Service Discovery Quiz
A friendly quiz that reads what a visitor is trying to achieve and recommends the service that fits, whether that is a workshop, an audit, or ongoing support. It turns a confusing services page into a guided, personal recommendation.
What the questions look like
Real questions from the template, shown in full. You can edit every one of them.
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What would help you most right now?A clear plan to followAn expert to do it with meSomeone to just do itA second opinion
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How urgent is this for you?Needed yesterdaySoonThis yearNo rush
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How much do you want to be involved?Hands on throughoutInvolved at key pointsKept informedAs little as possible
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What is your budget comfort level?Whatever it takesSensible investmentModestFree resources for now
An example result
Answers weight toward the best-fit service rather than a number. The result names the recommended service with a short reason why, so the suggestion feels considered and the enquiry arrives pre-qualified.
You want an expert alongside you, it is urgent, and you like to stay involved. Ongoing done-with-you support is the best fit. Book an intro call and we will scope your first month.
| Do-it-yourself resources | Early or low budget. Point to a course or guide. |
| One-off intensive | Needs a plan or a fix. Point to a workshop or audit. |
| Done-with-you support | Wants a partner. Point to ongoing coaching. |
| Done-for-you | Wants it handled. Point to your full service. |
Who it is for
For coaches, consultants and agencies with more than one offer. Put it on your services page so visitors self-select and you stop fielding mismatched enquiries.
Related templates
Client Intake Assessment
Replace the messy intake form with a scored assessment that tells you where a new client actually stands.
Client Progress Scorecard
Track how far a client has come across a programme, and make the progress visible enough to renew on.
Coaching Programme Fit Finder
Guide each prospect to the right way to work with you, so the people who book calls are the ones who are ready for them.
Questions about this template
Can I change the services it recommends?
Yes. Rename each outcome, rewrite the reasons and point every one at the right page or booking link.
Does it feel salesy?
Not if the questions are about the visitor. A good recommendation feels like help, not a pitch.
Do I capture the lead?
Yes, with consent, tagged by the service they were matched to.