Funelyze
Build a quiz

Scorecard quiz template for agencies and consultants

Agencies, consultants, coaches for businesses, B2B services.

Seven questions about how the business gets customers, follows up and tracks results. Visitors get a score out of 18, their tier and three quick wins. You get a warm lead who already knows where they stand.

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7 questions · Score + quick wins, top scorers book a call · free plan, no card

Try it. This is the real quiz.

Step 1 of 7: How do new customers find you today?

Getting customers

1 / 7

How do new customers find you today?

2-minute scorecard. Get your score and 3 quick wins.

Works with
  • Shopify
  • WooCommerce
  • WordPress
  • Webflow
  • Wix
  • Squarespace
  • Framer
  • Any HTML site

The flow

What the visitor sees

Every screen is editable in the builder. Change the copy, add a photo or icon to each answer, or swap a step for another type.

  • Personalised copy that repeats what they answered
  • Result page chosen by rules or a score
  • Leads in your inbox and dashboard
  • Embeds on any site or Shopify store

Funelyze is a quiz funnel builder for small businesses and Shopify stores, and this is one of its 7 templates. Start from it free, or paste your website and Funelyze drafts one in your own words.

  1. 01

    Question

    How do new customers find you today?

    Mostly referrals · Social media · Ads we run · We're not sure

  2. 02

    Question

    Do you know what a new customer costs you?

    Yes, to the euro · Roughly · Not really

  3. 03

    Question

    How fast do you follow up with a new lead?

    Within an hour · The same day · When we get to it · We often don't

  4. 04

    Question

    Does your website bring in leads?

    Every week · Now and then · Rarely · It's more of a brochure

  5. 05

    Question

    How do you track what's working?

    A dashboard we check weekly · Spreadsheets, now and then · Gut feeling

  6. 06

    Question

    How much of your week goes to repeat tasks?

    Almost none, it's automated · A few hours · Most of my week

  7. 07

    Question

    Where do you want to be in 12 months?

    Twice the customers · More profit per customer · More time back

  8. 08

    Loading

    Calculating your score…

  9. 09

    Contact details

    Your score is ready. Where should we send it?

The results

How it picks a result

3 results. Each answer adds points, and the total score decides which result the visitor sees.

  • Ready to scale (12+) · result page

    “You're ready to scale”

  • Building momentum (6 to 11) · result page

    “You're building momentum”

  • Foundations first (0 to 5) · result page

    “Your foundations come first”

Questions, answered

People give their details for something useful. A score with quick wins is useful on its own, and it tells you who is ready to buy.

Yes. Paste a Calendly or Cal.com link and the top tier shows your calendar on the result page, with their name and email filled in.

Yes. Edit the questions, the points per answer and the score bands in the builder.

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Make it yours in ten minutes

Start from this template, add your name and colours, publish. No account needed until you publish.

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