In today’s fast-paced digital world (plus the current threat of recession looming), getting clients can be a daunting and often stressful task. With so many businesses vying for attention, it can be hard to stand out from the crowd.

The sheer number of advertising options available to businesses today can paralyze even the most seasoned business professional. Add to the the mouth piece gurus shouting their way is the only way that works and everything else is “dead”…and you have a recipe for doubt and inaction.

I can’t tell you how many “gurus” I’ve been screwed by invested in over the years. Nearly every experience left me more frustrated and poorer than I went in. Overwhelming advertising options + scammers galore everywhere you look does not equal progress.

Let me change that for you in this article.

I’m a big believer of reciprocity, goodwill, and treating others how I like to be treated. So with that, here’s a system I’ve used (and continue to use) to get clients flowing into my business. It’s not the ONLY thing you get do to get clients, but when applied correctly….it just plain works.

How to Get Clients With a Quiz or Survey

Quizzes are great for pulling clients into your flow. Mainly, because they’re interactive and secondarily…because they hold attention.

This isn’t some ground breaking, hot new discovery I’m talking about here. Heck, doctors do this every day without really knowing about it. What I’m talking about here is building a quiz that mirrors the process you naturally use when speaking with prospects and customers.

Think about this. When you go to the doctor, what happens first? You fill out a form.

What happens next? You sit in a room, and wait for the doctor to come in OR you are asked discovery questions by a nurse or doctor’s aide.

Next, the doctor comes in and rolls through questions to figure out how to best help you.

This is what I’m talking about.

Why You Need This

Attention is becoming harder to keep and quizzes are interactive. Regardless of demographics like age or gender, we are naturally wired to answer questions. When you get a prospect or client clicking to answer questions, the dopamine effect kicks in and pulls them into each question.

What Am I Talking About

I’m NOT talking about direct response, high pressure sales pages or overly complex funnels. I AM talking about creating an engaging quiz or survey that flows easily and simply into the natural progression of thought related to your product or service.

For example, if you’re selling a service as a consultant you’d want to know if a prospect has an established business or is a start up business. This is important to any consultant or service provider as it will likely change how you will interact with said business…depending on what you offer.

In my own business, I only want to offer some services to established business and a different set of products and offers to people just starting a business.

Think of it as a sorting hat, like from Harry Potter.

Click here to see one of my live quiz examples.

We’ll talk about the AI ad campaign in a minute.

How Do You Do It

To create a quiz, you can use a variety of online tools, such as Typeform, Google Forms or my personal favorite…LeadsHook. These tools allow you to create a simple and effective quiz that can be embedded on your website or shared via social media.

A quiz is an interactive tool that allows you to engage with potential clients and gather valuable information about their needs and interests. By creating a quiz that is tailored to your target audience, you can attract the attention of potential clients and start a conversation with them.

I recommend a minimum of 3 blocks of 3-5 question.

Block one should be yes/no questions. These are easy questions to answer and get the prospect engaging with the quiz. There’s something about getting a prospect into the 5th question that dramatically increases the likelihood of their completing the entire quiz/survey.

Block two should be multiple choice questions with pure benefit in each question. For example:

Which of the following is most important to you?

  • Increase customer value
  • Increase number of customers
  • Increase revenue
  • Increase profit

Every answer is desirable. This gets the prospect focused on the positive result you’ll later link to your product or service.

After block two, you can ask for an email to send the results to before moving on to block 3. Making this optional increases the valid emails entered and the quality of lead, in my experience.

After the opt in, you can dig into deeper questions. For example;

How confident are you in your products and services and the results you get for your customers?

  • I’m the best there is at what I do.
  • I’m pretty ok at what I do.
  • I’m average.
  • I’m concerned I don’t provide enough value.


How much capital do you have earmarked to market and advertise your business online?

  • $1k or less per month
  • $5k or less per month
  • $5k to $15K per month
  • Over $15K per month
  • Not Sure

Finally, we end with the big transition question. 

Would you like to see a short video presentation that shows you exactly how to establish marketing domination in your niche WITHOUT hiring an expensive agency, consultant, or spending hours prospecting on social media every day?


This is the part where when they click YES, you redirect to them to either a video sales letter, video sales page, or you could send them to a book a call page. 

I recommend creating a simple “how we work” video and having the final redirect go to that page with a button below to book a call to discuss your services.

Don’t over think the “how we work” video. You can follow a simple framework.

Here’s what we do, here’s how we do it, here’s how to get it.


Next, you’ll want to fill your quiz with targeted traffic. 

Now, you can fill your quiz with any and all traffic. Facebook Ads, Facebook Organic, YouTube Ads, Email campaign, Display Ads, whatever you are most comfortable list.

I highly recommend exploring Performance Max. I’ve had great success with it, my students have had great success, and my clients enjoy using it as well.

Filling Your Quiz with Traffic Using Performance Max

Once your quiz is created, you can use Google’s Performance Max ad campaign type to reach potential clients. Performance Max is a new ad campaign type that is designed to help businesses maximize their return on investment. It uses machine learning to optimize bids and targeting, making it easier to reach the right people at the right time.

To set up a Performance Max ad campaign, you will need to create an ad group and set your targeting options. You can target potential clients based on demographics, interests, and behaviors. Then, you can set your bids and budget for the campaign, and let Google’s machine learning algorithms take care of the rest.

By using a quiz in conjunction with Google’s Performance Max ad campaign type, you can effectively engage with potential clients and increase your chances of getting high value appointments. By targeting the right people and providing valuable information, you can build trust and establish a relationship with potential clients.

For more detailed explanation and over the shoulder training on how to setup Performance Max to get clients into your question, check out my Unlimited Appointments system here. It goes deep into the mechanics of how to build your quiz, setup your ad campaign…and much more.

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