When to use it
- When simple one-screen forms cannot capture decision-critical context.
- When your team needs richer fit data before allocating sales resources.
- When downstream process quality depends on structured pre-discovery inputs.
Template
Multi-Step Assessment
A deeper qualification flow for complex decisions where better lead context materially improves close-rate potential.
What this template is
A sequenced assessment that captures layered qualification data across multiple steps.
A high-context lead capture approach for higher-ticket or more complex engagements.
What problem it solves
- Improves lead qualification depth without manual pre-call intake.
- Creates better handoff quality between marketing and sales.
- Supports prioritization and tailored follow-up from first contact.
Example industries
B2B consultingRecruitmentAdvanced renovation projects
Related next steps
Use the multi-step assessment template in your funnel
Start with this template and adapt the copy, inputs, and qualification depth for your market.