Automated program recommender: a short questionnaire that maps a lead's answers to the best-fit BMF program, feeding workflow 5.1 so the recommendation auto-fills instead of the rep picking manually.
DRAFT v1 questionnaire + logic (for BMF/Samira to confirm or adjust):
Q1. What is your #1 goal right now? (single select) Learn and fix my credit myself -> BMF University ($97/mo) Repair / dispute items on my credit report -> go to Q2 Open a bank account (been denied / ChexSystems) -> Banking Resolution Program ($797) Get approved for an apartment / rental -> Apartment / Housing Approval Program ($799) Buy or finance a car -> go to Q3 Buy a home -> Homebuyer Program ($2,499) Start or fund a business -> go to Q4 Not sure / I want it all -> Advanced Program ($2,499) or book a call
Q2. How complex is your credit situation? (credit-repair branch) Just want to keep an eye on it -> Credit Monitoring ($47/mo) A few inaccurate items, want a structured review -> ReConsult Package ($1,000) Many negatives / complex profile, need the deep dispute -> ReStore Package ($1,500)
Q3. For the vehicle, what stage are you at? (car branch) Need to prepare/position before applying -> Vehicle Approval Program ($1,499) Ready to finance and want the strongest loan position -> Auto Loan Buyer Program ($2,499)
Q4. For your business, what do you need most? (business branch) Capital / funding to launch or grow -> Business Funding Program (quote) 1-on-1 guidance to structure and scale -> Business Mentorship Program (quote)
Modifiers (refine the recommendation): Credit score range (fed by the existing Credit Score Range field): under 580 tends toward ReStore / education first; 580-680 toward approval programs; 680+ toward funding/homebuyer. Budget / readiness: under $100/mo or "not ready to invest" -> University or Monitoring (self-serve checkout). Over $750 -> the matched program + "Book a Call". Timeline to Start = Immediately -> flag high-value for a same-day specialist call.
How it feeds 5.1: the questionnaire (a GHL form/survey or the routing quiz) writes the result to a "Recommended Program" field; 5.1 already fires on "Recommended Program filled" and sends the matching recommendation. So this draft, once confirmed, becomes the form fields + the mapping rules that set that field.
NEEDS FROM BMF (to finalize + build): confirm/adjust the goal-to-program mapping above, the credit-range thresholds, and any rule for when to recommend education first vs a paid program. Then it gets built as the form + auto-fill logic.
Definition of Done: a test lead answering the questionnaire is routed to the correct program per BMF's confirmed rules, and 5.1 sends the matching recommendation automatically for the mapped cases.