When to use it
- When prospects are unsure which option is right for them.
- When your offer includes multiple packages with distinct fit criteria.
- When sales teams need better intent context at handoff.
Template
Recommendation Tool
A guided selector that matches visitors to the right service or package based on their needs, reducing decision friction.
What this template is
An interactive recommendation flow that maps visitor inputs to tailored service options.
A conversion path for offerings with multiple plans, treatments, or engagement models.
What problem it solves
- Reduces confusion in complex service menus.
- Increases confidence by tailoring suggested next steps.
- Captures context that improves lead routing and qualification speed.
Example industries
Cosmetic clinicsPrivate educationManaged B2B services
Related next steps
Use the recommendation tool template in your funnel
Start with this template and adapt the copy, inputs, and qualification depth for your market.