Qualify enquiries before a consultation
A fit or readiness scorecard scores each prospect, so your diary fills with consultations worth having, not tyre-kickers.
For professional services
Lead generation quizzes for professional services firms
Turn website enquiries into qualified consultations. InsightSquirrel builds quizzes and scorecards that qualify each enquiry, capture the details, and book the call, for consultants, accountants, advisers and firms.
- Qualify every enquiry
- Capture consultation leads
- Book the right calls
Where it fits
Three ways a quiz wins better clients
From qualifying enquiries to a diagnostic lead magnet, a scored quiz does the vetting before the first call.
Turn your expertise into a lead magnet
Package a health check or audit as a self-assessment scorecard, so prospects get a useful result and you get a scored lead.
Streamline new-client intake
Replace the messy intake email chain with a structured assessment, so you arrive at the first meeting already briefed.
Why firms choose InsightSquirrel
Built to qualify a lead before it reaches your diary
Everything below is included from your first day of the 14-day free trial.
Scoring that qualifies
Weight every answer so each lead arrives ranked by fit and readiness, and your team knows who to prioritise.
Lead capture with consent
Collect name, email and phone with clear GDPR consent, before or after you reveal the result.
Embed on any site
Drop the embed code into WordPress, Wix, Squarespace or any firm website, or link to a hosted quiz page. No developer needed.
Results that book a consultation
End every quiz with a clear next step, so an interested prospect books the call while their problem is top of mind.
Syncs to your CRM
Send new leads straight to your CRM or email platform through Mailchimp, HubSpot, Zapier and webhooks, and trigger a follow-up.
Simple, predictable pricing
From £9 a month including UK VAT, with a VAT invoice for every payment and no per-seat minimum to get started.
Templates to start from
Launch faster from a ready-made template
Adapt one of these to your firm and go live in an afternoon.
Scorecard
New Business Fit Scorecard
Score inbound enquiries against your ideal client, so your team pitches for work you can win and love.
Quiz
Service Discovery Quiz
Guide prospects through your services to the one that fits, so they enquire about exactly the right thing.
Scorecard
Client Intake Assessment
Replace the messy intake form with a scored assessment that tells you where a new client actually stands.
Scorecard
Lead-Ready Scorecard
Let a prospect score their own readiness, so your team spends time on the ones ready to talk.
Browse all templates → · Go deeper: how to build a scorecard
Questions
InsightSquirrel for professional services FAQ
Can a quiz get me more qualified enquiries?
Yes. A short fit or readiness scorecard gives a prospect a reason to engage and scores their answers, so enquiries arrive pre-qualified and your team spends time on the ones worth a consultation.
Can I use it as a diagnostic lead magnet?
Yes. Turn your expertise into a self-assessment, such as a health check or audit scorecard, that gives the prospect a useful result and gives you a named, scored lead in return.
Can I embed it on my firm's website?
Yes. InsightSquirrel gives you an embed code that drops into any site, including WordPress, Wix and Squarespace, or you can link to a hosted quiz page. No developer needed. See the embedding guide.
Turn website enquiries into booked consultations
Build a qualifying quiz or scorecard, embed it on your site, and fill your diary with the right clients. 14-day free trial, cancel anytime.
Start free today