Qualification
Identify fit, urgency, decision context and the right offer before the first call.
Qualify the opportunity →LOIT Flow
Turn answers into action.
Create branded flows that qualify, recommend and collect the context your team needs to follow up.
QualificationIntakeScorecardsRecommendations
Four useful starting points
Start with the outcome. Build the right flow.
Use one connected system for qualification, recommendations, intake and consultative follow-up.
Scorecards
Turn structured answers into a clear score and practical priorities.
Make gaps visible →Intake
Collect the details your team needs before a booking, consultation or proposal.
Prepare the conversation →Recommendations
Connect customer needs to the most useful service, package, product or next step.
Guide the decision →A simple operating loop
From idea to qualified conversation.
The builder, public flow, result and lead workspace remain connected throughout the journey.
Teach the builder
Add the audience, outcome, offer, links, screenshots or a voice brief.
Edit and publish
Review every question, score, result action and brand setting before sharing.
Act on the result
Use the generated plan and lead context to continue the right conversation.
Included with LOIT access
Use the capacity already available on your plan.
Start focused, prove the workflow and expand when the additional capacity creates value.
Explore the complete customer journey.
- 1 active flows
- 10 submissions / month
- 1 AI builds / month
Launch a focused first flow.
- 3 active flows
- 25 submissions / month
- 3 AI builds / month
Build and follow up as an individual creator.
- 10 active flows
- 250 submissions / month
- 25 AI builds / month
Run more flows across a growing team.
- 100 active flows
- 1,000 submissions / month
- 100 AI builds / month
Advanced capacity and tailored implementation.
- Unlimited active flows
- Unlimited submissions / month
- Unlimited AI builds / month