Question 1

What is the retirement readiness quiz template for?

Accepted Answer

For financial advisors and planners. Age, savings and saving habits give a quick readiness score, and whether they already work with an advisor tells you who is open to a first meeting.

Question 2

What does the retirement readiness quiz template ask?

Accepted Answer

7 questions: How old are you? Retirement savings so far How much do you save each month? When would you like to retire? Do you work with a financial advisor? What's your first name? Where should we send your score?

Question 3

How does it qualify leads?

Accepted Answer

Each answer adds points. At 65 points or more a lead is Hot: it sees your booking link at the end and is marked Qualified in your lead list. From 35 points it is Warm. You can change the points and both thresholds in the editor.

Question 4

How do I use this template?

Accepted Answer

Press Use this template and it opens in the ManyPI form editor. Change the questions, the wording and the design, publish it, then share the link or embed it on your website. Every response becomes a lead in the list you choose.

Retirement readiness quiz template

Are you on track to retire?