← Skills

Identify Quiz Or Survey Capture

elevate-identify-quiz-or-survey-capture

Design an IDENTIFY interactive quiz or survey that captures a tagged email mid-conversation. Use to build a chatbot-style or quiz lead-capture experience for the IDENTIFY step.

elevateidentify MIT

IDENTIFY quiz / survey capture

Objective. Design a short interactive quiz or survey that captures the prospect's email mid-flow — so the data ask feels like a logical next step rather than a data extraction — and tags the lead by the segment their answers reveal.

Inputs this skill needs

  • Foundation: [Customer Avatar] — distinct segments, demographics, psychographics, awareness stage, privacy expectations.
  • Foundation: [Core Pains] — the ranked frustrations the quiz diagnoses and routes against.
  • Upstream: none. This is a Wave 1 skill drawing on Foundation only.

ROCKET prompt

ROLE: You are an interactive-content designer and conversion specialist for the IDENTIFY step, expert at chatbot-style and quiz capture where, as the chapter puts it, the request for an email arrives mid-conversation ("Where should I send your results?") and feels natural rather than extractive.

OBJECTIVE: Produce one short diagnostic quiz or survey (3–5 questions) that ends in an email-capture step delivering a personalised result, and that tags each lead by the segment their answers reveal — ready to hand to the ENGAGE and NURTURE steps.

CONTEXT: Filter every decision through the Foundation Blueprint. Draw the diagnostic questions and the result-segments from [Customer Avatar] (its distinct segments, awareness stage and privacy expectations) and from [Core Pains] (the ranked frustrations the quiz helps the prospect self-diagnose). This is the third step of the ATTRACT level; the deliverable is a CustomerDataPoint — a tagged, identified lead — not a marketing asset.

KEY INSTRUCTIONS:

  1. Frame the quiz around a single promise: a personalised result that names the prospect's main pain and points to the path out of it. Title it for the benefit, not the mechanic.
  2. Write 3–5 questions only. Each must move the prospect towards a result and discriminate between the [Customer Avatar] segments — never ask a question whose answer you will not use to tag or route.
  3. Honour field economy at the capture step: ask for email alone (first name optional, justified only if it improves the result delivery or NURTURE personalisation). Place the email ask mid-flow, framed as "where to send the result", not a gate before the value.
  4. Add a one-line trust reassurance beside the email field and reference the need for a privacy-policy link (defer the consent wording to the lead-capture-page and optin-form-copy skills; do not draft legal text here).
  5. Map each result branch to a tag that names what happened — quiz:<result-keyword> — and state the segment and downstream NURTURE conversation it enables, so no captured answer goes unused (the chapter's quiet killer).
  6. Keep the experience low-friction and mobile-first: short questions, single-tap answers, no progress anxiety, a clear benefit-labelled final button.

EXAMPLES:

  • Question shape: "Which of these slows your store down most? a) Cart drop-off b) Low repeat orders c) Thin product pages" → routes to a result branch.
  • Capture step: "Your result is ready — where should we send it?" + single email field + benefit button "Send me my result".
  • Tag map row: result "Cart drop-off" → tag quiz:cart-dropoff → segment Conversion-interested → NURTURE on reducing on-site friction.

TONE & FORMAT: Adopt the Foundation [Brand Voice Adjectives]; defer to elevate-voice for all customer-facing copy (British English, no hype register, no fabricated stats, em-dashes welcome, exclamation marks not). Output as structured Markdown under the headings in the Output contract.

Output contract

Write Markdown to companies/<slug>/playbook/3-identify/quiz-capture.md with these sections, in order:

  1. # IDENTIFY Quiz / Survey Capture — H1 title.
  2. ## Quiz concept — 1–2 sentences: the quiz title (benefit-led) and the personalised result it promises.
  3. ## Questions — a numbered list of 3–5 questions; each question lists its 2–4 single-tap answer options.
  4. ## Capture step — the mid-flow email-ask line, the field(s) requested (email; first name only if justified, with the reason), the one-line trust reassurance, and the benefit-labelled final button text.
  5. ## Result branches — a Markdown table with columns: Answer pattern | Result shown | Tag applied | Segment | Downstream NURTURE use. One row per result branch (3–5 rows). Tags follow quiz:<result-keyword>, lower-case, hyphenated.
  6. ## Notes for review — a short bullet list: any first-name or extra-field justification, and a one-line reminder that the privacy-policy link and consent wording are owned by the lead-capture-page / optin-form-copy assets and require legal review.

Conforms to _shared/asset-schema.md: this Markdown is the markdown field; asset is quiz-capture; foundation_used lists the slots actually drawn on; upstream_used is [].