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Tutorial: Discovery Call

Filter applicants automatically before offering a high-ticket coaching program. Qualified leads go straight to your calendar to book a discovery call; others receive a polite decline — all without any manual review on your part.

  1. Go to Forms in your dashboard → click New form.
  2. Open the form in the editor.
  3. Add your qualifying questions. Use Single choice fields for questions where the answer determines fit (e.g., "What is your current monthly revenue?"), and Long text fields for open-ended questions (e.g., "What's your biggest challenge right now?").
    • Make sure the first page includes an Email field — this creates the contact record immediately when the form is started.
  4. Set the default destination to Message — write a warm, respectful response: "Thank you for applying. We'll review your application and be in touch." This is the fallback: any applicant who doesn't meet your criteria will land here automatically.
  5. In the sidebar, click the + button next to the Destinations label to add a conditional rule for qualified applicants:
    • Set the condition: choose the qualifying question → select the answer that indicates a good fit.
    • Set the destination to Calendar → select the event type (make sure you've connected your calendar first via Settings → Integrations).
    • Configure AND/OR logic if you have multiple conditions.
  6. (Optional) Assign a tag to qualified submitters to track them in your Contacts dashboard (e.g., qualified-applicant).
  7. Click Publish → share the form URL on your sales page, in your emails, or on social media.

Qualified applicants are now automatically sent to your booking page. Unqualified applicants receive a graceful message. You spend your time only on calls that are likely to convert.