Sales & offers
Project qualifier
"What would a heat pump cost at our place?" – Without the year built, the insulation state, the radiator info, that's not an inquiry but an invitation to fly blind. And today it often ends in a call-out that wasn't worth it.
Inquiry qualifier
01Project qualifier
The project qualifier pulls the clarifying forward: it asks for the plan, the property, the scope, the timeframe and the decisive technical points – and asks for the photos that round out a description. Your business receives a structured brief the boss can size up: does the project fit us, what's the ballpark cost, is the on-site visit worth it? You spot unsuitable inquiries in a minute instead of after a call-out – and the right ones get a solid answer faster than at the competitor, where the email ping-pong is still running. For businesses that can pick their projects, that's exactly the lever: not more inquiries, but spotting the right ones faster.
For context: the qualifier is the counterpart to the inquiry router – the router points visitors the way BEFORE the inquiry, the qualifier prepares the project inquiry FOR your business. And it decides nothing on its own: no automatic prices, no automatic rejections – whether a project fits is the boss's call.
02Demo
Three project inquiries as they arrive daily. On the left the original – on the right what your business gets instead, after the qualifier has asked for the project, property, scope and timeframe.
03How it works
- 01
Understand your project types
New build, renovation, heating swap, custom job – which inquiries come in, and what do you really need per type for an assessment? Usually five must-haves plus photos. They're just never in the first email.
- 02
Shape the follow-up questions
Phrased the way customers speak – with choices instead of a jargon hurdle. Whoever can't describe their roof uploads two photos; whoever doesn't know the year built picks a decade.
- 03
Set the brief format
How should the result arrive? A structured email, an entry in your trade software, a card in the project overview – the brief adapts to your process, not the other way round.
- 04
Build it in and wire it up
The qualifier becomes part of your website – ideally as the destination of the router's project track. Incomplete inquiries are completed politely rather than rejected.
- 05
Sharpen on real volume
After the first weeks it shows where prospects drop out and which technical question comes too early. Questions and brief get adjusted – until the boss says: I can cost from this.
04Stages
The entry point can do without AI – and already solves most of the problem.
Entry: the guided project form
Structured required fields per project type plus photo upload and a clean email brief. Without AI – and the blind call-outs get rarer.
Extended: thinking follow-up questions
An AI spots gaps and special cases, asks targeted follow-ups and pulls the brief together – including a first read on which project type it is.
Full build: connected
Handover to trade software or CRM, prioritisation by fit and region, photos filed with the project – the inquiry becomes a continuous process.
05Technical implementation
- Front end: guided form or chat flow in your website – styled in the business's presence.
- Tier 1 is pure form logic with required fields per project type and photo upload – reliable, without AI.
- From Tier 2 a language model asks follow-ups on gaps and condenses the details into an internal brief; it names no prices.
- Photo uploads with a clear storage and data-protection rule – images belong to the inquiry, not to nowhere.
- Handover to suit your process: email, Airtable, trade software or CRM.
- Built in your website's stack; Tier 2 adds a small back end.
for context · This shows how something like this usually gets built – not how it has to be built for you. What actually fits is worked out in the project: around your existing setup, your team, and what stays easy to maintain.