---
name: scorecard-marketing
description: 'Build quiz and assessment funnels that generate qualified leads at 30-50% conversion. Use when the user mentions "lead magnet", "quiz funnel", "assessment tool", "lead generation", "score-based segmentation", "interactive content", "lead qualification", or "quiz marketing". Also trigger when designing self-assessment tools, building calculators or graders for marketing, or creating personalized result pages that drive conversions. Covers question design, dynamic results by tier, and automated follow-up sequences. For landing page conversion, see cro-methodology. For full marketing plans, see one-page-marketing.'
license: MIT
metadata:
  author: wondelai
  version: "1.3.0"
---

# Scorecard Marketing Skill

A proven 4-step system for generating qualified leads through interactive assessments that arrive with rich data about each prospect.

## Core Principle

**Everything is downstream from lead generation.** People buy to resolve psychological tension between their current reality and desired reality — a scorecard awakens dormant desires by asking revealing questions.

**The foundation:** Active searchers are harder to sell to (already decided, set budget); people with dormant desires buy from whoever helped them uncover the need. A well-designed scorecard converts 30-50% of visitors vs. 3-10% for PDF lead magnets, because interactive assessments create psychological engagement static content cannot.

## Scoring

**Goal: 10/10.** When reviewing or creating assessment funnels or quiz landing pages, rate them 0-10 against the principles below — 10/10 means full alignment, lower scores indicate gaps. Always give the current score and the specific improvements needed to reach 10/10.

## The 4-Step Scorecard System

### 1. Landing Page

**Core concept:** The landing page exists for one purpose: get visitors to start the questionnaire. It must create enough curiosity and promise enough value that clicking "Start" feels irresistible.

**Why it works:** A concept hook taps a dormant desire; framing around a score triggers the primal drive to measure, rank, and improve. Curiosity plus low commitment ("takes 3 minutes") removes friction.

**Key insights:**
- The concept hook is the single most important element — it defines what visitors score themselves on
- "Moving toward" hooks ("Are you ready to [goal]?") outperform fear-based hooks
- The 3 Cs — Clarity, Credibility, Connection — must all be present
- Bonuses (free book, consultation, report) lift completion; a time expectation ("less than 3 minutes") reduces abandonment

**Product applications:**

| Context | Landing Page Element | Example |
|---------|---------------------|---------|
| **Concept hook** | Frame around a score visitors want | "What's Your Marketing Score?" |
| **Moving toward** | Goal-oriented hook | "Are you ready to scale your business?" |
| **Readiness check** | Decision validation hook | "Should you launch a second location? Complete this checklist" |

**Copy patterns:**
- "[HEADLINE: Concept hook + promise] Are you ready to [desired outcome]?"
- "Answer [X] quick questions to discover [specific insight] and get personalized recommendations"
- "[CTA BUTTON] Start the Quiz (Takes less than 3 minutes)"

**Ethical boundary:** The hook must promise value the assessment actually delivers — never bait-and-switch into a sales pitch disguised as results.

See: [references/industry-examples.md](references/industry-examples.md) for 50+ scorecard concepts and landing page hooks across industries.

### 2. Questionnaire

**Core concept:** The questionnaire collects lead data while providing a gamified experience: capture contact information first, then ask scored questions grouped into categories that surface pain points, desires, and qualification signals.

**Why it works:** People enjoy answering questions about themselves (self-referential encoding), and capturing email before questions retains the lead even on abandonment. Scored categories make results feel scientific, increasing trust in the recommendations.

**Key insights:**
- Lead capture form goes first (name, email, optional phone)
- Question count scales with funnel stage: 8-15 cold-to-warm, 20-50 warm-to-sales, 30-150 client-to-fan
- Group questions into 2-7 measurable categories; assign 1-5 points per answer, weighting significant answers higher
- Add qualifying questions (budget, urgency, company size) in an "Uncategorised" group
- Avoid salesy, leading, lookup, and jargon questions

**Product applications:**

| Context | Question Type | Example |
|---------|--------------|---------|
| **Yes/No** | Checklist items | "Do you work out 3+ times/week?" |
| **Sliding scale** | Degree/frequency | "How important is X to you?" |
| **Open text** | Rare — slows completion | "What has stopped you in the past?" |

**Copy patterns:**
- Use "you" language: "How confident are you in your..." not "Rate your confidence level in..."
- Progress indicators ("Question 5 of 12") reduce abandonment; "Almost done!" maintains momentum
- Category names should be meaningful to the respondent, not internal jargon

**Ethical boundary:** Never disguise sales qualification as helpful assessment — qualifying questions should be transparently useful to both parties, and don't collect data you won't use to improve their results.

See: [references/psychology.md](references/psychology.md) for the psychological foundations of question design and tension creation.

### 3. Results Page

**Core concept:** The results page delivers personalized value based on the respondent's score, creating tension between where they are and where they could be, with a clear next step calibrated to their tier.

**Why it works:** Scored, personalized results feel more valuable than generic advice and trigger the drive to improve (see [Psychology](#psychology-behind-why-this-works) below).

**Key insights:**
- Show overall score plus category breakdown to highlight strengths and weaknesses
- Write dynamic content per tier — default Low / Medium / High; custom tiers ("Startup / Scaleup / Performer / Unicorn") increase engagement
- The sweet spot: prospects scoring "strong foundations with room to improve" convert best
- PDF reports (personalized cover, detailed recommendations) extend value and travel into sales meetings
- Different CTAs per tier: Low → free event; Medium → book + discovery call; High → direct consultation

**Product applications:**

| Context | Results Element | Example |
|---------|----------------|---------|
| **Overall score** | Total across categories | "Your Marketing Score: 67/100" |
| **Category breakdown** | Visual strengths/weaknesses | Spider chart of 5 category scores |
| **PDF report** | Personalized downloadable document | Cover with name, category analysis, recommendations |

**Copy patterns:**
- "Your [Topic] Score is [X]/[Total]. Here's what that means..."
- Low tier: "This area needs attention. Here are easy first steps... Our team specializes in helping people at your stage."
- High tier: "Excellent foundation! Focus on maintaining standards. We work with advanced clients like yourself on [specific advanced offer]."

**Ethical boundary:** Results must deliver genuine insight, not manufactured anxiety — give low scorers actionable help, and never inflate or deflate scores to push an offer.

See: [references/technical-implementation.md](references/technical-implementation.md) for scoring logic, conditional content, PDF generation, and platform integration.

### 4. Sales and Marketing

**Core concept:** Turn assessment data into a systematic engine: promotion drives traffic to the landing page, while follow-up sequences segment leads by score tier and nurture them toward a conversion event.

**Why it works:** Scorecard leads arrive with self-reported pain points, qualification signals, and scores — sales conversations shift from discovery to recommendation, and automated segmentation gives every lead relevant follow-up.

**Key insights:**
- Promote via LinkedIn polls, Facebook/Google ads, email lists, podcast CTAs, book QR codes
- Fire the results email + PDF immediately after completion; send abandon emails to recover incomplete starts
- Segment nurture campaigns by tier — not one-size-fits-all drip
- Multi-step funnels for high-ticket: Stage 1 (8-15 questions, basic score), Stage 2 (15-25, detailed report), Stage 3 (30-50, baseline + roadmap)

**Product applications:**

| Context | Sales/Marketing Tactic | Example |
|---------|----------------------|---------|
| **Paid traffic** | Ads to landing page | "What's Your Leadership Score? Take the free quiz" |
| **Abandonment** | Recovery email sequence | "You started the quiz but didn't finish. Your progress is saved." |
| **Sales call** | Data-informed conversation | Rep opens with "I see you scored 4/10 on Operations..." |

**Copy patterns:**
- "Take the [Topic] Scorecard" as a universal CTA across all channels
- Results email: "Your [Topic] Score is ready. Here's what we recommend based on your results."
- Nurture: "Last week you scored [X] on [category]. Here are 3 ways to improve that score this month."

**Ethical boundary:** Follow-up must respect consent and provide genuine value — never use assessment data to pressure, honor unsubscribes immediately, and never share individual data without permission.

See: [references/analytics-optimization.md](references/analytics-optimization.md) for key metrics, A/B testing, funnel analysis, CRM integration, and lead scoring.

## Scorecard Naming Strategy

**Effective names combine** topic clarity, outcome promise, and brevity.

**Formulas:**
- "The [Topic] Scorecard" — "The Business Growth Scorecard"
- "[Outcome] Readiness Assessment" — "Leadership Readiness Assessment"
- "What's Your [Topic] Score?" — "What's Your Marketing Score?"
- "The [Adjective] [Topic] Quiz" — "The Complete Wellness Quiz"

## Conversion Benchmarks

- Traditional PDF lead magnets: 3-10% conversion
- Scorecard/quiz funnels: 30-50% conversion
- Top performers: 70%+ with optimized landing pages

## Psychology Behind Why This Works

1. **Tension creation:** Questions surface dormant desires
2. **Reciprocity:** You gave value (insights), they're open to conversation
3. **Self-qualification:** They told you their problems and budget
4. **Personalization:** 83% of consumers share data for a personalized experience
5. **Gamification:** Primal drive to score, rank, and improve
6. **Commitment:** Time invested increases follow-through

## Implementation Checklist

1. [ ] Define ideal customer and their desired outcome
2. [ ] Choose concept hook (readiness/category/knowledge/pain removal)
3. [ ] Write 2-7 scoring categories based on your methodology
4. [ ] Create 10-40 questions with point values
5. [ ] Set up 3 scoring tiers with dynamic content
6. [ ] Write landing page with 3 Cs (Clarity, Credibility, Connection)
7. [ ] Configure lead form fields
8. [ ] Set up automated email with results
9. [ ] Create follow-up sequence by tier
10. [ ] Test with 5-10 people before launch

## Common Mistakes

| Mistake | Why It Fails | Fix |
|---------|-------------|------|
| **Too many questions for cold traffic** | Abandonment spikes after 15 questions | 8-15 questions cold; save 20-50 for warm leads |
| **Capturing email after the quiz** | Lose all abandon leads | Lead capture form before the first question |
| **Generic results for all tiers** | No personalization = no tension, no action | Unique dynamic content per tier per category |
| **Salesy questions** | "Are you ready to buy?" breaks trust | Frame around their situation, not your offer |
| **No clear CTA on results page** | Prospect gets score and leaves | Specific, tier-appropriate next step |
| **One-size-fits-all follow-up** | Low and high scorers need different offers | Segment nurture campaigns by score tier |
| **Skipping the concept hook** | Landing page has no pull | Test 3-5 hooks with your audience first |

## Quick Diagnostic

| Question | If No | Action |
|----------|-------|--------|
| Does the hook target a dormant desire? | Landing page underperforms | Rewrite using one of the 5 hook types (moving toward, pain removal, readiness, category, knowledge) |
| Is email captured before questions? | Losing all abandon leads | Move lead capture before the questionnaire |
| Are questions grouped into scored categories? | Results feel arbitrary | Create 2-7 categories with point values |
| Does each tier have unique dynamic content? | Generic results, no tension | Write personalized insights and CTAs per tier |
| Is there a specific CTA per tier? | Prospects leave without converting | Map each tier to a next step (event, call, consultation) |
| Are follow-up emails segmented by score? | Nurture feels irrelevant | Separate sequences per tier with tailored content |

## Reference Files

- [industry-examples.md](references/industry-examples.md): 50+ specific scorecard concepts across industries with hook templates
- [psychology.md](references/psychology.md): Buyer psychology, tension creation, dormant desires, and why assessments convert
- [technical-implementation.md](references/technical-implementation.md): Platform comparison, conditional logic, scoring patterns, PDF generation, integrations
- [analytics-optimization.md](references/analytics-optimization.md): Key metrics, A/B testing elements, funnel analysis, CRM integration, lead scoring

## Further Reading

For the complete system, additional examples, and advanced strategies:

- [*"Scorecard Marketing: The four-step playbook for getting better leads and bigger profits"*](https://www.amazon.com/Scorecard-Marketing-four-step-playbook-getting/dp/1781337195?tag=wondelai00-20) by Daniel Priestley and Glen Carlson

## About the Author

**Daniel Priestley** is a serial entrepreneur, founder of the accelerator Dent Global, and co-founder of ScoreApp, the platform built around the scorecard methodology that has generated millions of leads. He is the author of *Key Person of Influence*, *Oversubscribed*, and *Scorecard Marketing*.
