Getting new clients
Qualification and briefing templates ask what matters first.
HomeTemplates
Start from something that already works.
Forms, pages and booking types ready to adjust. Pick one, or ask your agent to start from it with your details.
For the jobs every business has.
Running events
Registration and feedback templates cover before and after.
Showing your work
Ten page layouts, from a storefront to a portrait.
The blank page is the slowest part.
Which questions to ask, in which order, with which options. You rewrite the same form every time and forget one question anyway.
Without an agent, every time
Think of the right questionsan hour
Choose a layout that looks goodtrial and error
Translate it for other languagesby hand
Forget the question that matteredevery time
A form that asks the wrong things brings answers you cannot use.
Your agent starts from the template and makes it yours.
Tell it about your business. It picks the template, adjusts the questions and leaves a draft for you.
- Picks the right template for the job
- Adjusts questions and options to your business
- Prepares the English, Portuguese or Spanish version
- Saves your own version as a template for next time
“Start from the contact qualification template and add a question about budget.”
Template copied into a new draft
Budget question added with three options
Test answer sent
Your form, ready in minutesSave it as your own template to reuse it.
Pick one to start.
Contact qualification
Who they are, what they need and when they want to start.
Project briefing
Goal, context and deadline before the first meeting.
Event registration
Name, email and accessibility needs for every seat.
Recommendation from 0 to 10
The classic loyalty question and the reason behind the score.
Customer satisfaction
How the support went, in two questions.
Event feedback
What helped and what to improve for the next edition.
Meeting preparation
Topic and decision before the call starts.
Storefront page
Products with price, picture and a button to buy.
Portrait page
A big picture, a short bio and your main links.
Templates that connect to the rest.
- Link page
- Form
- Booking
- Sheets
- Your agent
A page template links to a form template, which can send people to a booking type.
A template is a starting point.
Always a draft
Starting from a template creates a draft you review.
Your templates too
Save your own forms as templates for your workspace.
Three languages
Templates come in English, Portuguese and Spanish.
What people ask before starting.
Are templates free?
Templates come with the apps. Installing an app never costs anything; your plan decides what it includes.
Can I change everything?
Yes. Every question, option and text can be edited before and after publishing.
Can I share my own template?
Within your workspace, yes. Save a form as a template and your team can start from it.
Skip the blank page.
Pick a template and let your agent adjust it to your business.
Start from a template