AT Learn

A quiz, checklist and the next client step

Build useful material and an interactive selector, add a link, track leads and prepare a follow-up draft.

The tools provide useful files and a plan. Publishing, conversation and verification remain your actions; enquiries and income are not guaranteed.

STEP 1

Website quiz builder: a standalone HTML file

Three questions, three results and your call to action. Download a standalone HTML quiz to publish on your own site.

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STEP 2

Client checklist builder

Build a useful checklist with your items, author and link. Download printable HTML for PDF or Markdown text.

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STEP 3

Tag the source link

Build a UTM link for placement. Check that it opens the intended page.

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STEP 4

Record the lead and next contact

Enter an actual enquiry manually and save your JSON. The quiz does not submit contacts to the CRM.

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STEP 5

Client follow-up message planner

Prepare three or five dated drafts with your offer and next step. Download Markdown or CSV and edit before sending.

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STEP 6

Agree the proposal

Use your own scope, price and timeline. Track confirmed payments separately.

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Continue with a real task

Campaign brief, promotion and client workflow →

Client-service practice in Learn →

Free first course →