The 5 Quiz Types Every Consultant Should Know

flow of leads lead generation Jun 17, 2025
5 Quiz Types for Consultants (Left to Right): Segmenter, Profiler, Diagnoser, Scorecard, and ROI Estimator

Last week, we explored why a well-designed quiz isn’t just a lead magnet—it’s a moment of truth that builds trust and makes follow-up effortless.

This week, let’s take the next step: 

๐Ÿ‘‰ What type of quiz should you actually build?

Not all quizzes are created equal.

Each serves a different purpose and maps to a different part of your buyer’s journey.

Pick the wrong type, and you’ll get weak leads, low conversions, or vague responses. 

Pick the right one, and it becomes a magnet for qualified prospects—people who already see you as the solution.

 

Here's what I have for you in this issue: 

๐Ÿ› ๏ธ The 5 Quiz Types Every Consultant Should Know
From Profiler to ROI Estimator—choose the right type to align your quiz with your offer and sales process.

๐Ÿ› ๏ธ Tool Spotlight: ScoreApp, Evalinator, or Typeform
Each platform serves a slightly different purpose. I’ll break down which tool fits which quiz type.

๐Ÿ› ๏ธ This Week’s AI Prompt: Match Your Quiz to Your Offer
Paste this into ChatGPT or Claude before you write a single quiz question. It’ll keep your funnel focused and effective.

 

 

The 5 Quiz Types Every Consultant Should Know

Here’s how to choose the right quiz based on your goals and offer:

 

1. The Segmenter

๐Ÿ“Œ Goal: Route leads to the right offer, content, or product
๐Ÿง  Best For: Consultants with multiple services or buyer personas
๐Ÿ’ฌ Example: “Which Growth Plan Is Right for Your Business?”

 

2. The Profiler (a.k.a. Archetype Quiz)

๐Ÿ“Œ Goal: Help the prospect identify with a persona, mindset, or growth stage
๐Ÿง  Best For: Coaches, brand strategists, consultants who sell transformation
๐Ÿ’ฌ Example: What’s Your Consulting Growth Archetype?

 

3. The Diagnoser

๐Ÿ“Œ Goal: Reveal what’s broken or blocking their progress
๐Ÿง  Best For: Tactical problem solvers, service-based consultants
๐Ÿ’ฌ Example: “What’s Keeping You From Getting Clients Consistently?”

 

4. The Scorecard

๐Ÿ“Œ Goal: Measure readiness, performance, or progress
๐Ÿง  Best For: Trusted advisors, strategists, consultants focused on improvement
๐Ÿ’ฌ Example: “Your Business Optimization Score: Are You Running at 70% or 95%?”

 

5. The ROI Estimator

๐Ÿ“Œ Goal: Help the user calculate the money they’re leaving on the table
๐Ÿง  Best For: B2B consultants, financial, operational, and sales experts
๐Ÿ’ฌ Example: How Much New Profit Could You Generate with Smarter Marketing and Operational Systems?

 

 

Tool Spotlight: ScoreApp vs Evalinator vs. Typeform

Here’s a quick breakdown to match your tool to your quiz type:

๐Ÿ“Š ScoreApp: High-converting, automated marketing funnels

๐ŸŽฏ Evalinator: Progress tracking, B2B client onboarding
โœจ Typeform: Design flexibility + easy integrations
 
โžค If you're just starting out, Typeform plus a smart follow-up system (like GHL, ConvertKit or Keap) works great.
 
โžค If you want deeper segmentation and follow-up automation, consider ScoreApp.
 
โžค If you're building quizzes that support long-term client relationships, give Evalinator a look.
 
 
 
Want to dive deeper? Check out these related articles:

๐Ÿ”Ž Why Quizzes Are the Consultant's Secret Weapon
๐Ÿ”Ž Why The Crazy Ones Win More Clients

You might also find these interesting:

๐Ÿ‘‰ How To Thrive With AI by Acting "As-If"
๐Ÿ‘‰ Sales Series Part 7 of 7: Commit

 

P.S.: When you're ready, here are more ways I can help you...

Business Advisors Needed:

If you have capacity and are open to taking on more clients and scaling, getย more details here...

Detailed Overview Video

Design a Consulting Practice That Pays Wellย andย Lets You Live Well

A free weekly newsletter for consultants who want predictable income, premium positioning, and sustainable growth.

In The Prosperous Consultant, each issue explores how to design your business around how you want to live, covering pricing, positioning, mindset, and practical strategies that create real options over time.

We hate SPAM. We will never sell your information, for any reason.

Want to see what works in the real world?

I share lessons, real stories, and insights from my own journey helpingย business consultants build more freedom in their life.

Follow Dale on LinkedIn