Debt relief quiz funnel template
People drowning in debt will not fill out an application, but they will answer a quiz about their situation. This funnel runs seven one-tap questions, debt amount, type, income, payment status, that quietly establish program eligibility while feeling like a self-assessment, and only then asks who they are.
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What's inside this template
Seven quiz steps mapped to the intake questions debt-relief counselors ask, contact fields held to the end. The quiz format plus contact-last ordering is the combination the 34% platform average is built on.
- 1
Debt amount
Bands starting under $10,000. Most programs need $10,000-plus, so the core eligibility check opens the quiz.
engagement_firstbuyer_qualification - 2
ZIP code
Debt relief is state-regulated, and buyers license by state. ZIP settles coverage early.
zip_qualificationconditional_routing - 3
Debt type
Credit cards, medical, personal loans, or mixed. Unsecured debt qualifies; the answer routes what does not.
buyer_qualification - 4
Income and employment
Two taps that determine whether settlement, management, or hardship programs fit.
buyer_qualification - 5
Payment status
Current, behind, or in collections. Delinquency status changes both eligibility and urgency scoring.
intent_captureconditional_routing - 6
Credit score range
The final quiz answer, separating consolidation-loan candidates from settlement files.
conditional_routing - 7
Contact details, verified
Only after the quiz completes does the flow ask for name, email, and phone, all live-checked, consent above the submit.
email_verifyphone_verifytcpa_consent
Built to deliver qualified leads
Same ad spend. Capture 2X the qualified leads. Debt buyers pay for enrollable files, debt over the program floor, qualifying debt types, reachable people, and this quiz screens all three before a dollar of the lead bills. Across the platform the format averages a 34% conversion lift.
Enrollable files, screened
Amount, type, and delinquency answers arrive structured, matching each file to the programs that can take it.
Lead scoring →Consolidation and settlement, split
Credit and income answers route loan candidates one way and settlement files the other, per campaign.
Distribution & routing →Reachable at the moment of need
Live phone verification protects the fast callback that debt-relief conversion depends on.
Lead verification →Debt relief marketing notes
Where the template respects the rules of this vertical:
- Quiz copy avoids outcome promises the Telemarketing Sales Rule restricts
- One-to-one consent above the submit, named to the contacting company
- State screening via ZIP keeps leads inside licensed coverage
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Frequently asked questions
Why a quiz instead of a form?
Shame is the friction in this vertical. A quiz reads as self-discovery rather than confession, which is why the format finishes where applications get abandoned.
What is a qualified debt relief lead?
A qualified lead is one with a verified email, a verified phone, enriched data, and a Contact Score above your threshold, checked before the visitor leaves the page. Debt amount and payment status add the enrollability signals buyers screen for.
Can sub-$10,000 debt route somewhere useful?
Yes, typically to consolidation-loan or credit-counseling offers, so the traffic you paid for monetizes even when it misses the settlement floor.
How fresh are leads on delivery?
Delivery is sub-second into your CRM or buyer endpoint, and delinquent-status files can route ahead of everything else.
Go deeper on financial lead gen
Start capturing qualified debt relief leads
Launch the quiz as is, or generate a variant for your programs.