Tax Savings Quiz Lead Magnet
An interactive quiz on the firm's website asks visitors 5-7 questions about their financial situation and generates a pe
What This Automation Does
How It Works
Quiz Started
Visitor clicks 'How Much Could You Save on Taxes?' on website/funnel
Quiz Funnel (5-7 Steps)
Questions: filing status, income range, business owner Y/N, home owner, investments, current deductions, industry
Capture Info
Name + email + phone collected on final step before results
AI Score Calculation
Custom values calculate estimated savings range — display personalized results page
Email: Full Results
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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