Agency client qualifier
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.
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Home buyer readiness qualifier
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.
Focus your time on ready-to-act buyers
Explore the flow.
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Questions in this template:
You can tweak any of these questions after installation.
- 01
What best describes your home buying situation?
- First-Time Home Buyer
- Looking to Move Up
- Looking to Downsize
- 02
Have you been pre-approved for a mortgage?
- Not Yet
- Application in Progress
- Yes, Pre-Approved
- 03
What is driving your move?
- Need More Space
- Want a Better Location
- Looking for an Investment
- 04
What matters most in your next home?
- Lower Monthly Costs
- Less Maintenance
- Better Lifestyle Fit
- 05
How clear is your budget?
- I Have a Set Budget
- I Have a Flexible Range
- Still Figuring It Out
- 06
When are you looking to buy?
- Over a Year From Now
- Within 6 Months
- Within 3 Months
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Start with the mapped flow, then keep only the questions, logic, and next steps that fit your campaign.