Coaches & consultants

How do I create a scorecard or self-assessment lead magnet?

Pick 5–10 areas that matter for your topic, write one statement per area that readers rate (for example 1–5), add up the score, and explain what low, middle and high scores mean and what to do first.

Steps

  • 1Choose the areasThe things you check with every client.
  • 2Write rating statements“I review my numbers weekly.”
  • 3Score bandsLow, middle, high, with plain meaning.
  • 4First action per bandOne thing to do next.
  • 5Invite a conversation“Book a call to talk through your score.”

A scorecard gives a personal result, which makes it feel more valuable than general advice. A printable version gets you that “here is where I stand” moment without quiz software.

Read the full answer

Keep scoring honest

Do not dress opinions up as diagnosis. Phrase bands as guidance (“You might start with…”), and for health, money or legal topics, add a note that it is general information.

Related: quiz vs PDF lead magnet.

Common follow-up questions

Quiz tool or PDF scorecard?

A quiz tool adds automation and result emails; a PDF is quicker to build and can be printed.

How many questions?

Enough to be meaningful but finishable in a few minutes, often 8–15.

Updated 2026-11-15. General information; not legal, medical or financial advice.