SimpleCheck
High-ticket sales teams
Your leads look qualified, but...30%can't afford to buy....and you don't know until the end of the call.

That's why no-shows are high, closers are frustrated, and your ads keep wasting spend on unqualified leads.

"30% of all calls we were scheduling simply, even if they wanted to, could not afford our service."

TM
Tim M. $500K-$1M/mo
Executive Career Upgrades
The Reality

Every slot booked.
Half can't pay.

This is what your sales calendar looks like right now.

Today's Calendar
Buyer Can't Pay
👇 Tap any call to see what you COULD know before "hello"
DS
Dwight S.
9:00 AM
Qualified
✓ Qualified Buyer
Credit Score796
Available $$74,000
Income$154,000
KK
Kelly K.
10:00 AM
Can't Pay
✗ Cannot Afford
Credit Score479
Available $$584
Income$52,000
JH
Jim H.
11:00 AM
Qualified
✓ Qualified Buyer
Credit Score724
Available $$42,500
Income$118,000
RH
Ryan H.
1:00 PM
Can't Pay
✗ Cannot Afford
Credit Score512
Available $$1,240
Income$41,000
AM
Angela M.
2:00 PM
Qualified
✓ Qualified Buyer
Credit Score768
Available $$89,200
Income$142,000
2
Wasted Calls
$800
Burned Today
3
Real Buyers

Why does this
keep happening?

People Lie On Forms

"People lie on applications all the time. They make their applications seem like they have money."

- Mark S., 25yr Marketing Vet

Your Closers Are Burning Out

"I was getting ready to lose a closer because she was tired of getting on the phone with unqualified leads."

- Lindsey V., Holistic Health Coach

What if you knew who could buy before your team said hello?

Stop guessing. Start knowing.

The Same Lead. Different Information.

What you're already collecting vs. what we'll show you

✗ What You Get Now
NameJohn S.
Emailjohn@email.com
Phone555-123-4567
Can Pay?🤷 ???
✓ What You'd Know With SmartForm
Credit Score742
Available $$18,400
Income$95,000
Can Pay?✓ YES

For every lead you capture, you get a name, email & phone. With SmartForm, that same info instantly reveals their real credit score, available spend, and income - so you finally know who can buy.

"Now, any call our closer gets on, we 100% know they can buy."

See It In Action

Watch how this works
in 3 minutes

How It Works

3 steps to a buyer-only calendar

Just replace your old lead capture form or calendar booking widget. That's it.

→ Setup takes under 15 minutes

1

Swap Your Opt-In Or Calendar Form

NameJohn SmithSaved
Emailjohn@email.comSaved
Phonetyping...Saving
Captures 30% more leads by saving every keystroke - even if they don't submit
2

Instantly Know Who Can Buy

742
Credit Score
$18K
Available $
$95K
Income
Real financial data in 0.7 seconds with just Name, Email & Phone. No friction. No hard pull.
3

Route Automatically

700+ CreditBooks directly with closer
Below 700Downsell offer they can afford
Buyers book calls. Everyone else gets an offer they can afford to liquidate ad spend. Set your own rules and links, then it works on autopilot.

For every lead you're already paying for, you get a name, email & phone.

For the first time ever, that same info instantly reveals their real credit score, available spend, and income - so you can finally scale with clarity.

Why SmartForm?

The Only Tool Built For Qualification

Other tools help you book calls. Only SmartForm tells you who can actually pay.

Real-Time Credit Score
SmartForm Only

See your prospect's actual credit score instantly when they opt in - before your team spends a minute on them.

Available Spending Power
SmartForm Only

Know exactly how much available credit they have to charge today. No more 'let me check my cards' at the close.

Income Verification
SmartForm Only

Verified income data pulled from credit bureaus. Know if they can actually afford your offer long-term.

SmartRoute™ Dynamic Redirects
SmartForm Only

Auto-route qualified leads to your closers' calendars. Send unqualified leads to downsell offers automatically.

Lead Source Attribution
SmartForm Only

Track first and last touch attribution to see exactly which ad sources bring your most qualified buyers.

Ad Pixel Qualification Feedback
SmartForm Only

Train Meta and Google on qualified vs disqualified leads. Your ads get smarter and more efficient over time.

Progressive Lead Capture
Some Tools

Capture lead info even if they abandon the form. Get 30% more leads from the same traffic.

Round-Robin Calendar Routing
All Tools

Distribute booked calls evenly across your sales team. Standard scheduling feature.

FeatureSmartFormCalendlyGHLiClosed
Real-Time Credit Score
See your prospect's actual credit score instantly when they opt in - before your team spends a minute on them.
Available Spending Power
Know exactly how much available credit they have to charge today. No more 'let me check my cards' at the close.
Income Verification
Verified income data pulled from credit bureaus. Know if they can actually afford your offer long-term.
SmartRoute™ Dynamic Redirects
Auto-route qualified leads to your closers' calendars. Send unqualified leads to downsell offers automatically.
Lead Source Attribution
Track first and last touch attribution to see exactly which ad sources bring your most qualified buyers.
Ad Pixel Qualification Feedback
Train Meta and Google on qualified vs disqualified leads. Your ads get smarter and more efficient over time.
Progressive Lead Capture
Capture lead info even if they abandon the form. Get 30% more leads from the same traffic.
Round-Robin Calendar Routing
Distribute booked calls evenly across your sales team. Standard scheduling feature.
Real Results

447+ businesses selling smarter

2x
Close Rate Increase
64%
Lower Lead Cost
30%
More Leads Captured
47%
Higher ROAS

Hear From Happy SmartForm Users

"Our close rate went through the roof. We're now at about 50%, whereas before we were right around 25%."

"30% of all calls we were scheduling simply could not afford our service. Now we know before they even get on the calendar."

"I was getting ready to lose my closer. She was tired of getting on the phone with unqualified leads."

"We stopped guessing and we could actually see who's qualified or not, right away."

"It just makes no sense not to use this - unless you want to go into every sales call blind."

"It's been able to help us improve our marketing big time. We get so much better data."

"We took our close rate from 25% to 45%, and our ROAS from 3.5x to 16x."

"We increased our qualified bookings ratio from 35% to 54% in just 30 days on the same ad spend."

ROI Calculator

See Your Growth Potential

Plug in your numbers. See what SmartForm can do.

Your Current Numbers
Where are you at right now?
%
$
Current
$27,000
Monthly Revenue
18%
Close Rate
30
Appointments
With SmartForm
$62,400
Monthly Revenue
32%
Close Rate
39
Appointments
Monthly Investment
$4,127
$97 + $4,030 reports
Net Monthly Gain
+$31,273
↑ 131% revenue
For informational purposes only. No earnings guarantees are made.
Results vary based on your business, offer, and execution.

SmartForm is $97/mo. Reports are $3.10 each for successful pulls. Based on average client improvements: +30% leads captured, +80% close rate improvement.
7-Day Free Trial

Start Knowing
Who Can Buy

Try it free for 7 days. See results. Then decide.

$97/month after your free trial
7-day free trialCancel anytimeWorks with any CRM15-min setup
4.9/5 from 447+ businesses

"If you're not using this, it's likely costing you hundreds of thousands of dollars... if not, it could be costing you millions."

Want a Live Walkthrough?

Book a quick demo and see exactly how it works.

Book a Demo
Questions

Everything You Need To Know

Yes, 100%. We perform a "soft pull" which provides real-time credit data without impacting the prospect's credit score. Every lead consents as part of your opt-in process. Fully FCRA compliant.
No. The soft pull has zero impact on their credit score. They never know it happened, and their credit stays completely untouched.
Most teams are up and running in under 15 minutes. No developers needed. Our team is available Monday-Friday if you need help.
Yes. Works with GoHighLevel, HubSpot, Salesforce, Close, Zoho, Pipedrive, Calendly, ClickFunnels, and more.
Yes! Send qualification data back to Meta, Google, or Hyros. Clients report 47% higher ROAS on average because the pixel learns who actually has money.
Cancel anytime from your dashboard. No contracts, no cancellation fees, no questions asked.
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