Qualified Leads
Qualified Leads HubSpot Integration
Service Used
Solution
Project Manager
David
Project Location
Project Goals
Tools Used
Their wants
Their needs
Identifying the problem
- Low engagement with static lead forms.
- Manual qualification slowed down sales.
- No personalised follow-up tied to marketing pain points.
Scope of works
9-Step Quiz Creation
Each step assessed a core marketing discipline and delivered feedback.
Custom Grading Engine
Generated letter grades (A–F) per category and overall summary.
HubSpot Integration
Created deals, segmented leads, and triggered follow-ups automatically.
Figma-Based Design
Maintained consistent branding across all elements.
The Plan
Assessed clarity of goals, segmentation, KPIs.
Determined long-term vision vs reactive strategy.
Reviewed brand storytelling and content.
Analysed usage of tracking tools.
Measured multi-channel reach.
Evaluated UX and conversion strategies.
Checked lead nurturing activities.
Identified automation tools in use.
Explored data-driven decision-making.
The Strategy
Made the experience interactive to boost completions.
Immediate value through feedback and grading.
Used quiz data to shape follow-up strategy.
Streamlined post-quiz email and sales workflows in HubSpot.
The Results
The 9-step lead generation quiz has revolutionised how Qualified Leads captures, qualifies, and converts new business. By blending interactive design with HubSpot automation, the tool delivers immediate value to prospects and empowers the sales team to act fast, with data-informed confidence.
The Impact
Qualified Leads Management Team
Conclusion
The interactive quiz built for Qualified Leads serves as both a conversion booster and a qualification tool. By delivering smart insights and syncing with HubSpot for automation, it transforms visitors into segmented, sales-ready leads.