3-Question Qualifier
The form a lead fills out after they comment NUMBERS and receive
the auto-DM with the link. Submit fires a webhook to the DM tool
(ManyChat or GHL) which delivers the Daily Numbers Tracker plus a
Telegram invite, with one personalized line based on their Q2 answer.
Hosted on Tally (default — free tier supports webhooks; mobile-first
form rendering matches the IG audience). Form URL stored in
frontmatter as tally_url: once impl creates the form.
Question 1 — sub-persona
Copy: Where are you in your e-commerce journey right now?
Type: single-select.
Options: 1. Pre-first-sale. I have a product idea or a half-built store. 2. $10K to $100K per month. I have sales but I am drowning in ad spend or operations. 3. Past $1M per year. I have hit a ceiling and I am looking for the structural unlock. 4. Something else.
Scoring:
- Option 1 → tag sub_persona: Validator
- Option 2 → tag sub_persona: Operator
- Option 3 → tag sub_persona: Scaler
- Option 4 → tag sub_persona: Other and route to a manual review DM
The sub-persona tag drives which Telegram nurture sequence the lead enters. It also bias-corrects the LEARN pass — if Operators are under-indexing in carousel reach but over-indexing in funnel conversion, the agent shifts hook mix toward Operator.
Question 2 — bottleneck
Copy: What is the one bottleneck most slowing you down right now?
Type: single-select.
Options: 1. Cashflow. I am running out of money before the sales catch up. 2. ROAS. My ads are not paying back. 3. Team. I am the bottleneck and I cannot hire fast enough. 4. Product. I do not know if I am selling the right thing. 5. Mindset. I know what to do, I am not doing it. 6. Something else.
Scoring:
- Each option maps to a bottleneck: tag of the same name.
- The tag is echoed back in the tracker delivery DM verbatim:
"Got it — your bottleneck looks like {bottleneck}. Here's the row in
the tracker that matters most for you: {row}."
- The {row} mapping is a fixed lookup:
- cashflow → "Revenue minus all spend, weekly running balance"
- roas → "ROAS column, day over day"
- team → "(no row — Telegram invite for the team thread)"
- product → "Cost per ATC vs ROAS — if both are bad it is the product"
- mindset → "(no row — Telegram invite for the discipline thread)"
- other → "(manual review)"
Question 3 — email
Copy: What is the best email to send the tracker to?
Type: email field, required, validated.
Scoring:
- Captured to wiki/content/leads.md row.
- Used for the 7-day nurture sequence (Phase 2).
Webhook payload (what Tally sends downstream)
{
"submission_id": "...",
"submitted_at": "2026-05-05T14:22:00Z",
"answers": {
"q1_journey": "10k_to_100k",
"q2_bottleneck": "roas",
"q3_email": "lead@example.com"
},
"source_post_id": "<from URL parameter set by ManyChat/GHL>"
}
The DM tool receives this, does the row-lookup for q2, fires the
tracker DM, and writes a row to wiki/content/leads.md:
| 2026-05-05T14:22 | lead@example.com | Operator | roas | <post_id> | pending |
The pending in the last column is the telegram_join flag — flips
to joined if/when the lead clicks the Telegram invite (tracked via
the unique invite link the DM ships).
Form configuration notes
- No required fields except Q3. Letting people skip Q1/Q2 surfaces
more leads but tagged as
Other— design the manual-review DM for this case. - No "thank you" page after submit. Redirect to
t.me/gustavsgotautsdirectly. The lead is on their phone, in IG flow; sending them to a generic thank-you wastes the moment. - Mobile-only validation. The audience is overwhelmingly on mobile IG. Test the form on iPhone Safari + Android Chrome before launch.