The problem it solves
Discovery calls with unqualified prospects burn hours — and warm leads never see proof you understand their funnel before you speak.
Built for lead-driven businesses that want qualified leads, not just email addresses.
A branded diagnostic that positions you as the expert before the first call. Prospects see a scored result; you see the answers, score, and a clear opener.
每次提交都会成为你仪表板中的一个打分潜在客户。
- Prospect name, contact, and how they found you.
- Their exact answers and score band.
- A one-line summary to open the discovery call.
- Status: New · Contacted · Booked · Won · Lost.
能揭示真实信号的问题。
- 1Where does most of your traffic come from today?
- 2How do you currently capture leads on your site?
- 3How do you follow up with new leads?
- 4What's your rough conversion rate from visitor to lead?
- 5What's the biggest thing you'd fix if you had a week?
每位潜在客户都会获得一个有分数、有价值的结果。
优化中
漏斗稳固；已准备好进行高级实验和长期合作。
在扩张但有缺口
基础已具备——非常适合有限范围的协作。
被动应对
尚未建立稳定的营销漏斗——付费审计是正确的下一步。
带有品牌的个性化结果 — 而不是又一份 PDF。
每次提交都会以类似这样的评分结果页结束。潜在客户获得有用的信息,你得到带有背景信息的评分线索。
- 分数 + 结果分组,附带清晰的一行摘要
- 根据回答定制的推荐后续步骤
- 直接跳转到你日历的预约 CTA
Scaling with gaps
Funnel basics are in place; the biggest leak is between traffic and lead capture.
Recommended next steps
- Fix the primary landing page CTA
- Add a lead magnet with a real result
- Tag sources on every share link
One link — share it everywhere it fits.
This template works well in the places your buyers already show up. Drop the link in a bio, a reply, or a scheduled campaign.
Pinned LinkedIn post and profile featured link
Lead magnet CTA on your consulting site
Reply to inbound DMs and email enquiries
Speaking and podcast episode notes
Slack and community intro posts
Cold outbound sequences instead of a generic 'book a call' link
关于此模板的问题
今天就启动这个评估漏斗。
自定义问题,连接到你的预约链接,开始获取评分线索。
For consulting lead generation only. Not a guarantee of marketing, revenue, or business outcomes.