RightMessage

Plan recommendation guide

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.

Guide every prospect to the right plan

Explore the flow.

Drag to pan, use the controls to zoom, or focus the canvas and navigate with the arrow keys.

Flows/Plan recommendation guide
Drag to pan

Questions in this template:

You can tweak any of these questions after installation.

  1. 01

    What is your primary use case?

    • Project Management
    • Team Collaboration
    • Analytics & Reporting
    • Automation & Workflows
  2. 02

    How many people will be using the product?

    • Just Me
    • Small Team (2-10)
    • Large Team (10+)
  3. 03

    Which collaboration feature matters most to your team?

    • Real-Time Chat
    • File Sharing & Docs
    • Video Meetings
  4. 04

    What is your monthly budget for this tool?

    • Free or Low Cost
    • Mid-Range
    • Enterprise Budget

Related templates.

Coaching business intake optimizer

Streamline client qualification for coaches while personalizing the intake experience based on prospect needs and budget.

View template

Course launch readiness assessment

Score course creators on audience warmth, content readiness, and launch strategy to route them to the right pre-launch sequence.

View template

Want to build this in your account?

Start with the mapped flow, then keep only the questions, logic, and next steps that fit your campaign.