Build a scored client assessment with a PDF report

What you'll build: a 15-25 question assessment that scores people in 3-5 areas (say Strategy, Team, Systems), then shows a chart, a paragraph of feedback per area, and a PDF they can download. One ending does all of it.

1. Plan on paper first (10 minutes)

• Pick 3-5 areas. Fewer, sharper areas beat many vague ones.
• Write 4-6 statements per area that people rate, e.g. We review our numbers every week.
• Choose one answer scale for all of them, e.g. Never · Sometimes · Often · Always = 0 to 3.
• Decide your bands per area: 0-5 Emerging, 6-11 Developing, 12+ Leading.

2. Build the questions

1. 1
   Add a welcome screen that promises the result

   Get your personal Growth Readiness score and report in 6 minutes. Switch on the time to complete. See Welcome screen.
2. 2
   Add one Multiple Choice per statement

   Use the same four options each time. Group each area with a Statement intro (Part 2: Your team).
3. 3
   Give questions codes

   S1–S5 for Strategy, T1–T5 for Team… It makes everything later easier. See Question codes.
4. 4
   Ask for contact details at the end

   Before the ending: name and email, so you can send the report and follow up.

3. Score it

1. 1
   Points on the first question

   Logic → click S1 → + Add points → name the column Strategy → 0, 1, 2, 3. See Points.
2. 2
   Copy to the rest of the area

   Apply to other questions… → tick S2–S5.
3. 3
   Repeat per area

   New dimension Team for T1–T5, and so on. You get a Total score automatically. See Score areas.

4. Personalise the result

1. 1
   One write-up per area

   Hidden fields & variables → add a Write-up based on Strategy with Number ranges: 0, 6, 12, each with its own advice. See Write-ups.
2. 2
   Build the ending

   Title: Your results, @First Name. Add a Results Chart of all areas with score bands. Then each area's heading and its write-up chip. See Results chart.
3. 3
   Highlight the weakest area

   Optional: Pick by rank → Which one is lowest → store in focus_area, then a highlighted personalised section: Your #1 priority: `{{focus_area}}`.
4. 4
   Turn on the PDF

   Ending → Download PDF → title Your Growth Readiness Report. See PDF reports.

5. Follow up automatically

• Email the respondent their write-ups and a link to book a call.
• Tag low scorers as Needs help and send them to your CRM.
• Show Calendly on the ending for people who'd benefit most.

6. Prove it works

Logic → Check → Check every path, then add one saved test per band (all Always → Leading). Preview it once on your phone. Publish.