When to Use Post-Booking Mode
Post-booking mode is designed for clients who have already committed to working with you.
Pre-Booking vs Post-Booking
Use Post-Booking When:
- Contract is signed — They've committed
- Payment received — Deposit or first invoice paid
- Verbal agreement — Handshake deal confirmed
- Referred client — Warm intro, ready to start
Don't Use Post-Booking For:
- Initial inquiries (use pre-booking)
- Quote requests (use pre-booking)
- People "just looking" (use pre-booking)
- Leads you haven't qualified yet
The Post-Booking Workflow
- Client commits — Signs contract or pays deposit
- Send intake link — Your post-booking form URL
- Client completes — Fills out project details
- Review submission — Check completeness
- Begin work — Start with full context
Benefits of Separate Modes
- Better data — AI optimized for each stage
- Clearer pipeline — Leads separate from clients
- Right questions — Form fields match the stage
- Accurate metrics — Track leads and intakes separately
Example: Agency sends pre-booking form to website visitors. Once a visitor becomes a client, they're sent a post-booking intake form for project onboarding.