🌟 Phase 2
📝 Health Assessment Funnel

A powerful lead generation tool that uses engaging wellness quizzes to spark curiosity, capture insights, and guide prospects toward a personalized consult — all before the first conversation.

🧠 Health Assessment Funnel Tools

🧩 What’s a Health Assessment Funnel?

This is a powerful strategy to turn curious visitors into ready-to-book prospects by offering a high-value, low-friction health quiz that shows off your expertise and gives real insight.

🎯 Why This Funnel Works

  • ✅ Builds trust through value-first interaction
  • 📊 Generates qualified leads with real data
  • 🔄 Automates lead capture and follow-up
  • 💡 Shifts the client’s mindset from unsure → ready
  • 💬 Opens the door to deeper conversations

🔧 Step-by-Step: Build Your Funnel

1️⃣ Clarify the Outcome

What will they walk away with? Think: “You’ll get a full wellness snapshot and custom strategy.”

Examples: Thrive Score, Burnout Risk, Energy Levels, Hormonal Imbalance Quiz

2️⃣ Choose a Platform

  • Google Forms (simple & free)
  • Typeform (sleek UI)
  • Jotform (great logic tools)
  • Interact/ScoreApp (premium quiz format)

3️⃣ Design the Assessment

  • Engaging intro message
  • 3–8 sections: Sleep, Stress, Nutrition, Mental Health, etc.
  • Use multiple choice or rating scale questions
Sample Q: “How often do you wake up feeling rested?” → Always / Sometimes / Never

4️⃣ Smart Follow-Up

Create a system that instantly thanks and books the lead:

  • Personalized Thank You Page
  • Email follow-up with results summary
  • Booking link (Calendly or TidyCal)

5️⃣ Score & Segment

Use responses to tag and group leads by urgency or needs. Adjust consults accordingly.

6️⃣ Use the Data in Consults

Bring up their responses live during your intro call. Reiterate what they told you and walk them toward your solution.

📈 Promote Your Assessment

  • Instagram bio or story link
  • Blog posts or email footer
  • Wellness challenges or webinars
  • DMs and digital flyers

"Want to know your Thrive Score? Take the free quiz and find out in 3 minutes."

🔥 Upgrade Ideas

  • Gamify the experience (unlock badges, dynamic results)
  • Offer a PDF report or visual dashboard
  • Use it as a B2B gateway for company screenings

✨ Bonus Tip

Ask: "Just like you took this quiz, who else in your life could use it too?" – Include a referral link!