Guided Intake · The Visionary Consultants

Step 1 of 4 · Who

Who's the prospect?

The basics — we'll use these to brand their preview and tailor the message.

Company Contact first name Title (optional) Industry / lane Their brand color

Step 2 of 4 · Qualify

Four quick questions — these auto-score the lead Hot / Warm / Disqualify.

Step 3 of 4 · Discovery

Capture the details for the proposal. Skip anything you don't have yet.

Systems in use Top pain (their words) What they've tried Desired outcome Est. deal value

Step 4 of 4 · Result

Score, preview link, opener, and next step — then drop it straight into the CRM.

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★ Personalized preview link

Suggested opener

Recommended next step