Send clicks from social feeds straight to a short quiz, not a landing page. The ad says what happens next. The quiz's first screen shows real reviews, says there is no commitment, and names the payoff.
Behind it, advertise the one offer that wins customers cheapest, then plan a next offer for each month they stay.
For example, one insurance company in Germany sold through brokers for years. Now it sells direct, online. And its search traffic keeps shrinking as people get answers from AI instead.
Here is its lead generation funnel. A buyer starts on Google, goes to the website and clicks around. Next comes a product page, an offer button, a set of questions, and finally the offer.
That is seven steps. And the company was about to send strangers in through paid ads.
Will someone who tapped an ad on their phone walk all seven? Most will not. Every extra step is one more place to quit.
A lead generation funnel is the path from a stranger's first click to a quote or a booked call. Most guides draw it with a landing page on top. We think that page is often the step to cut.
Our rule fits in two lines. Send feed traffic straight to a short quiz. Then plan what each new customer buys next, month by month.
Seven steps from search to offer; a feed click needs three
| The path it had | Straight to the quiz |
|---|---|
| 1. Search on Google | 1. Tap the ad |
| 2. Land on the website | 2. Answer a short quiz |
| 3. Click around | 3. See the offer |
| 4. Find the product page | |
| 5. Press the offer button | |
| 6. Answer questions | |
| 7. See the offer |
Example: the path described by one insurance company moving from brokers to direct sales. The shorter path is our method.
It depends on how the visitor arrived. Someone who searched will often read a page. Someone who tapped an ad in a social feed usually will not.
Searchers already want an answer. They typed the problem into a box. They want detail and proof, and they will read to get it.
People in a feed are browsing. They were looking at photos when your ad showed up. They want to see their options, fast.
So where do most people quit? At the start of the quiz. And far more people from feeds quit there than people from search.
Our decision rule: feed clicks go straight to the quiz. Search clicks can go to a page or to the quiz, so test both.
A page nobody reads is not a sales page. It is a speed bump.

Searchers will read; scrollers want options fast
| Search click | Social feed click |
|---|---|
| Typed the problem into a box | Was looking at photos |
| High intent, wants detail and proof | Real interest, thin patience |
| Will read a page to find the answer | Wants to see their options now |
| Test a page against the quiz | Send straight to the quiz |
Our decision rule.
The less they planned to be there, the shorter the path
Our decision rule.
The Catalog Quiz is a lead funnel in two parts. Feed traffic goes straight to a short quiz, set up by an ad that says what happens next, with a first screen that shows real trust signals, three no-risk bullets and a named payoff; search traffic is tested against a page. Behind the quiz, the front door is the offer that wins customers for the least money, and a month-by-month catalog of next offers answers the problems customers really meet.
Results shown are typical or labelled, questions follow the rules for the field, and the whole funnel is judged on cost per booked job.
The ad has to set up the quiz before the click. Tell people what happens next and how long it takes.
Something like: "Tap, answer a few quick questions, see your quote in 60 seconds." That one line names the job, the size of the job and the reward.
Why does it matter? A surprise form feels like a trap. A promised form feels like the next step.
Web designers call this information scent. People click when a label tells them what they will find. Then they check that they found it.
So the quiz must keep the ad's promise on its first screen. If the ad said 60 seconds, the quiz says 60 seconds. More on that match in matching the page to the ad.
Use the same words before and after the click. Then nothing comes as a surprise.
An ad that names the next step makes the form feel expected
| Ad that hides the step | Ad that sets up the quiz |
|---|---|
| "Learn more about our cover" | "Answer a few quick questions" |
| No idea what happens next | Knows a quiz is coming |
| No idea how long it takes | "See your quote in 60 seconds" |
| Form feels like a trap | Form feels like the next step |
Our comparison. Wording is an example to adapt.
The first screen of the quiz does three jobs before the first question. It earns trust, lowers the stakes and names the payoff.
Trust. Put real proof above the fold: review scores, a rating from a business bureau, press logos. Above the fold means the part people see before they scroll.
Show only badges you earned and have the right to use. A borrowed logo is a lie with good design.
Stakes. Three short bullets do it: no commitment, no obligation, takes 60 seconds.
Payoff. Say exactly what they get at the end, like "See your quote" or "See your options." Never just "Get started."
Why start so small? A small yes makes the next yes easier. Psychologists call it the foot-in-the-door technique.
Then keep the quiz short. Usability research says cutting needless form fields raises completion rates. Ask only what you need for the quote.
Miss one of the three jobs and you have built a long form with a logo on it.
The first screen earns trust, lowers stakes, then names the payoff
Our method.
Trust, low stakes and a named payoff all sit above the first question

Example page built for this article with a made-up brand. The ratings and press mention are made up
Show what people like them got before you ask anything. It gives the visitor a reason to finish.
For example, one business that sold injury-case leads to lawyers put recent payouts on the first page of its form. Form starts went up, and so did completions. No figures were shared, so treat it as an idea to test.
A softer version is an evaluation. "See what your case might be worth." "See what homes like yours paid."
Here is where we draw the line. Show real results that are typical. If they are not typical, say what people generally get.
The rules agree. The American Bar Association's comment on its advertising rule says true results can still mislead if they suggest every client will get the same.
The FTC goes further. Its Endorsement Guides say a line like "results may vary" does not fix a best-case result. You need proof it is typical, or a clear statement of what people usually get.
Can't prove the number you show? Then it is not marketing. It is a future complaint.
Show typical results, or say what people usually get
| The anchor | Fine? | Why |
|---|---|---|
| Recent real payouts, plus what people usually get | Yes | True, and sets a fair expectation |
| "See what your case might be worth" | Yes, if the result page is honest | An evaluation, not a promise |
| Your single best result, alone | No | Implies everyone gets it |
| Best result plus "results may vary" | No | The FTC says that line does not fix it |
| A number you cannot prove | No | Not marketing. A future complaint. |
Sources: FTC, Endorsement Guides: What People Are Asking; ABA, Comment on Model Rule 7.1. The verdicts are ours.
A true result can still mislead if it sets the wrong expectation

Screenshot of American Bar Association, Comment on Model Rule 7.1, paragraph [3]. Quoted phrases are the page's own text, taken 2026-10-17
It can. When a quiz is easy to start, people who are not serious start it too. That is the price of more volume.
Sort them inside the quiz. Ask about timing and budget near the end, once they are invested. Our guide to qualifying before the call covers which questions to ask.
Then judge the quiz on the right number. Cost per completed form will almost always favor the quiz. Cost per booked job, your ad spend divided by jobs booked, is the number that pays you.
Run both paths side by side for each traffic source. Same ads, same budget, one change. Compare booked jobs, not form starts.
Mind the rules on questions. In insurance, lending and health, there are limits on what you may ask and how you use the answers. On Meta, ads must not assert or imply personal attributes.
How to waste a perfectly good quiz in four easy steps:
1. Send search and feed traffic to the same page. They are not the same people.
2. Ask for a phone number on screen one. Before you have given them a damn thing.
3. Promise 60 seconds. Ask 25 questions.
4. Celebrate a cheap cost per lead. Ignore the empty calendar.
Ad platforms show you the number that makes the ad look good. Your bank account shows the number that matters.
Cost per form flatters the quiz; cost per booked job decides
| The number | What it tells you | Decide on it? |
|---|---|---|
| Quiz starts | The first screen works | No |
| Cost per completed form | Ad spend divided by forms | No, it favors the easy path |
| Cost per booked job | Ad spend divided by jobs booked | Yes |
| Cost per customer | Ad spend divided by new customers | Yes, for picking the front door |
Our method.
The front door is the one offer you advertise to win new customers. The catalog is everything you sell them after that.
Which offer gets the door? Not the one you like best. The one that wins customers for the least money.
So run ads on every offer for a short test. Track cost per customer: ad spend divided by new customers. Keep the cheapest one as the front door.
For example, one supplement brand ran ads on its whole range. Protein won customers far more cheaply than anything else. So protein became the front door, and the other products were built to go with it.
Judge the front door on one thing: winning customers. It is fine if it only breaks even, as long as a real catalog sits behind it. Retailers call a product sold mainly to bring people in a loss leader.
You do not need to lose money on yours, but the idea is the same. The first sale opens the door. Everything they buy after that, their lifetime value, pays the bills.
How much can the door cost you? Work out your ceiling first with a max allowable cost per customer.
A front door with nothing behind it is just a cheap sale. More traffic only buys more of them.
Test every offer, keep the cheapest customer-winner
Our method.
The next offer depends on when the customer arrived. Every month brings a new problem, and each problem points to an offer.
Start with how long a customer usually stays. Say it is four months. Then list the problems they will meet in those four months.
Someone who joins in January gets January's problem solved. February's offer builds on that. Someone who joins in April starts with the main offer, then follows the same path.
Write it as a grid. One row per month: the problem they face, the offer that answers it, and the style of the message.
Two message styles do most of the work: a quick tip and a common mistake. Both teach first, then point to the offer.
Then filter the grid by your goal. Want more repeat buyers? Keep the rows whose offer brings people back.
Many of these problems follow the calendar, which economists call seasonality. A heating company gets busy in the first cold week. An accountant gets busy in tax season.
Each offer must answer a problem the customer really has that month. A catalog is a plan for serving people over time. It is not a licence to cross-sell things they do not need.
The promotions that ride this grid are in the promo calendar. Finding the problem your first offer creates is in the next-problem upsell.
A January customer and an April customer get different next offers
Our method.
Example: one row per month, one problem, one offer
| Month | Problem the customer meets | Offer | Message style |
|---|---|---|---|
| First cold week | Furnace will not start | Furnace tune-up (front door) | Common mistake |
| Midwinter | Rooms that never warm up | Airflow and filter check | Quick tip |
| Late winter | A high energy bill | Thermostat upgrade | Common mistake |
| Spring | Heat is coming | Air conditioning check | Quick tip |
Example grid built to show the method. Not a real company's plan.
The Catalog Quiz is a lead funnel in two parts. A short quiz is the front door for feed traffic. Behind it sits a month-by-month catalog of next offers.
Paste the prompt below into your preferred AI. It asks about your traffic, your proof and your offers, one question at a time. Then it writes the first screen and maps the catalog.
It never makes up a review score, a result or a payout. It uses only what you give it. If you have no proof yet, it leaves a blank and tells you.
Paste into your preferred AI. It asks six questions, then writes your first screen, picks your front door and maps your catalog.
Act as a lead funnel planner. Build my Catalog Quiz: a short quiz as the front door for social feed traffic, and a month-by-month plan of next offers behind it. Ask me one question at a time, with the example: 1. What do you sell, and to whom? (Example: accident insurance for families) 2. Where do clicks come from: search, social feeds, or both? (Example: mostly Facebook) 3. List every step today between the ad and the form. (Example: ad, home page, product page, form) 4. What real proof can you show? Review scores, ratings, press, typical results. (Example: 4.7 on Google from 380 reviews) 5. Each offer, with ad spend and new customers over the same period. (Example: tune-up, $1,200 spend, 30 customers) 6. How many months does a customer usually stay? (Example: four) Rules: - Feed traffic goes straight to the quiz. Search traffic: test a page against the quiz. - The ad says what happens next and how long it takes. - First screen: real trust signals, three no-risk bullets (no commitment, no obligation, the time it takes), and the exact payoff. - Never invent a review score, result, payout or logo. Use only what I give you. If I have none, leave a blank and tell me. - Results shown must be typical, or the screen must say what people generally get. In law, insurance, lending or health, tell me to check my field's advertising rules. - Front door: the offer with the lowest cost per customer (spend divided by new customers). Show the math. - Catalog: one row per month of the stay: the problem, the offer that answers it, the message style (quick tip or common mistake). Only offers that solve a real problem that month. - Judge the quiz on cost per booked job, not cost per form. Output: Steps to cut: Ad line: First screen: headline / trust / bullets / payoff Two qualifying questions: Front door: offer, cost per customer, math Catalog: month / problem / offer / message style Test: what to compare, which number decides Next three actions: 1. 2. 3.
Step 1: Count the steps from your ad to your form. Any page in between for feed traffic? Cut it.
Step 2: Rebuild the first screen: real proof, three no-risk bullets, one named payoff.
Step 3: Pull cost per customer for each offer and make the cheapest your front door. Then write four months of next offers behind it.
Remember the insurer with seven steps? With this method, a feed click needs three: the ad, the quiz, the offer.
Then send the emails that carry the catalog. That part is in email as the profit center.
Want a second pair of eyes on the numbers? Send them to us.
The quiz opens the door. The catalog keeps the lights on.
Shorten the path, earn the start, then sell the next problem
Our method.
Bring one question from this article. We will tell you what we would do, whether or not you hire us.
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