Question 1

What is the expert consultation booking template for?

Accepted Answer

For companies that put an expert, not a sales rep, on the first call. The topic and current situation brief the expert, and company size and timeline decide who gets a booking link right away.

Question 2

What does the expert consultation booking template ask?

Accepted Answer

8 questions: What's your name? Nice to meet you, {{name}}. What's your email? Which company are you with? What's your job title? What would you like to discuss? Briefly, where do things stand today? How big is your company? When are you hoping to have this solved?

Question 3

How does it qualify leads?

Accepted Answer

Each answer adds points. At 55 points or more a lead is Hot: it sees your booking link at the end and is marked Qualified in your lead list. From 25 points it is Warm. You can change the points and both thresholds in the editor.

Question 4

How do I use this template?

Accepted Answer

Press Use this template and it opens in the ManyPI form editor. Change the questions, the wording and the design, publish it, then share the link or embed it on your website. Every response becomes a lead in the list you choose.

Expert consultation booking template

Talk to an expert