OPENCXO · LEAD QUALIFICATION
A business scorecard that starts the conversation
Owners do not book a call to be sold to. I built a free assessment that gives them a real read on their business in about ten minutes, and gives me an informed first conversation.
The situation
Most contact forms ask for a name and a message. That tells you nothing about the business and gives the owner nothing back. I wanted the first touch to be useful to them and informative to me.
What we built
THE ASSESSMENT
- 36 questions across five pillars: leadership, revenue, operations, financial clarity and owner independence
- About ten minutes, free, with a short written section at the end
- Built from the areas a buyer examines when a company goes through diligence
THE RESULT
- An overall score and a score for each pillar
- A headline finding and three moves to make in the next 90 days
- A copy sent by email as a PDF
PERSONAL TO EACH OWNER
- Results written for each owner with AI, informed by the context they provide and two decades of operating experience
- No two results read the same, even when the answers are similar
- Useful by itself: the owner leaves with a clear read and next steps, whether or not they ever get in touch
BEHIND IT
- Results attached to the contact record in the CRM
- What the owner says about their own role and company is kept as the source of truth for that contact
- The same approach can be adapted for any business that wants to qualify leads by giving something useful first
Screens
What changed
- The first conversation starts from the owner's own numbers
- Leads arrive already sorted by where they need help
- Owners get something of value before any sales conversation
Want something like this in your business?
Tell me what is going on and I will tell you what I would build first.