---
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.