Financial Personality Quiz, a personalized lead and onboarding funnel
A 6-question weighted assessment that identifies one of six money personalities, delivers an immediate tailored result, and carries that result into the member account and dashboard.
The problem
Beginners arrived with different habits and levels of confidence, but a single generic path could not tell each person what to do first. The business also needed a useful bridge from an anonymous visitor to an email subscriber and returning member.
What was built
Build one focused question per screen, weighted scoring across six result types, an email step immediately before reveal, and a result record that survives refresh, sign-up, login, logout, and return visits. Connect each result to a relevant coaching path without changing the underlying assessment.
Verifiable result or evidence
The working funnel now lets an unauthenticated visitor complete the assessment, receive an immediate result, and later attach that same result to an account without creating duplicates. Funnel events record the journey while excluding personal information from event properties.