Steal Jason Graystone’s $12 million lead qualification strategy

Jason Graystone had a good problem: his coaching business was growing fast, so he had a sudden flood of enquiries from people wanting his help. To stay focused on the people he could genuinely support, Jason built a lead qualification funnel using ScoreApp, and the results were game-changing. 

His team now receives up to 50 pre-qualified leads every week, and just one Quiz funnel has generated over $12 million in revenue – all without spending a penny on ads.

Jason is a professional investor and entrepreneur who teaches wealth-building strategies to people who want more control over their financial future. And he does it in a way that’s earned him serious personal success.

After reaching financial freedom at 29, Jason built a business helping others do the same. Through his website, the ‘Always Free’ podcast, and a steady stream of YouTube content, he shares practical, no-nonsense advice on investing, saving, and designing a life that doesn’t rely on the 9–5.

His loyal audience includes business owners, aspiring investors, and working professionals who want to make smarter financial decisions. His approach is honest and direct, focused on clarity, structure, and long-term results – “the opposite of scams or shortcuts,” as he puts it.

Challenge: Too many enquiries. Not enough clarity.

Jason’s YouTube content and podcast were reaching thousands, and interest in his investment coaching programs was picking up speed. 

But with that growth came a problem – inbound enquiries were pouring in, and many weren’t the right fit…

• Some people were new to investing
• Others were chasing high-risk strategies they didn’t fully understand.
• A few were experienced traders looking for advanced support

Jason and his team care about getting results, and that meant only working with people they knew they could help. Without a system to sort through the volume, they were spending too much time manually qualifying leads.

As Jason recalls, “We were getting inundated with enquiries, but we had no way of figuring out quickly who we could help, how we could help, or where they were on their journey.”

The situation wasn’t just slowing down sales, it was also limiting the impact Jason and his team could make. They needed a better way to guide the right people toward the right kind of support.

Solution: A powerful quiz funnel with tailored results pages

Jason didn’t want more leads; he wanted the right leads. So he used ScoreApp to build the ‘Wealth Discovery Scorecard’: a smart, interactive Quiz that invited people to answer strategic questions about their habits, mindset, and financial situation. 

Each question was designed to reveal how someone thinks about money, how they behave with it, and how far along they are on the path to financial freedom.

With ScoreApp, Jason was able to:

• Pre-qualify leads automatically based on their answers
• Deliver a visually impressive results page with personalised insights and next steps
• Segment leads by readiness level and direct them to the most appropriate product or resource

Every person who took the quiz received a detailed results page showing their overall score and a breakdown by category, such as ‘Financial Foundations’, ‘Mindset & Habits’, and ‘Income & Assets’. 

Why Jason’s personalised results pages improved conversion

Under each heading, they could see where they were doing well and where there was room for improvement. The insights were specific, data-driven, and written to feel personal.

Participants also received a follow-up email with a full PDF report. This went deeper, explaining what their score meant, why each area mattered, and what they could do to improve. It included actionable tips and links to free resources like Jason’s YouTube videos and podcast episodes, so they could start making progress straight away. 

This combination of instant results and a detailed, take-away report built trust before Jason’s team even spoke to them.

To deepen that trust, Jason added six bespoke videos to the results page – each mapped to a specific score range. He grouped likely outcomes into six ‘stages’ of financial readiness, from complete beginner through to advanced investor. 

For each stage, he identified the participant’s situation, the challenges they were most likely facing, and the single most valuable next step they could take. Then he recorded a short, conversational video speaking directly to that person.

As Jason explains, “People reach out and say, ‘I felt like you recorded that video just for me.’ That’s when you know you’ve built real trust.”

Because the Quiz guided people to the right place from the start, Jason’s team could focus on delivering value instead of spending hours qualifying leads. The whole process became extremely intentional and personal.

How to map bespoke videos to quiz results, just like Jason did

If you want to replicate Jason’s approach, here’s a simple framework for mapping custom videos to your Quiz outcomes:

• Group your Quiz outcomes into stages, from beginner to advanced, based on your audience
• Identify the main challenges people face at each stage
• Pinpoint the single next step that will move them forward the fastest
• Record a short, conversational video speaking directly to someone at that stage. Acknowledge their situation, offer reassurance, and share that next step
• Embed those videos on your results page so every participant gets a personal-feeling response the moment they finish your Quiz

This kind of bespoke experience creates instant connection because the moment someone completes your Quiz, they’re not just getting a result. They’re hearing from you in a way that feels human, helpful, and relevant.

Results: Clarity, connection, and $12M in higher-quality conversions

The ‘Wealth Discovery Scorecard’ quickly became the ‘front door’ to Jason’s business. It gave his audience a personalised, low-pressure way to self-assess, and gave his team crystal-clear insight into who was a good fit for higher-level support.

The power of the Quiz lay in the quality of the questions. Each one was written to uncover someone’s actual financial situation and their mindset around building wealth. As Jason explains, “We wanted to meet people where they’re at and talk to them directly, and the only way to do that is to ask the right questions.”

Here are some questions that revealed valuable insight into his customers:

• “Do you know your net worth?” 

A basic-sounding question with a telling answer. It separates those who actively track their progress from those with only general awareness.

• “Do you have cash or liquid savings that equate to at least three months’ living expenses?”

This goes straight to financial resilience. If the answer is no, the Quiz can steer them toward more foundational support.

• “Do you regularly invest in the market?”

This helps distinguish between beginners, dabblers, and experienced investors.

• “Do you believe you deserve to live a wealthy life?”

This one addresses mindset. If someone doesn’t feel worthy of wealth, that’s a red flag to address before they can progress.

• “Do you currently trade time for money?”

This shows whether someone is still reliant on traditional income or has begun building scalable, passive streams.

These questions work in two ways: often described as “eye-opening”, they make people stop and think, and they give Jason the insight he needs to recommend the right next step. “There’s no hard sell,” he says. “It’s all about data-driven insights that guide someone toward the most relevant next step.”

When people land on their bespoke results page, they get clear advice, smart insights, and a short, personal-feeling video that speaks to them at their stage. “It’s such a high-trust moment,” Jason says. “People literally say, ‘I felt like you made that video for me.’”

That connection delivers results. Jason’s team now receives up to 50 qualified leads every week (already segmented and pre-warmed) and just one Quiz funnel, built two years ago, has generated over $12 million in revenue to date.

This is an approach any business can use. By asking the right questions, segmenting based on the answers, and tailoring each results page to speak directly to the person reading it, you can create the same trust and relevance that drives Jason’s conversions.

Filtering leads isn’t about saying no. It’s about saying yes to the right people.

Yes, this type of marketing funnel saves time, but it’s about much more than that.

You attract leads, but you also build a bond of trust by filtering out those who aren’t the right fit and guiding the right people toward the support they need. As Jason puts it, “We’re driven by getting results for people. We’ve got no incentive to just sell something to anyone.”

That principle underpins Jason’s entire sales funnel. The ScoreApp Quiz gives his team instant clarity: where someone is financially, what their mindset looks like, and what kind of help they’re ready for. “Our sales team just aren’t wasting any time, they know exactly who they’re talking to. They know they’ve got the right fit,” Jason explains.

It’s made selling easier, faster, and more human without losing the personal touch. “ScoreApp is just like having this 24/7 global member of staff out there collecting leads and picking out the right people from the wrong people,” says Jason.

Today, Jason has a smarter funnel to underpin his business, stronger relationships, and programs filled with people who are far more likely to succeed and leave glowing testimonials. 

And the same method can work for any business: ask the right questions, use the answers to segment your audience, and tailor the next step to match.

Want to qualify leads faster and serve customers better?

By using a ScoreApp Quiz at the very start of his funnel, Jason was able to stop wasting time on mismatched leads and start having meaningful conversations with people he could help. “It’s just a really efficient and effective way to serve people at a high level,” he says. “And guess what? They love paying you for it.”

If you want to attract better leads, convert them faster, and actually serve them better, start with a quiz funnel:

• Ask smarter questions
• Guide people to the right next step
• Deliver real value before they even become a customer

Take Jason’s ‘Wealth Discovery Scorecard‘ to see how it works in action. Then start building your own high-converting quiz funnel for FREE with ScoreApp.