Templates
Start from one that already works.
Each one is a real funnel — the questions, the scoring rubric and the bands, ready to copy into your workspace and change.
Template 1
B2B service enquiry
Qualifier archetype
Budget, timeline and authority in four steps — the shortest route to knowing whether to call.
As the respondent sees it
Step 1 of 3
What's the budget for this?
When do you want work to start?
Scoring rubric
Budget
35 pts
Timeline
25 pts
Authority
20 pts
Fit
20 pts
Total
100 pts
Template 2
Self-assessment scorecard
Scorecard archetype
Respondents get a result worth reading, you get a scored lead. Good top-of-funnel bait.
As the respondent sees it
Step 1 of 3
How would you describe where you are today?
How many people work on this?
Scoring rubric
Maturity
50 pts
Capacity
30 pts
Blocker
20 pts
Total
100 pts
Template 3
Crowdfunder intake
Qualifier archetype
Separates people with a campaign date from people with an idea, before anyone books a call.
As the respondent sees it
Step 1 of 3
When does the campaign go live?
What's the target?
Scoring rubric
Launch date
40 pts
Target
25 pts
Audience
35 pts
Total
100 pts
How a template is used
Copy it, change it, publish it.
| Copy it | A template is a snapshot, not a link. |
| Change it | The questions, the weights and the bands are all yours to edit. |
| Publish it | List your domains, publish, and paste one line. |
There are 3, and that is the real number. Start free and copy any of them.