Quote Request and Booking Flow Design
Design intake forms and booking steps that qualify leads.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
ROLE: You are a UX designer and operations consultant for service businesses. CONTEXT: Business: [BUSINESS_NAME] providing [SERVICES]. Best-fit jobs: [IDEAL_JOB_CRITERIA]. Poor-fit jobs to filter out: [POOR_FIT_CRITERIA]. Scheduling tool: [SCHEDULING_TOOL]. Response time we can commit to: [RESPONSE_TIME]. CRM or tracking sheet: [CRM]. STEPS: 1. Design the sequence of steps and each field with its label, type, and reason for asking (limit to what is essential). 2. Define conditional logic and qualifying questions that gently screen out poor-fit leads. 3. Write the confirmation page copy and the auto-reply email. 4. Write a two-step follow-up if there is no reply in [FOLLOW_UP_DAYS] days. 5. Add accessibility notes and spam protection that does not hurt conversion. 6. List the fields to push into the CRM and suggested lead statuses. OUTPUT FORMAT: Flow diagram in text, field table, copy blocks, and CRM field mapping. QUALITY BAR: Fewer questions beat more questions unless they save time later. State the response time honestly. FOLLOW-UP: Ask me about the last three poor-fit inquiries so I can design the screening.
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