The scenario.
A high-ticket coach running a single discovery-call CTA across all traffic. Result: lots of misaligned calls: people not ready, budget-mismatched, or expecting a different service. Sales calls feel like qualification calls, and high-fit prospects sit in the same queue as time-wasters. The calendar is full, but conversion is mediocre because it is full of the wrong people.
How it's built.
- Diagnostic quizThe diagnostic quiz: 12 questions covering current situation, goals, timeline, budget signals and prior coaching experience. Questions written so the answer pattern, not the literal answers, drives segmentation.
- GHL scoring logicScoring logic in GHL places each respondent into one of four tiers: Hot Fit, Warm, Nurture, Off-Fit.
- Tier routingHot Fit and Warm see a calendar booking page right after results. Nurture goes into a 30-day educational sequence. Off-Fit gets a polite "this isn't the right time" email with a self-serve resource.
- Nurture sequencesEach tier gets a tier-specific email sequence and SMS cadence: same offer, different framing and urgency.
- Coach dashboardA coach-side dashboard shows each Hot Fit booking with their full quiz answers, so the coach walks into every call already knowing the prospect's situation.
What makes it tick.
- Quiz is fully GHL-native: no third-party quiz tool, no integration drift.
- Stripe-powered deposit on Hot Fit calendar slots: separates serious bookings from window shoppers.
- Re-segmentation: if a Nurture lead engages with 3+ emails, they're auto-promoted to Warm and offered a call.
- Source attribution: every quiz response carries UTM data so marketing knows which channel produces which tier, not just which channel produces leads.
What it's designed to change.
This pattern is designed to move sales-call show-up rate from around 55% toward 85% (deposit plus better fit), and to roughly double close rate on calls because off-fit prospects are filtered before they reach the calendar. The modeled target is ~40% less coach time in unqualified calls, which is what makes raising prices on the upper tier possible without dropping bookings. These are design targets for the modeled scenario, not measured client results.
Tools in the build.
- GoHighLevel (sites, surveys, automations, calendars)
- Stripe
- Twilio
- SendGrid