Lead Qualification System
Progressive commitment funnel
Typeform + Calendly architecture designed to filter unqualified leads before they reach your calendar — increasing close rates and eliminating wasted calls.
Primary flow · Default · Best for scale
1
Entry point
New Vantage Site
Two clear paths for two buyer types — speed-seekers and guidance-seekers
"Get a quote fast" → Typeform first
"Talk to a specialist" → Calendly direct
2
Primary filter
Typeform Intake
Captures structured project data — qualifies leads before any call happens
Project type Quantity Budget range ★ Timeline Design readiness Contact info
⬡
Conditional logic
Budget Filter
The highest-leverage step in the system
Below minimum
→ Email redirect
"Thanks — for smaller orders, email us at…" Removes 50–70% of wasted calls
Meets threshold
→ Proceed to Calendly
"Based on your project, let's schedule a quick call" High-intent, pre-qualified lead
Calendly direct path also joins here
4
Conversion tool
Calendly Booking
Pre-qualified leads only — every call is worth taking
Pre-fill name, email, company + project size from Typeform → call feels seamless and personalized
5
Auto-send
Prep Email Before Call
Sent automatically after booking confirmation
Their project summary What you'll cover Files to bring
6
The call
Qualification Call
Both parties arrive prepared. High intent, efficient, and far more likely to close.
7
CRM routing
Tag by Deal Size
Route differently to unlock automation potential
Small<$1k
Mid$1k–$10k
Large$10k+
8
Pipeline end
Proposal → Close
Tailored, fast, and fully contextualized — sent within 24 hours of the call
View example proposal template →
Alternative flow · Premium brand
①
New Vantage Site
Calendly is the primary CTA — no form up front
②
Calendly First
Control the conversation from the start
③
Typeform in confirmation email
Project details collected after booking
④
Informed call
Context collected, momentum built before you speak
Best when
Positioning as consultative / premium
You want to qualify on the call itself
High-value, relationship-driven deals
50–70%
reduction in wasted calls with conditional budget filter active
24 hrs
proposal turnaround target — speed wins more than perfection
Pro-level upgrades
01
Pre-fill Calendly with Typeform data
Pass name, email, company, and project size directly into the Calendly booking so the call feels seamless. No re-introducing themselves.
02
Auto prep email before the call
Automatically send a personalized briefing — their project summary, what you'll cover, and what files to bring. Almost nobody does this.
03
Tag + route by deal size
Small (<$1k) → email nurture. Mid ($1k–$10k) → standard pipeline. Large ($10k+) → high-touch routing. Unlocks CRM automation potential.
Click any text to edit it directly  ·  All fields are customizable
Vantage 1
Proposal date April 11, 2026
Proposal # VNT-0042
Valid for 14 days
Project summary

Based on our call, you need 500 screen-printed hoodies for your October launch — soft-hand feel, two-color chest print, unisex sizing S–2XL. Turnaround required by October 18. Design files are ready.

Project scope
Product Description Qty Unit price Total
Apparel
Screen Print Hoodie
Unisex S–2XL · 2-color chest print
 Plastisol ink, soft-hand base, pre-shrunk 10 oz fleece 500 $14.25 $7,125
Headwear
Embroidered Snapback
One size · front logo embroidery
 Structured 6-panel, flat brim, custom embroidered patch 200 $18.50 $3,700
Bags
Canvas Tote
Natural canvas · 1-color print
 12 oz canvas, reinforced handles, full-color or spot print 150 $8.75 $1,313
Promo
Custom Water Bottle
20 oz · laser engraved logo
 Double-wall insulated stainless, BPA-free, branded packaging 100 $22.00 $2,200
Subtotal $14,338
Setup fees $170
Volume options
Recommended
Scale your order, lower your cost
Volume pricing applies across all product types. The more you order, the better your per-unit average — same quality, better margins.
Good · Current order
$14,508
500 hoodies · 200 hats
150 totes · 100 bottles

avg. $14.51/unit
Better · Scale up 1.5×
$20,340
750 hoodies · 300 hats
225 totes · 150 bottles

avg. $13.56/unit — save ~7%
Best · Scale up 2×
$26,800
1,000 hoodies · 400 hats
300 totes · 200 bottles

avg. $12.76/unit — save ~12%
What's included
Decoration setup for all product types
2 rounds of digital art approval proofs
Premium blanks from our vetted catalog
Individual packaging per unit
Quality check before shipment
Overnight shipping to one destination
Production schedule
Today
Apr 11
Proposal approval + deposit
Reply to approve — invoice sent same day
Apr 14
Art approval proof
Digital mockup sent for sign-off
Apr 16
Production starts
Screens burned, blanks staged
Apr 25
Print complete + quality check
Final count confirmed before ship
Apr 28
Ships — delivery est. May 1–2
Tracking number sent on ship day
Investment summary
Line items Screen Print Hoodie × 500 — $7,125
Embroidered Snapback × 200 — $3,700
Canvas Tote × 150 — $1,313
Custom Water Bottle × 100 — $2,200
Setup fees — $170
Project total
$14,508
50% deposit to start · balance on ship
Ready to move forward?
Reply to this proposal to approve — we'll send the invoice within the hour.
Approve proposal