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 54-template 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.
Sales Call Readiness Score
Visitor gets: A short readout telling them whether they're ready to book, nurture, or self-serve.
- Best for
- B2B sales and SDR teams
- Owner learns
- Which demo requests are actually ready to talk
- Start
- 5 questions, readiness score
Website Conversion 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
- 5 questions, category-based result
Lead Magnet Idea Finder
Three lead-magnet formats ranked for their audience, with a starter brief.
Email List Health Check
Visitor gets: The weakest lever holding back email revenue with the top fix on-screen.
- Best for
- Email consultants, retention agencies, DTC and creator teams
- Owner learns
- Whether the leak is segmentation, deliverability, cadence, or capture
- Start
- 5 questions, lever-based result
Paid Ads Readiness Score
Visitor gets: A readiness band — Ready, One blocker, Not ready — with the top blocker.
- Best for
- Paid-media agencies and freelance buyers
- Owner learns
- Whether the account is worth taking on at all
- Start
- 5 questions, readiness band
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.
Local business
Qualify quote and enquiry traffic before you pick up the phone.
Local Service Quote Readiness
Visitor gets: A quote-readiness result telling them what to prepare before you visit.
Local SEO Visibility Check
Visitor gets: A visibility band across GBP, reviews, and local pack with the priority fix.
- Best for
- Local SEO consultants and multi-location brands
- Owner learns
- Where the business is invisible on Google
- Start
- 5 questions, visibility band
Booking Page Conversion Check
The single friction step killing bookings, with the fix on-screen.
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 Conversion Audit
- Signed up
- Invited team
- Connected data
- First win
Visitor gets: A readiness score with the two setup steps most likely to unlock first value.
- Signed up
- Invited team
- Connected data
- First win
SaaS Demo Readiness Check
Visitor gets: A routing outcome — AE demo, guided trial, or self-serve — they see on the spot.
- Best for
- PLG and SaaS sales teams
- Owner learns
- Which demo requests belong on an AE calendar
- Start
- 5 questions, routed outcome
- Signed up
- Invited team
- Connected data
- First win
Customer Onboarding Experience Audit
Visitor gets: The one step in the first two weeks that stalled them, with a fix suggested on-screen.
- Best for
- SaaS success and CS ops teams
- Owner learns
- Which onboarding step costs the most renewals
- Start
- 5 questions, stalled-step band
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.
Ecommerce
Understand shoppers before they bounce.
Ecommerce Growth Readiness
Visitor gets: A recommendation set matched to what they said they need.
Product Recommendation Finder
Visitor gets: A scored top pick and two runner-ups from your live catalog.
- Best for
- DTC brands with wide catalogs
- Owner learns
- Which SKU each shopper is actually ready to buy
- Start
- 5 questions, scored SKU pick
Agencies and consultants
Walk into every discovery call already knowing the problem.
Agency Client Fit Check
Visitor gets: A fit readout — call today, nurture, or refer out — with a graceful next step for each.
Client Marketing Funnel Health Check
Visitor gets: A mini-audit they can share internally — with your name on the report.
- Best for
- Marketing agencies and consultants
- Owner learns
- The prospect's weakest funnel step
- Start
- 5 questions, scored result
AI Automation Opportunity Audit
A shortlist of the highest-ROI automations to build first.
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
- 5 questions, tiered result
Property Seller Readiness Check
Visitor gets: A readiness band — listing this month, this year, or just curious — with the next step.
- Best for
- Estate agents and listing agents
- Owner learns
- Which valuations turn into instructions
- Start
- 5 questions, seller-readiness band
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.
Events and hospitality
Match enquiries to the right offer before you reply.
Private Event Enquiry Fit
Visitor gets: A quote-ready badge, package match, and date/guest-count fit.
Event Planning Fit Check
Visitor gets: A yes/maybe/no fit result with the package that matches best.
- Best for
- Venues, planners, event teams
- Owner learns
- Whether an enquiry fits your setup
- Start
- 5 questions, fit-based result
Coaching, creators and wellness
Give visitors a personal readout worth sharing.
Money Stress Score
Visitor gets: A personal score across spending, saving, and safety net.
Course Launch Readiness Check
Visitor gets: A readiness readout — Enroll now, Warming up, or Not yet — with a next step for each.
- Best for
- Course creators and educators
- Owner learns
- Which visitors are actually ready to buy
- Start
- 5 questions, readiness score
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
- 5 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.
Membership Community Fit Check
Visitor gets: A fit band that decides join now, waitlist, or not the room.
- Best for
- Paid communities, masterminds, memberships
- Owner learns
- Which joiners will actually show up and stay
- Start
- 5 questions, fit band
Don't see your use case?
Start free and build your own assessment from scratch — or adapt any of the 54 templates to your audience in minutes.