Three or four quick questions separate those ready to buy from those just curious, before the team spends time on each conversation.
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Why a quiz qualifies better than a form
Long forms drive people away. A quiz with three or four quick questions feels like a game, and the person answers without realizing they are qualifying themselves. For those selling courses, mentoring, consulting, or products with multiple options, the quiz separates those ready to buy from those just curious, before the team spends time.
It works very well on Instagram, where followers are already used to interacting with polls and question boxes, and on WhatsApp, where answers become an organized conversation.
The right questions
Each question should help decide the next step: what stage the person is at, their main goal, how much time they have to dedicate, and if they have already invested in something similar. Avoid questions you won’t use.
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The quiz on Instagram
In Stories, polls and question boxes work as the first step. Those who participate receive a message in Direct with the next question. Another option is commenting with a keyword, which opens Direct with the quiz already starting.
The quiz on WhatsApp
On WhatsApp, buttons and option lists make the quiz quick: the person taps the answer instead of typing. Each answer can become a tag in the conversation, like "beginner" or "ready to buy."
Deliver a useful result
The quiz needs to give something back: a short diagnosis, the indication of the right material, or the plan that fits the person. A generic result frustrates. A personalized result opens the sales conversation.
Route each profile
- Ready to buy: fast human support with a proposal.
- Interested but not in a hurry: content sequence and invitation later.
- Outside the profile: free material and no pressure.
Measure and adjust
Track how many start the quiz, how many finish, and how many from each profile buy. If many people drop out at a question, change or cut it. A good quiz is short and leads to the right conversation.
Common mistakes
Asking too many questions, requesting personal data right at the start, delivering the same result to everyone, and leaving respondents waiting hours for the team. The quiz creates an expectation of personalized attention. If the response takes too long, the effect is lost and the person cools off.
Frequently asked questions
How to use a quiz to qualify leads?
Ask three or four questions that help decide the next step, use polls in Stories or buttons on WhatsApp, deliver a personalized result, and route each profile: human support for those ready and content for those not yet ready.
The bottleneck is almost never the team. It’s the time until the first response.
VeyloCRM responds to the lead immediately in your own language, organizes each conversation in the CRM, and keeps messages ready at the team’s fingertips — on WhatsApp, Instagram, and Messenger.