Decision card screener

Pre-Call Qualification for coaches who can’t waste discovery calls.

Qualify coaching leads before the discovery call — as a pre-call brief, not a lead score. Prospects answer your tailored questions first; Briefcue scores fit, readiness, and risk, 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

Your first step

Start your screener in 30 seconds.

Tell us who you help. We'll carry these details into the full screener setup.

What kind of coaching do you sell?

Your offer

Finish the sentence: “I help [who] go from [current state] to [outcome].”

You'll finish the fit, commercial, and delivery details next.

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.

The hidden cost

The real cost of an open calendar link

Every discovery call you take with the wrong prospect costs more than the hour on your calendar. It costs the focus you lose switching context, the energy you spend reframing for someone who was never going to buy, and the slot a great client could have taken instead.

Most coaches handle this with a booking link and a few intake questions. But intake questions only collect answers — they don't interpret them. You still walk into every call cold, re-reading notes, trying to figure out in the first five minutes whether this person is a fit. By the time you know they're not, you've already spent the call. Briefcue moves that judgement to before the call — so the only calls on your calendar are the ones worth your time.

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.

Who it's for

Built for how you actually coach

Business coaches

You help founders and operators hit the next revenue milestone. Your leads range from pre-revenue dreamers to scaling teams — and the difference matters. Briefcue's pre-call qualification surfaces budget, team size, stage, and the specific bottleneck you solve, so you only take calls where you can move the needle.

Life coaches

Your clients invest in themselves, and the right fit is everything. A short pre-call screener reveals readiness, commitment, and whether their goals align with how you work — before either of you commits to a session.

Career coaches

You work with people in transition, and timing is everything. Pre-call qualification helps you separate the curious from the committed, and prioritise the clients who are ready to act now.

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.

What you get

What a decision card actually tells you

Every prospect who finishes your screener is sorted into one of four tiers — A, B, C, or D — across three dimensions. Here's what each one measures.

Fit

How closely a prospect matches the clients you do your best work with — industry, stage, the problem you solve, and the gap they're trying to close.

Readiness

Whether they're ready to act now. A great-fit prospect who is 'just exploring' is very different from one with budget, urgency, and a decision timeline.

Risk

The signals that a call will waste your time — wrong expectations, no budget, wanting done-for-you, or not coachable. Risk caps the tier, so a strong-fit but high-risk prospect never lands above a C.

How the score works

Hard rules beat gut feel

  • A — High Fit + High Readiness + Low Risk. Take first.
  • B — High Fit with one open question (often readiness). Worth a call if you have capacity.
  • C— Plausible fit but real risk, or not ready yet. Nurture — don't prioritise.
  • D — Wrong fit or hard red flags. Redirect. High Fit + High Risk is never an A.

That's a pre-call brief, not a lead score — same facts, consistent decisions, before the calendar opens.

Interactive scorecard

Score a prospect in 30 seconds

Demo rules only — same three axes Briefcue uses in production. High fit with high risk never becomes an A.

Fit

How closely does this prospect match the clients you do your best work with?

Readiness

Budget, timeline, and decision path — will they act now?

Risk

Red flags: done-for-you expectations, uncoachable stance, pure price shopping.

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.

Questions

Frequently asked

Does this replace Calendly?

No. Briefcue sits before your scheduling tool. Prospects qualify first; when they're a fit, they book. Keep Calendly, Cal.com, or whatever you already use.

Do prospects see their tier?

No. The tier and decision card are for you. Prospects get a short, useful read on their own situation — never a grade or a rejection.

What happens to leads who aren't a fit?

They still get a thoughtful response and a result screen. You decide whether to redirect them, refer them out, or simply protect your calendar.

Is it free?

Yes — start free and screen your first prospects at no cost. Pro ($99/mo) unlocks higher volume and the full decision card for every lead.

How long does setup take?

About ten minutes. Answer a few questions about who you coach; Briefcue drafts your screener and a sample decision card to calibrate.

How is this different from an intake form?

Intake forms collect answers after someone is already a client. Pre-call qualification decides whether they should get on the calendar at all — with Fit, Readiness, Risk, and an A/B/C/D decision card.

Can I keep Typeform or Calendly questions?

Yes. Briefcue is the decision layer before booking. You can still use Typeform, Tally, or Calendly questions for capture — Briefcue turns answers into a scored brief instead of leaving you to re-read them cold.

Guides

Pre-call resources for coaches

Lead qualification scorecard for coachesCopyable Fit / Readiness / Risk rules and A/B/C/D tiers before the call.Discovery call questions for coachesBefore-call and on-call questions mapped to fit, readiness, and risk.Pre-call questionnaire for coachesQuestions that interpret answers instead of only collecting them.Pre-call qualification guideThe full system: axes, questions, and decision-card workflow.

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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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