Playbook

Lead capture for consultants

For consultants, the discovery call is expensive. A short branded diagnostic lets prospects self-select — and lets you show up already knowing the shape of the problem.

Start free See the template

Outcome

Replace 'contact us' with a 5-minute diagnostic that pre-qualifies every call.

What to do today

A 30-minute checklist

1Rename your 'contact us' link to 'Take the 5-minute diagnostic'.
2Draft 6–8 questions built around your point of view, not a generic form.
3Include one open 'what would you change first?' question.
4Write a 3-line result that shows the client you already understand them.
5Wire the hot band to a call booking link, warm band to a scoped proposal.

How the funnel flows

Visitor to warm lead

01Prospect visits

025-min diagnostic

03Personalized result

04Booked call / proposal

Each step should feel useful, not gated.

Before

Prospects can smell an internal form. If your questions sound like they're for your CRM (company size, industry, role), the diagnostic feels like work and the drop-off is huge.

After Lead Cues

Every question should teach the prospect something about their own situation, even if they don't hire you.

Example assessment

Consulting diagnostic

5 questions

Q1What outcome are you trying to reach in the next 90 days?
Q2What's currently blocking that outcome?
Q3What have you already tried?
Q4What's your rough budget for solving it?
Q5If you could change one thing tomorrow, what would it be?

Result they see

Focus area: growth strategy. Suggested next step: 45-min diagnostic call.

Prospects often share the result page internally before booking — free trust building.

score attachedsource tagnext-step angle

Copy-paste outreach

Send this within the day

Subject

Your diagnostic — draft agenda for our call

Hi {{first_name}},

Thanks for the diagnostic. A few things stood out:

• Your top blocker is {{blocker}}
• You've already tried {{tried}} — I'd start from a different angle
• Given the 90-day window, I'd propose a scoped {{scope}} sprint

Here's a 45-min slot to walk through it: {{booking_link}}

— {{your_name}}

Common mistake

Building a diagnostic that reads like an intake form

Prospects can smell an internal form. If your questions sound like they're for your CRM (company size, industry, role), the diagnostic feels like work and the drop-off is huge.

Do this instead

Every question should teach the prospect something about their own situation, even if they don't hire you.

Deeper reading

Skim if you want the reasoning

Position the diagnostic as the first step

Rename 'contact us' to something like 'Take the 5-minute diagnostic'. It signals thoughtfulness — and gives you a filtered inbound pipeline.

Design questions around your point of view

Ask about symptoms you know how to diagnose.
Cover current state, constraints, and priorities.
Leave room for a free-text 'what would you change first?' question.

Make the result actually useful

Show a short summary of what the answers suggest, one or two next steps, and — where it fits — a call slot. Prospects will share it internally, which builds trust before you speak.

Follow up with a proposal, not a pitch

The diagnostic answers give you almost everything you need to send a scoped proposal or discovery agenda within a day.

Matching template

Start with the Marketing Funnel Health Check template.

A field-tested consulting diagnostic — clone it, rename it, ship it in an afternoon.