Best for
- B2B teams replacing static PDFs with interactive lead magnets
- Consulting or services firms qualifying prospects
- SaaS teams creating ROI or readiness calculators
Build interactive calculators and readiness assessments with AI-generated logic, lead capture, result pages, CRM routing, and sales follow-up copy.
Create an interactive lead magnet with scoring logic, questions, result bands, lead capture, result page copy, and follow-up workflow.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
6 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Interactive lead magnets work because they give the buyer a personalized answer instead of another generic PDF. The hard part is not the interface; it is the logic, scoring, claims, and follow-up path. This workflow forces the calculator to be useful, conservative, and sales-ready rather than a gimmick.
Expected results
Lead magnet output
Interactive calculator or assessment
The workflow produces a usable tool, not just a static PDF or form.
First-version build time
6-12 hours
No-code build plus AI-assisted copy and logic can replace a small dev/content sprint for the MVP.
Sales usefulness
Score and answers captured
CRM handoff includes result band and answers, enabling better follow-up.
QA coverage
10-20 test cases
Testing low, medium, high, and edge-case inputs reduces scoring and routing errors.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
60-75 min
60-75 min
Scope: Choose the exact buyer decision the calculator or assessment will support, such as whether to prioritize a project, estimate savings, compare implementation options, understand readiness, or identify risk. In Google Sheets, create fields for Target Persona, Buying Stage, Buyer Question, Decision Supported, Current Alternative, Desired User Outcome, Business Objective, Primary CTA, Secondary CTA, and Success Metric.
Requirements: State whether the tool is intended to educate, qualify, create urgency, support a sales conversation, or generate a defensible business case. Separate the buyer-facing promise from internal lead-scoring goals so the experience does not become a disguised qualification form. Define the minimum useful result the user should receive even if they never speak with sales.
Scope: Identify claims, assumptions, or recommendations that require Finance, Product, Legal, or subject-matter approval.
QA: Review the brief with Demand Generation, Product Marketing, RevOps, Sales, and the eventual model owner before designing questions.
An approved lead-magnet brief defining the buyer decision, audience, user value, business objective, CTA, success metric, and claim owners.
A calculator should answer a question the buyer already cares about. Internal qualification value is a byproduct, not the core promise.
45-60 min
45-60 min
Scope: Decide whether the idea is best expressed as an ROI calculator, cost-savings calculator, benchmark, maturity assessment, readiness assessment, risk score, prioritization tool, or guided recommendation. In Google Sheets, compare each format against Data Available, User Effort, Claim Risk, Personalization Value, Sales Usefulness, Build Complexity, and Expected Completion Time.
Requirements: Define whether the result appears before the form, after a lightweight form, or after a more detailed qualification form. Keep low-risk educational results available with minimal friction and reserve heavier gating for outputs that are genuinely personalized or valuable.
Scope: Specify which questions are required for the calculation and which are optional CRM enrichment. Establish the target number of questions, expected completion time, mobile constraints, and abandonment threshold.
Approval: Obtain approval on the interaction type and gating plan before model design begins.
A selected calculator or assessment format with approved gating, required inputs, optional enrichment, completion target, and abandonment guardrail.
Pro workflow preview
Previewing 2 of 16 steps
Get the remaining 14 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
Do not ask for a form field merely because Sales wants it. Every required field should either improve the result or be justified by the value delivered.
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