Your closers shouldn’t find out a lead has no budget 20 minutes into the call.
A lot of coaches and course creators let anyone book a sales call. The fix is one question on the booking form, placed before the calendar:
“How much could you realistically set aside for this?”
Has a budget: goes straight to booking a call.
“Nothing right now”: goes to a “not yet” page with free content and gets tagged so they stay warm.
Nobody gets turned away, and your sales team spends its time on calls that can actually close.
I build this kind of setup in GoHighLevel for coaches, course creators and online education brands, along with webinar funnels, follow-up automations and Meta Ads. If you want it on your funnel, message me here on Contra.
Quick add-on for anyone implementing this: I set this up in GoHighLevel so "Has Budget" → auto books, "No Budget" → goes to a value page with a Loom + gets tagged as Nurture in CRM. That way no lead is lost. If you want the exact workflow screenshot, DM me "BUDGET" and I'll send it