A quiz-based finance funnel designed to qualify enquiries earlier, collect relevant borrower information, and create a clearer connection between marketing and sales.

We partnered with Quest Finance to improve how potential borrowers moved from initial interest to a qualified finance enquiry.

The business was already generating leads, but too many were reaching the sales team without enough information about their suitability or intent. We redesigned the funnel to bring qualification into the customer journey itself.

Qualifying leads before they reach sales

A standard contact form could capture basic details, but it couldn’t tell the team enough about the opportunity behind each enquiry.

We introduced progressive qualification questions to collect relevant borrower information before passing the lead into the CRM.

KEY CHALLENGES

Quest Finance needed to maintain a simple conversion journey while giving the sales team more context about each potential borrower before the first conversation.

Key challenges

• High volume of unqualified enquiries

• Limited borrower information

• Manual lead qualification

• Disconnect between funnel and sales process

A SMARTER QUALIFICATION FUNNEL

We replaced the standard enquiry journey with a guided, step-by-step experience that qualifies potential borrowers while keeping the process clear and easy to complete.

Our approach included

• Quiz-based lead qualification

• Progressive borrower questions

• Simplified finance messaging

• Clearer conversion paths

• Direct CRM integration

• Structured marketing-to-sales handoff

TURNING LEADS INTO BETTER SALES OPPORTUNITIES

Rather than optimising only for more form submissions, we focused on creating a better balance between conversion volume and lead relevance. The new journey gives genuine borrowers a clearer path while providing the sales team with more useful information.

Key outcomes

• 314 leads generated

• $15.58 cost per lead

• 1,194 link clicks

• Clearer lead-to-CRM journey