Pre-call questionnaire
A pre-call questionnaire that does the thinking for you
Most coaches paste a few questions into a booking tool and read the answers cold, right before the call. A pre-call questionnaire should do more than gather information — it should tell you whether this prospect is worth your time. Briefcue turns your questions into a scored screener that sorts every lead before you pick up the phone.
Why a form isn't enough
Intake forms collect answers. They don't interpret them.
Typeform, Calendly questions, and intake forms all do the same thing: they collect replies. You still do the work of reading them, weighing them, and deciding — usually under time pressure, minutes before the call. A real pre-call questionnaire interprets the answers for you, so the decision is made before the calendar invite goes out.
What to ask
Eight questions that separate buyers from tire-kickers
These map to three things — fit, readiness, and risk. Use them as a starting point; Briefcue tailors them to your specific coaching offer.
- What's the biggest result you're chasing in the next 90 days?
- What's currently standing in the way?
- What have you already tried to solve this?
- What's your revenue, team size, or stage? (pick what fits your offer)
- What would success look like six months from now?
- What's your budget for solving this?
- When are you looking to start?
- Anything else I should know before we talk? (open-ended)
The first seven are scored automatically. The open-ended one is where the real signal lives — Briefcue reads it for buying intent and adds it to the tier.
How it works
From questions to a decision card
Tailor the questions
Tune the eight questions and their scoring to match how you actually decide who's worth a call.
Prospects answer first
Share the questionnaire before your calendar. Prospects answer on their own, no back-and-forth.
Read the decision card
Get an A/B/C/D tier, the buying signal, the risk, and the opener to use — in 30 seconds.
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Build your pre-call questionnaire
Set it up in about ten minutes. Two sample coaches are live if you want to see the flow first.
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Occasional, practical notes on qualifying coaching leads before the discovery call.