Business Advisory Firm
The quiz gave prospects a score. The firm got nothing it could act on. Now every score sets the pipeline stage, the follow-up and who can book a call.
This advisory firm only wants to speak with prospects who are ready. Its quiz already held the answer to who that is, but the results never reached the CRM. We built a custom assessment and connected it to GoHighLevel so the score, the responses and the routing decision all live in the CRM and every next step runs on its own.
A lead magnet turned into a qualification system that only opens the calendar to prospects who are ready.
A selective process with nothing enforcing it.
The firm is selective by design, but the setup treated every prospect the same and left the important decisions to manual work.
Results stayed outside the CRM
The quiz produced a score with no structured record of it. Follow-up depended on someone reading results and acting by hand.
Everyone got the same next step
A prospect months away from being ready got the same invitation as one who was ready today.
The calendar was open to all
Early-stage leads could book time with the team, using up hours meant for qualified conversations.
Automations were tangled
Sequences, tags and pipeline stages overlapped, so contacts could get conflicting messages or sit in the wrong stage.
From quiz submission to the right next step, with no one in the middle.
Landing page, quiz, results pages, resource download, booking and follow-up all connect in one path.
Quiz data written to the CRM
Every submission saves the score and full responses to the contact. The team stops copying results between tools.
One stage, applied cleanly
The system applies exactly one of four stages and clears any earlier one first, which keeps every contact in a single clear category.
Pipeline, sequences and tags that do not clash
The submission moves the opportunity, and each stage triggers its own workflow. A small, locked tag set keeps the pipeline stage as the source of truth.
From conversation-first to qualification-first.
The firm now spends its call time on prospects who are ready, and nurtures the rest automatically.
Every prospect is scored and classified
Scores and stages are stored in the CRM the moment the quiz is submitted.
Only ready prospects can book
The booking link reaches people who earned it. Early-stage leads get education instead of a sales call.
Results are on record before the call starts
The team skips discovery and starts each conversation at the substance.
Simple enough for a VA to operate
Clear rules for tags, stages and sequences mean a VA can run the system without breaking the sales process.
A clean base for whatever comes next.
Because the pipeline stage is the single source of truth, new automation can be added without creating conflicts.
