Coaching business intake optimizer
Streamline client qualification for coaches while personalizing the intake experience based on prospect needs and budget.
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Product recommendation engine
Guide visitors to the right product or service tier based on their needs, budget, and goals.
Guide every visitor to the perfect product
Explore the flow.
Drag to pan, use the controls to zoom, or focus the canvas and navigate with the arrow keys.
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Questions in this template:
You can tweak any of these questions after installation.
- 01
What's your primary goal with [Your Product/Service Area]?
- Launch my online course successfully
- Significantly grow my email list
- Automate my marketing efforts
- I'm not sure yet / Exploring options
- 02
How quickly are you hoping to achieve this goal?
- ASAP / It's an urgent priority
- Within the next 3-6 months (Planned approach)
- Just exploring options / No immediate rush
- 03
What's your approximate budget for a solution to achieve this urgently?
- Premium (e.g., >$500, willing to invest for fast/best results)
- Mid-Range (e.g., $100-$500, looking for best value)
- Limited (e.g., <$100, seeking most affordable effective option)
- 04
What's your current experience level with [Main Topic of Product/Service Area, e.g., 'Online Marketing']?
- Beginner (Just starting out)
- Intermediate (I know some basics)
- Advanced (Very experienced)
- 05
How many team members, if any, will be using this solution?
- Just me
- 2-5 people
- 5+ people
- Not Applicable
Related templates.
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.