Custom Questions

Custom questions let you collect information from prospects when they book. This data helps you qualify leads, prepare for calls, and personalize your approach.

Why Use Custom Questions?

Custom questions help you:

• Qualify leads before the call
• Prepare better with context about their needs
• Segment prospects based on responses
• Automate disqualification of poor-fit leads
• Track attribution with custom fields

Adding Questions

Step 1: Access Question Builder

1. Open your booking link settings
2. Navigate to the Questions tab
3. Click Add Question

Step 2: Choose Question Type

Select from available question types:

Step 3: Configure the Question

Built-In Fields

Every booking link includes these standard fields:

You can customize:

• Whether phone is required
• Placeholder text
• Help text

Question Types in Detail

Text

Single-line text input for short answers.

Configuration:

• Max character limit (optional)
• Placeholder text
• Required/optional

Example Uses:

• "What's your job title?"
• "Company name"
• "How did you hear about us?"

Long Text

Multi-line text area for detailed responses.

Configuration:

• Max character limit (optional)
• Rows to display
• Placeholder text

Example Uses:

• "Describe your current challenge"
• "What are you hoping to achieve?"
• "Any questions for our call?"

Select (Dropdown)

Single selection from predefined options.

Configuration:

• Option values
• Default selection (optional)
• Allow "Other" option

Example Uses:

• "What's your company size?"
• "What's your budget range?"
• "What industry are you in?"

Multi-Select (Checkboxes)

Multiple selections from predefined options.

Configuration:

• Option values
• Minimum/maximum selections
• Allow "Other" option

Example Uses:

• "Which products interest you?"
• "What challenges are you facing?"
• "Which team members will join?"

Number

Numeric input with validation.

Configuration:

• Minimum value
• Maximum value
• Step increment

Example Uses:

• "Team size"
• "Annual revenue"
• "Number of locations"

Question Order

Rearrange questions to create a logical flow:

1. In the Questions tab, find the question to move
2. Drag using the handle icon
3. Drop in the new position

Recommended Order:

1. Basic info (name, email, phone)
2. Company/role context
3. Qualifying questions
4. Open-ended questions

Required vs Optional

When to Require

Make questions required when:

• Answer is essential for the call
• Used for disqualification
• Critical for lead routing

When to Make Optional

Make questions optional when:

• Nice-to-have information
• Might slow down conversion
• Some prospects won't have an answer

Impact on Conversion

More required questions = lower completion rate but higher quality leads.

Balance carefully:

Disqualification Rules

Custom questions don't have show/hide conditional logic. The closest equivalent is disqualification — you can set rules on a question's answers that mark the lead as disqualified or send them to a fallback URL. Use disqualification rules when you'd otherwise be tempted to hide a follow-up question for an unqualified lead.

See Disqualification Rules for setup.

Using Responses

In Your Pipeline

Question responses appear:

• On the lead detail view
• In the activity timeline
• As custom fields

For Disqualification

Link questions to disqualification rules:

1. Go to Qualification tab
2. Select which question
3. Choose disqualifying answers

See Disqualification Rules.

In Zapier

Responses are included in Zapier trigger data as custom fields.

Via API

Access responses through the API:

query GetLead($id: ID!) {
  lead(id: $id) {
    name
    customFields {
      fieldId
      value
    }
  }
}

Best Practices

Question Writing

Do:

• Keep questions clear and concise
• Use specific options (not vague ranges)
• Provide helpful placeholder text
• Match language to your audience

Don't:

• Ask for information you won't use
• Use jargon prospects won't understand
• Make every question required
• Duplicate information you'll ask on the call

Qualifying Questions

Effective qualifying questions:

For Different Meeting Types

Managing Questions

Edit a Question

1. Find the question in the list
2. Click on it to expand
3. Make changes
4. Changes auto-save

Delete a Question

1. Find the question
2. Click the delete icon
3. Confirm deletion

Duplicate a Question

1. Find the question to copy
2. Click duplicate icon
3. Modify as needed

Examples

B2B SaaS Discovery Call

Required:
1. Company name (text)
2. Job title (text)
3. Company size (select: 1-10, 11-50, 51-200, 200+)
4. What's your primary challenge? (select: options...)

Optional:
5. Anything specific you'd like to discuss? (long text)

Consulting Call

Required:
1. Company/Organization (text)
2. What service interests you? (select)
3. Budget range (select)
4. Timeline (select: Urgent, 1-3 months, 3-6 months, Just exploring)

Optional:
5. Describe your project (long text)

Product Demo

Required:
1. Role (select: Individual, Team Lead, Executive)
2. Current tools (multi-select)
3. Team size (number)

Optional:
4. Specific features you want to see? (long text)

Next Steps

• Disqualification Rules - Auto-filter based on responses
• UTM Tracking - Track where leads come from
• Embedding - Pre-fill questions via URL