Quiz funnels for coaches and consultants: Fill your calendar with ready clients.
Discovery calls with the wrong people drain your week. A readiness quiz asks about business stage, biggest challenge and how they like to learn, then routes each lead to the offer that fits.
Why a contact form is not enough.
Discovery calls that go nowhere
A public booking link lets anyone onto your calendar. You find out on the call that they are not ready, or not a fit.
One sales page for every stage
Beginners and established clients land on the same offer page, and both leave unsure which program is meant for them.
A freebie list with no context
Opt-in forms grow a list but tell you nothing about who signed up or what they need next.
A quiz that qualifies while you work.
- 1
Draft from your site
Paste your Squarespace address and choose the client qualifier or segmentation mode. The AI drafts questions from your offers and the way you write.
- 2
Score readiness
Weighted scoring adds up answers about stage, revenue and time available. Outcomes are score bands, so the highest scores go to your premium offer. See how lead scoring works.
- 3
Gate the result
Ask for name, email and phone before the result. Add a custom field for the one question you always ask on discovery calls.
- 4
Send each lead to the next step
Ready leads see an apply or book-a-call button. Earlier-stage leads get your course or free resource, plus an email sequence for their outcome on Pro. Read about writing result pages that convert.
Quizzes that work for coaches.
Are you ready for coaching?
Ask about stage, time and commitment, then recommend one-to-one coaching, a group program or a self-paced course.
What is holding your business back?
Pricing, clients, focus or scaling: each answer points to a different program or content series.
What is your leadership style?
A personality-style quiz for executive coaches that ends with an invitation to a strategy session.
Brand personality video quiz
Use short clips of you on camera so prospects hear your voice before they book. Based on the Video Brand Personality template.
Go further: How coaches use quiz funnels
Everything you need, nothing you do not.
- Client qualifier and segmentation modes for AI drafting
- Weighted scoring with outcomes set as score bands
- Lead score from 0 to 100 on every lead
- Video in questions so prospects meet you first
- Email sequences for each offer outcome (Pro)
- Kit tags and Mailchimp outcome tags sync (Pro)
Coaching Readiness Quiz
Segment potential clients by business stage and route them to the right offer. Captures revenue level, biggest challenge, and learning…
TemplateVideo Brand Personality Quiz
Use short video clips to reveal your brand personality and coaching style. Each question features a video scenario that visitors…
Can I connect it to my scheduling tool?
Each outcome has its own button, so you can link your booking page directly. Native Calendly and Acuity integrations are planned; use webhooks for now if you need lead data sent to another tool.
Does the AI write the quiz from my website?
Yes, if your site is on Squarespace. Paste the address and pick a mode such as client qualifier, then edit the draft. If your site is on another platform, start from the Coaching Readiness Quiz or a blank quiz.
Can I embed it on my Squarespace sales page?
Yes. Add it inline in a page section with a Code Block, or use popup and slide-in formats to open it from a button. It also works on any other site that accepts custom code. See the Squarespace guide.
Can I see where people drop off?
Analytics show views, starts, completions and leads for every quiz. On Pro, drop-off analysis shows which question loses people so you can rewrite it or move it later.
Can I sell a paid assessment?
Yes. Optional paid quizzes through Stripe let people pay to see their results, which suits a detailed assessment paired with a PDF report. See all features.
Other industries
Your next lead is one quiz away.
Paste your website. Get a branded quiz draft in about a minute, then edit everything before it goes live.