Segmentation & Personalization
Sort leads by need on the way in so every follow-up speaks to the right person.
The steps
Your agent works through these in order, and won't break a funnel step it already finished.
Quiz Funnel
Turn a short quiz into a segmented lead list and a personalized result page.
Survey Segmentation Funnel
Sort new leads by need so every follow-up speaks to the right audience.
Gated Content Unlock Funnel
Lock a high-value article or resource behind a quick email unlock.
How to use this collection
One link, several funnel files, one coherent document. Your agent inspects your app once - not once per file - then implements the set in order, checking after each step that it hasn't broken the last.
Pro users build their own from any funnel files in the library, including their own customized versions.
Go Pro — $28/year