How to Agitate Your Prospects and Accelerate Sales: Using Self-Assessments and Quiz Funnels in Your Marketing Strategy

February 28, 2025


In today's rapidly evolving digital landscape, it’s more important than ever for local businesses in Santa Barbara—and everywhere else—to have a structured, results-oriented approach to online marketing. Over the coming days, I’m outlining my proven 12-step system to help businesses maximize their online presence, connect deeply with their ideal customers, and, most importantly, increase their profitability. Today, we're zeroing in on the critical fourth step: agitating your prospect.

Why Agitate? The Psychology Of Motivation

Before we dive into the “how,” let’s address the “why.” When we talk about “agitating the prospect,” it’s not about causing discomfort for the sake of discomfort; it’s about clarifying the prospect’s problems, intensifying their awareness of the stakes, and helping them realize that doing nothing may actually be holding them back—or costing them real money in their business or life. Psychology tells us that people are more motivated by the desire to avoid pain than to pursue pleasure. It’s your job as a business owner or marketer to ethically illustrate what’s at stake if your prospect doesn’t take action, so they can fully appreciate the importance of your solution.

The Foundation: Steps 1–3 Recap

Let’s briefly recall the groundwork we’ve already laid in the previous days, as each step builds on the last:

Step 1: Develop The Customer Profile

You’ve got to know your audience inside and out. This means more than age, job, or location—it’s about understanding their struggles, dreams, and the specific problems that keep them up at night.

Step 2: Identify Susceptibility—The Vulnerability List

Where is your ideal customer before they realize they need you? What triggers prompt them to search for help or consider change? By mapping their journey, you can meet them right at their point of need.

Step 3: Create Your Marketing Collateral—The Irresistible Pitch

Now that you understand your customer, you’ve created a compelling elevator pitch (or core marketing message) that helps prospects instantly know “they’ve come to the right place.”

Which Brings Us To Step 4: Agitate The Prospect

Once you’ve connected and your prospects feel seen and understood, it’s time to take them from “interested” to “motivated and ready to take action.” This is where agitation comes in.

The “Suck Meter”—Your Secret Weapon

Allow me to introduce one of my favorite tools: the “suck meter.” While the name may be playful, its effectiveness is anything but trivial. This is essentially an interactive, self-guided evaluation—sometimes called a quiz funnel.

How does it work? Imagine a prospect lands on your website or social media page after hearing your pitch. They’re interested, but not yet convinced to take the next step. The “suck meter” is a simple quiz—usually five to ten easy questions—designed to quickly assess their situation and reveal how much they’re really struggling with the pain point you solve.

For example:

- If you’re a fitness coach, your quiz might ask about energy levels, daily habits, or sleep quality.

- If you’re a local web designer like myself, the quiz might assess how “findable” their business is online, how quickly their pages load, or how effective their calls-to-action are.

- If you’re a financial advisor, the quiz might reveal gaps in retirement planning or emergency savings.

At the end, the “suck meter” generates a result—an honest assessment of where they stand, paired with an emotional hook. “Yikes! Your website is costing you customers every week,” or “You may be losing thousands in missed opportunities.” The idea is to maximize their self-awareness by showing the real cost or pain of the current situation.

Building Your Own Suck Meter (Quiz Funnel) Step By Step

Let’s break this down into actionable steps:

1. Brainstorm The Core Pain Points

Refer to your customer profile and vulnerability list from steps 1 and 2. What’s the prospect’s biggest fear, frustration, or challenge related to your product or service?

2. Draft Five to Ten Revealing Questions

Keep questions simple, direct, and relevant to the pain you solve. Avoid jargon. The goal is self-discovery—the more prospects recognize their struggles, the more powerful your quiz becomes.

Sample for a Web Designer:

- How often do new leads contact you through your website?

- Do you know your website’s loading time?

- When did you last update your homepage content?

- How many positive reviews do you have on Google?

3. Build Your Quiz Using Easy Tools

There are many easy-to-use quiz builders: Typeform, Google Forms, Interact, Outgrow, or even embedded quizzes built into your website using WordPress plugins. Choose one fitting your technical comfort level.

4. Craft Results That Agitate and Motivate

Here’s where the magic happens. Each result should highlight the costs or risks of staying stuck, creating a subtle but real sense of urgency. Include specific recommendations to address the weaknesses uncovered.

Example Result for a Web Designer:

“Based on your answers, your website SEO is underperforming! This is potentially causing 75% of your ideal customers to choose your competition. Let’s diagnose exactly what’s missing—book a free strategy call today.”

5. Position The Quiz As Both a Wake-Up Call and Opportunity

The quiz isn’t just a “gotcha.” It’s a chance for prospects to see what’s possible with expert help—your help. Always end with a clear call-to-action: Book a call, download a guide, sign up for a free audit, etc.

How Agitation Works In Multi-Step Funnels

The beauty of quiz funnels and “suck meters” is that they take your prospects on an educational journey. Rather than you simply telling them, “You have a problem,” you’re guiding them to discover it for themselves. This activates what’s known as the “endowment effect.” Prospects are far more likely to take action and accept your solution if they’ve recognized the problem through their own efforts.

Furthermore, this process helps you segment your leads. Those who score lowest on the quiz (i.e., have the biggest pain) are the most motivated and most ready for your offerings. You can prioritize these for fast follow-up or personal outreach. Those with less urgent challenges can be nurtured via email newsletters or retargeted on social media with additional education and offers.

Beyond The Quiz: Other Ways To Agitate Ethically

While the quiz funnel is a powerful option, there are other methods to agitate prospects in a value-driven, ethical way:

1. Case Studies & Testimonials

Share real-life stories of clients who suffered before finding your solution, emphasizing the negative consequences they faced—then reveal the transformation you helped create.

2. Data & Industry Stats

Highlight recent studies, statistics, or trends that underscore the risks of inaction. “Did you know 68% of small businesses lose leads due to slow website speed?”

3. Visuals & Calculators

Use infographics or calculators that estimate lost revenue, wasted time, or missed opportunities based on specific metrics relevant to your audience.

4. Live Demos & Before/After Scenarios

Show tangible proof by comparing life or business before and after your solution came into play. This allows prospects to visualize themselves making the change.

Moving Prospects To The Next Step

Here’s the key takeaway—your agitation step shouldn’t be a dead-end. Every “suck meter” quiz, case study, or shocking statistic should point the prospect directly to the next action. In most cases, that’s a phone call, a free consultation, or a longer strategy session.

Why? Because once a prospect is keenly aware of their problem, they’re primed and motivated to seek a solution. Your role as the local expert is to make the next step easy and appealing—show them how, together, you’ll overcome their challenge and achieve their goals.

What To Avoid—Ethical Boundaries In Agitation

Some marketers go overboard with “doom and gloom,” using manipulative tactics or exaggerating consequences. This erodes trust and damages credibility. Always keep your agitation rooted in facts, real-world examples, and a genuine belief in your ability to help. Remember, you’re in this business to solve problems and make a positive difference.

Personalizing The Agitation Process For Santa Barbara Businesses

The principles outlined here work for every industry, but there are unique factors to keep in mind when applying this to our Santa Barbara community:

- Santa Barbara residents value authenticity and relationships. Your quiz, content, and follow-up must be friendly and helpful, not pushy or insincere.

- Highlight local relevance—reference local statistics, case studies, or testimonials from recognizable local businesses.

- Many Santa Barbara businesses thrive on referrals and strong reputations. Turn your quiz into a shareable asset that prospects want to send to their colleagues or fellow business owners.

- Embrace the hybrid approach: consider offering an in-person assessment or workshop in addition to digital quizzes and appointments. Personal touch goes a long way here.

Pro Tips & Real-World Examples

Let’s look at how different Santa Barbara businesses might deploy the agitation step:

Local Restaurant:

Quiz Title: “Is Your Menu Costing You Customers?”

Questions: How often do customers ask about gluten-free/dietary options? Do you have clear allergen labeling? Do you update your specials online?

Result: “You could be missing out on 20% more reservations. Let us help you modernize your menu marketing—schedule a complimentary review!”

Health Practitioner:

Quiz Title: “Is Stress Secretly Sabotaging Your Wellness?”

Questions: How often do you feel fatigued at midday? Do you wake up refreshed? Do you take regular breaks?

Result: “High stress is lowering your immune function. You deserve a custom stress management plan—book a free consult.”

Professional Services (Accountant):

Quiz Title: “Are Hidden Errors Draining Your Business Profits?”

Questions: When did you last complete a tax audit? Are your expenses itemized monthly? Do you reconcile your books weekly?

Result: “Mistakes could be costing you thousands annually. Let us do a quick audit and find your biggest savings.”

Measuring Success—Tracking & Tweaking Your Agitation Funnel

No marketing initiative is complete without measurement and iteration. After you launch your quiz, track:

- Number of completions

- Quality and readiness of leads generated

- Conversion rate to next step (booking calls, requesting audits, etc.)

- Feedback from participants

Adjust your questions and results based on what resonates most. The better you get at painting the true picture of your prospect’s pain and tying it to your unique solution, the more effective your funnel will become.

Looking Ahead—Preparing For The Sales Script (Step 5)

Tomorrow, we’re diving into the next step: crafting your sales script or sales process. Agitation alone isn’t enough—once your prospect is aware and motivated, it’s critical to have a clear, authentic process for converting interest into action. That means having a pitch or consultative script that helps prospects trust you and commit with confidence.

In summary: Step 4 is all about waking your prospects up to the pain points they might be minimizing or ignoring, then showing them there’s an easier, faster, more effective solution available—yours. Use quiz funnels, case studies, and real-world data to create urgency, empathy, and trust. Every application should feel personal, authentic, and local—especially here in Santa Barbara, where relationships are the heartbeat of business.

Have a question about agitating your prospects? Want to see live examples of “suck meters” in action for your industry? Leave a comment below and let’s talk. I’m here every step of the way to help you build a business (and a life) you love, powered by smart web strategies and automation.

Until next time—agitate wisely, and get ready to convert that motivation into sales!

Subscribe

Join our mailing list to be notified of new episodes and updates.

Please enter your first name.
This field must contain a valid email address.
Thank you! Your submission was successfully sent :-)×
Opps! Some went wrong... Your submission did not go through :-(×