USE CASE

Qualify clients before booking discovery calls

Only meet with clients who match your budget and expertise

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The Problem

Wasting time on tire-kickers

Discovery calls with unqualified leads

No budget filtering upfront

Calendar filled with bad-fit meetings

The MagicalForm Solution

Decision Logic Preview

If budget < $5000 → Send resources, decline
If project_match = High + budget_ok → Book call
If timeline = Urgent + availability = No → Decline
If unclear scope → Request clarification

Outcomes You'll See

70% fewer wasted calls

Only qualified prospects on calendar

Automated proposal sending

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