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Quizzes & assessments

Lead qualification quiz

Budget, authority, need and timing, each worth points. A high score gets the 'book a call' ending; everyone else gets something useful instead of a sales call they don't want.

Questions
5
Takes about
2 min
Style
One at a time
Scoring
Built in

Free, no card. It lands in your workspace as an editable draft.

What's in it

  1. Let's see if we're a fit

    Welcome screen

  2. 1

    Work email*

    Email

  3. 2

    Do you have a budget set aside for this?*

    Yes, approved · Being discussed · Not yet

    Multiple choice

  4. 3

    Who makes the final decision?*

    Me · Me and one other person · A committee

    Multiple choice

  5. 4

    When would you want this live?*

    Within a month · This quarter · Sometime this year · No timeline

    Multiple choice

  6. 5

    What are you trying to solve?

    Long text

  7. Let's talk

    Ending

  8. Here's something useful

    Ending

How to use this template

  1. Open it as a draft

    Press "Use this template" and it lands in your workspace as an editable form with all 5 questions already in it. No card, and nothing is published until you say so.

  2. Cut what you do not need

    Every question you remove is one fewer reason to abandon the form. It takes about 2 minutes to fill in as it stands, and that is the number worth protecting.

  3. Add from the question bank

    Pick what you are missing from the questions below. Drag any of them in, change the wording, and use conditional logic so people only see the ones that apply to them. Scoring is already set up, so new questions can feed it.

  4. Share it, or put it on your own site

    Publish to get a link, or embed it in a page you already have. Answers arrive in your dashboard, and you can send them on to anywhere else with a webhook or an integration.

32 lead qualification quiz form questions to choose from

A qualification quiz asks the same things a sales form does, but the person answering gets something back: a recommendation, a readiness score, a tailored next step. That trade is why completion is so much higher.

Score as you go, then route. Somebody who is not a fit should get a useful honest answer rather than a call they will not enjoy.

Need

  • What are you trying to achieve?
  • What is standing in the way right now?
  • How are you handling it today?
  • How much time or money is it costing you?
  • What happens if nothing changes?
  • How long has this been a problem?
  • What have you already tried?
  • What would a good outcome look like?

Fit

  • How many employees does your company have?
  • Which industry are you in?
  • How many people would use this?
  • Which country are you in?
  • What do you use alongside this today?
  • Do you have any technical requirements?
  • Are there compliance requirements we should know about?
  • Is there anything that would rule us out?

Timing and authority

  • When would you want this in place?
  • Is there a date driving that?
  • Do you have budget set aside?
  • Roughly what range?
  • Who signs it off?
  • Are you the one deciding?
  • Who else needs to agree?
  • Are you looking at other options?

The result

  • What is your name?
  • What is your work email?
  • What is the best number to reach you?
  • Would you like your results by email?
  • Would you like to speak to someone?
  • Would you rather start a trial first?
  • What would be most useful to see next?
  • Anything else we should know?

Lead Qualification Quiz form questions, answered

What is a lead qualification quiz?
A scored form that asks what a sales call would ask, and gives the person a result in return. It qualifies better than a contact form because people answer honestly to get a recommendation rather than to be called.
How do I score leads in a form?
Assign points to the answers that matter, add them into a score variable, and route to a different ending depending on the total. Hot leads get a booking link, poor fits get something genuinely useful instead.
Should I tell people their score?
Tell them what it means rather than the number. 'Based on your answers, the fastest option for you is X' is useful; 'you scored 47' is not, and a low number reads as a rejection.
Can the quiz book a call for qualified leads only?
Yes. Route high scores to an ending with a booking block so they pick a slot immediately, and send everyone else somewhere more appropriate.
Is this lead qualification quiz form template free?
Yes. Use it, publish it and collect answers on the free plan with no card. Paid plans add things like payments, scheduling, removing our badge and your own domain, but none of them are needed to run this form.
Do I need an account to use it?
You need one to edit and publish, because the form has to live somewhere and the answers have to come back to you. Signing up takes about a minute and does not ask for a card. The people filling your form in never need an account.
Can I change the questions?
All of them. The template is a starting point, not a fixed form: add, remove, reword and reorder anything, change the look, and use logic so people only see the questions that apply to them.
Can I put it on my own website?
Yes. Embed it in a page you already have, or share the link. On a paid plan you can serve it from your own domain so the address says your name rather than ours.
Where do the answers go?
Into your dashboard, where you can read, search and export them as CSV. You can also have each response emailed to you, pushed to another tool with a webhook, or sent to a connected integration.
How long does this form take to fill in?
About 2 minutes as it stands, across 5 questions. Every question you cut brings that down, and shorter forms get finished more often.