QLOGIX Pre-Screening Form Package

Page URL Suggestion

https://q-logix.com/start-here/ or https://q-logix.com/get-started/

PAGE HEADER COPY

Is Your Business Ready for Freedom?

Take the first step toward building a business that works without you.

Most business owners are trapped by their own success. You've built something valuable, but it demands everything from you. We help entrepreneurs like you build the infrastructure, systems, and teams that create genuine freedom.

This quick assessment (5-10 minutes) helps us understand if we're the right fit to help you.

FORM INTRODUCTION (Above Form)

What Happens Next?

1. You complete this brief assessment (5-10 minutes)
2. We review your submission within 48 hours
3. We schedule a discovery conversation (30 minutes) to explore your situation
4. If there's a fit, we'll guide you through our comprehensive assessment process

No pressure. No obligation. Just a conversation about your business and your goals.

FORM FIELDS

Section 1: Business Basics

1. First Name* [Text field]

2. Last Name* [Text field]

3. Email Address* [Email field]

4. Phone Number* [Phone field]

5. Company Name* [Text field]

6. Your Role/Title* [Text field]

7. Company Website [URL field]
(Optional, but helpful)

8. Industry/Sector* [Dropdown]

• E-commerce & Retail
• Manufacturing
• Technology/SaaS
• Professional Services
• Real Estate
• Healthcare
• Construction/Trades
• Logistics/Distribution
• Food & Beverage
• Other (please specify)

[If "Other" is selected: Text field appears]

Section 2: Business Stage & Revenue

9. Annual Revenue Range* [Dropdown]

• Less than $500K (not quite ready for us yet)
• $500K - $1M
• $1M - $3M
• $3M - $5M
• $5M - $10M
• $10M - $25M
• $25M - $50M
• $50M+
• Prefer not to say

10. How long have you been in business?* [Dropdown]

• Less than 1 year
• 1-2 years
• 3-5 years
• 6-10 years
• 11-20 years
• 20+ years

11. Current team size (including you)?* [Dropdown]

• Just me (solopreneur)
• 2-5 people
• 6-10 people
• 11-25 people
• 26-50 people
• 51-100 people
• 100+ people

Section 3: Current Situation (The Critical Questions)

12. What's the PRIMARY challenge keeping you trapped in your business?* [Dropdown]

• I'm the bottleneck for all major decisions
• Can't find or keep good people
• Lack of systems and processes
• Cash flow and working capital constraints
• Too many operational fires to put out
• Don't know how to scale without breaking things
• Need to step away but business can't run without me
• Ready to exit but business isn't sellable yet
• Other (please specify)

[If "Other" is selected: Text field appears]

13. If you disappeared for 30 days, what would happen to your business?* [Radio buttons]

• It would thrive (systems are solid)
• It would survive but struggle
• It would have serious problems
• It would collapse
• I honestly don't know

14. What does "business freedom" mean to you?* [Text area, 2-3 rows]
In your own words - what would success look like?

15. How much time per week do you currently work IN your business?* [Dropdown]

• Less than 20 hours
• 20-40 hours
• 40-60 hours
• 60-80 hours
• 80+ hours
• Every waking hour

16. How much time per week do you WANT to work in your business?* [Dropdown]

• 0 hours (completely hands-off)
• Less than 10 hours
• 10-20 hours
• 20-30 hours
• 30-40 hours
• I'm flexible

Section 4: Readiness & Timeline

17. What's your timeline for making meaningful changes?* [Radio buttons]

• Urgent - I need help now
• 1-3 months
• 3-6 months
• 6-12 months
• Just exploring options

18. Are you prepared to invest time AND resources (financial, operational, etc.) to build the systems and team needed for freedom?* [Radio buttons]

• Yes, absolutely
• Yes, but I need to understand what's required first
• Maybe - depends on what's involved
• Not sure yet
• No, just looking for quick fixes

19. Have you worked with business consultants or advisors before?* [Radio buttons]

• No, this would be my first time
• Yes, with good results
• Yes, but didn't get the value I hoped for
• Currently working with someone

[If "Currently working with someone": Text field appears]
What are you looking for that you're not currently getting?

20. Is there anything else we should know about your situation before we connect? [Text area, 3-4 rows]
Optional - but the more context you provide, the more productive our first conversation will be.

FORM FOOTER (Before Submit Button)

Our Commitment to You

We'll do our homework before we connect. Once you submit this form, we'll research your business, your industry, and your competitive landscape so we can have a strategic conversation, not waste time on basics.

No high-pressure sales tactics. If we're not the right fit, we'll tell you immediately and potentially point you toward resources that can help.

Your information is confidential. We respect your privacy and will never share your information without permission.

SUBMIT BUTTON

Submit My Assessment [Large, prominent button]

CONFIRMATION PAGE (After Submission)

Thank You! We've Received Your Submission.

What Happens Next?

Within 48 hours, a member of our team will review your submission and reach out to schedule a 30-minute discovery conversation.

Before we connect, we'll be doing our homework:

• Researching your industry and competitive landscape
• Understanding your company's background and current position
• Identifying potential challenges and opportunities
• Preparing thoughtful questions specific to YOUR situation

During our call, we'll:

• Discuss your specific challenges and goals
• Explore whether there's a mutual fit
• Outline what a potential engagement might look like
• Answer any questions you have about our process

If there's alignment, we'll guide you through the next steps, which may include a mutual NDA and our comprehensive pre-assessment process.

Keep an eye on your inbox

We'll be reaching out from [insert email] - please whitelist this address to ensure our messages don't end up in spam.

In the meantime, learn more about our approach:

[Button: How We Operate] → Links to /how-we-operate/
[Button: Our Philosophy] → Links to homepage

Questions?

Email us at [insert email] or call [insert phone]

OPTIONAL: Email Auto-Responder Copy

Subject: We've Received Your QLOGIX Assessment

Hi [First Name],

Thank you for taking the time to complete the QLOGIX pre-screening assessment. We've received your submission and are excited to learn more about [Company Name] and your goals.

What's happening now:

Our team is reviewing your submission and doing research on your business and industry. We invest significant time in this due diligence process because we believe in showing up prepared, not wasting your time with basic discovery questions.

You'll hear from us within 48 hours to schedule a 30-minute discovery conversation.

In the meantime, if you have any questions or want to share additional context, feel free to reply to this email.

We're looking forward to connecting soon.

Best regards,

The QLOGIX Team

P.S. If you haven't already, check out our approach at [link to /how-we-operate/] to see what makes us different.

NOTES FOR IMPLEMENTATION

Form Design Considerations:

1. Progress indicator - Show users they're making progress (e.g., "Step 1 of 5")
2. Required fields marked with asterisk (*)
3. Mobile-responsive - Many business owners will fill this out on phone
4. Save progress - Consider allowing users to save and return (optional)
5. Conditional logic - Show/hide fields based on previous answers to keep form feeling shorter
6. Clear visual hierarchy - Section headers should be prominent
7. Error validation - Clear, helpful error messages
8. Estimated time - Display "5-10 minutes" at top of form

Data Collection:

• Integrate with CRM (likely HubSpot, Salesforce, or similar)
• Send notification to team when new submission received
• Include timestamp and source tracking

Follow-Up Process:

• 48-hour SLA for response
• Assign submissions to specific team member for review
• Create internal scoring/qualification system based on responses
• Prepare brief for team before discovery call

ALTERNATIVE FORM PAGE NAMES

Instead of "Pre-Screening Form," consider:

1. "Start Here" - Simple, welcoming, clear CTA
2. "Get Started" - Action-oriented
3. "Freedom Assessment" - Aligns with brand messaging
4. "Is This Right for You?" - Qualifying frame
5. "Begin Your Journey" - Aspirational but might be too fluffy
6. "Quick Start Assessment" - Sets expectation for brevity
7. "Initial Consultation Request" - Professional but clinical
8. "Explore Working Together" - Collaborative tone

RECOMMENDATION: "Start Here" or "Get Started"

• Clear, simple, low friction
• Doesn't sound clinical or intimidating
• Natural CTA language ("Ready to get started? Start here.")

QUESTIONS PULLED FROM LARGER PRE-ASSESSMENT

These questions were adapted from the comprehensive form but simplified:

From Larger Form → Adapted for Pre-Screening:

• "If you disappeared for 30 days..." (kept verbatim - it's powerful)
• Business revenue and size metrics (simplified into ranges)
• "What does business freedom mean to you?" (kept verbatim)
• Team size and structure (simplified)
• Timeline and readiness questions (added for qualification)
• Current time commitment (simplified from detailed schedule questions)

Intentionally LEFT OUT (saved for larger assessment):

• Detailed financials (margins, EBITDA, etc.)
• Specific operational processes
• Technology stack
• Detailed org chart
• Banking relationships
• Legal structure
• Specific pain points requiring NDA
• Personal financial goals
• Exit strategy details

END OF DOCUMENT