All playbooks
Survey Funnel

Quiz/assessment funnel for ICP segmentation

An assessment-based funnel that segments cold traffic into three buckets - and then runs three completely different sales motions. Best for SaaS with multi-segment buyers (e.g. SMB / mid-market / enterprise) or maturity-driven sales.

SURVEY / ASSESSMENT FUNNELICP segmentationFIG · 07.SVAUTOMATOR.PRO / FUNNEL-LABLinkedIn AdsOutboundGoogle AdsOrganic / ReferralQuizFind out if…Q1Multiple choiceQ2Multiple choiceQ3Multiple choiceOpt-InSee ResultsResultOffer 1 / 2 / 3UpsellOTOCheckoutOrder Now1Gain2Logic3Pain
Benchmarks

What good looks like.

60–75%
Start → finish
70–85%
Email gate conv.
8–14%
Result → call (top tier)
3.5–6%
Total visitor → SQL
The funnel, step by step

Each stage. What it does. How it's built.

01

Quiz landing

Promise a personalized result ('What's the bottleneck in your outbound?'). 6–10 questions, 2 minutes.

02

Question flow

Multiple choice, branching logic. Capture context that informs scoring + segmentation.

03

Email gate

Final step before result: name + work email. Conversion: 70–85% (curiosity > friction).

04

Result page A/B/C

Three segmented result pages - each with different copy, social proof, and offer.

05

Segmented track

5-email sequence per segment, leading to the right offer (self-serve, demo, or strategy call).

When to use it

  • You sell to multiple ICPs with different buying motions.
  • You can credibly score readiness/maturity from a short quiz.
  • You want a high-conversion top-of-funnel that doubles as ICP intel.

Common pitfalls

  • ×Too many questions. 6–10 max. Drop-off compounds.
  • ×Same offer for all result tiers - defeats the segmentation.
  • ×Treating the quiz as a vanity asset. The data is the lead.
Deploy this funnel

We've shipped this 14+ times.

Bring us your ICP and offer. We'll deploy this funnel - adapted, calibrated, and live in 21 days. Subscription + AI credits, no long-term lock-in.

Free Pipeline Audit