Template

Crowdfunder intake

Qualifier archetype

Separates people with a campaign date from people with an idea, before anyone books a call.

The questions

What it asks.

The real questions, in the real order.

A preview. Nothing here is submitted.

As the respondent sees it

Step 1 of 3

What are you raising for?

Optional. It is stored with the enquiry and it is not scored.

Board approved the drainage works in March

When does the campaign go live?

The date is booked
This quarter
Some time this year
No date yet

What's the target?

Under $10,000
$10,000 – $50,000
Over $50,000

Who is already listening?

A mailing list
A social following
An in-person community
Nobody yet

The rubric

How it scores.

Every criterion carries a weight, and the weight is its maximum. The bands turn a score into a decision.

Criteria and weights

Launch date

40 pts

Target

25 pts

Audience

35 pts

Total available

100 pts

Bars are drawn as a share of the heaviest criterion, from the bounded step set.

Bands

Nurture

0 – 44

Send the guide.

Review

45 – 69

Worth a look.

Hot

70 – 100

Worth calling today.

What copying does

It becomes yours, and it stays yours.

01 A template is a snapshot, not a link.
02 It is copied into your workspace, and it is yours from that moment.
03 Changing the template later does nothing to your funnel.