com/templates/scored-qualifier-branching-agencies) [Score potential clients on budget, scope, and timeline. Qualified prospects are matched to a service tier. Unqualified prospects receive case studies and resources.](https://rightmessage.com/templates/scored-qualifier-branching-agencies) [- 6 questions- 1 form- 1 offer- 4 conditions](https://rightmessage.com/templates/scored-qualifier-branching-agencies) [View template](https://rightmessage.com/templates/scored-qualifier-branching-agencies) [FunnelsScored qualifier](https://rightmessage.com/templates/scored-qualifier-branching-agencies) ### [B2B SaaS enterprise lead qualifier](https://rightmessage.com/templates/scored-qualifier-branching-saas) [Score leads on company size, budget, and urgency. Qualified leads are routed to product demos, trials, or enterprise contact. Unqualified leads receive educational resources.](https://rightmessage.com/templates/scored-qualifier-branching-saas) [- 6 questions- 1 form- 1 offer- 4 conditions](https://rightmessage.com/templates/scored-qualifier-branching-saas) [View template](https://rightmessage.com/templates/scored-qualifier-branching-saas) [FunnelsScored qualifier](https://rightmessage.com/templates/scored-qualifier-branching-saas) ### [Client project qualifier](https://rightmessage.com/templates/project-qualification-flow) [Ask potential clients a few quick questions about their project. Route qualified prospects to a project request form and everyone else to your newsletter.](https://rightmessage.com/templates/project-qualification-flow) [- 7 questions- 2 forms- 8 conditions](https://rightmessage.com/templates/project-qualification-flow) [View template](https://rightmessage.com/templates/project-qualification-flow) [FunnelsAssessmentsScored qualifier](https://rightmessage.com/templates/project-qualification-flow) ### [Coaching business intake optimizer](https://rightmessage.com/templates/coaching-business-intake-optimizer) [Streamline client qualification for coaches while personalizing the intake experience based on prospect needs and budget.](https://rightmessage.com/templates/coaching-business-intake-optimizer) [- 7 questions- 6 offers- 5 conditions](https://rightmessage.com/templates/coaching-business-intake-optimizer) [View template](https://rightmessage.com/templates/coaching-business-intake-optimizer) [SurveysFunnelsDecision tree](https://rightmessage.com/templates/coaching-business-intake-optimizer) ### [Consulting engagement qualifier](https://rightmessage.com/templates/progressive-qualifier-consultants) [Qualify prospective consulting clients by business challenge, company revenue, engagement type, and decision timeline, then route qualified leads to a strategy call and others to self-service resources.](https://rightmessage.com/templates/progressive-qualifier-consultants) [- 6 questions- 1 form- 1 offer- 2 conditions](https://rightmessage.com/templates/progressive-qualifier-consultants) [View template](https://rightmessage.com/templates/progressive-qualifier-consultants) [FunnelsScored qualifier](https://rightmessage.com/templates/progressive-qualifier-consultants) ### [Course launch readiness assessment](https://rightmessage.com/templates/course-launch-readiness-assessment) [Score course creators on audience warmth, content readiness, and launch strategy to route them to the right pre-launch sequence.](https://rightmessage.com/templates/course-launch-readiness-assessment) [- 4 questions- 5 offers- 5 conditions](https://rightmessage.com/templates/course-launch-readiness-assessment) [View template](https://rightmessage.com/templates/course-launch-readiness-assessment) [AssessmentsFunnelsDecision tree](https://rightmessage.com/templates/course-launch-readiness-assessment) ### [Cruise YouTuber audience survey](https://rightmessage.com/templates/cruise-youtube-content-optimizer) [Uncover who is watching your content, their favorite cruise lines, preferred destinations, and travel style to personalize your recommendations and affiliate offers.](https://rightmessage.com/templates/cruise-youtube-content-optimizer) [- 6 questions- 3 forms- 3 conditions](https://rightmessage.com/templates/cruise-youtube-content-optimizer) [View template](https://rightmessage.com/templates/cruise-youtube-content-optimizer) [SurveysFunnelsBranching](https://rightmessage.com/templates/cruise-youtube-content-optimizer) ### [Financial planning qualifier](https://rightmessage.com/templates/progressive-qualifier-finance) [Qualify prospective financial planning clients by financial situation, investable assets, planning needs, and advisor relationship status, then route qualified leads to a meeting and others to free resources.](https://rightmessage.com/templates/progressive-qualifier-finance) [- 6 questions- 1 form- 1 offer- 2 conditions](https://rightmessage.com/templates/progressive-qualifier-finance) [View template](https://rightmessage.com/templates/progressive-qualifier-finance) [FunnelsScored qualifier](https://rightmessage.com/templates/progressive-qualifier-finance) ### [Financial planning scoring and match](https://rightmessage.com/templates/scored-qualifier-branching-finance) [Score prospects on net worth, financial complexity, and urgency. Qualified prospects are matched with an advisor. Unqualified prospects receive self-service tools and guides.](https://rightmessage.com/templates/scored-qualifier-branching-finance) [- 6 questions- 1 form- 1 offer- 4 conditions](https://rightmessage.com/templates/scored-qualifier-branching-finance) [View template](https://rightmessage.com/templates/scored-qualifier-branching-finance) [FunnelsScored qualifier](https://rightmessage.com/templates/scored-qualifier-branching-finance) ### [Financial service finder](https://rightmessage.com/templates/decision-tree-finance) [Match visitors to the right financial service by asking about their primary goal, life stage, risk tolerance, and current financial situation.](https://rightmessage.com/templates/decision-tree-finance) [- 4 questions- 6 offers- 5 conditions](https://rightmessage.com/templates/decision-tree-finance) [View template](https://rightmessage.com/templates/decision-tree-finance) [FunnelsDecision tree](https://rightmessage.com/templates/decision-tree-finance) ### [Fitness audience profiler](https://rightmessage.com/templates/fitness-influencer-subscriber-survey) [Uncover fitness goals, experience, and preferences to route subscribers toward your 1:1 coaching or self-serve programs.](https://rightmessage.com/templates/fitness-influencer-subscriber-survey) [- 8 questions- 2 offers- 5 conditions](https://rightmessage.com/templates/fitness-influencer-subscriber-survey) [View template](https://rightmessage.com/templates/fitness-influencer-subscriber-survey) [SurveysFunnelsBranching](https://rightmessage.com/templates/fitness-influencer-subscriber-survey) ### [Home buyer readiness qualifier](https://rightmessage.com/templates/progressive-qualifier-real-estate) [Qualify prospective home buyers by buying stage, pre-approval status, budget range, and timeline, then route qualified buyers to agent matching and others to educational content.](https://rightmessage.com/templates/progressive-qualifier-real-estate) [- 6 questions- 1 form- 1 offer- 2 conditions](https://rightmessage.com/templates/progressive-qualifier-real-estate) [View template](https://rightmessage.com/templates/progressive-qualifier-real-estate) [FunnelsScored qualifier](https://rightmessage.com/templates/progressive-qualifier-real-estate) ### [Membership site engagement profiler](https://rightmessage.com/templates/membership-site-engagement-profiler) [Identify why members join and personalize onboarding to increase activation and reduce churn.](https://rightmessage.com/templates/membership-site-engagement-profiler) [- 8 questions- 2 offers- 5 conditions](https://rightmessage.com/templates/membership-site-engagement-profiler) [View template](https://rightmessage.com/templates/membership-site-engagement-profiler) [SurveysFunnelsDecision tree](https://rightmessage.com/templates/membership-site-engagement-profiler) ### [Photography audience profiler](https://rightmessage.com/templates/photography-visual-content-creator-survey) [Profile photographers by experience level, goals, and monetization challenges to deliver targeted tutorials and business advice.](https://rightmessage.com/templates/photography-visual-content-creator-survey) [- 8 questions- 2 offers- 5 conditions](https://rightmessage.com/templates/photography-visual-content-creator-survey) [View template](https://rightmessage.com/templates/photography-visual-content-creator-survey) [SurveysFunnelsBranching](https://rightmessage.com/templates/photography-visual-content-creator-survey) ### [Plan recommendation guide](https://rightmessage.com/templates/decision-tree-saas) [Help prospects find the right subscription plan by walking them through use case, team size, feature needs, and budget to deliver a tailored plan recommendation.](https://rightmessage.com/templates/decision-tree-saas) [- 4 questions- 6 offers- 5 conditions](https://rightmessage.com/templates/decision-tree-saas) [View template](https://rightmessage.com/templates/decision-tree-saas) [FunnelsDecision tree](https://rightmessage.com/templates/decision-tree-saas) ### [Post-enrollment upsell flow](https://rightmessage.com/templates/post-conversion-upsell-course-creators) [After course enrollment, ask about goals and experience level to recommend an advanced course or coaching package. Captures email for personalized follow-up.](https://rightmessage.com/templates/post-conversion-upsell-course-creators) [- 2 questions- 1 form](https://rightmessage.com/templates/post-conversion-upsell-course-creators) [View template](https://rightmessage.com/templates/post-conversion-upsell-course-creators) [FunnelsHybrid](https://rightmessage.com/templates/post-conversion-upsell-course-creators) ### [Post-purchase upsell flow](https://rightmessage.com/templates/post-conversion-upsell-ecommerce) [After a purchase, ask about satisfaction and preferences to recommend complementary products. Captures email for personalized follow-up with product recommendations.](https://rightmessage.com/templates/post-conversion-upsell-ecommerce) [- 2 questions- 1 form](https://rightmessage.com/templates/post-conversion-upsell-ecommerce) [View template](https://rightmessage.com/templates/post-conversion-upsell-ecommerce) [FunnelsHybrid](https://rightmessage.com/templates/post-conversion-upsell-ecommerce) ### [Post-signup upgrade flow](https://rightmessage.com/templates/post-conversion-upsell-saas) [After trial signup, ask about use case and team size to recommend the right plan upgrade. Captures email for personalized onboarding and upgrade offers.](https://rightmessage.com/templates/post-conversion-upsell-saas) [- 2 questions- 1 form](https://rightmessage.com/templates/post-conversion-upsell-saas) [View template](https://rightmessage.com/templates/post-conversion-upsell-saas) [FunnelsHybrid](https://rightmessage.com/templates/post-conversion-upsell-saas) ### [Product recommendation finder](https://rightmessage.com/templates/decision-tree-ecommerce) [Guide shoppers to the right product through a series of preference questions. Narrows down by category, style, budget, and use case to deliver a tailored recommendation.](https://rightmessage.com/templates/decision-tree-ecommerce) [- 4 questions- 6 offers- 5 conditions](https://rightmessage.com/templates/decision-tree-ecommerce) [View template](https://rightmessage.com/templates/decision-tree-ecommerce) [FunnelsDecision tree](https://rightmessage.com/templates/decision-tree-ecommerce) ### [Program recommendation quiz](https://rightmessage.com/templates/decision-tree-coaches) [Guide potential clients to the right coaching program by asking about the area they want to improve, their current situation, commitment level, and preferred learning style.](https://rightmessage.com/templates/decision-tree-coaches) [- 4 questions- 6 offers- 5 conditions](https://rightmessage.com/templates/decision-tree-coaches) [View template](https://rightmessage.com/templates/decision-tree-coaches) [FunnelsDecision tree](https://rightmessage.com/templates/decision-tree-coaches) ### [Property match finder](https://rightmessage.com/templates/decision-tree-real-estate) [Help potential clients find the right next step by asking whether they are buying or selling, then narrowing through property type, price range, and timeline.](https://rightmessage.com/templates/decision-tree-real-estate) [- 4 questions- 6 offers- 5 conditions](https://rightmessage.com/templates/decision-tree-real-estate) [View template](https://rightmessage.com/templates/decision-tree-real-estate) [FunnelsDecision tree](https://rightmessage.com/templates/decision-tree-real-estate) ### [SaaS customer journey](https://rightmessage.com/templates/saas-marketing-site-funnel) [No matter where somebody is in the customer journey with your software company, this Flow will present the perfect opt-in form or next step.](https://rightmessage.com/templates/saas-marketing-site-funnel) [- 2 questions- 3 forms- 11 offers- 11 conditions](https://rightmessage.com/templates/saas-marketing-site-funnel) [View template](https://rightmessage.com/templates/saas-marketing-site-funnel) [FunnelsAutomationsSignal router](https://rightmessage.com/templates/saas-marketing-site-funnel) ### [SaaS lead scoring and routing](https://rightmessage.com/templates/saas-new-lead-survey-and-qualification) [Capture industry, timeline, and buying signals from new leads. Score them automatically and route high-value leads to demos, mid-tier to SDRs, and the rest to self-serve trials.](https://rightmessage.com/templates/saas-new-lead-survey-and-qualification) [- 9 questions- 3 offers- 10 conditions](https://rightmessage.com/templates/saas-new-lead-survey-and-qualification) [View template](https://rightmessage.com/templates/saas-new-lead-survey-and-qualification) [SurveysFunnelsScored qualifier](https://rightmessage.com/templates/saas-new-lead-survey-and-qualification) ### [Student readiness qualifier](https://rightmessage.com/templates/progressive-qualifier-course-creators) [Qualify prospective students by current skill level, learning goals, time commitment, and investment readiness, then route qualified students to enrollment and others to free intro content.](https://rightmessage.com/templates/progressive-qualifier-course-creators) [- 6 questions- 1 form- 1 offer- 2 conditions](https://rightmessage.com/templates/progressive-qualifier-course-creators) [View template](https://rightmessage.com/templates/progressive-qualifier-course-creators) [FunnelsScored qualifier](https://rightmessage.com/templates/progressive-qualifier-course-creators) ### [Support ticket deflector](https://rightmessage.com/templates/support-ticket-deflector) [Reduce support burden by automatically answering common questions and routing complex issues appropriately.](https://rightmessage.com/templates/support-ticket-deflector) [- 4 questions- 7 offers- 7 conditions](https://rightmessage.com/templates/support-ticket-deflector) [View template](https://rightmessage.com/templates/support-ticket-deflector) [FunnelsDecision tree](https://rightmessage.com/templates/support-ticket-deflector) ### [Webinar attendance maximizer](https://rightmessage.com/templates/webinar-attendance-maximizer) [Increase webinar attendance by understanding registrant motivations and sending personalized reminders.](https://rightmessage.com/templates/webinar-attendance-maximizer) [- 4 questions- 5 offers- 4 conditions](https://rightmessage.com/templates/webinar-attendance-maximizer) [View template](https://rightmessage.com/templates/webinar-attendance-maximizer) [SurveysFunnelsDecision tree](https://rightmessage.com/templates/webinar-attendance-maximizer) ### [Workout program finder](https://rightmessage.com/templates/decision-tree-health-fitness) [Match visitors to the right workout program by asking about their fitness goal, experience level, available equipment, and time commitment.](https://rightmessage.com/templates/decision-tree-health-fitness) [- 4 questions- 6 offers- 5 conditions](https://rightmessage.com/templates/decision-tree-health-fitness) [View template](https://rightmessage.com/templates/decision-tree-health-fitness) [FunnelsDecision tree](https://rightmessage.com/templates/decision-tree-health-fitness) [Browse all templates](https://rightmessage.com/templates)