Key Person of Influence scorecards (Dent Global) — a Quiz funnel teardown

ProductCoaching/Services
TypeQuiz
CategoryBusiness coaching
Dent Global — "KPI Score" page on danielpriestley.com

Two scorecards, one sales team. The Key Person of Influence scorecard is linked from Priestley’s personal site, and the 24 Assets heatmap is the website of one of his books. Both are ScoreApp quizzes on Dent’s account, both take an email before the first question, and both end by offering one of Dent’s calls.

The KPI scorecard was walked to the end four times. The interesting part comes after the score. The insight boxes say “Pitch” for both the biggest opportunity and the strongest area, whatever the score, so the diagnosis is the same template for everyone. The revenue and investment questions decide the rest. A qualifying business that says it can invest is offered the 75-minute GamePlan call. A middle answer is offered a 15-minute Diagnostic Call. Anyone under $100k, or not able to pay for help, is sent to a page whose last step is building a scorecard of their own in ScoreApp.

What was not captured: the PDF report and any follow-up email, the GamePlan application (behind an hCaptcha), and the booking calendars behind both call forms.

Funnel canvas — drag to pan, scroll or use the buttons to zoom. Each node links to that step's page.

Attract

1"KPI Score" page on danielpriestley.comDent Global — "KPI Score" page on danielpriestley.com

One call, many front doors

The personal site, the KPI scorecard and the 24 Assets book site are three separate pages, and all three end at the same Dent strategy calls.

Capture

2The scorecard: about thirty scored questions, then six that sort youDent Global — The scorecard: about thirty scored questions, then six that sort you

Score first, sort last

The scored questions produce a percentage and five bars that look like the result. The six profile questions at the end decide which call, if any, is offered. Two visitors with the same 50% end up on different pages.

Nurture

3The resources page: a video, a free book, and ScoreAppDent Global — The resources page: a video, a free book, and ScoreApp

The downsell is the sister company

Visitors under $100k aren’t turned away. They get a free book and a “Create Your Scorecard” button, so the leads Dent won’t take become ScoreApp signups.

Sell

14“Book your Diagnostic Session”Dent Global — “Book your Diagnostic Session”

The phone waits for the call

The scorecard form leaves the phone number optional. The Diagnostic Session form makes it required, once the visitor has asked for a call.

Retain

Made for a big screen

See all 12 steps as one map

On a computer this funnel opens as a canvas: every page at full length, side by side, with the arrows between them and the moves that make it work. A phone screen can't hold it, so here it's a list.

  1. Dent Global — "KPI Score" page on danielpriestley.comLanding page"KPI Score" page on danielpriestley.com
  2. Dent Global — 24 Assets diagnostic heatmap, on the book’s own siteLanding page24 Assets diagnostic heatmap, on the book’s own site

    One call, many front doors

    The personal site, the KPI scorecard and the 24 Assets book site are three separate pages, and all three end at the same Dent strategy calls.

  3. Dent Global — Contact form before the first questionOpt-in/lead formContact form before the first question
  4. Dent Global — 24 Assets contact formOpt-in/lead form24 Assets contact form
  5. Dent Global — The scorecard: about thirty scored questions, then six that sort youQuiz/surveyThe scorecard: about thirty scored questions, then six that sort you

    Score first, sort last

    The scored questions produce a percentage and five bars that look like the result. The six profile questions at the end decide which call, if any, is offered. Two visitors with the same 50% end up on different pages.

  6. Dent Global — 24 Assets “Quick Results Overview”Thank-you/confirmation24 Assets “Quick Results Overview”
  7. Dent Global — Result: “Your influence is established” (qualified)Thank-you/confirmationResult: “Your influence is established” (qualified)
  8. Dent Global — Result: “making progress” → 15-minute callThank-you/confirmationResult: “making progress” → 15-minute call
  9. Dent Global — Result: under $100k, or not able to invest → resourcesThank-you/confirmationResult: under $100k, or not able to invest → resources
  10. Dent Global — The resources page: a video, a free book, and ScoreAppLanding pageThe resources page: a video, a free book, and ScoreApp

    The downsell is the sister company

    Visitors under $100k aren’t turned away. They get a free book and a “Create Your Scorecard” button, so the leads Dent won’t take become ScoreApp signups.

  11. Dent Global — “Book your Diagnostic Session”Booking/calendar page“Book your Diagnostic Session”

    The phone waits for the call

    The scorecard form leaves the phone number optional. The Diagnostic Session form makes it required, once the visitor has asked for a call.

  12. Dent Global — KPI GamePlan strategy sessionBooking/calendar pageKPI GamePlan strategy session

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