Trust the Future?! Quiz Funnel
This quiz funnel was created as a lead magnet and lead generation campaign. I worked very closely with the vendor to discuss our goals, create the right messaging, provide collateral, and ensure everything worked correctly throughout the funnel.
The quiz was created by the vendor in involve.me, which then connected to our CRM, Keap Max Classic, to put the generated leads into a campaign. I worked with the vendor to create and refine the introduction email sequence, follow-up sequences, and segmentation. The segmentation is determined by one of three income levels the user can select in the quiz, which determines the email sequence the user is put into. Each sequence uses different, targeted language when talking about estate planning to resonate best with the user.
At the end of the quiz, the user must input their name, email address, and phone number in order to get the results of the quiz emailed to them. The campaign also provides a free PDF report that goes into detail on what their estate plan may be missing, which is delivered by email. I assisted in directing the design of this PDF report as well.
The goal of the campaign is to nurture leads with personalized language about estate planning and drive the importance of having a plan in place until they are ready to schedule a free consultation.
Social Media Posts
I created these social media posts and profile banners to organically promote the quiz while kickstarting the campaign.
