Use an application to qualify leads
Score each applicant's answers. Good fits book a call, others get a better first step, or you review each one by hand.
In Your store, open Forms, click New, and pick Build with AI with the goal Qualify coaching leads. Or pick Start from a template → Coaching application. Each answer adds points, and the total decides where the applicant goes.
Applications count toward your forms: 3 on Starter, no cap on Pro and Studio. An application attached to a coaching product doesn't count.
Set up the scoring
- 01
Give answers points
Pick a question, click Logic and scoring, and set Points this answer adds on each answer. On a scale question, turn on Counts toward score to add the number they pick.
- 02
Set each result's score range
Under Fit check, open a result, click Logic and scoring, and set its Lowest score and Highest score. A new application starts with You're a great fit (6 and up) and Not quite yet (5 and under).
- 03
Pick the next step for each
Point You're a great fit at A call so good fits book right away. Point Not quite yet at a cheaper product or a free download.
Before you publish, look for a number on Publish. Click it to see any result nobody can reach with the scores you set.
The AI version asks what it costs them to wait, how committed they are, and whether they're ready to invest at your real price. It frames "not yet" as the right first step, not a no.
Review each one by hand
Go to Settings → After someone applies and pick I'll review by hand. Applicants then see a thank-you that says you'll get back to them, not their result.
Their score and the result it gave still save. Read them on the Responses tab, filter by result, and reply by email.
Use it as your coaching application
On your coaching product's Coaching step, turn on People apply first and pick the application in Application form. Apply on your product page then opens it, and every application lands in Clients like before.
The product takes over what happens after, so the application's results and next steps are switched off. Under How it decides, pick I review each one or Let the score decide and set the Score that gets a call. In the form, tick Not a fit on any answer that should decline on the spot. See Use a form as your coaching application.
What happens when a good fit books
The Book a call button opens your booking page with their name and email filled in. Booking questions worded like a question in the application are filled in too. Your "booked" email shows the result and answers from their latest application or quiz.
Use a form as your coaching application
Swap a coaching product's built-in application or intake questions for a form made on the Forms page, asked one question at a time in your store's look.
Build a form
Make a quiz, application, or form that asks one question at a time, then send each person to the product, call, or free download that fits them. Build it with AI or from a template.
Share booking links for your calls
Make a call type once, like a free intro call or a paid session, and share its booking link as often as you like.
Email us. A real person reads every message.
Tell us what you tried and where you got stuck. We answer within one business day.
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