A lead generation quiz is your secret weapon for not only converting visitors into leads, but also turning them into highly qualified leads.
But when most people think of lead gen quizzes they think of those ridiculous buzzfeed style quizzes like, “which famous celebrity are you? ” or “what type of brand of toilet paper are you?” — yes that seriously was a quiz 🤦
But that’s not what I’m talking about here.
Instead, I’m talking about legit lead generation quizzes that are used in performance marketing campaigns to generate highly qualified leads.
Like this:
These quizzes are extremely powerful and effective when it comes to lead generation.
But you have to approach them the right way.
That’s why in this post, I’m sharing six effective lead generation quiz templates that actually work along with some best practices along the way.
Why use lead generation quizzes? No it’s not about going viral and click-bait.
Don’t get me wrong, those viral buzzfeed style quizzes are fantastic for engagement. They get people to click, interact, and maybe even chuckle — especially quizzes like: “Which pizza topping matches your personality?”
But when it comes to serious, intent-driven inbound lead generation, they’re not going to make the cut.
Why? Because while they might build your email list at fast, they don’t necessarily attract leads with a strong intent to do business with you. And that’s what we’re after here – quality over quantity.
Our focus isn’t on going viral or getting people to take a fun quiz. Nope. We’re all about capturing high-intent leads – the ones who are genuinely interested in doing business with you.
So, if you’re thinking, “Why should I use a lead gen quiz?”, let me give you three reasons:
- Pre-qualification: Don’t want to waste your precious time on leads that don’t pan out? A lead gen quiz can act as your first line of defense. It helps you pre-qualify leads before you pick up the phone, ensuring you’re focusing your energy on the most promising prospects.
- Lead Selling: Selling leads? Your buyers will often require specific details about the leads, not just a name and email. A well-crafted quiz can help you collect this valuable information, which makes your leads more attractive to buyers.
- List Building: If you’re looking to build a quality email list at the top or middle of your funnel, a lead gen quiz can be a valuable tool. It’s not just about the numbers; it’s about building a list filled with potential customers who are genuinely interested in what you offer. But remember, the quiz needs to be relevant to what you offer.
In short, if you’re serious about performance marketing and inbound lead generation, a lead gen quiz can be a powerful tool in your arsenal. It’s not about going viral; it’s about getting quality, high-intent leads.
So now, let’s take a look at some examples of lead generation quizzes along with some templates that you can use to get started.
Lead generation quiz templates by industry
In the next few sections, I’m going to be pulling out some example lead gen quiz templates from over at GetLeadForms.
1. Insurance lead gen quiz
If you’re in the insurance lead gen business, you know that capturing a name and email isn’t enough anymore. You need to know know what type of insurance your prospect is after, and a few other details before you commit your time or hand off that lead to a buyer.
So, how do you capture all of this info without overwhelming your prospect with questions? This is where our insurance lead generation quiz comes into the picture.
This Insurance Lead Gen Quiz asks the right questions to help you pre-qualify the lead.
First, it identifies the kind of insurance your lead is interested in — home, auto, life, health, or business insurance, and so on.
But it doesn’t stop there. This quiz keeps the conversation going by asking the meatier questions. Things like your lead’s age, marital status, their current coverage, and how much risk they’re comfortable with.
The beauty of this template is its simplicity. It gets you the info that you need, without overwhelming your prospect. while giving you the info you need.
2. Mortgage lead generation quiz
In the mortgage industry you need to understand your lead’s situation: Are they a first-time home buyer or a current homeowner? Looking for a refinance or to make a purchase? Already pre-approved?
That’s why pre-qualification is absolutely necessary. And this is where our mortgage lead gen quiz is a great way to gather this info.
This quiz quickly helps identify the product your prospect is interested in, whether that’s refinancing or purchasing a new home, right from the start.
In addition, this mortgage quiz gathers additional key details about your lead to help you better understand their situation, to kickstart a productive conversation. It probes for financial readiness, purchasing timelines, and other factors without overwhelming your lead with questions.
3. Legal lead quiz
When it comes to legal lead generation, knowing key details like when an accident occurred or whether the victim saw a doctor can make all the difference.
But, how do you gather all these details without sacrificing conversion? Enter the, “Find Out How Much Your Case is Worth” quiz.
What sets this quiz apart?
Its unique approach of focusing on the potential outcome – “Find Out How Much Your Case is Worth” – is incredibly compelling. It shifts the focus to the client’s potential gain, making answering the questions a no-brainer.
Another winning feature of this quiz is its personable design. It doesn’t feel like just another online form, but more like a conversation. This interactive approach makes the process less intimidating, more engaging — like a friendly chat, which can increase completion rates.
4. Real Estate – find your perfect home lead quiz
I’ve already addressed the mortgage aspect of the real estate industry, but now let’s shift our attention to agents with Our, “Find Your Perfect Home” lead quiz.
What makes this quiz stand out?
Well, it’s a fun and engaging way to capture leads who are a bit higher in your funnel. Perhaps they’ve just begun their home search but aren’t quite sure what they’re after. This quiz can draw in leads even before they start browsing your listings.
This real estate lead quiz collects useful data about your leads, which arms you with insights to provide more personalized follow-up and consultations. It’s an opportunity to position yourself as a trusted advisor, rather than just another agent. And in the competitive real estate market, that makes a world of difference.
The benefits don’t stop there. After a lead submits their data, it can be easily pushed into your CRM. If you’re using a platform like Follow-Up Boss, you can connect your lead form to your CRM and create segmented follow-up emails to nurture your leads effectively.
5. Home Service Lead Quiz
When you’re generating inbound leads for a service business, getting the full picture about a lead is so important. You’ll want to know things like their budget, when they want to get started, and what exactly they need done.
That’s where a lead gen quiz shines – it’s an ace at pulling in leads and building up a contact list, especially for those leads a little further up the funnel. And trust me, that’s where most of your market is hanging out.
Imagine you’re gearing up for a lead gen blitz on social media, like on Facebook Ads, just as winter is starting to set in. Why not channel your traffic towards something like our “New Heater” lead gen quiz?
What makes this quiz so effective?
It gets your prospect thinking about their situation and potential issues that they might face, even if it’s not on their radar just yet.
With the right questions, you can help prospects move from being completely unaware of a problem, to recognizing there’s an issue — bringing them a step closer to reaching out to you for a solution.
Plus, you’re scooping up all this handy data and growing your email list, so you can touch base either now or later down the line as their heater continues to age.
Remember, this is just one way a quiz can help Home Service businesses. I’ve got a heap of other quiz templates waiting for you to explore.
6.Financial service lead quiz
If you’re in the financial services industry then you know that capturing details about your lead’s financial ambitions, risk comfort zone, and their present financial situation is a big deal.
The sooner you get these details, the faster you can tune your offerings to their needs. And that’s precisely where our financial service lead generation quiz comes in.
Imagine you’re launching a campaign using LinkedIn Ads to generate retirement leads for a financial advisor. A smart move would be to drive that traffic to a “Are you prepared for retirement” lead gen quiz.
Then you can begin to ask your lead specific questions to help them understand if they’re ready for retirement, while getting you some really great data about your prospects.
What makes this quiz so effective?
It’s all about getting your prospect to ponder over their financial situation and future goals. That kind of insight is pure gold, helping transform a casual visitor into a potential client.
Keep in mind, this is just one way to spin a quiz for Financial Service businesses. We’ve got loads of other quiz templates ready to fit your specific needs.
So, are you ready to take the plunge into the world of lead generation quizzes? Grab our “Financial Fitness” quiz template and start raking in quality leads.
Next steps — check out our latest lead generation quiz templates
Alright, we’ve hit the home stretch.
Hopefully, it’s now crystal clear to you that your lead gen quiz doesn’t need to take after those cheesy, “Which celebrity are you?” Buzzfeed style quizzes. Instead, it can be an incredible tool to scoop up top-notch leads ready to do business.
Let’s hammer home an important point: Your focus shouldn’t be about going viral – it’s about relevance and purchase intent.
If you make a lead gen quiz that’s aligned with what your business does and aim for leads who are ready to do business with you (sooner or later), you have a powerful lead generation tool before you know it.
That’s a wrap.
Craving more lead gen quiz or multi-step form templates? You’re in luck – I’ve got a bunch more templates for you to pick and choose from.
