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Lead qualification quiz template

Separate ready-to-buy prospects from everyone else before your sales team gets involved. Two short questions route each visitor, and leads from the qualifying path are flagged automatically.

Use this template Take the live quiz

Pick it when you create a new funnel after you sign up. Plans from $59/month.

Who it’s for

Two qualifying questions, a separate offer for high-value leads and a contact step.

  • B2B companies and agencies that book sales calls
  • Service businesses with a minimum project size
  • Teams that want sales to see qualified leads first

Based on the sales qualification starting point in the builder.

Funnel structure

How the template is built.

  1. Qualification

    “Are you the decision maker?” and a budget question, both single choice.

  2. Offer by fit

    Decision makers with the higher budget enter a qualifying path with a tailored offer. Everyone else sees the standard offer.

  3. Contact

    Email and details, after the visitor has seen an offer that fits.

  4. Thank you

    A confirmation step that sets expectations for the follow-up.

Make it yours

Customize everything, without code.

Every step is a regular funnel step in the builder. Change questions, images, colors and fonts, add or remove steps, and adjust the paths.

  • Change the questions to your own criteria: company size, timeline or use case
  • Adjust the rule so the qualifying path matches your ideal customer
  • Add a calendar link or a next step to the qualified offer
  • Send leads to your CRM with webhooks, or export CSV

Questions, answered.

How are leads marked as qualified?
The high-value path is set as a qualifying path. Leads whose submitted journey went through it show as qualified in the leads table, the CSV export and analytics.
Can I use more than two questions?
Yes. Add questions and combine several conditions in the path rule, matching all of them or any of them.
Can qualified leads book a call?
Yes. Add a button to your booking page on the qualified offer or on the thank-you step.
How do I start from this template?
Create an account, choose a plan, then pick the sales qualification starting point when you create a new funnel.

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Start from this template today.

Sign up, choose a plan and pick the template when you create your funnel. Unlimited responses on every plan.

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