Automated Prospect Screening System

Automated Prospect Screening System

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Not every potential client is an ideal customer. 

With this Automation Hack, you'll be able to identify your perfect clients, and easily screen out the ones you don't want. All you need to do is wait for the calendar bookings to roll on in 😊.

Your customer will complete a screening form and be redirected to your online booking tool, or alternatively to another landing page.

How does it work?

We set up a bunch of different paths or outcomes based on the user's response. Based on how they answer specific questions, they are directed to other questions, a booking/landing page, or sent an email. You can be notified by Slack, or email once the form is completed.

In this Hack, we can build one form, with up to 30 fields, and 5 different paths/outcomes for the user (e.g. book a call/thanks but no thanks/landing page, etc).

We will provide a link to the form, or embed code for you to put it into your website. Of course, we'll need all of the questions and paths from you.

Any additional cost or setup fees related to the apps involved are not included, and are at your own cost. You will require a Jotform account for the form build. We may substitute other apps or platforms where it is necessary. 

The delivery period for Automation Hacks commences from the time that you provide us will all information, logins and material in order for the build to be completed, and we have acknowledged receipt.