Product recommendation quiz: which plan is right for you?

This product recommendation quiz guides prospects towards the plan that suits them best through eight quick questions. In about two minutes, visitors describe their team size, usage, integration needs, support expectations and priorities, then receive a recommendation: Essential, Pro or Premium.

What is a product quiz for?

When you offer several plans, many visitors hesitate between them and leave without choosing. This kind of quiz replaces a long comparison table with simple questions in everyday language: “From time to time or every day?”, “Online help or a dedicated contact person?”, “The best price or the most features?”. Each answer points towards a lighter or a more complete offer, and the result places the person in one of three plans. Because the visitor leaves an email address to receive the recommendation, your sales team also gains qualified leads with useful context.

Who is it for?

• Software and online service companies with tiered pricing
• Agencies offering service packages at different levels
• Gyms, coworking spaces and clubs with several membership formulas
• Insurance brokers, banks or utilities presenting options to new customers
• Online shops helping buyers choose between product ranges

How to adapt it in Mailpro

Rename the three result bands after your own plans and adjust the questions and answer options to the criteria that really distinguish them. The result is calculated from the answers and shown by band at the end. Add your logo and colours, then share the quiz by link on your pricing page, by QR code at a trade fair or in a Mailpro newsletter. Answers arrive in Mailpro, and you can set tags on contacts according to their answers or result, so that each prospect receives follow-up emails about the recommended plan.

Tips

• Use the vocabulary of your customers, not internal product names, in the questions.
• Keep the number of questions low; every extra step loses some visitors.
• Test the quiz yourself with typical profiles to check that each one reaches the expected plan.
• Explain briefly in the result why the plan was recommended.

Frequently asked questions

Can you show product recommendation quiz examples?

This template is one: a plan selector for a service. The same logic works for skincare, equipment, courses or any range of products.

Can I have more than three results?

Yes. You can add, remove or rename bands in the quiz settings.

Is the email field mandatory?

You decide. Making it optional may increase completions, while making it required gives you more leads.

Questions in this template

1. 1. How many people will use the service?
   Just me or a small team · Several teams or departments
2. 2. How often will you use it?
   From time to time · Every day
3. 3. Do you need to connect it to other tools (CRM, online shop…)?
   No, not for now · Yes, it matters
4. 4. What kind of support would you like?
   Online help is enough · A dedicated contact person
5. 5. Will your volumes grow this year?
   Fairly stable · Yes, significantly
6. 6. What statistics do you need?
   The key figures · Full, detailed reports
7. 7. Do you have security or compliance requirements?
   Not really · Yes: access rights, activity log…
8. 8. Your priority?
   The best price · The most features
9. Your email to receive your recommendation
10. Information