Qualification Logic
Ask qualification questions only when they change the next step.
Qualification is useful when service fit, service area, matter type, patient type, project type, appointment type, readiness, or prerequisites genuinely affect routing. Do not turn every form into an interrogation.
Route 1: Qualified
Direct Calendar Handoff
When visitor meets service fit, area, and urgency criteria, hand off directly to booking calendar.
Route 2: Needs Review
Staff Queue & Callback
When custom parameters or non-standard scopes exist, route to manual review queue with high priority.
Route 3: Not a Fit
Polite Alternate Next Step
Provide a clear alternative or resource link without wasting time or taking dead-end appointments.
Intake Review
Want us to look at your current intake?
Book an Intake Review. We will look at how information is collected, qualified, routed, booked, and handed off today and whether a cleaner system makes sense.
Direct phone: 855-603-2525 · hello@thequietprotocol.com