Templates ยท Lead Generation

Quiz / Assessment Lead Magnet Chatbot Template

Engage leads with a quiz that provides personalized results.

Best for
High-touch services, coaches, consultants
Estimated setup
15 minutes
You fill in
Quiz Name, Quiz Description, Your Business Name, Result A Title, Result A Description, Result B Title, Result B Description, Result C Title, Result C Description, CTA After Results, Scheduling Link (optional)

The conversation, step by step

These are the messages and questions in the template as it comes. Words in brackets are filled in from your business details or from the visitor's earlier answers. A visitor sees only the steps that match the buttons they choose, and you can change any wording, add steps or remove them in the flow builder.

  1. ๐Ÿ‘‹ Welcome to the [Quiz Name]!
  2. [Quiz Description] Only takes 2 minutes!
  3. Ready?
    • ๐Ÿš€ Let's go!
    • Maybe later
  4. Q1: When starting a new project, you typically...
    • Plan everything first
    • Jump in and figure it out
    • Research best practices
  5. Q2: Your ideal workday involves...
    • Structured meetings & deadlines
    • Creative freedom
    • Deep focus & analysis
  6. Q3: When making decisions, you rely on...
    • Logic and strategy
    • Intuition and gut feeling
    • Data and evidence
  7. Q4: You're most energized when...
    • Leading toward a goal
    • Creating something new
    • Solving complex problems
  8. Q5: Your biggest strength is...
    • Seeing the big picture
    • Thinking outside the box
    • Attention to detail
  9. ๐ŸŽ‰ Your results are ready! Where should I send your personalized report?
  10. What's your name? The visitor types a reply.
  11. And your email, [visitor's first name]? The visitor types an email address.
  12. The visitor is saved as a lead, tagged:
    • quiz_lead
    • lead
  13. The next step depends on an earlier answer.
  14. The next step depends on an earlier answer.
  15. ๐Ÿ† Your Result: [Result A Title]! [Result A Description]
  16. ๐Ÿ† Your Result: [Result B Title]! [Result B Description]
  17. ๐Ÿ† Your Result: [Result C Title]! [Result C Description]
  18. [CTA After Results]
  19. What's next?
    • ๐Ÿ“ž Talk to someone
    • ๐Ÿ“ง Just email results
    • That's all!
  20. Great! Best number to reach you? The visitor types a phone number.
  21. The visitor is saved as a lead, tagged:
    • hot
    • wants_call
  22. Someone from [Your Business Name] will call you within 24 hours. Talk soon! ๐Ÿ™Œ
  23. We'll email your full results to [visitor's email]. ๐Ÿ“ฌ
  24. Thanks for taking the quiz, [visitor's first name]! ๐Ÿ‘‹
  25. No problem! Say 'quiz' anytime to start. ๐Ÿ‘‹

What you get with each lead

Every lead this template collects appears in your Alma leads inbox with the answers the visitor gave and these tags, so you can sort and follow up: quiz_lead, lead, hot, wants_call. Alma emails you when a new lead arrives. On the Growth plan and up you can also send leads to other software through Zapier, and the Agency plan adds webhooks.

Questions your flow does not cover

A template answers the paths it was built for. To answer other questions in the visitor's own words, add AI answering for $25 a month: it replies from business information you provide as text, which the Alma team loads into your bot. The article on how a knowledge base chatbot works explains what to write.

Start from this template and make it yours.

The free trial lasts 14 days. Pick this template, fill in your details, change any wording, and add the chatbot to your site with one line of code.

More lead generation templates