B2B SaaS
Qualify demo requests before the call
Free growth consultation
Pre-qualify consultation requests by business type, goal and budget. Small budgets get a free toolkit, the rest record a 30-second pitch.
Hosted by Marcus, Agency Founder · 6 questions
Every question in this form
Marcus asks each of these 6 questions on video. Some answers send people down a different path, shown under the question.
- 01
What type of business do you run?
Multiple choice
Marcus says: “First things first, what kind of business do you run?”
E-commerce · Local service business · B2B / SaaS · Something else
- 02
What's your main goal right now?
Multiple choice
Marcus says: “What's the one goal that matters most for you right now?”
More leads · More online sales · Stronger brand · Better ad results
- 03
Monthly marketing budget
Multiple choice
Marcus says: “Roughly how much do you invest in marketing each month?”
- Under $2k → Would our free growth toolkit help?
- $2k - $10k → Tell us about your business
- $10k - $50k → Tell us about your business
- $50k+ → Tell us about your business
- 04
Would our free growth toolkit help?
Multiple choice
Marcus says: “At that stage, our free toolkit gets you moving fast. Want it?”
- Yes, send it → How can we reach you?
- I'd still like a call → Tell us about your business
- 05
Tell us about your business
Answer by video, voice or text
Marcus says: “Give me your thirty second pitch. What do you sell, and who buys it?”
- 06
How can we reach you?
Contact details
Marcus says: “Love it. Last step, tell me the best way to reach you for the call.”
Sample answers, with the AI summary
These answers come from fictional respondents. Every new account gets them as sample data, so you can see transcripts, summaries and comments before your first real response.
Sofia Rossi · Tell us about your business
“We bake sourdough and cakes for events, and most buyers are local families and offices.”
AI summary: Local bakery looking to generate more leads from families and corporate offices.
Tom Becker · Tell us about your business
“We sell eco running shoes online, mostly to runners between twenty-five and forty.”
AI summary: E-commerce eco shoe brand seeking to boost online sales among millennials.
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