Describe your premium offer. Makeform creates an application for goals, fit, urgency, budget readiness, and decision authority before a sales call.
Route applications to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose an offer, adapt the prompt, and edit the generated structure before publishing.
Audience
Founders applying for a premium coaching program
Format
Fit application with revenue range and goals
Prompt size
291 chars
Example form structure
Fit application with revenue range and goals
Current business and monthly revenue range
What result do you want in the next 12 months?
What have you tried so far?
Who is involved in this decision?
Which investment range are you prepared for?
Suggested routing tags
Priority fit
Needs review
Not ready yet
Ask what has blocked progress so far; the answer reveals obstacles and urgency.
Step 1
Apply
prospect shares goals and context
Step 2
Qualify
review fit, urgency, authority, and budget
Step 3
Route
prioritize, nurture, or decline respectfully
Step 4
Book
invite the right applicants to a focused call
Qualify before the calendar
Ask enough to help both sides decide whether a sales conversation is worthwhile.
Capture the current situation, desired outcome, past attempts, and consequence of waiting before the call.
Use structured ranges for stage, timing, and investment while preserving nuanced written answers.
Invite strong fits, review uncertain applications, and give early-stage leads a useful follow-up.
Built around your offer
Tailor questions, ranges, and follow-ups to your offer and buying process.
Capture goals, past attempts, available time, and willingness to implement.
Qualify stage, baseline, stakeholders, start window, and retainer range.
Clarify the problem, sponsor, decision path, scope, systems, and procurement.
Assess experience, group fit, contribution, attendance, and cohort timing.
Application workflow
Start with acceptance criteria, generate the questions, and create a clear review path.
State what you sell, who fits, the investment range, disqualifiers, and what sales needs before a call.
Tie questions to decisions. Use ranges for numbers, long answers for context, and optional sensitive fields.
Show stakeholder, system, and deadline follow-ups only when they apply.
Notify the owner and give accepted, uncertain, and early-stage applicants a clear next step.
Application vs booking form
Match the gate to deal complexity and your team's call capacity.
Field guide
Use six question groups, adapted to your offer, for a scannable application.
Identity and context
Collect the details needed to place the applicant and understand their business context.
Outcome and stakes
Ask for the desired result, why it matters, and a useful time horizon in their own words.
Current state and obstacles
Collect a relevant baseline, the biggest obstacle, and what the applicant has already attempted.
Urgency and commitment
Ask why timing matters, what delay costs, and which resources the applicant can commit.
Authority and process
Identify the decision-maker, other stakeholders, and any approval or procurement steps.
Investment and routing
Show real investment ranges and review budget alongside fit, timing, authority, and context.
Related tools
Use a focused form for each stage of the client journey.
Gather background and agenda for an accepted applicant's call.
Open toolOrganize contacts, access needs, and kickoff expectations.
Open toolAsk deeper strategy or discovery questions after qualification.
Open toolFAQ
Practical answers for coaches, consultants, and agencies qualifying prospects before a sales call.
It is a pre-call form for a premium offer. It captures the prospect's situation, desired result, obstacles, urgency, commitment, investment readiness, and decision process so the team can invite, clarify, nurture, or decline.
Ask about the desired outcome, current baseline, past attempts, urgency, cost of delay, and implementation commitment. Add investment range, decision authority, stakeholders, start date, and approval steps. Each question should support review or call preparation.
A clear starting price or honest range helps prospects self-select. Match it to your actual offer, currency, and billing period, then review it alongside the problem, timing, authority, and implementation capacity.
Use quick structured fields plus a few thoughtful long answers. Hide stakeholder, technical, or deadline follow-ups until they apply. Remove fields that neither change routing nor help the salesperson prepare.
Use comparable ranges and conditional paths for timing, authority, or fit. Keep any scoring criteria visible and retain human review for nuance. Invite, clarify, nurture, or decline outcomes are easier to maintain than an opaque score.
Confirm receipt, set a review expectation, notify the owner, and store the full response. Then send a booking invitation, clarifying question, relevant follow-up, or courteous decline based on the review.
Yes. Makeform provides unlimited free forms and responses. You can generate, edit, publish, and collect applications without a response cap; the paid tier removes the Makeform badge.
Explain why you ask, use neutral language, offer ranges instead of exact financial figures, and make sensitive context optional. Avoid manufactured scarcity. Help both sides assess fit and understand the next step.
Protect the call for prospects who fit.
