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Question

Pre Screening Discovery Calls via a Questionnaire + Follow on Automations

  • July 22, 2024
  • 3 replies
  • 32 views

Adrianne

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! 

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3 replies

Monica R
HoneyBook Community Team
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  • HoneyBook Community Team
  • July 24, 2024

Hey @Adrianne

While currently not available to have the answer to a question determine next steps in an automation, our team is aware of this need and are working on conditional logic functionality! 


Adrianne
  • Author
  • July 26, 2024

Thank you @Monica R  - appreciate this answer. Any update you can provide regarding expected timing of this updated questionnaire logic functionality? 


Monica R
HoneyBook Community Team
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  • HoneyBook Community Team
  • July 28, 2024

Hi @Adrianne

We expect this to start rolling out in the next few months. You can see our whole roadmap here :)