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The Pre-Call Form That Filters Out Time Wasters 🔥
Used to waste 5 hours weekly on calls that went nowhere.
This 4-question form filters them out before I get on Zoom.
THE PROBLEM:
Not everyone who books a call is a real prospect. Some are:
- Just curious (no budget)
- Looking for free advice
- Wrong fit for your services
- Tire-kickers who will never decide
THE SOLUTION:
After they book, send a short form. Frame it as "helping you prepare for our call."
THE 4 QUESTIONS:
1. "What specific process are you looking to automate?"
(Tests if they have a real need or vague interest)
2. "What is your timeline for implementing this?"
(Filters "someday" people from "now" people)
3. "Have you allocated budget for this project? If so, what range?"
(Direct but necessary - filters non-buyers)
4. "What would success look like 90 days after implementation?"
(Tests if they have thought this through)
THE TOOL:
Google Forms (free) or Typeform (free tier)
Send link in calendar confirmation email
THE AUTOMATION:
If they do not fill out the form 24 hours before the call, send reminder. If still not filled out, send message:
"Hey [Name], noticed the intake form was not completed. Want to make sure our call is valuable for you - mind filling it out before we chat? [Link]"
THE INTERPRETATION:
Red flags:
- "Not sure about budget" → May not be ready to buy
- "Just exploring options" → Low intent
- "Timeline: 6+ months" → Follow up later, not now
Green flags:
- Specific process named
- Budget range mentioned
- Timeline under 30 days
- Clear success metrics
THE RESULTS:
Before intake form: 30% of calls converted
After intake form: 55% of calls converted
Same number of calls. Better qualification. More clients.
What question would help you identify serious buyers faster?
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The Pre-Call Form That Filters Out Time Wasters 🔥
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