When to use it
- When teams receive too many low-intent submissions.
- When follow-up resources are limited and prioritization matters.
- When qualification depends on multiple variables, not one field.
Template
Qualification Quiz
A short multi-step quiz that captures fit signals and readiness before lead handoff, improving sales efficiency and lead quality.
What this template is
An interactive assessment designed to score fit, urgency, and likely buying intent.
A replacement for broad inquiry forms when qualification is the priority.
What problem it solves
- Moves qualification earlier in the funnel.
- Creates consistent routing criteria for sales teams.
- Improves response quality by attaching context to each lead.
Example industries
RecruitmentConsultingPrivate education
Related next steps
Use the qualification quiz template in your funnel
Start with this template and adapt the copy, inputs, and qualification depth for your market.