🌟 Module 19: Health Assessment Funnel

Free consult builder that converts.

⏱️ 60–90 minutes Difficulty: Beginner

By the end of this module, you’ll launch a simple, high-converting intake funnel that qualifies leads, books a consult, and triggers follow-ups automatically. You can brand it however you like—you don’t have to call it a “Health Assessment.” Try solution/problem-oriented names such as “Gut Reset Readiness Check,” “Stress & Sleep Audit,” “Hormone Balance Snapshot,” or “Energy Optimization Quiz.”

2. Why It Matters

Assessment funnels turn curiosity into booked calls. They help you attract the right people, capture contact info, and route leads into consults with context so you can coach—not chase.

Framed around a specific problem or outcome (e.g., IBS relief, perimenopause support, weight health without extremes), your “assessment” becomes a valuable first step in your offer ladder and feeds your entire Phase 2 client engine.

3. Step-by-Step Guide

Name the Funnel Around a Result

Pick a benefit-driven name (not “generic assessment”). Examples: “Bloat-Free Blueprint Check,” “Burnout Recovery Snapshot,” “Metabolic Momentum Quiz.” Add a one-sentence promise.

Pro Tip: Use “Who it’s for + Outcome + Timeframe” → “Busy moms | deeper sleep | in 30 days.”

Build a 10–12 Question Form

Use Google Forms (fast + free). Mix yes/no, multiple choice, and 1–10 scales. Include email + first name. End with: “Open to a free 20-min strategy call?”

Pro Tip: Create 3 sections: Symptoms, Lifestyle, Goals. Keep completion time under 3 minutes.

Add Simple Scoring & Triage

Score red-flag items (e.g., high stress + poor sleep). If score ≥ threshold, route to “Book a Call.” If low, deliver a mini-guide + nurture sequence first.

Pro Tip: Use 3 tiers: Hot (book now), Warm (nurture 7–14 days), Cold (newsletter only).

Connect Scheduling (and Payment if Needed)

Auto-redirect to Calendly/SavvyCal for a free 15–20 min consult. If selling a paid evaluation, send to Stripe checkout first, then to your calendar.

Pro Tip: Name the event “[Funnel Name] Review Call” and pre-load 2–3 qualifying questions.

Automate Follow-Ups (Email/SMS)

Send instant “Thanks + Next Steps.” If call not booked in 24h, nudge with a value snippet. Post-call, send recap + soft offer.

Pro Tip: Use a 3-touch sequence: T+0m receipt, T+24h reminder, T+72h “quick tip” nudge.

Publish & Promote

Embed on your site, pin to socials, and DM ideal leads. Use problem-first hooks like “Still waking 3–4x nightly?” → “Take the 2-minute Sleep Snapshot.”

Pro Tip: Add a sticky site button: “Take the [Result] Snapshot →”.

4. Examples & Options

Example: “Gut Reset Readiness Check”

Promise: “Find your #1 blocker to a calm, bloat-free belly in 3 minutes.”

CTA: “Get your score & book a free 15-min plan review.”

3 Key Questions: Bloat frequency (1–10), stool consistency (Bristol scale), trigger foods.

DIY (Free/Low-Cost)

Google Forms → redirect to Calendly (free tier) → MailerLite welcome + 24h reminder.

Mid-Level (Affordable)

Typeform logic → SavvyCal → MailerLite automations with tags (Hot/Warm/Cold).

Advanced (Premium/Outsource)

Jotform/Tally with scoring → Stripe checkout (if paid eval) → Zapier to Airtable CRM → ConvertKit 7-day nurture → auto-insert consult notes template.

Naming Angle (No “Assessment” Needed)

Sleep Tune-Up • Burnout Recovery Scan • Menopause Momentum Map • Inflammation Risk Snapshot • Energy Reboot Quiz

Call Script Opener

“I reviewed your [Snapshot Name]. I see [2 patterns]. If we could remove [primary blocker] in the next 30 days, what changes first for you?”

5. Common Mistakes to Avoid

Too many questions. Instead of 25+, do 10–12 and under 3 minutes.
Generic naming. Instead of “Health Assessment,” use a problem/result name (“Bloat-Free Snapshot”).
No next step. Instead of “Thanks,” auto-redirect to scheduling + send a reminder at 24h.
No triage. Instead of treating all leads the same, use Hot/Warm/Cold tags and tailored follow-ups.
Hiding it. Instead of burying your link, embed it site-wide and pin to your profiles.

6. Quick Win Highlight

In 10 minutes: Spin up a 3-question “Sleep Snapshot” in Google Forms, toggle collect emails, and set the post-submit redirect to your Calendly free consult.

Pin “Take the 2-minute Sleep Snapshot →” as your Instagram bio link and add it to your site header.

💬 DM Prompt

“Hey [First Name] — I put together a quick Sleep Snapshot that finds the #1 reason you’re waking up tired. It’s 2 minutes and shows your next best step. Want the link?”

Sent the DM Mark Complete ✅

7. Mini-Implementation Exercise

Worksheet: Funnel One-Pager

Name: __________________________

Promise: ___________________________________________

Audience: __________________________________________

Top 3 Questions: 1) ______ 2) ______ 3) ______

Score Rule (Hot/Warm/Cold): ____________________

Redirect URL (Calendar/Checkout): ______________

Copy Snippets

Hook: “Still [problem]? Take the 2-minute [Result] Snapshot.”

Button: “Get My Score →”

Thank-You: “Results on the way—book your free plan review below.”

Quality Check

• Time to complete < 3 min

• 10–12 total questions

• Clear redirect + reminder

8. Tools & Resources

Google Forms

Fast, free, and simple survey builder with easy embeds and redirects.

Typeform

Polished UX + logic jumps for higher completion rates.

Jotform / Tally

Great scoring + conditional logic; easy to style and integrate.

Calendly / SavvyCal

Auto-scheduling right after submission; add pre-call questions.

Stripe

Collect payment for paid evaluations before scheduling.

MailerLite / ConvertKit

Tag Hot/Warm/Cold and run 3-touch follow-ups automatically.

Zapier / Make + Airtable

Send submissions to a lightweight CRM and trigger your automations.

9. Checkpoint / Success Criteria

✅ Funnel has a benefit-driven name (not “generic assessment”).

✅ Form is 10–12 questions and takes < 3 minutes.

✅ Hot/Warm/Cold scoring + tags are applied.

✅ Auto-redirect to calendar (or checkout) works.

✅ 3-touch follow-up is live (T+0, T+24h, T+72h).

✅ Embedded on site + pinned across socials.

10. Summary & Next Step

Name your funnel around the result, not the tool.
Keep the form fast: 10–12 questions with clear scoring.
Auto-route to booking (or checkout) and tag by lead temperature.
Run a 3-touch follow-up and promote it everywhere.

Next → Module 20 Creating a Lead Magnet