How to Speed Up Client Information Gathering with Quiz Briefs?

What is a Quiz Brief?

A quiz brief is a structured list of questions designed to gather initial information from a client regarding their needs and expectations. It is used at the early stages of client interaction and allows specialists to immediately obtain crucial data necessary for preparing commercial proposals and ongoing communication. Unlike traditional methods of information collection, quiz briefs are interactive and user-friendly.

Examples of Successful Use:

One of our clients, the advertising agency Around Web, frequently uses quiz briefs to collect initial client information. Before using quiz briefs, the communication process looked like this:

  1. The client submits a request.
  2. A manager contacts the client and conducts an initial interview.
  3. The client receives a brief in the form of a file to fill out.
  4. Preparation of the commercial proposal and further discussion.

Using quiz briefs halved the number of steps. Now, the initial communication process looks like this:

  1. The client completes the quiz brief.
  2. Preparation of the commercial proposal, and only rarely, an additional call to clarify information.

Thus, quiz briefs continue to prove their effectiveness, helping to optimise specialists' workflows.

Goals of Using Quiz Briefs

The main goal of using quiz briefs is to simplify the initial client information-gathering process. Additionally, they allow you to:

  • Quickly and accurately identify the client's needs and expectations.
  • Gather information for forming a commercial proposal.
  • Customise the questionnaire for the client.
  • Optimise managers' workload in processing initial information.
  • Make the brief completion process as comfortable and efficient for the client as possible.
  • Reduce the number of initial communication steps with the client, thereby saving time.

Thus, quiz briefs are an important tool in the information-gathering stage and in establishing further communication.

Advantages of Quiz Briefs

Quiz briefs have several significant advantages, the main one being time savings for both the client and the specialist. The client doesn't need to spend a long time explaining their needs in face-to-face meetings or phone calls, as all necessary information is collected in a convenient quiz format.

Additionally:

  • Using quiz briefs increases client engagement as they interact with an interactive tool.
  • Online briefs can be quickly and easily edited to suit your needs.
  • Quiz briefs allow specialists to adapt their proposals to specific client requests and needs.

Who Can Benefit from Quiz Briefs?

Quiz briefs can be useful for a wide range of companies and specialists:

  • Marketing and advertising agencies.
  • Freelancers.
  • Independent consultants.
  • Consulting firms.

Any companies and individual specialists providing services to clients and needing quick information collection to create effective strategies.

Where and How to Use Quiz Briefs

Quiz briefs are typically used at the initial stages of client interaction. They often serve as the first step in communication, giving the client an opportunity to fill out a form with questions about their project and business.

This type of brief is convenient because it can be directly embedded on your website or shared with the client in a way that suits them:

  • Via a link through email.
  • In a messenger.
  • Placed on the relevant page of the website.
  • Shared through a link on social media.
  • Presented as a standalone landing page, which can be promoted through advertisements.

Quiz briefs are a powerful tool for gathering initial client information, significantly improving interaction and communication. They help save time, increase the accuracy and completeness of the collected data, and enhance client engagement. Implementing quiz briefs in your client information-gathering process is an essential step towards successful business development and improved customer experience.

If you need to create a brief or questionnaire, contact us. We will help you develop a custom brief tailored to your company's needs.

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