An assessment funnel
connected to the CRM.
A scored assessment funnel connecting WordPress to ActiveCampaign through a custom PHP webhook.
The problem.
The website had no automated path from visitor interest to a qualified CRM record. Each inquiry arrived without a structured assessment of what the business needed.
The goal was to make the website useful before a discovery conversation: collect context, score it, and put the contact in a relevant follow-up sequence.
The system.
- AssessBusiness health
- ScorePeople / Process / Profit
- SyncPHP webhook → CRM
- NurtureRelevant follow-up
What I changed.
Build the assessment journey
I rebuilt the WordPress site and implemented the 7Ps Business Health Assessment with three scored result paths: People, Process, and Profit.
Connect form data to the CRM
A custom PHP webhook connected Contact Form 7 to ActiveCampaign. Custom fields and tags carried assessment information into lead scoring and segmentation.
Route and maintain follow-up
Behavioral segmentation sent leads into relevant nurture tracks. The wider work included re-engagement sequences, spam protection, and mobile testing.
The result.
New assessment submissions arrive in ActiveCampaign with the context needed for segmentation and follow-up. The operational improvement is a structured qualification path rather than an inbox full of raw inquiries.
From the client.
Let’s take
a look.
Tell me what you’re trying to do, which tools you use, and where you’re getting stuck.
Book a conversation adedoyin.bakared@gmail.com