Business coaches and consultants waste hours on discovery calls asking the same qualifying questions over and over. The What’s Your Business Growth Stage Quiz Template from WPForms automates that entire process by assessing where prospects are in their business journey before you ever talk to them.
Why This Quiz Works for Lead Qualification
This weighted quiz evaluates business maturity across 8 critical dimensions. Each answer carries a weight that adds up to reveal which growth stage the business is actually in — not where the owner thinks they are or hopes to be.
The quiz covers:
- Monthly revenue – From pre-revenue to $50k+/month
- Lead generation consistency – From random referrals to predictable multi-channel systems
- Sales process maturity – From no process to tracked metrics and team selling
- Delivery capacity – From founder bottleneck to team-run operations
- Offer clarity – From constantly changing to category leader positioning
- Team development – From solo to growing team with managers
- Metrics tracking – From no tracking to dashboarded forecasting
- Investment readiness – From not ready to ready for sales conversations now
Each answer option has a weight. Higher weights indicate more mature businesses. The total score determines which growth stage outcome they receive.
Common Growth Stage Outcomes
Most business coaches segment prospects into 3-5 stages. You might use:
Launch Stage (lowest scores): Pre-revenue or early revenue. Mostly referrals. No defined sales process. Founder does everything. Still figuring out their offer.
Build Stage (low-mid scores): Making $1-10k/month. Some marketing works but inconsistently. Basic sales process. Starting to document systems. Offer is defined but needs positioning work.
Growth Stage (mid-high scores): $10-50k/month. Predictable pipeline with 1-2 channels. Documented process with CRM. Clear systems and capacity to scale. Strong niche and offer.
Scale Stage (highest scores): $50k+/month. Multi-channel predictable lead gen. Optimized sales with team. Runs without founder. Category leader positioning. Dashboard metrics and forecasting.
What Makes This Template Different
It includes an optional open-ended field at the end where prospects can share additional context. Sometimes the numbers don’t tell the whole story. Maybe revenue is high but profit is terrible. Maybe the team exists but nobody’s trained. This field captures important nuance.
It asks about investment readiness directly. There’s no point qualifying someone as “ready to scale” if they’re not ready to invest for 6 months. This question routes hot leads to sales and cooler leads to nurture sequences.
The questions are specific enough to be meaningful but general enough to work across industries. Whether someone runs an agency, coaching business, ecommerce store, or service company, these dimensions of business maturity apply.
How to Use This for Lead Qualification
On your website: Replace generic contact forms with this quiz. Get way more context about who’s reaching out before scheduling calls.
In paid ads: Send cold traffic here instead of a contact form. Pre-qualify leads before they hit your calendar.
Email nurture sequences: Include this for subscribers who’ve been on your list but haven’t taken action. Find out where they actually are.
Before strategy sessions: Send this in calendar confirmations so you know what to prepare before the call even starts.
Sales team qualification: Give your sales team better context on every lead by having them take this before the first conversation.
Set Up Your Growth Stage Scoring
You decide which score ranges map to which stages. Maybe 0-20 is Launch, 21-40 is Build, 41-60 is Growth, and 61+ is Scale.
Using conditional logic in WPForms, create different outcome messages for each stage:
- Launch stage might get resources about validating offers and getting first customers
- Build stage might get case studies about systemizing operations
- Growth stage might get info about your scaling programs
- Scale stage might get booked directly into a sales call
Each outcome should acknowledge where they are, show you understand their challenges, and offer the appropriate next step for that stage.
Customize for Your Business
Change the revenue ranges if you work with bigger or smaller businesses. Adjust questions to focus on what matters most in your methodology. Maybe you care more about profit margins or customer retention than raw revenue.
Add industry-specific questions. SaaS companies might need questions about churn and LTV. Agencies might need questions about retainer vs project work.
Remove questions that don’t matter for your qualification process. Keep the quiz focused on what actually determines if someone’s a good fit.
Quick Implementation
With WPForms Pro, find this template in your library, adjust the scoring weights and stage thresholds, customize the outcome messages, then embed it anywhere you need to qualify leads.
Track quiz analytics to see where most prospects land. If everyone scores in Launch stage but you only serve Growth stage businesses, you know you have a targeting problem. If everyone’s in Scale stage, you might be undercharging or underselling lower-tier offers.
Stop Wasting Time on Unqualified Leads
Let prospects self-identify their growth stage before you invest time in discovery calls. Get WPForms Pro, customize this quiz for your business model, and start routing the right leads to the right offers at the right time.
