Lead Qualification and Calendar Routing Form

What it does

This skill builds, through a short interview, a form where a lead answers a few questions and a score (or fixed rules) routes them to the right salesperson's calendar, or a soft disqualification card with an alternative offer. It requires no backend of its own: it emits standard events (lead captured, qualified, booked, disqualified) that can connect to a CRM like GoHighLevel.

When to use it

• When different leads should go to different salespeople or calendars based on their profile
• When you want to filter out low-quality leads before they reach a booked call
• When you need to install this on a site without building a backend from scratch

Steps

1. Interview the user to define qualification questions and routing rules
2. Define the score or hard rules that determine which calendar each lead goes to
3. Design the soft disqualification card with an alternative offer (downsell)
4. Build the form and routing logic as a draft
5. Configure the emitted events (captured, qualified, booked, disqualified) toward the CRM or GoHighLevel
6. Test the full flow with example cases before publishing on the live site

The skill

---
name: lead-routing-booking-form
description: Builds a lead qualification, calendar-routing, and soft-disqualification form for a website, emitting standard events toward a CRM like GoHighLevel.
---

# Lead Qualification and Calendar Routing Form

## 1. Purpose
Install a form that qualifies a lead in real time and routes them to the right salesperson's calendar, or an alternative offer if they don't qualify.

## 2. Initial interview
Define with the user which questions qualify a lead, what profiles exist, and which salesperson or team each one maps to.

## 3. Routing logic
Translate answers into a score or hard rules that decide the destination calendar.

## 4. Soft disqualification
For leads that don't qualify, show a card with an alternative offer (downsell) instead of a plain rejection.

## 5. Events without a dedicated backend
Emit four standard events: lead captured, lead qualified, call booked, lead disqualified, so any CRM (including GoHighLevel) can subscribe without needing a dedicated backend.

## 6. Testing
Test the form with several example profiles before installing it on the live site.

## 7. Safety rules
- The form is published on the live site only after explicit approval.
- Routing rules or lead profiles are never invented; they're built from what the user confirms.
- No CRM API key is ever exposed in chat.

For Claude Code, save it as ~/.claude/skills/lead-routing-booking-form/SKILL.md. In Cursor, ChatGPT or another assistant, paste it as project instructions.