Scale your creative service business without sacrificing your time.
This week I launched the Five Figure Diagnostic – a short quiz that will help brand and web designers, photographers, accountants, and other 1:1/DFY service providers figure out what they need to do next to scale their services to five figure MONTHS and beyond.
When I started, I looked at the different options for creating a personality type of quiz but before I committed to yet another monthly expense, I wanted to see if I could accomplish the same thing in WordPress using my existing tech stack.
And totally it’s possible.
Keep going for the nitty gritty, but reader beware – there’s math involved. ????
For this quiz I used Fluent Forms Pro, but most advanced form plugins should allow you to get the same results. If you’re using a different form plugin for WordPress you need to make sure it has these things:
Now here is a quick and dirty explanation of the logic that powers the quiz:
One way to approach this math is to assign each outcome a number set, for example –
Outcome #1: 10
Outcome #2: 100
Outcome #3: 1000
You’ll give each question the same weight that corresponds to each outcome.
Then when you’re setting the ranges for each outcome, you’ll do something like this –
Outcome #1: If calculated field is less than 100
Outcome #2: If calculated field is between 100-200
Outcome #3: If calculated field is greater than 201
You’ll need to tweak this math if you ask more than 10 questions, or if you have a different number of outcomes.
To keep things easy, I have three outcomes that are the result of six questions that have three answers each.
→ 6 questions
→ 3 answers to choose from for each
→ 3 possible outcomes
Based on our outcome ranges, set your conditions for your CRM to tag the new lead with the outcome they received and then send them an email with customized info and next steps based on that outcome. Then make sure you tailor the content to each outcome to make it extra special and helpful.
I mentioned the form plugin that I used earlier, and I want to share the rest of my stack here so you have an idea of what other pieces were in play for this project in case you want to try this for yourself.
Obviously, there is a TON more that goes into building out a quiz as a lead magnet. With this post I wanted to take some of the mystery out of what goes on under the hood of one of those personality quizzes.
Want to see my result? Go take the quiz!
P.S. Need help implementing your own quiz? I love to do this kind of stuff for my clients while building out the systems and automation that helps them scale their 1:1/DFY business. Send me a DM for more info…
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