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Best Quiz Lead Magnet Ideas for SAAS (With Tips & Guide)

Best Quiz Lead Magnet Ideas for SAAS (With Tips & Guide)

A quiz is the perfect lead magnet for your SaaS business: it’ll create an engaging experience for your customers while allowing you to collect data and personalise your entire funnel. 

For that to work, though, you need the right idea first. Your SaaS lead magnet should be something that:

  • Feels valuable to your target customers (for example, because it solves a small problem for them)
  • Positions your SaaS solution as the logical next step
  • Is so good that you almost feel bad sharing it for free

So, to help you find the sweet spot for your needs and goals, here are some tips and the best quiz lead magnet ideas for SaaS businesses.

Key considerations for lead generation for SaaS companies

Your SaaS model comes with unique challenges and opportunities. So, it would be counterproductive to follow cookie-cutter advice for e-commerce or service-based businesses.

Instead, these are the most important things to consider when planning a lead generation strategy for a SaaS company. 

Product offer

How does your lead magnet feed into your SaaS product? And what additional steps do you need in between the two?

It should be easier to get new customers if you offer a free trial, demo or freemium model. That way, you can entice more people to try your SaaS product, understand its value and then upsell to those who need more features.

For example, you could use a ScoreApp quiz lead magnet to learn more about each participant and figure out what features they’d benefit from. You can then offer a free trial to individuals and a demo to bigger companies, recommending the right plan for their needs.

Sales cycle 

This tends to be shorter for lower-cost or self-service SaaS products and longer for corporate businesses, especially if they require a bespoke enterprise solution.

So, you could use your quiz lead magnet as a starting point to nurture each potential customer in a more personalised way, really demonstrating the value of your product.

With ScoreApp, you can speed up your sales cycle by planning different email sequences based on each participant’s answers. That way, through relevant resources and sales-enablement content (like video demonstrations and blog posts that tackle their misconceptions), you can showcase the value and ROI of your products, priming your prospects for that sale.

Customer onboarding and support

When we feel confused or overwhelmed, we’re more likely to give up.

So, make sure your customers are always clear on what the next step should be and how to get help if needed, especially if they’re not as techie as you are.

This could involve a strong onboarding as well as access to tutorials, user guides and support.

For example, after using your customers’ ScoreApp quiz answers to segment them, you can send them the most relevant tutorials (based on their skills and current understanding of your industry).

Marketing and automation 

To generate consistent leads for your SaaS company, you must keep reaching new audiences, contacting them and showing them the value of your product.

So, plan your marketing accordingly, covering different channels to direct more people towards your lead magnet. Then, use a CRM and automation to nurture them in a personalised way.

By checking your analytics regularly, you can also measure the effectiveness of your marketing and lead generation and tweak your strategy if needed.

For example, use your valuable ScoreApp quiz as your main call to action. It’ll complement your content marketing, social media, SEO, email marketing and other tactics like online and in-person events. Connect it to your CRM too to keep all your new data in one place, and nurture your leads based on their quiz answers.

Lead generation scalability 

Once you get those foundations in place, review your lead generation to find new opportunities to scale it.

For example, you could direct more paid ad traffic to your ScoreApp quiz, nurture those leads through automated sequences and invite them to start a free trial. Then, use a different email sequence to share helpful resources and tutorials with them. They’ll be a lot more likely to get the most out of their trial and actually sign up for a paid plan!

9 best SaaS lead magnet ideas for different industries

Quiz lead magnets offer all kinds of options and opportunities! So, focus on a topic and angle that can resonate with your specific audience and make you stand out.

To help you get started, here are some SaaS lead magnet ideas for different sectors. 

1. Project management SaaS lead magnet ideas 

Whether it’s through workflow management, time-tracking, communication platforms or something else entirely: do you help your customers stay on top of tasks and achieve their goals within set timelines or constraints? 

Then you must create a SaaS lead magnet that speaks to the right type of project management client. For example, this could be a big company looking to bring their teams together, an individual collaborating on separate projects with different clients or someone working as a fractional project manager.

Some SaaS quiz lead magnet ideas for you are:

  • “Is your team ready for project management software?” – This readiness assessment quiz will reveal if it’s the right time for your participants to invest in your tool. Then, promote the free trial of the plan with the most relevant features for them, or invite them on a call if they need an enterprise solution
  • “What type of project manager are you?” – Thanks to this engaging quiz for individuals or team leaders, you’ll get to recommend the best plan or solution based on their profile

2. Customer relationship management (CRM) SaaS lead magnet ideas

Does your software help customers manage their client relationships, bringing all their data and communications in one place?

Then plan your lead magnet around your audience’s biggest pain point or goal. For example, is it that it’ll be easier for different teams to collaborate? Or will overwhelmed freelancers finally feel on top of their client management? If you target both, use your quiz to identify each segment so that you can nurture them accordingly. 

Some SaaS quiz lead magnet ideas for you are:

  • “What’s your sales personality?” – You’ll get to highlight the best CRM features to help each participant overcome their challenges and achieve their goals in a way that aligns with their sales personality
  • “What CRM features do you actually need?” – Nobody wants to spend money on functionalities they don’t use or invest in a CRM that doesn’t match their requirements! So, use your quiz to identify the right plan for each customer

3. Marketing automation SaaS lead magnet ideas

Perhaps your SaaS business takes care of the most repetitive tasks… Does it trigger automation based on specific touchpoints and behaviours?

Then, your lead magnet could showcase the difference this will make for your customers in practice, from streamlining their systems to making their marketing more effective.

For example, this could involve saving time for a freelancer or allowing bigger companies to scale their lead generation and revenue.

Some SaaS quiz lead magnet ideas for you are:

  • “How much time could you save with marketing automation?” – Ask questions to uncover the systems and processes that each participant is currently using. Then, show them what manual tasks can easily be automated
  • “What’s holding your team back?” – Use your quiz to identify specific bottlenecks so that you can recommend the right solutions and automation

4. Human resources (HR) SaaS lead magnet ideas

Does your SaaS tool help businesses centralise their employee data, manage payroll or support specific phases like recruitment and onboarding?

Then, you could use your quiz to identify the best tool or plan for each customer based on their situation and needs. For example, are they a small business or a large corporation with different branches?

Some SaaS quiz lead magnet ideas for you are:

  • “How efficient is your hiring process?” – Invite your audience to take this self-assessment to see what’s holding them back and how they can improve their hiring process (with your tool, of course!)
  • “Ultimate HR scorecard” – Get your audience curious: invite them to benchmark their processes against their competitors and industry standards. Then, show them how they can improve their score and overall HR approach using your software

5. Accounting & finance SaaS lead magnet ideas

Maybe your software allows your customers to manage their money more easily and effectively? 

Then, depending on your focus, use your quiz to highlight what your audience values the MOST. For example, are you targeting large finance companies, self-employed accountants or freelancers who need help with their invoicing? And do they usually invest in your software to make more money, save time or something more specific? 

Some SaaS quiz lead magnet ideas for you are:

  • “Are you managing your finances effectively?” – Test your participants’ financial literacy and skills, identifying where they’re wasting money and what opportunities they’re missing out on. Then, show them how they can fix this with your SaaS tool
  • “How can you streamline your bookkeeping?” – Ask questions to understand exactly how your participants have been taking care of it so far (and how it’s been holding them back!). Share relevant actionable tips, and invite them to try your software to streamline their bookkeeping

6. E-commerce SaaS lead magnet ideas

Does your SaaS allow people to sell products online or complement their existing store?

Then, whether you’re targeting the largest e-commerce business or an individual selling products from home (or anything in between), showcase the impact that your tool has in practice.

Some SaaS quiz lead magnet ideas for you are:

  • “What’s your e-commerce growth strategy?” – Find out the current situation and future goals of each participant, positioning your SaaS as the best option to bridge that gap
  • “What’s holding your e-commerce business back?” – Get clear on the biggest pain points and bottlenecks that your potential customers are facing. That way, you can highlight the best features, plan or tool to overcome them!

 7. Customer support SaaS lead magnet ideas

Does your Saas help other businesses serve their customers in a more personalised and effective way, perhaps while saving time? 

Then, plant that seed with your lead magnet, and water it with your email sequences.

It would also be beneficial to get clear on what each customer actually needs. Are they after some help with their pre-purchase or post-sale phase or with the entire customer journey? How big is their business? Are they already using a different customer support SaaS product? And so on.

Some SaaS quiz lead magnet ideas for you are:

  • “How effective is your customer support?” – Assess each participant’s situation, share some tips and show them how they can improve their score through your SaaS
  • “Which customer support features do you need most?” – Don’t run the risk of pushing a plan they wouldn’t make the most of! Use your quiz to identify each participant’s budget, needs and goals so that you can focus on the best solution for them

8. Collaboration and communication SaaS lead magnet ideas

Video chats, messaging platforms, collaborative design tools, cross-platform integrations… It sounds like your SaaS is perfect to streamline different processes and save time!

Whether that’s by bringing different teams together or making it easier for self-employed individuals to manage various clients, use your quiz to show them just how game-changing it is.

Some SaaS quiz lead magnet ideas for you are:

  • “Which collaboration tools does your team need?” – Ask questions to understand their actual situation so that you can only recommend the best solution for them, highlighting the benefits it’d have in practice
  • “How much time could YOU save with [SaaS name]?” – Get time-poor individuals and teams excited by showing them exactly how many hours they can get back every week… or even every day!

9. Cybersecurity SaaS lead magnet ideas

From firewalls to real-time threat detection and SIEM systems, we bet your SaaS offers both practical security and peace of mind.

So, you could use your quiz to figure out if you’re dealing with a big business or individual, and then open their eyes to the risks they’re running right now.

Some SaaS quiz lead magnet ideas for you are:

  • “How secure is your business?” – Invite your audience to take this self-assessment quiz to understand their cybersecurity situation, what they’re already doing well and what still needs to be improved (with your Saas tool!)
  • “What’s your biggest cybersecurity risk?” – Uncover their cybersecurity gaps and vulnerabilities, give them some tips and position your software as the safest solution

Lead magnet implementation tips for SaaS companies

Coming up with the perfect quiz lead magnet idea for your SaaS company will allow you to start on the right foot. 

For people to find out about it and become customers, though, you need to put a few more things in place.

Promote your SaaS quiz lead magnet via multiple channels

Reach new audiences by directing traffic to your lead magnet through:

  • Social media – Link to it in your bios, profile and content. You’ll immediately stand out from your competitors by impressing your audience with a valuable quiz (instead of the same old promotions)
  • Content marketing – Write blog posts that answer your audience’s questions on your industry or help them identify their problems. Then, convert them into subscribers by using your quiz as the main call to action
  • Email marketing – Re-engage your current list, and get more people onto it with your quiz lead magnet, using their answers to nurture them in a more personalised and effective way
  • Website – Make sure your quiz lead magnet is IMPOSSIBLE to miss (for example, by having it in your hero section, pop-ups and banners)
  • SEO – Help more people find your website by optimising it for the keywords they are searching
  • Paid ads – Get even more leads fast with PPC ads on search engines and social media ads
  • Additional tactics – From now on, use your quiz lead magnet as your main call to action EVERYWHERE, from online events to tradeshows and anything in between

A compelling ScoreApp quiz will easily complement ALL those strategies!

Integrate lead capture

The most basic platforms offer engaging quizzes but… with results that disappear after someone clicks away!

Instead, ask your audience to share their email addresses so that you can send them their results and contact them directly. Just make sure you have their permission to do that!

With ScoreApp, your quiz lead magnet will always be GDPR compliant: your audience must consent to receive their results and communications from you.

Plus, when you offer something valuable (like a quiz lead magnet with personalised results), it becomes easier to convince people to give you their details. For example, traditional PDF lead magnets only convert at 3-10%. With a ScoreApp quiz, on the other hand, you can expect a whopping 30-50% conversion rate.

Provide value

Whatever promise you made with your quiz title or concept, deliver on it!

Sure, your quiz lead magnet will bring you a tonne of data but it should also provide an engaging experience to your participants. So:

  • Craft compelling questions that include a variety of formats and are easy to answer
  • Limit your pre-qualifying questions to around 10% of the entire quiz
  • Prepare different sets of dynamic and valuable results 
  • Include actionable tips and relevant recommendations

With ScoreApp, it’s a breeze to put all this together, from various question formats to visually engaging results pages and bespoke content based on each participant’s results.

Follow up

Your quiz lead magnet shouldn’t be a one-off touchpoint! It should be the start of a strategic nurturing process and funnel.

So, use the data you collected to send personalised email sequences that build trust, showcase the value of your SaaS and include a call to action at the right time.

With ScoreApp, you can automate different sequences for each segment, including sales enablement content that tackles their concerns (psst: this will speed up your sales cycle, too).

Then, as soon as the time is right, recommend the perfect plan, or invite them on a call with a personalised message that references their results… and watch your conversions skyrocket!

Measure your results

Base your SaaS lead generation strategy on data, not guesswork!

Review your analytics regularly to figure out what’s working well and what isn’t, so that you can double down on the former and fix the latter.

With ScoreApp, you can easily A/B test your landing pages, try different email sequences and use your analytics to monitor how your audience is engaging with your quiz.

Boost your SaaS lead generation with a ScoreApp quiz lead magnet

The right SaaS quiz lead magnet can be the start of a successful funnel. So, don’t settle for a standalone quiz or a basic experience! 

Kickstart a fully automated ScoreApp quiz funnel that keeps bringing you high-quality leads and turning them into customers. The first step? Create your ScoreApp quiz today and for FREE.

About the author
Daniel Priestley
Founder
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