Pre-Qualification Form

Use this private form only with qualified prospects. It’s off by default.

Turn It On

1. Go to yoursite.com/studio.
2. Click Form Settings > Pre-Qualification Form tab.
3. Toggle Enable Pre-Qualification Form on.
4. Set the Recipient Email (otherwise it goes to your contact form recipient).
5. Optional: edit the Success Message to set expectations (e.g., “We’ll follow up soon”).
6. Click Publish.

The form lives at yoursite.com/prequalification. It’s not in navigation and not searchable.

When to Send It

• After a contact form inquiry that seems qualified.
• Before a first meeting to prepare.
• When you want structured onboarding info.

Suggested flow: respond to the contact, share the pre-qualification link, receive their answers, then schedule.

What It Collects

• Personal details, goals, current situation, time horizon, risk tolerance.
• You receive an email with all responses.

Keep It Controlled

• Only share the link with prospects you’ve screened.
• Follow up promptly—they invested time.
• If you don’t need it, leave it disabled.