The Process

From corpus to qualified pipeline

Five steps. One automated machine. Every assessment you create follows the same battle-tested pipeline — score, gate, analyze, deliver, convert.

STEP 01

Create Your Quiz

Minutes, not months

Upload your book, framework, or methodology — up to 10,000 words of source material. Our AI reads it, extracts the key dimensions, and generates a scored assessment with Likert scales and open-ended questions organized by category. Free tier users can enter questions manually or upload a CSV.

Pro tier: AI reads your corpus and generates questions automatically.

STEP 02

Invite Participants

One link per person

Generate unique GUID links for each participant — individually or in bulk via CSV. Each link is one-time-use and can carry pre-filled name, email, and company data. Share via email, embed in campaigns, or drop into your CRM sequences.

Pre-fill participant data so they never have to re-enter what you already know.

STEP 03

AI Analyzes Results

Scoring meets intelligence

When a participant completes the assessment, AI doesn't just add up numbers. It maps Likert scores to maturity levels, analyzes open-ended responses through your framework, and identifies the specific gravity wells holding them back. Each participant gets a unique diagnosis.

The AI uses YOUR terminology, YOUR framework, YOUR lens — not generic advice.

STEP 04

Capture Validated Leads

Real emails only

Participants see their raw score immediately — that's the hook. To unlock the full maturity breakdown and personalized Level Up Plan, they enter their business email. Three-layer validation blocks consumer domains, verifies MX records, and uses AI to catch fake entries.

No Gmail. No Hotmail. No asdf@company.com. Just real business professionals.

STEP 05

Deliver Level Up Plans

Value that sticks

Every validated participant receives a branded PDF report containing their maturity level diagnosis, category-by-category breakdown, identified strengths and weaknesses, and a prioritized 3-5 step development plan. They get real value. You get a warm lead who already trusts your methodology.

Reports are branded and built from your knowledge base — not boilerplate.

What happens after they complete it?

The participant gets genuine value. You get a validated lead with deep insight into their challenges.

What the Participant Gets

  • Immediate raw score on completion
  • Maturity level diagnosis (e.g., Level 3: The Analyzer)
  • Category-by-category breakdown with explanations
  • Identified strengths and gravity wells
  • Prioritized 3-5 step Level Up Plan
  • Downloadable branded PDF report

What You Get

  • Validated business email (3-layer verification)
  • Company name and participant identity
  • Exact maturity score and breakdown
  • Qualitative response data
  • Real-time webhook delivery to your CRM (Pro)
  • Email notification for every new lead (Pro)

Ready to build your first assessment?

Free tier includes manual quiz creation and 20 AI analyses per month. No credit card required.