The single highest-impact change you can make to your discovery funnel: stop letting anyone book a call. Put an application form in front of the calendar. The snapshot ships with this pre-built.
How it works
- Prospect lands on your “book a call” page
- They see a brief application form (see the application-form feature)
- Submit → scoring rule runs (0–100 scale based on commitment + revenue + outcome specificity)
- Score ≥65 → calendar link unlocks, calendar reminder fires
- Score 40–64 → “thanks, here are 3 resources” landing page
- Score <40 → polite decline, dropped into long-term nurture
What gates the calendar
The snapshot ships with a default scoring rule that you tune during your dedicated hours. Common adjustments:
- Lower the threshold if you want more calls (and you’re willing to do more qualification on the call itself)
- Raise the threshold if you’re at 6-figure pricing and need pre-qualified prospects only
- Add specific knockout questions for your offer (“are you currently coaching with someone else?” etc.)
What the prospect experiences
A qualified applicant gets:
- Calendar link with your real availability
- Confirmation email + SMS (with opt-in)
- 24-hour and 1-hour reminders
- A pre-call resource link tailored to their answers
A non-qualified applicant gets:
- A graceful “here are some free resources” page
- An invitation to re-apply in 90 days
- Their email captured for long-term nurture
What you experience
Before each call, you receive:
- A one-page summary of the applicant’s answers
- Suggested objections likely to come up based on their responses
- A case-study match from your past work
- The applicant’s source (where they came from)
You walk into every call with three pages of context. The applicant walks in expecting a real conversation about a real outcome.
What this changes
Discovery calendar feels lighter. Conversion per call goes up. Tuesdays become productive again.