scorecard template
Self-assessment scorecard
Respondents get a result worth reading, you get a scored lead. Good top-of-funnel bait.
What it asks
5 questions, in this order. Free-text answers are stored with the lead and are not scored.
Choice
How would you describe where you are today?
Required
Choice
How many people work on this?
Required
Choice
What's the biggest thing in the way?
Required
Free text
Anything else worth knowing?
Captured, not scored
Email
Where should we send your result?
Required
What it scores
Criteria and weights
3 criteria, 100 points. Every weight is yours to change.
Maturity
50
Capacity
30
Blocker
20
Bands and thresholds
Where a score lands decides what happens next.
Nurture
0–44
Not counted as qualified
Review
45–69
Not counted as qualified
Hot
70–100
Counts as qualified
Using it copies it
A template is a snapshot, not a link. When you use this one it is copied into your workspace, and it is yours from that moment — rename it, cut a question, move every weight. If we improve this template next month, nothing happens to your funnel. Nobody can change a funnel that is collecting leads except you.
Use this template and change anything in it.
Free plan, no card. It is copied into your workspace and you edit it like any other funnel.