← All templates
Recommendation / Match
Recommend the right option

Plan recommender

Matches the respondent to the plan that fits their team size, volume and goal.

Flow: Fit questions → contact gate → recommended plan

The questions

4 questions, each carrying weight into the recommendation / match engine.

  1. 1. How many people work on this with you?

    Just me · 2 – 5 · 6 – 20 · More than 20

  2. 2. Roughly how many leads do you handle each month?

    Under 100 · 100 – 500 · 500 – 2,500 · 2,500+

  3. 3. Do you need leads pushed into other tools automatically?

    Yes, into our CRM · Not right now

  4. 4. What's the goal for the next 90 days?

    Validate that this works at all · Grow volume steadily · Scale across the whole team

The outcomes

Each outcome has its own respondent copy, call to action and routing.

Starter

Nurture

Starter is your fit

Everything you need to launch one funnel and see real answers, without paying for team features you won't touch yet.

Start on Starter

Growth

Qualified

Growth is your fit

Your volume justifies automation: routing, follow-up and reporting so nothing sits in an inbox.

Start on Growth

Scale

Qualified

Scale is your fit

At your size the leverage is in integrations, team permissions and reporting across every funnel you run.

Talk to us about Scale

See where your funnel leaks

Two minutes, eight questions. You get a scored profile of your capture-to-conversion system and the one gap to fix first — built with FunnelMagic itself.

No credit card. The scorecard is a live FunnelMagic funnel.