Helm

Module · Leads

You do not switch this on.
It appears when there is something to hold.

The moment you publish a quiz, a pipeline shows up to catch the answers. Who asked, what they said, what it scored and which language they said it in.

Arrives with your first quiz. Nothing to buy.

9
Company restructure — 40 staff
$10k–25k · next quarter
Worth a call
7
Contract review
$5k–10k · this month
Worth a call
4
Employment dispute
Budget not set
Follow up
1
‘How much do you charge?’
No detail given
Park

Example pipeline — scored on your questions


A quiz exists, or a lead doesthen it appears
You switch it on yourselfnot needed
You pay for it separatelyno
You can turn it off deliberatelyyes

How it gets there

How it arrives

By deduction, not by a switch you had to find.

Leads is derived. Its visibility is worked out from whether you have a quiz or an existing lead, rather than being a switch somebody has to find. A pipeline with nothing to put in it is clutter, so it is not there until it is useful.

You can still turn it off on purpose, and that decision sticks — publishing another quiz will not resurrect a module you deliberately closed.


SourceQuiz — ‘What do you need?’
Score9, band: worth a call
FactorsBudget +3, urgency +2, scope +3, no prior advice +1
LanguageEnglish
ConsentRecorded, with the version they agreed to
AccountLinked — she already had one

Example lead

What a lead holds

The score, and the reasons behind the score.

A lead is the answers, the score, the factors that produced it and the language it came in. Not a name and an email with a note attached.

Consent is recorded with the version of the wording they actually agreed to, which is the part that matters if anyone ever asks. And if the person already has an account with you, the lead attaches to it rather than starting a second identity.


Budget fit82
Urgency64
Scope clarity71
Prior experience20

Example — one lead, four dimensions

The score

Not one number, and the reasons come with it.

A score is not one number arrived at mysteriously. Every lead carries the factors that produced it, so a 9 and a 4 can be compared on the thing that actually separates them rather than on the total.

And a quiz can score across dimensions, so somebody strong on budget and weak on timing reads as exactly that instead of averaging into a middling number that tells you nothing. The one you call first is often not the highest total.


Before you start

What this does not do, said now rather than later.

It is not a CRM

No stages, no tasks, no reminders, no assignment. It holds who asked and what they said, and it will not chase anybody for you.

It has no form of its own

Leads are created by quizzes. If you want to capture enquiries without scoring them, that is the forms module, and it is already on.

Nothing is emailed automatically

A lead arriving does not trigger a sequence. Following up is a decision, and a decision is a person's job.


Getting started

Publish a quiz, and this is already waiting for the answers.

Arrives with your first quiz. Nothing to buy and nothing to switch on.

Plans start at $20 a month. Prices in GBP, EUR and CAD on the pricing page.