Static forms collect answers, not intent.
- Generic contact forms with no logic.
- Requests scattered across DMs, chats, and inboxes.
- Sales calls start with missing context.
97% leaves your website. Smartforms fix that.
97% of everyone on your website leaves — we help fix that by replacing traditional forms with Smartforms to prequalify, educate, and book purchase-ready appointments.
Smartform · Roofing
LiveStep 3 of 475%
DetailsContactEstimateSchedule
Michael Harris Validated
m.harris@gmail.com Validated
(734) 555‑0142 Validated
482 Maple Ridge Dr, Ann Arbor, MI 48103 Validated
Single-family · Ann Arbor, MI
Size
2,180 sqft
Built
1998
Value
$412k
0% APR · 60 mo
Good
$189/mo
Standard finish
BetterPick
$249/mo
Upgraded materials
Best
$329/mo
Premium build
Fit score · 92
Continue →
Built from real buying journeys across sales-led businesses.
The first step is where good leads leak.
A guided flow that captures real buyer context.
- Smartform adapts to each buyer's answers.
- Fit, urgency, and budget qualified automatically.
- Your team receives a clean buyer record.
From first click to booked, qualified, and followed up.
Step 1
Visitor answers the Smartform
Guided intake replaces the contact form. Every answer becomes enriched context — service, scope, intent, and fit — delivered to your team before the first call.
Question 1 of 520%
What kind of roofing project is it?
Roof replacement
Roof repair
Roof restoration
Insurance claim
Continue
Step 2
Buyer self-books after pre-qualification
Enriched with budget, credit signal, and property data, only qualified buyers reach the calendar — and your team gets the full context the moment a slot is booked.
Appointment booked
Fit 92Thursday · 10:30 AM
Michael Harris · Roof replacement
Budget$15k–$25k
Credit score740 · Excellent
Property value$420k · built 1998
Roof area2,180 sq ft
Qualified buyer · synced to CRM
Step 3
AI handles follow-up & confirmation
Automatic SMS and email nudges confirm the appointment, recover no-shows, and re-engage cold buyers — every conversation picks up from what the buyer already told you.
AI follow-up · SMS00:04
Hi Michael — confirming your roof replacement consult Thursday at 10:30 AM.
We've got your 2,180 sq ft estimate ready. Reply Y to confirm.
Y
You're confirmed. Calendar invite + prep checklist on the way.
SMS · Email · Calendar invite sent
Built for businesses where the first conversation matters.
Home services
Better quote requests with scope, urgency, location, budget, and booking context before the first call.
Agencies
Qualify project inquiries before the strategy call, with goals, budget, timeline, and fit already clear.
Professional services
Turn consultation requests into useful intake with context, urgency, and the right next step.
B2B sales teams
Turn demo requests into warmer, cleaner, CRM-ready opportunities.
High-ticket services
Filter for fit before your team spends time with serious buyers.
Local service businesses
Give buyers a clearer first step and make follow-up easier for your team.
Clearer leads. Better first conversations.
See how businesses use Preframe to structure inquiries, qualify demand, and make the buying journey easier from the first step.
“Preframe helped us understand which inquiries were actually worth calling first. The team stopped wasting time on unclear requests.”
Sarah Mitchell
Owner, Home Services Company
“Before Preframe, every lead looked the same. Now we can see intent, budget, service fit, and next steps before the first conversation.”
Daniel Cooper
Sales Director
“The first buying step became much clearer. Customers know what to send, and our team knows how to respond.”
Emily Carter
Operations Lead
“Preframe helped us understand which inquiries were actually worth calling first. The team stopped wasting time on unclear requests.”
Sarah Mitchell
Owner, Home Services Company
“Before Preframe, every lead looked the same. Now we can see intent, budget, service fit, and next steps before the first conversation.”
Daniel Cooper
Sales Director
“The first buying step became much clearer. Customers know what to send, and our team knows how to respond.”
Emily Carter
Operations Lead
“We no longer lose good opportunities inside messy forms and back-and-forth messages. Preframe gives the whole process structure.”
Michael Adams
Founder, Local Services Brand
“It made our quoting process feel more premium. The experience is simple for customers and much easier for our sales team to manage.”
Laura Bennett
Client Experience Manager
“The biggest difference is clarity. We can qualify faster, follow up better, and focus on the leads that are ready to move.”
James Wilson
Revenue Manager
“We no longer lose good opportunities inside messy forms and back-and-forth messages. Preframe gives the whole process structure.”
Michael Adams
Founder, Local Services Brand
“It made our quoting process feel more premium. The experience is simple for customers and much easier for our sales team to manage.”
Laura Bennett
Client Experience Manager
“The biggest difference is clarity. We can qualify faster, follow up better, and focus on the leads that are ready to move.”
James Wilson
Revenue Manager
“Preframe helped us turn a confusing inquiry process into something guided, clean, and easy to understand.”
Anna Roberts
Agency Partner
“It feels like a better front door for the business. People arrive with context, and our team starts the conversation with confidence.”
Chris Morgan
Business Owner
“The platform helped us filter noise without making the customer experience feel heavy. That balance is what we needed.”
Rachel Green
Growth Consultant
“Preframe helped us turn a confusing inquiry process into something guided, clean, and easy to understand.”
Anna Roberts
Agency Partner
“It feels like a better front door for the business. People arrive with context, and our team starts the conversation with confidence.”
Chris Morgan
Business Owner
“The platform helped us filter noise without making the customer experience feel heavy. That balance is what we needed.”
Rachel Green
Growth Consultant
“Preframe helped us understand which inquiries were actually worth calling first. The team stopped wasting time on unclear requests.”
Sarah Mitchell
Owner, Home Services Company
“Before Preframe, every lead looked the same. Now we can see intent, budget, service fit, and next steps before the first conversation.”
Daniel Cooper
Sales Director
“The first buying step became much clearer. Customers know what to send, and our team knows how to respond.”
Emily Carter
Operations Lead
“Preframe helped us understand which inquiries were actually worth calling first. The team stopped wasting time on unclear requests.”
Sarah Mitchell
Owner, Home Services Company
“Before Preframe, every lead looked the same. Now we can see intent, budget, service fit, and next steps before the first conversation.”
Daniel Cooper
Sales Director
“The first buying step became much clearer. Customers know what to send, and our team knows how to respond.”
Emily Carter
Operations Lead
“We no longer lose good opportunities inside messy forms and back-and-forth messages. Preframe gives the whole process structure.”
Michael Adams
Founder, Local Services Brand
“It made our quoting process feel more premium. The experience is simple for customers and much easier for our sales team to manage.”
Laura Bennett
Client Experience Manager
“The biggest difference is clarity. We can qualify faster, follow up better, and focus on the leads that are ready to move.”
James Wilson
Revenue Manager
“We no longer lose good opportunities inside messy forms and back-and-forth messages. Preframe gives the whole process structure.”
Michael Adams
Founder, Local Services Brand
“It made our quoting process feel more premium. The experience is simple for customers and much easier for our sales team to manage.”
Laura Bennett
Client Experience Manager
“The biggest difference is clarity. We can qualify faster, follow up better, and focus on the leads that are ready to move.”
James Wilson
Revenue Manager
“Preframe helped us turn a confusing inquiry process into something guided, clean, and easy to understand.”
Anna Roberts
Agency Partner
“It feels like a better front door for the business. People arrive with context, and our team starts the conversation with confidence.”
Chris Morgan
Business Owner
“The platform helped us filter noise without making the customer experience feel heavy. That balance is what we needed.”
Rachel Green
Growth Consultant
“Preframe helped us turn a confusing inquiry process into something guided, clean, and easy to understand.”
Anna Roberts
Agency Partner
“It feels like a better front door for the business. People arrive with context, and our team starts the conversation with confidence.”
Chris Morgan
Business Owner
“The platform helped us filter noise without making the customer experience feel heavy. That balance is what we needed.”
Rachel Green
Growth Consultant
Integrate with your favorite tools.
Preframe sits in front of your CRM, calendar, and ad tools — connecting ServiceTitan, Housecall Pro, Jobber, Salesforce, HubSpot, Google, and more.
A few common questions.
If yours isn't here, a short walkthrough is usually the fastest answer.
Make your business easier to buy from.
Give every buyer a clearer first step — and give your team a better starting point.