For coaches and course creators
Spend your calls on clients who fit.
Qualiform asks every inquiry about their goals, how they want to work with you, when they want to start, and their budget. Your rules score it out of 100, and the clients who fit can book a call with you.
Why it fits
Your best-fit clients, first.
Budget, asked gently
Set the least a client should expect to spend when you start. A budget at or above it scores highest, a lower one scores lower, and nobody is turned away over it.
The offers you want to fill
Name the programs you most want to fill, like one-on-one coaching or your group program. Inquiries for those score highest, and the rest still reach you.
Only a yes joins your list
The AI asks once if you may email them. Only a yes is added to your email tool, like Kajabi, Kit, or Mailchimp, so your own emails take it from there.
How it works
You set the questions and the rules. Qualiform asks, scores, and books.
Start from the coaching template
Their goals, the format they want, when they want to start, and their budget, with the scoring and the rules already set. Change any of them.
Swap out your contact form
Paste two lines of code where your form is now, or share the form’s own link. Nothing else on your site changes.
Get scored leads and booked calls
Every inquiry gets a score out of 100 from your rules, with the reason written out. Your best leads can book one of your soonest open times before they leave your site.
The Courses, coaching, and memberships template
Your points. Your endings.
Points for what matters to you
Budget fit counts most, then the format they want. Your answers to three questions when you start set the least a client should spend, the offers you most want to fill, and the words a serious client uses.
The questions when you start
- What is the least a client should expect to spend with you?
- Which of your offers do you most want to fill?
- Which words would a serious client use to describe their goals?
Courses, coaching, and memberships100 points, split 5 ways
- Budget fit30
- Format25
- Timeline20
- How clear their goals are15
- Can be reached10
Endings you choose
Each score range gets its own ending. The coaching template offers its best-fit clients the soonest times, lets the next two ranges book any open time, and tells the rest you’ll email them the details.
- 80 and up books the soonest time. Your best leads pick one of your next open times before they leave your site.
- A reason on every lead. The lead page shows the points for each answer and the rule that set the ending.
Where leads go
Every lead, wherever your team works.
SlackPosts each new lead to a Slack channel you pick.
MailchimpAdds leads who said yes to emails to a Mailchimp audience, tagged by priority. Your Mailchimp automation sends the email.
NotionAdds each lead as a row in a Notion database you pick.
KitAdds leads who said yes to emails to Kit, tagged by priority. Your Kit automation sends the email.
Google CalendarChecks when you are busy while a visitor is choosing a time, and adds booked meetings to your calendar.
KlaviyoAdds leads who said yes to emails to a Klaviyo list for their priority. Your Klaviyo flow sends the email.
WebhookPosts the whole lead to an address you choose. Also how Zapier and Make connect.
Google AnalyticsCounts each finished conversation in Google Analytics as a lead, from our server, your website, or both.
Does a low budget turn people away?
No. A budget at or above the amount you set scores highest, and a lower one scores lower. Nobody is turned away over budget, and every lead still reaches you.
Will it ask about health or personal struggles?
No. The coaching template never asks about health, mental health, diagnoses, or medication. If a visitor mentions any of it, the AI does not ask more and does not record it.
What if they don’t know which program they want?
“Not sure yet” is a full answer, and the AI never pushes them to pick. It still scores, just lower than the offers you most want to fill.
Does the AI decide who is a good lead?
No. The AI asks the questions and saves the answers. Your rules score every lead the same way every time, and the lead page shows the points for each answer and the rule that set the ending.
How much does it cost?
Free for 25 conversations a month, with every scoring and booking feature. Paid plans start at $20 a month for 100 conversations. No credit card needed.
Other businesses
A template for your kind of business.
- Design and web studiosAsks about project, budget, and timeline. Budget fit counts most.
- Home services and tradesAsks where the job is, what it is, and how soon. Location counts most.
- Event and wedding venuesAsks for the date, guest count, and event type. Room fit counts most.
- B2B softwareAsks for team size, current tool, and timing. Team size counts most.
- Any small businessAsks what they need, when, and how to reach them. Need counts most.
- All industriesEvery kind of business Qualiform has a template for.
Spend your calls on clients who fit.
Free for 25 conversations a month, with every scoring and booking feature.
Start free No credit card needed
Questions first? Talk to us