Template

Agency lead funnel template

Filter low-fit inquiries before they hit your calendar.

How to use this template

  1. 1.Define ICP questions
  2. 2.Set disqualify branches
  3. 3.Webhook to CRM
  4. 4.Add calendar on success

Where this fits

Best for marketing and dev agencies.

Key points

  1. 1.Service landing
  2. 2.Budget/timeline quiz
  3. 3.Email + webhook to CRM
  4. 4.Booking link on success

FAQ

Works with HubSpot?

Yes, via webhook or native integration docs.