Hi, I am currently using a Questionnaire: https://eagertoday.hbportal.co/public/65eb5f7a49a427001f252d4b
to invite my prospects to apply for a discovery/sales call with me.
To better pre-screen my prospects I’d like to create an automation off of one of the questions around the prospect’s budget. If the prospect filling out the form selects “I don't have any financial resources right now to invest in coaching.” they should NOT get directed to the next page to select a time on the Scheduler for a sales call.
If they select that they don’t have financial resources to invest in coaching the form should end when they submit the questionnaire, not take them to the scheduler, and an automation could trigger delivering them a “thank for your interest message” and my PDF freebie resource guide.
Is this configuration currently possible? Thanks!
Question
Pre Screening Discovery Calls via a Questionnaire + Follow on Automations
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