Start with a funnel that already knows what to ask.
Pick a ready-made assessment, tweak the wording, add your next step, and share one link.
Featured templates below. The full 48+ library — including industry-specific starters — lives inside the app.
Sales and lead generation
Warm up inbound before it hits your inbox.
Marketing Funnel Health Check
Visitor gets: A hot/warm/cool score for their own funnel plus the weakest step to fix first.
Website Lead Readiness Audit
Visitor gets: A category result — Ready, Almost, or Leaking — with one clear action.
- Best for
- Anyone driving traffic to a site
- Owner learns
- How ready the site is to turn traffic into leads
- Start
- 9 questions, category-based result
Lead Magnet Fit Check
A quick read on whether their opt-in matches who's actually showing up.
Local business
Qualify quote and enquiry traffic before you pick up the phone.
Home Service Quote Readiness
Visitor gets: A quote-readiness result telling them what to prepare before you visit.
Local Visibility Check
Visitor gets: A visibility score across search, maps, and reviews.
- Best for
- Any local business
- Owner learns
- How easy the business is to find and choose
- Start
- 7 questions, visibility score
Booking Page Health Check
A short list of friction points on their booking flow.
Have a template in mind? Ship your version today.
Every template is a starting point. Tweak the questions, wording, and next step — then share one link.
Recruiting and hiring
Get a shortlist you can actually work.
Candidate Career Fit Check
Visitor gets: A career-fit readout with role tags and next-step suggestions.
SaaS and product
Qualify trial signups and demo requests on the way in.
SaaS Trial Readiness Check
- Signed up
- Invited team
- Connected data
- First win
Visitor gets: A readiness score with the two setup steps most likely to unlock first value.
Ecommerce
Understand shoppers before they bounce.
Ecommerce Conversion Check
Visitor gets: A recommendation set matched to what they said they need.
Agencies and consultants
Walk into every discovery call already knowing the problem.
Client Marketing Funnel Health Check
Visitor gets: A mini-audit they can share internally — with your name on the report.
Buyer Readiness Assessment
Visitor gets: A tiered readiness result with timeline, budget, and next step.
- Best for
- Real estate teams and brokers
- Owner learns
- Timeline, budget, and buyer intent
- Start
- 8 questions, tiered result
Events and hospitality
Match enquiries to the right offer before you reply.
Event Planning Fit Check
Visitor gets: A yes/maybe/no fit result with the package that matches best.
Have a template in mind? Ship your version today.
Every template is a starting point. Tweak the questions, wording, and next step — then share one link.
Coaching and wellness
Give visitors a personal readout worth sharing.
Money Stress Score
Visitor gets: A personal score across spending, saving, and safety net.
Fitness Readiness Audit
Visitor gets: A readiness readout across habits, recovery, and mindset.
- Best for
- Trainers and health coaches
- Owner learns
- Where the visitor is right now
- Start
- 8 questions, personal readout
Productivity Bottleneck Assessment
The one bottleneck that's costing them the most focus time.
Relationship Communication Pulse
A gentle, reflective readout — no scores, just patterns.
Don't see your use case?
Start free and build your own assessment from scratch — or adapt any of the 48+ templates to your audience in minutes.