Intake Qualification Form

Before a prospect can book a discovery call, this solution presents them with a short intake form that captures their budget range, project scope, timeline, and decision-making process, allowing your team to review fit before committing a consultant's time to the conversation. Low-fit or not-ready prospects are filtered to a nurture path rather than a live call.

The problem it solves is that unqualified discovery calls are one of the most expensive hidden costs in a consulting firm, consuming senior consultant time on conversations that were never going to result in an engagement. Pre-qualifying on budget and scope ensures every booked call is with someone who has a real need and the resources to address it.