Do you ever spend an hour on a discovery call only to realize the prospect can’t afford your premium package? Or maybe they needed a quick consultation but you pitched them a six-month retainer?
The Which Service Package Fits You Best Quiz template solves this problem. It pre-qualifies leads and matches them with the right service tier before you ever get on the phone.
How This Quiz Works
This Weighted Quiz asks 8 questions about goals, timelines, working preferences, and budget. Based on their answers, prospects get matched with one of four service tiers — whether that’s a one-time consultation, a project package, ongoing coaching, or full done-for-you support.
The quiz starts with Name and Email fields so you can build a list of qualified prospects and follow up with personalized recommendations.
Then come the 8 multiple-choice questions. Each one reveals what kind of support someone really needs. Do they need results this week or can they wait? Are they comfortable implementing on their own? How complex is their situation?
Every answer has a weight that points toward the right service level.
Four Different Outcomes
- One-Time Consultation is for people who need expert guidance and a clear action plan they can execute themselves.
- Project Package fits clients who want structured support over a few weeks with milestones and deliverables.
- Retainer/Coaching works for those who need ongoing collaboration and regular check-ins.
- Done-For-You Service is perfect for busy clients who need you to handle everything end-to-end.
Make It Yours
This template is ready to use, but you’ll want to customize it. Rewrite questions to fit your industry. Adjust the scoring weights. Change the result descriptions to match how you actually describe your services. Add links to your pricing page or booking calendar. Brand it with your colors and logo.
Set It Up in Minutes
If you have WPForms Pro or higher, you already have access through the Quiz Addon. Find the template in your library, make your changes, and embed it on any page on your site.
Once responses come in, WPForms analytics shows you which service tier most people are landing in. If everyone scores in the “done-for-you” range but you only offer coaching, that’s valuable data. Use it to refine your offerings and messaging.
Stop Guessing What People Need
Let prospects tell you what they need before you talk to them. Get WPForms Pro, grab this template, and start routing leads to the right service. You’ll save time on discovery calls and stop pitching the wrong package to the wrong person.