Before you talk to a new client
A quote request collects what matters, so the first call starts at the right point.
ProductsForms
Every answer turns into a next step.
Quote requests, sign ups and satisfaction surveys without a spreadsheet. Your agent reads each answer, sorts who fits and moves them forward.
Where you need to ask before you act.
Events, classes and waiting lists
One link on the poster, the post and the email. Every sign up lands in one place.
After the service
A two question survey sent right after the job is done.
Answers pile up and nobody replies.
The form collects, the spreadsheet grows, and the good lead waits days for someone to notice it.
Without an agent, every time
Copy answers into a spreadsheetby hand
Read each one to see who fitsone by one
Send the calendar link to the good onesdays later
Summarize the month's feedbacknever
The client who was ready to buy today books with whoever answered first.
Your agent reads every answer the moment it arrives.
Answers arrive structured, so your agent can act on them with the permissions you gave it.
- Prepares the questions from one sentence or a ready template
- Sorts who fits and sends them straight to your booking page
- Tells you who needs a reply from you
- Summarizes the month and exports everything when you ask
“Create a quote form. Whoever wants to start this month goes straight to my calendar.”
Form drafted from the quote template
Rule added: this month goes to booking
Test answer sent and routed
Form ready to publishYou review the questions and publish with one click.
The question between the visit and the calendar.
- Link page
- Form
- Booking
- Meeting
- Sheets
A form sits on your page, sends good fits to your calendar and can keep a copy in a Google Sheet.
Every answer stays tied to what was asked.
Test before publishing
Send a test answer and see where it goes. Tests never count as real answers.
Review when you want
Hold submissions for approval before they count or reach anyone.
Your data, exportable
Export to CSV or sync to a sheet whenever you want.
What people ask before starting.
Are there templates?
Yes. Quote request, contact qualification, event registration, satisfaction, recommendation from 0 to 10 and more.
Can people attach files?
Yes, within size limits. Files are checked by type and downloaded through private links.
What happens when my agent is offline?
Answers are still received and kept. Your agent picks them up the next time it runs.
Stop copying answers into spreadsheets.
Publish a form today and let your agent take the next step with each answer.
Create my form