Attract Established Business Owners Ready to Switch to Your Firm with Our Lead Magnet Assessment Quiz.

Life is too short for marketing guesswork.

The “Switcher” Lead Magnet Assessment Quiz is an assessment tool designed to help business owners evaluate the value they are receiving from their current accountant.

By taking this quiz, business owners will gain insight into whether they are receiving the level of service they deserve and need to help their business succeed.

As an accounting firm, you can offer this quiz as a lead magnet on your website, social media pages, and email marketing campaigns.

The “Switcher” Lead Magnet Assessment Quiz is easy to use and takes only a few minutes to complete.

After taking the quiz, business owners will receive a personalised score and report that highlights areas where they may be missing out on valuable services from their current accountant.

By offering this quiz to potential clients, you will not only be providing a valuable tool that helps them evaluate their current accountant, but you will also be positioning yourself as a proactive accounting firm that cares about the success of their business.


Keep clients longer and sell a broader range of products / services


Know what prospects really want rather than guessing what they need


Reduce your marketing spend, focus on active introductions

Why Accountants Choose the “Switcher” Lead Magnet?

Attract Established Business Owners

Attract your ideal clients in an authentic and effortless manner, without resorting to pushy sales tactics.

Empower Prospects to Self-Identify Their Need for You

Assist business owners in recognising the true value of your services and the need for change.

Become the Go-To Resource

Establish trust and credibility with your audience by providing a pertinent and actionable assessment.

Identify business owners who want to develop and grow but don't receive the support they need.

Work with businesses who want your specialist support and are ready to engage.


The Assessment Quiz covers a range of areas in which an accountant can provide value to a business, including financial advice, tax planning, and business operations advice.

Actionable Insights

The Assessment Quiz provides business owners with actionable insights into areas where they may be missing out on value from their current accountant and suggests next steps to help them improve.


The Assessment Quiz is customised to suit your branding and specific needs of your accounting firm, including result videos, CRM integrations and much more.

The Setup Process

Choose Your Plan

Flexible monthly options to suit you. With additional options

Optional Add-ons

We will create your personalised Scorecard within five business days.

Go Live

Effortlessly share your Scorecard with multiple tracking links.

Basic Plan

£ 49 Monthly
  • Up to 100 assessments per month
  • Add your logo
  • 1 user included


£ 79 Monthly
  • Everything in Basic plus...
  • Up to 500 assessments per month
  • CRM Connection
  • Analytics & Reporting
  • Up to 3 users

Premium Plan

£ 149 Monthly
  • Everything in PRO plus...
  • Up to 1500 assessments per month
  • Custom Domain Name
  • Advanced tagging & tracking
  • Up to 5 users

Done For You! Optional add-ons available

Custom Branding / Design – Add £499 one off payment
Elevate your brand with custom design applied to your quiz landing page, results page and pdf report.

Custom Result Video Editing – Add £499
Just record your result videos using our provided script, share the raw footage, and our expert team takes care of the rest. We’ll professionally edit and compile your videos, then seamlessly integrate them into your assessment.

All costs are subject to VAT

Corporate / Enterprise Solutions

CLICK HERE to book a call to chat through your options


How long does it take to get up and running?

Once you sign up and complete the onboarding form, your quiz will be operational within 3-5 business days.

Can I change plans?

You can easily change your plan at any time to better suit your evolving needs and client base.

Are you able to change the questions?

Certainly. You can modify the questions yourself by logging into your quiz portal and clicking on “Content Settings,” or you can contact our support team via email for assistance.

Can it connect to my CRM?

We can integrate with any CRM system, including but not limited to Hubspot, Zoho, HighLevel, and many others.

Am I locked into a contract?

No, there are no long-term contracts or commitments.

Can we chat first?

Certainly. Please schedule a time here

Scroll to Top