The 5 Quiz Types Every Consultant Should Know

flow of leads lead generation Jun 17, 2025
5 quiz types: segmenter, profiler, diagnoser, scorecard, 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: 

πŸ‘‰ 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: 

πŸ› οΈ 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.

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

πŸ› οΈ 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

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

 

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

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

 

3. The Diagnoser

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

 

4. The Scorecard

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

 

5. The ROI Estimator

πŸ“Œ Goal: Help the user calculate the money they’re leaving on the table
🧠 Best For: B2B consultants, financial, operational, and sales experts
πŸ’¬ 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:

πŸ“Š ScoreApp: High-converting, automated marketing funnels

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

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

You might also find these interesting:

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

 

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

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