Routing forms
Ask first.
Then send them
to the right person.
One booking link treats every booker the same. A routing form asks what you need to know before the booking page, and routes on the answers.
Before you book
How big is your team?
Routed to Alex Morgan
Product demo · 45 min · round robin
Routing forms
Ask two questions.
Send each person
to the right person.
A routing form sits in front of the booking page. It asks what you need to know, then sends each booker to the right booking type or the right host based on what they answered — so an enterprise enquiry never lands in a 15-minute intro slot.
Every routing link carries a status — created, viewed, booked or expired — and every answer is stored against the response, so you can see both where people drop off and what they told you on the way in.
What people route on.
Route on company size
Enterprise enquiries go to a named rep; everyone else goes into the round-robin pool.
Route on customer or not
Existing customers reach support. New enquiries reach sales. Nobody waits in the wrong queue.
Route on region
Send each booker to a host in a sensible timezone, so nobody is offered a 6 AM call.
Route on product
A question about one product shouldn't end up in a demo for another one.
FAQ
Routing form questions
Can't find what you're looking for? Get in touch and a real person will reply.
Two is usually enough to route accurately. Every extra question is another chance for someone to drop off.
Stop scheduling.
Start meeting.
Give people a simple way to find time with you — and give your team their time back.
Alex Morgan · 30 min
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