Assessments
Score your prospects before the first sales call.
An interactive assessment turns your evaluation criteria into an experience: prospects answer questions about their own situation, get an instant personalized score, and land in your pipeline already qualified — with every answer attached.
- Built for your domain
- Branded to your company
- Scores routed to your CRM
- Live in weeks, not quarters
From Criteria to Qualified Leads
Here's how your assessment gets built.
Your assessment runs on your domain, branded to you, with scoring logic built from the criteria you already use to judge a good fit.
Pin the Criteria
Name what separates a great-fit prospect from a poor one — readiness, maturity, budget, risk — in your own words.
Build the Scoring
We translate your criteria into questions, weights and benchmarks that produce a score prospects trust.
Design & Ship
Branded, mobile-friendly, and hosted on your domain — usually live within a few weeks.
Route the Leads
Scores, answers and contact details land in your CRM or inbox so follow-up starts with full context.
Build Your Assessment
Ready to qualify leads before the first call?
Let's scope your assessment.
Bring the criteria you already use to evaluate a prospect — a checklist, a scorecard, even instinct. In one call we'll tell you whether it makes a strong assessment and what it would take to build.
Schedule a CallFAQ
Common questions
- What is an assessment tool for lead generation?
- It's an interactive tool on your website that evaluates a visitor against criteria that matter to your business — readiness, maturity, fit, risk — and gives them a personalized score or diagnosis. The visitor gets a real answer about their own situation, and you get a lead who has already told you how qualified they are.
- How do assessments generate better leads than forms?
- Every submission arrives with context: the prospect's answers, their score, and where they sit against your criteria. Your sales team opens the follow-up conversation knowing exactly what the prospect is dealing with — instead of working a bare name and email. Prospects who complete an assessment have also self-qualified by finishing it.
- What does a custom assessment cost to build?
- It depends on the scoring logic and integrations, but most assessments ship in weeks, not quarters. Bring your evaluation criteria — even a rough checklist or spreadsheet — to a call and we'll scope it. You'll know the cost and timeline before anything is built.
- Where do the results and leads go?
- Each completed assessment includes the visitor's answers, their score, and their contact details, routed to your CRM or inbox. High scores can trigger immediate sales follow-up while lower scores feed a nurture track — all with the full context of what the prospect told you.
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