Routing forms ask a few questions and send each client to the right host, team, or service. Intake forms gather what you need before the meeting ever starts.
on this page
One question splits the traffic. Real forms can chain as many as you need.
the form asks
“What is your project budget?”
over $2,000
Routed to a senior consult
A one-on-one with the lead, intake pre-filled with the budget and the brief they attached.
under $2,000
Routed to the group session
A seat in the weekly workshop, so smaller projects still get a great first meeting.
Rules on the answers send each request to the right host or team, automatically.
Screen requests before they land, and require approval for the bookings that need it.
Fields that appear based on earlier answers, multi-step flows, and file uploads.
Everything the client submitted is on the meeting when the host opens it.
Ask before showing times when qualification matters more than speed.
Interview scheduling, estimates, and consultations come with intake forms already built.
The questions you would ask on a first call happen before the call is booked.
Answers are attached to the booking, not buried in an email thread.
Free to start, no card asked. Your brand from the first booking.
