Plan matcher
Plan matcher quiz template
A plan matcher quiz turns a confusing pricing page into a guided recommendation. Ask about team size, must-have features, and growth stage, then recommend the right tier with reasons — qualifying the lead as it helps them choose.
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What this template includes
- Questions on team size, needs, and growth stage
- Scoring that maps answers to the right plan
- A recommended tier with a clear rationale
- Lead capture and routing to sales for enterprise fits
Example variations
- Which plan is right for your team?
- Find your perfect tier
- Self-serve or enterprise?
- Match your needs to a plan
Who it's for
SaaS companies with multiple pricing tiers
Sales teams qualifying inbound interest
Marketers reducing pricing-page drop-off
Plan matcher FAQ
Can it route enterprise leads to sales?
Yes — when answers indicate an enterprise fit, capture details and notify sales in Slack or your CRM instantly.
Can I explain the recommendation?
Yes — show the reasons behind the recommended plan to build trust and reduce second-guessing.
Does it replace my pricing page?
It complements it — embed the quiz on or near your pricing page to guide undecided visitors.
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