Site visit funnel template
Local project businesses assessing a property before arranging an on-site visit.
Example brand: Oak & Line. Demo answers are not sent or saved.
How this funnel works
Ask about the space and joinery need, then collect the postcode and access constraints before confirming a visit separately.
- Start
- Your focus
- Your joinery
- Your details
- A home · next step Confirmation
A playbook for this campaign
Site assessment requests. A property-specific visit preparation list.
When to use it
Campaign visitors who need to understand the specific offer before choosing a next step.
After the request
Review access and scope, then confirm a visit.
Measure the next outcome
Track completed requests and the downstream outcome separately: site visit confirmed. The demo records neither. A calendar or checkout click does not confirm the later action.
Prepare before launch
Service area, visit process and booking destination.
Different answers. Relevant next steps.
A home
Prepare the home visit brief.
Photograph the space and note what needs to fit, what must remain accessible and any access constraints.
The team confirms visit availability separately.
Try this in the live demo →A commercial space
Prepare the commercial visit brief.
Include the use of the space, access hours and who can approve the scope or arrange entry.
Do not share building access codes in this form.
Try this in the live demo →Another property
Describe the property before arranging the visit.
Explain the space, the proposed work and anything the team needs to know to assess a visit.
A request does not reserve a visit or establish a quote.
Try this in the live demo →Launch this campaign, step by step
- Replace the fictional brand and review the offer
- Service area, visit process and booking destination
- Test every answer path and the default result
- Submit a test request and verify its contact record
- Connect and test the intended follow-up; confirm downstream outcomes separately
Message drafts are included for acknowledgement, useful preparation and a manual check-in. Review their copy and connect the appropriate sending channel before using them. These examples do not send messages.
Make it fit your business
Replace Oak & Line with your own identity, offer and imagery. Edit the question labels and destinations, choose the fields you actually need, and review every page before sharing.
Connect your real booking destination and confirm what happens before a time is reserved. The demo uses illustrative AI-generated photography. Replace it with your own product, people or project material before presenting it as evidence.