The Purpose

Install a simple system to qualify opportunities using TallyForms to focus on high-value intentional inquiries.

The Background

In today’s business world, opportunities flood your inbox, DMs, and daily calendar.

From podcast invites to happy hours, it feels like everyone wants a piece of your time. The real challenge isn’t saying “yes”—it’s knowing what to say yes to.

Our brains can only process a fraction of what’s around us (just 5% of the material world!), so we need tools that help filter the noise and spotlight the signal.

Enter the Intentional Inquiry Qualifier.

Think of this as your digital gatekeeper. Once your priorities are clear, this tool ensures that anyone looking to collaborate can align with how you actually want to work.

Whether they want to guest on your podcast, sponsor an event, or hire you—it all starts with the right form.

The Ingredients

• Your top 3–5 priorities (decided and documented)

• A TallyForms account

• A QR code (optional, for digital business cards)

• A list of collaboration types (guesting, sponsoring, hiring, etc.)

• Email signature, DM template, or business card to share the form

The Steps to Implement

1. Clarify Your Priorities

   • Lock in your top 3–5 business priorities using your MDM Notion dashboard.

   • Example: Launch podcast, fill mastermind, secure 5 vendor contracts.

2. Define Your Collaboration Types

   • Choose 3–5 ways people can work with you. Make sure each matches a business priority.

   • Example options: Be a guest, sponsor, hire me, refer a client, suggest something else.

3. Build your Form

   • Create fields for name, email, and a multiple-choice selector for collaboration types.

   • Include one optional open-ended question: “Anything else you’d like us to know?”

4. Share It Like a Pro

   • Embed the form URL in your email signature.

   • Add it to your business card via QR code.

   • Drop it in your DMs when people reach out.

   • Use it yourself when someone shares interest.

5. Respond with Intention

   • Set up notifications so you're emailed instantly.

   • Triage: accept aligned opportunities, politely decline others, or explore “other” options later.

Preparation Notes

• Stay human. You don’t have to be robotic. If someone’s a great fit, go off-script—but this form protects your time from the noise.

• Revisit quarterly. As your priorities shift, update the form.

• Align with your Growth Scorecard. This tool supports better lead qualification, subscriber segmentation, and conversion optimization.

• Start with templates. If you want a jumpstart, ask us for the MDM TallyForm Starter Templates.

Want to get one built in under 30 minutes? Drop your email and we’ll send you the step-by-step walkthrough. Let’s make every opportunity count.