B-More Funding Funding Quiz Funnel & Automation

Designed and developed a multi-step funding funnel for B-More Funding using GoHighLevel. The funnel introduces the company’s services and guides visitors through a seven-step quiz to understand their goals and funding readiness. After completing the quiz, visitors receive a result with next steps before completing their profile and booking a Funding Strategy Consultation.
The project includes a service pricing page and follow-up automation to support ongoing lead engagement. A consistent black-and-gold design connects the landing page, quiz, results, intake form, and booking experience.

Create a guided process for capturing funding inquiries, understanding each prospect’s needs, and moving interested visitors toward a strategy consultation. Support that journey with automated follow-ups to reduce manual outreach.

• Designed and developed a multi-step funding funnel on GoHighLevel.
• Created a landing page introducing the funding services and directing visitors to start the quiz.
• Built a seven-step assessment with selectable answers and a progress indicator.
• Set up quiz results that explain the visitor’s readiness and recommended next steps.
• Created a profile completion form to collect contact information, funding goals, and supporting details.
• Integrated a booking calendar for Funding Strategy Consultations.
• Created a pricing page presenting Funding Readiness, Funding Guidance, and Funding Execution service tiers.
• Set up automated follow-ups to keep leads engaged after entering the funnel.
• Applied consistent black-and-gold styling across the full funnel journey.
Funnel Flow
Landing Page → Funding Quiz → Results & Next Steps → Complete Profile → Book Funding Strategy Consultation
Automated follow-ups support the lead journey.