How It Works
Capture, Craft, Closeyour growth engine inthree easy clicks
Capture Lead Information
Your prospects answer a few key questions about their business needs and goals through our streamlined questionnaire.
Delight Your Clients
Our AI instantly creates a tailored growth plan and a personalised website analysis for your site visitors, matching their needs with your specific offerings.
Convert
Leads receive their professional growth plan immediately, priming them for a successful sales conversation when they book their call.
Why Your Current Funnel Is Losing You Leads
Most agency sites rely on "Book a Free Consultation" CTAs. That's too much, too soon—and your best leads bounce.
Planform fixes that with:
A custom growth plan built from your services
Instant feedback on their website to hook attention
Zero manual work for you or your team
🧠 Personalized Plans That Convert
We turn your services into a custom plan that helps visitors understand exactly how you'll help them—and why they should book with you.
🎛 Tailored to Your Agency
No templates. Planform uses your real offers, packages, and brand language—so every plan feels like you wrote it.
📈 From Visit to Call in One Click
Forget PDFs, forms, or follow-up emails. Your visitors get value instantly, and your team gets qualified leads ready to talk.
"We added a Growth Plan CTA to our site with Planform and saw 3x more qualified leads in the first two weeks."
Jordan M.
Founder at Lightbridge Studio
Frequently Asked Questions
Everything you need to know about improving your lead conversion process
How do the personalized growth plans work?
Planform.ai takes your actual services and offerings and matches them to your prospect's specific needs based on their questionnaire responses. The AI analyzes their business goals, challenges, and priorities to create a custom plan that showcases exactly how your services can help them achieve their objectives.
How long does it take to implement Planform on my site?
Setup is quick and straightforward. After you add your services and customize your questionnaire, you can embed Planform.ai on your website in minutes. We'll help you get up and running so you can start converting more leads - fast.
Will this replace my consultation booking system?
Planform.ai complements your existing booking system rather than replacing it. It adds a valuable step in your sales funnel that converts more visitors into qualified leads. After receiving their personalized plan, prospects are directed to your booking system to schedule a call, but now they're much more likely to follow through and become clients.
How does this improve my conversion rates?
Most websites ask visitors to book a call immediately, which is a high-commitment action many aren't ready for. Planform.ai creates an intermediate step where visitors receive immediate value (their custom plan) while you capture their information. This approach typically increases lead generation by 35-50% and improves consultation show-up rates by over 80%.
Can I customize the look and feel of the questionnaire?
Absolutely! Planform.ai is fully customizable to match your brand's colors, fonts, and overall aesthetic. You can also tailor the questions, add your logo, and customize the format of the growth plans to ensure a consistent brand experience for your prospects.