Funnel stages · stage 4 of 6
Assessment & qualification
order: 4 feeds: nurture
The job
Convert interest into structured project facts, score readiness, and route each lead down the correct path.
Required sections
- Hero — State the page's single promise and offer the two ways forward.
assessment-dimensionsqualification-formroutingbooking
Decision rules
- The assessment scores dimensions on a fixed scale (e.g. Planned / Partially planned / Unknown / Not applicable) so results are comparable.
- The qualification form captures project type, stage, time-sensitive decisions, desired outcomes, investment band, and decision authority.
- Routing is deterministic: each combination of answers maps to exactly one named route with its own headline and recommended offer.
- Urgency routes fire on approaching irreversible decisions and are shown before all other routes.
- The booking page tells the lead what to prepare — and explicitly what never to send (credentials, codes, private footage).
Exit condition
Every completed assessment produces a score, a route, and either a booking or a nurture enrollment.
Full record
{
"id": "assessment",
"name": "Assessment & qualification",
"order": 4,
"job": "Convert interest into structured project facts, score readiness, and route each lead down the correct path.",
"required_sections": [
"hero",
"assessment-dimensions",
"qualification-form",
"routing",
"booking"
],
"decision_rules": [
"The assessment scores dimensions on a fixed scale (e.g. Planned / Partially planned / Unknown / Not applicable) so results are comparable.",
"The qualification form captures project type, stage, time-sensitive decisions, desired outcomes, investment band, and decision authority.",
"Routing is deterministic: each combination of answers maps to exactly one named route with its own headline and recommended offer.",
"Urgency routes fire on approaching irreversible decisions and are shown before all other routes.",
"The booking page tells the lead what to prepare — and explicitly what never to send (credentials, codes, private footage)."
],
"exit_condition": "Every completed assessment produces a score, a route, and either a booking or a nurture enrollment.",
"feeds": "nurture"
}