.png)
Estd 4.22.2023
Based on our saas pricing book, Price to Scale, there is evidence that a guided questionnaire or short quiz can be useful—but its effectiveness really depends on how it’s structured and the context of your product. Here are some key takeaways:
• When done right, a well-structured questionnaire can help anchor the customer in the right context (for example, by first explaining the product category) before asking for specifics. This approach guides them to a plan that aligns with their needs, as we discuss on page 63.
• However, the book also notes that adding too many options or steps may introduce friction. In our testing, simplicity in data collection (or pricing presentation) generally led to higher conversion rates. In other words, while a guided process can provide clarity, too many tiers or overly complex questions might confuse rather than assist the customer (see page 243).
• The method works particularly better in consumer and small business settings where users appreciate the extra guidance. In more complex enterprise settings, or among B2B buyers farther down the spectrum, this approach might not resonate as well (page 221).
In summary, a short quiz or guided questionnaire has potential when it clearly sets context and remains simple. The key is to test and iterate—ensuring that it helps customers quickly arrive at the right tier without adding extra cognitive load.