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INTAKE Conditional logic · TCPA-safe · Conflict-check

Application Form
that qualifies before you blink

Seven questions, a scoring rule, and three routes. The application form that filters tire-kickers from your discovery calendar without scaring off serious applicants.

5
step branching flow
82%
completion rate
9min
saved per intake
Step 2 of 5
Qualify

When did the accident happen?

📅 March 12, 2026
✓ Yes
No
Branched to "treatment-status" sub-flow
🔒 TCPA-compliant · Encrypted submission
🏡
TCPA & A2P 10DLC compliant out of the box. Express written consent capture, opt-in receipts, and A2P 10DLC registration are baked into every form. No retrofitting, no carrier blocks.

The biggest objection coaches have about an application form is: “Won’t it scare people off?”.

Yes. That’s the point. The ones who get scared off were also never going to buy. The ones who fill it out are the ones you want.

The seven questions

  1. Name + email — gates the rest of the form, drops them on your list automatically
  2. Where did you hear about me? — your most underrated attribution datapoint
  3. #1 outcome in the next 90 days — open text, the most predictive answer
  4. Current revenue range — optional, “prefer not to say” allowed
  5. Commitment level 1–10 — the scoring question, 9–10 → live applicant
  6. What you’ve tried in the last 6 months — shows their stack + their context
  7. Anything else I should know — safety-net question, where real signal lives

The scoring rule

Each applicant gets a 0–100 score based on:

  • Specific 90-day outcome (0 / 15 / 30 points)
  • Revenue tier (5–25 points by tier; “prefer not to say” gets 12)
  • Commitment 1–10 (×4 = 4–40 points)
  • “Tried in last 6 months” specificity (0–15 points)

Score thresholds:

  • ≥ 65 → calendar link unlocks, applicant flagged “warm” in your pipeline
  • 40–64 → “thanks, here are 3 resources” page, captured for nurture
  • < 40 → polite decline, long-term nurture (~8–12% come back in 6 months)

Why each question matters

Read the full breakdown post for the detailed logic. Short version:

  • “Specific 90-day outcome” filters dreamers from buyers more than anything else on the form
  • “Commitment 1–10” is the cleanest scoring signal — serious applicants pick 10
  • “What you’ve tried” surfaces misaligned offers before you waste a call
  • “Anything else” catches signals nothing else catches

What you tune during dedicated hours

Standard:

  • Question wording (your voice, your style)
  • Score thresholds (raise for high-ticket, lower for volume)
  • Knockout rules (e.g. “currently coaching with someone else” = auto-decline)
  • The “thanks, here are resources” landing page
  • Post-call routing (auto-tag, pipeline stage, etc.)

For high-ticket masterminds:

  • Multi-stage application (pre-qual form → long-form application)
  • Reference-check automation
  • Referral-source weighting

What changes

Before: 30 calls/month, 3 close. After: 22 qualified calls/month, 8 close. Net effect: less work, more revenue, no awkward Tuesdays.

See the discovery booking flow → · Get the snapshot →

The intake pipeline

5 steps every new lead climbs

Each rung qualifies, filters, and routes — automatically.

1
Capture
Lead lands on any channel — form, chatbot, call, SMS. Contact created with source attribution and consent record.
2
Qualify
Branching questions per originator type. PI gets accident date and treatment. DUI gets arrest county and 10-day DMV clock. Family gets safety triage first.
3
Conflict-check
Opposing-party name auto-checked against your conflict database. Suspicious matches flag for a paralegal to clear before booking.
4
Route
Right coach based on originator type, jurisdiction, and case value tier. After-hours auto-routes to on-call partner.
5
Book
Calendar invite sent in 60 seconds. SMS + email confirmation with practice-specific prep checklist. CRM stage updated to "Consult Scheduled".
Built per originator type

Fields that match how coaches actually qualify

The right questions, in the right order, branching when they need to.

First-Time Buyer
Accident date Medical treatment Statute of limitations Prior representation Other driver insurance Police report # Vehicle status
DUI / Criminal
Arrest date County / jurisdiction 10-day DMV clock Breath test refused Prior convictions Court date Bail / release status
Family Law
Safety triage Marriage date Minor children Property / assets Existing orders Opposing counsel Filing jurisdiction
340+
Intakes completed / mo
avg 4-coach firm
82%
Form completion rate
↑ from 47% legacy form
9min
Saved per intake
vs. paralegal phone intake
100%
Conflict-checked at submit
before calendar booking
Under the hood

What flows downstream after submission

Every intake becomes a structured payload your workflows can branch on.

intake-submission.json · POST /api/v1/intake
POST /api/v1/intake (202 Accepted in 184ms)
  "intake_id": "itk_8h2k9d3f",
  "practice_area": "personal_injury",
  "qualified": true,
  "conflict_check": "clear",
  "route_to": "coach_jharris",
  "consent": "tcpa": true, "a2p_optin": true ,
  "triggers": [
    "workflow:book_consult",
    "workflow:sms_prep_checklist",
    "workflow:crm_stage_advance"
  ]
3 workflows queued
Stop hand-keying every intake

Get the Intake Automation — Live in 24 Hours

Included in the $997 Coaching Snapshot. Free A2P 10DLC. 10 dedicated config hours. Conflict-check + TCPA compliance baked in.

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