Arranging appointments by email takes several messages before the first conversation is set.
For coaches, consultants and law firms
First the right questions, then the appointment in the calendar.
In the Coaching intro call, the visitor picks topic, situation and timing and then books a free 30-minute video call right away. Business consulting scores size, budget, role and time frame with a lead score; law firms calculate severance, divorce costs or fines in advance.
Sound familiar?
Why a contact form isn't enough here.
Intro calls with prospects who have no budget or decision-making power fill your calendar.
Without information upfront, every conversation starts with the same basic questions.
Try it
Try the “Coaching intro call” template.
Click through like your customers. On the right you see what arrives in your leads board. Nothing is sent.
Live demo
The real Coaching intro call template from Funnelforms Pro 5.0 with all paths and design. Included in Funnelforms Pro.
All questions of the template
The complete Coaching intro call template (5 steps and contact). The fourth step also asks “When would you like to change something?” next to the question shown. When you use it, Funnelforms Pro creates an appointment type with common settings.
- 1Choice with icons
What would you like to work on?
Career and workLeadershipLife and purposeStress and balance - 2Choice with icons
Which sentence fits you best right now?
I'm stuck and want to move forward.I'm facing a big decision.Things are going well, but I want more.I'm exhausted and need a change. - 3Long text
What should be different after the coaching?
- 4Choice with icons
Coaching is an investment in yourself. Is that possible right now?
Yes, if it fitsI'd like to know the prices firstNot right nowTogether with the desired timing, it gives the lead score.
- 5Appointment
Choose a time for your free intro call
30 minutes by video; the visitor gets the link by email.
- 6Contact step
Who are we talking to?
NameEmail addressPhone numberConsent
Matching templates
7 templates for coaching and consulting.
Every question, every text and every calculation can be changed.
Coaching intro call
Topic, situation, timing and readiness to invest qualify the visitor, who then books a free 30-minute video call straight in your calendar.
Business consulting
B2B qualification: company size, challenge, budget, role and timeframe give a lead score for sales.
Lawyer inquiry
Area of law, deadlines with an urgent path, legal expenses insurance and a short description for a first assessment; urgent cases are rated first.
Severance calculator
For employment lawyers: dismissal or termination agreement, years of service and salary give the usual severance range; the three-week deadline gets an urgent hint.
Divorce cost calculator
For family lawyers: income, children, length of marriage and agreement give court and lawyers’ fees by the German fee tables; the separation year rates the lead.
Traffic fine check
For traffic lawyers: speeding, red light or phone at the wheel give the standard fine, points and driving ban; the letter received and legal expenses insurance rate the lead.
Tax advisory
New clients say who they are and what they need, with extra questions for businesses; deadlines from the tax office rate the lead.
Also a good fit
- Digitalization check Quiz with three results, lead magnet for consultants.
- Appointment booking Service and type of meeting, then an available slot.
- Webinar registration Webinar registration as a first step before the intro call.
- Downloadable checklist Downloadable checklist with two qualifying questions.
Features
What matters in your industry.
Appointment booking
Available times from Google, Microsoft, iCloud or CalDAV. Visitors get a confirmation with a calendar file and reminders, and reschedule or cancel themselves via the link in the email.
Lead score
In Business consulting, company size, budget, role and start give a score for sales.
Calculations and price calculator
The severance calculator, divorce cost calculator and fine check give a first estimate as a guide value. The template calculates divorce costs according to the German FamGKG and RVG fee schedules.
Conditions and paths
In the lawyer inquiry, a deadline in the next two weeks leads to a note on priority handling; in the severance calculator, a recent dismissal leads to a note on the three-week deadline.
Measure
What you keep an eye on afterwards.
All in the Funnelforms analytics and entries, no second tool needed.
- Share of visitors who book an appointmentStatistics, conversion rate of the form with appointment field
- Drop-off rate per step, especially at the appointment stepForm analytics, steps table
- Topics visitors want to work onForm analytics, answers
- Appointments marked as no-showAppointments, No-shows key figure
- Distribution of the lead score in business consultingEntries sorted and filtered by score; analytics, calculations
- Share of law firm inquiries with a running deadlineForm analytics, answers
Questions
Frequently asked questions for coaching and consulting.
Do I have to create the appointment type myself?
No. When you use the Coaching intro call or Appointment booking template, Funnelforms Pro creates an appointment type with common settings if none with that name exists yet. You set times, duration and calendar afterwards.
Do clients get a reminder?
Yes, if you turn them on in the appointment type. Funnelforms sends a confirmation with a calendar file, a message when the time changes, reminders and a notification on cancellation. Clients reschedule or cancel themselves via the link in the email.
Which calendars can I connect?
Google Calendar, Microsoft Outlook, Apple iCloud and other CalDAV calendars. Google and Microsoft need a website connected to the Funnelforms account.
Ready?
Your next lead starts with a good question.
Install Free in two minutes or start right away with Pro and all features.