qualifier template
Crowdfunder intake
Separates people with a campaign date from people with an idea, before anyone books a call.
What it asks
5 questions, in this order. Free-text answers are stored with the lead and are not scored.
Free text
What are you raising for?
Captured, not scored
Choice
When does the campaign go live?
Required
Choice
What's the target?
Required
Choice
Who is already listening?
Required
Email
Your email
Required
What it scores
Criteria and weights
3 criteria, 100 points. Every weight is yours to change.
Launch date
40
Target
25
Audience
35
Bands and thresholds
Where a score lands decides what happens next.
Nurture
0–44
Not counted as qualified
Review
45–69
Not counted as qualified
Hot
70–100
Counts as qualified
Using it copies it
A template is a snapshot, not a link. When you use this one it is copied into your workspace, and it is yours from that moment — rename it, cut a question, move every weight. If we improve this template next month, nothing happens to your funnel. Nobody can change a funnel that is collecting leads except you.
Use this template and change anything in it.
Free plan, no card. It is copied into your workspace and you edit it like any other funnel.