Add a Quote Request Flow to Your Portfolio with Lumo

Freelancers lose projects to vague "let's chat" DMs. A quote-request flow filters serious buyers, documents scope before the call, and makes you look operational—not amateur. You do not need a client portal or custom Node API: portfolio on Framer, Squarespace, or hand-coded HTML plus an embedded Lumo does the job.

Why this workflow works today

Buyers compare three portfolios; the one that asks smart questions early wins trust. Multi-stage Lumos separate "what you need" from "who you are" from "constraints"—prospects feel heard, you arrive on calls prepared. Branded layout beats a generic Typeform that breaks your visual system.

Embed keeps visitors on your domain aesthetic while LumoPages runs submission infrastructure.

What you'll need

• Service list (e.g., brand identity, Webflow build, monthly retainer)
• Minimum project size or timeline you will accept (stated in content blocks to deter poor fit)
• Fields: name, email, company, project type dropdown, budget range, deadline, description, inspiration links
• Portfolio page with an embed-friendly section

Step-by-step: build the quote Lumo

Stage 1 — Fit check: What you do / do not do, starting rates or "projects from $X," link to case studies in content block.

Stage 2 — Project: Dropdown service type, textarea scope, file link field for brief docs (Google Drive URL).

Stage 3 — Constraints: Budget band dropdown, desired start date, decision-maker role.

Stage 4 — Contact: Name, email, website, how they found you (dropdown for attribution).

Conditional logic example: if "Retainer" selected, show monthly hours question; if "One-off," show launch date.

Connect it to your stack

Embed on /contact or project pages via HTML embed. CTA buttons across portfolio: "Request a quote" → anchor scroll to embed. For Behance/Dribbble where embed is impossible, use Lumo URL in profile links.

Auto-reply expectations in thank-you stage: "Response within 2 business days"—then honor it via Inbox workflow.

Manage responses without a backend

Inbox triage: Decline poor-fit quickly (Resolved with note), In Progress for proposals drafting. Export won deals to CSV for revenue post-mortems. PDF export a submission when attaching to a formal proposal PDF package.

Template duplicate Lumo per discipline if you split design vs development positioning.

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Start building

Your portfolio should close the loop, not just showcase work. Add a quote-request Lumo, embed it once, and turn browsers into scoped opportunities.