Decision card screener

Pre-call tiering for coaches who can’t waste calendar slots.

Prospects answer your tailored screener first. Briefcue scores fit and readiness, then sends a 30-second Decision card so every call starts with context.

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A · High Fit · ReadyTake the call

Jake Thompson

Founder · Design Agency · 6-person team · $18k/mo

Strong fit — take this call, prioritise.

Says

“Wants to hit $40k/mo. Feels stuck and overworked.”

Real

Every deal still closes through Jake. No repeatable sales process — growth is capped by his calendar.

  • 6-person design agency, 3 yrs, ~$18k/mo recurring
  • 2 retainer anchors; rest is project-based
  • Leads via referral — no outbound system yet
Fit
Readiness
Risk

Buying signal

Has invested ~$4k in an ops hire + a course. Spent willingly when he believed it'd work.

Opening move

“How many deals did you personally close last quarter — and what would happen if you didn't?”

May resist letting go of the closer role.

✉ jake@thinkshape.co

The quiet cost of open calendars

A booking link tells you who wants time.
A decision card tells you who deserves it.

Bad-fit calls do not just cost an hour. They dilute your attention before the real buyer shows up. Briefcue makes pre-call tiering visible before the calendar opens.

Calendar link vs Briefcue

Calendar-first

Everyone gets the same path. You discover fit, budget, urgency, and risk live on the call.

Briefcue-first

Each lead arrives as A/B/C/D with the real signal, the risk, and the opener to use if you take the call.

How it works

I

Tailor the screener

Tune questions, scoring weights, and tier criteria to match how you actually decide.

II

Qualify before booking

Share the screener before your calendar. Prospects answer a focused form first.

III

Read the decision card

Get tier, signal, verdict, risk, and the exact opener to use if you take the call.

Live demo

Try the screener before you install it.

Marcus and Susan are seeded demo coaches. Use them to see the prospect flow and the kind of decision card a coach receives.

Demo screenerMarcusSee the prospect-side quiz.Demo screenerSusanCompare a second coaching fit model.

Ready to stop guessing?

Set up your screener in under 10 minutes. Two sample coaches are already live — check the demo first.

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