The Flow Formula – Instant Quote Builder

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Name

First Name

Last Name

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Email

example@example.com

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Step 1: What kind of automations do you need?

A welcome or nurture sequence

A full client onboarding flow

Launch or sales automations (cart opens/closes, reminders)

Something custom or advanced

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Step 2: How many sequences do you need built?

1–2

3–4

5 or more

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Step 3: How are leads getting into your system?

Just through forms or opt-ins

Through checkout (paid products)

Through multiple entry points (lead magnets, upsells, courses)

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Step 4: What email platform are you using?

ActiveCampaign, Kajabi, Podia

ConvertKit, Flodesk, MailerLite, MailChimp

Not set up yet

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Step 5: What tagging and segmentation do you want?

Just basic tags (freebie downloaded, client purchased)

Triggered sequences based on behavior

Complex segmentation (multiple products, subscriber paths)

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Step 6: Any additional integrations needed?

Connecting to checkout platforms (PayPal, Stripe, etc.)

Connecting to course platforms (Kajabi, Thinkific, etc.)

Not sure yet

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Step 7: What’s your ideal launch or implementation timeline?

2 weeks or less

3–4 weeks

1–2 months

Just planning ahead