Using an Expert Quiz Funnel to Grow Your Business

An expert quiz funnel is a fantastic tool to use for lead generation and also overall business growth.

It is also a very useful tool for consultative sales and needs assessment with clients.

Why? It returns value and insights immediately (lead generation), and sets the stage for more follow-up conversations (overall business growth).

In this blog we’ll cover the following:

1. What is an expert quiz funnel?
2. What are some sales & marketing use cases?
3. How to create & make the most of your expert quiz funnel?

Let’s get started.

What is an Expert Quiz Funnel?

An expert quiz funnel is a sales funnel led by a diagnostic assessment, maturity model, or scorecard.

It is a way for experts to:

1. Help their clients understand what their current state is (lead generation)
2. Define a desired future state and create a roadmap (follow up and convert)
3.  Compare progress over time (show value, retain clients)

At the very basic level, it consists of a series of questions followed by a diagnosis or result. The result must yield an useful insight or help respondents see the information they provided in a different light.

Note: When used for lead generation, typically “personality or type” style quiz is more useful. For example, “What’s your sales personality?”, or “Identify your brand’s personality?”.

However, when also used an onboarding, then an assessment is a good choice. For example, a customizable Wheel of Life. So your expert quiz funnel could have a lead generation quiz followed by an onboarding quiz.

Multiple questions could also be organized into categories or dimensions to provide a more comprehensive analysis of the subject area.

Evalinator allows for personalized feedback to be given to respondents based on individual question or dimension level scores.

Here’s how they work in general:

1. A business assessment may ask different questions about finance, marketing and operations. The respondent will see their overall score and what they could do to improve or balance their business. This could be structured as a Wheel of Business for a very simple and powerful snapshot of overall performance. Then you can engage with the respondent and help them.
2. A DISC assessment or a Big 5 personality assessment are also great examples. These help the respondents understand their personality types and organize their business or personal matters appropriately.
3. The versatile Wheel of Life is another tool used by coaches for different purposes. The basic wheel can be customized for various purposes.
4. Consultants can use maturity models, such as on digital or analytics maturity. These are very useful for clients to understand how they are doing, and can lead to creation of roadmaps that consultants can work with their clients on.

Consultants, coaches, and experts of all kinds (technology, process, or business) may create sophisticated lead generation quizzes in areas of their expertise.

Free templates are available on Evalinator to customize and use for your own coaching or consulting business.

How an Expert Quiz Funnel Works for Lead generation

An expert quiz funnel is a powerful lead generation tool for coaches, consultants, and professional service providers who rely on their expertise.

By creating a quiz or assessment that reflects your knowledge, you engage potential clients in a meaningful way.

For example:

1. Coaches can use a quiz funnel such as a strengths finder to attract their audience
2. Consultants might offer a free business health check or a maturity model assessment for specific industries.

These expert quiz funnels provide personalized insights to the user while giving you valuable leads.

As a result, a quiz funnel not only positions you as an authority but also helps build trust.

As users receive helpful feedback through your quiz, they see the value of your services, making them more likely to engage further.

This approach boosts conversions while showcasing your expertise.

By adding a call-to-action at the end of the quiz, such as offering a free consultation or resource download, you can nurture leads and guide them through your sales process effectively.

Multiple Uses of an Expert Quiz Funnel

Think of your expert quiz funnel as a strategic business growth tool. See quiz funnel examples of how you map to multiple business offers.

Here are the different applications:

1. Lead generation – use as a quiz to create curiosity and get your audience to take the quiz. Visitors on your website who would have just clicked away will now likely take the quiz. You can also run advts to your quiz to generate leads. Read more here if you want to generate more leads online.
2. Lead qualification – an expert quiz can work as a sales needs assessment tool to improve sales efficiency by having prospects take the assessment to determine urgency and scope
3. Personalized sales pursuits – a nurturing tool to use the data provided by prospects to make every follow-up meaningful
4. Client onboarding – a tool to create a baseline as you onboard clients because you start with a clear analysis of needs
5. Account growth – a cross-sell/up-sell tool to position your offers based on a roadmap you develop with clients
6. Show & tell – a value identification tool that shows your clients how you are partnering with them strategically

Now that you can appreciate the many uses of an expert quiz, here are a few things to keep in mind so you can be successful with your expert quiz or assessment.

 

See this blog post for creating an Expert Quiz Funnel “Ladder”. This strategy is to create a series of quizzes or assessments that work like a ladder. Following this approach means that you can use the same basic asset for different stages of your funnel.

 

The next important step is to drive traffic and build authority. See this blog post on getting started with authority marketing for using your expert quiz funnel for content marketing

 

Next Steps

An expert quiz funnel supports lead generation and also client lifetime value growth.

Go ahead and create one now. There is a 2 week free trial!

There are several templates available for experts and you can use them as a starting point. These can be used for lead generation, for consultative sales, and needs assessment, and also for account growth.

Once you subscribe, let us know if you’d like to discuss your strategy. We’ll be happy to help!

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