YesYesNoYesNoNoYesNoYesNoTriggerWhen a page is viewedQuestionWhat type of support are you looking for?ConditionIf "What type of support are you looking for?" was answered "1-on-1 intensive coaching"QuestionWhat's your approximate budget for this 1-on-1 transformation?ConditionIf "What's your approximate budget for this 1-on-1 transformation?" was answered "$5,000+"QuestionHow soon are you looking to get started or see results?OfferPersonalized Coaching Pathway OfferConditionIf "What's your approximate budget for this 1-on-1 transformation?" was answered "$2,000 - $5,000"QuestionHave you worked with a coach or consultant for this type of challenge before?OfferPersonalized Coaching Pathway OfferQuestionIs there anything specific you'd like us to know about your needs or goals at this stage? (Optional)OfferPersonalized Coaching Pathway OfferConditionIf "What type of support are you looking for?" was answered "Group coaching program"QuestionWhat's your biggest challenge you're hoping to solve with group coaching?QuestionHave you worked with a coach or consultant for this type of challenge before?OfferPersonalized Coaching Pathway OfferConditionIf "What type of support are you looking for?" was answered "Just learning about your approach"QuestionIs there anything specific you'd like us to know about your needs or goals at this stage? (Optional)OfferFree Introductory Resources OfferQuestionCould you briefly describe what kind of help you're looking for or what problem you're trying to solve?QuestionHow soon are you looking to get started or see results?QuestionIs there anything specific you'd like us to know about your needs or goals at this stage? (Optional)OfferPersonalized Coaching Pathway OfferCoaching business intake optimizerStreamline client qualification for coaches while personalizing the intake experience based on prospect needs and budget.View template
ConditionIf "What's your approximate budget for this 1-on-1 transformation?" was answered "$2,000 - $5,000"
QuestionIs there anything specific you'd like us to know about your needs or goals at this stage? (Optional)
ConditionIf "What type of support are you looking for?" was answered "Just learning about your approach"
QuestionIs there anything specific you'd like us to know about your needs or goals at this stage? (Optional)
QuestionCould you briefly describe what kind of help you're looking for or what problem you're trying to solve?
QuestionIs there anything specific you'd like us to know about your needs or goals at this stage? (Optional)
YesNoYesNoYesNoYesYesNoNoTriggerWhen a page is viewedQuestionWhat best describes your current situation regarding [Your Course Topic/Solution Area]?ConditionIf "What best describes your current situation regarding [Your Course Topic/Solution Area]?" was answered "I'm actively looking for a solution like this."OfferLaunch Success Kit OfferConditionIf "What best describes your current situation regarding [Your Course Topic/Solution Area]?" was answered "I'm just exploring options and learning right now."OfferFree Pre-Launch Content OfferConditionIf "What best describes your current situation regarding [Your Course Topic/Solution Area]?" was answered "I already have a solution or am using something else."QuestionWhat tool or solution are you currently using or considering for [Task Solved By Your Course]?OfferFree Pre-Launch Content OfferConditionIf "What best describes your current situation regarding [Your Course Topic/Solution Area]?" was answered "I'm interested but need more information before deciding."QuestionWhat's your biggest concern or question right now?ConditionIf "What's your biggest concern or question right now?" was answered "Something else..."QuestionCould you briefly share that other concern or question you have?OfferLaunch Success Kit OfferOfferLaunch Success Kit OfferCourse launch readiness assessmentScore course creators on audience warmth, content readiness, and launch strategy to route them to the right pre-launch sequence.View template
ConditionIf "What best describes your current situation regarding [Your Course Topic/Solution Area]?" was answered "I'm actively looking for a solution like this."
ConditionIf "What best describes your current situation regarding [Your Course Topic/Solution Area]?" was answered "I'm just exploring options and learning right now."
ConditionIf "What best describes your current situation regarding [Your Course Topic/Solution Area]?" was answered "I already have a solution or am using something else."
QuestionWhat tool or solution are you currently using or considering for [Task Solved By Your Course]?
ConditionIf "What best describes your current situation regarding [Your Course Topic/Solution Area]?" was answered "I'm interested but need more information before deciding."
YesYesNoYesNoNoYesNoYesNoTriggerWhen a page is viewedQuestionWhat is your primary financial goal right now?ConditionIf "What is your primary financial goal right now?" was answered "Grow My Investments"QuestionHow would you describe your risk tolerance?ConditionIf "How would you describe your risk tolerance?" was answered "Conservative - Protect What I Have"OfferConservative Growth PortfolioConditionIf "How would you describe your risk tolerance?" was answered "Moderate - Balanced Growth"OfferBalanced Growth StrategyOfferHigh-Growth Investment AdvisoryConditionIf "What is your primary financial goal right now?" was answered "Pay Off Debt"QuestionWhat type of debt are you focused on?OfferDebt Freedom PlanConditionIf "What is your primary financial goal right now?" was answered "Plan for Retirement"OfferRetirement Planning ServiceQuestionWhat stage of life are you in?OfferFamily Protection PackageFinancial service finderMatch visitors to the right financial service by asking about their primary goal, life stage, risk tolerance, and current financial situation.View template
ConditionIf "How would you describe your risk tolerance?" was answered "Conservative - Protect What I Have"
YesNoYesNoYesNoYesNoYesNoTriggerWhen a page is viewedQuestionWhat primarily brought you to [Membership Name] today?ConditionIf "What primarily brought you to [Membership Name] today?" was answered "Learn specific skills"QuestionWhich skill or topic is your highest priority to learn right now?ConditionIf "What primarily brought you to [Membership Name] today?" was answered "Connect with a community of like-minded people"QuestionWhat's your current experience level in [Membership's Core Area]?ConditionIf "What primarily brought you to [Membership Name] today?" was answered "Access exclusive content and resources"QuestionWhat type of content are you most interested in right now?ConditionIf "What primarily brought you to [Membership Name] today?" was answered "Grow my business/career"QuestionWhat's your current monthly revenue from your business (if applicable)?QuestionHow much time do you plan to dedicate to using the membership each week?QuestionWhat's one thing you hope to achieve within your first 30 days as a member?QuestionHow do you prefer to learn and engage with new material?ConditionIf "What primarily brought you to [Membership Name] today?" was answered "Just exploring / Not sure yet"OfferGeneral Membership Tour & Resource HubOfferPersonalized Membership Onboarding PathMembership site engagement profilerIdentify why members join and personalize onboarding to increase activation and reduce churn.View template
ConditionIf "What primarily brought you to [Membership Name] today?" was answered "Learn specific skills"
ConditionIf "What primarily brought you to [Membership Name] today?" was answered "Connect with a community of like-minded people"
ConditionIf "What primarily brought you to [Membership Name] today?" was answered "Access exclusive content and resources"
ConditionIf "What primarily brought you to [Membership Name] today?" was answered "Grow my business/career"
ConditionIf "What primarily brought you to [Membership Name] today?" was answered "Just exploring / Not sure yet"