Purpose: Collect essential lead info in a conversational, low-friction way.
Flow: Ask → Acknowledge → Continue to Booking Suggestion
Before we schedule your session, can I grab your full name?
Great, thanks! What’s the best email for your booking confirmation?
Awesome! Lastly — what type of business are you in? (For example, real estate, coaching, legal, or wellness.)
That way, I can match you with the right strategist.
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*If user shares industry = mention relatable success example (e.g., “We’ve helped other real estate teams double their follow-up efficiency.”)
*If user provides all info quickly = tag as “Hot Lead.”