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Build estimate 2-3 days/Lead gen & CRM ยท Research & insight

Lead Qualifier Quiz

An embeddable five-question quiz that asks about goals, timeline, and current situation, then assigns each prospect a fit score and a suggested next step. Strong-fit leads get a booking link instantly while weaker ones receive an explainer, so you spend your time on people who are actually ready to talk.

Build estimate: 2-3 daysFrom: $699 once-offSetup: Done with youFor: Financial services, Any business

What it looks like

Sarah ChenHigh fit ยท 87
Goal: retirement planning
Ready in: under 30 days
Build this for my business

Branded to you, live in about 2-3 days.

How it works

  1. 01

    Pick your qualifying questions from finance-specific templates or write your own

  2. 02

    Embed the quiz on your site or share it as a link

  3. 03

    Each submission is scored and sorted, with high-fit leads pushed straight to your inbox

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