Perry Marshall – Scorecard Sales Funnels

Introduction

I have spent years watching marketing funnels break, and I bet you have too. We have all seen the traditional lead generation model crumble under its own weight—free reports that never get opened, white papers collecting digital dust, and autoresponder sequences that feel like shouting into the void. If you are tired of attracting faceless prospects who kinda-sorta might be interested in what you offer, then Perry Marshall – Scorecard Sales Funnels is exactly what your business needs right now. This is not just another course about building landing pages or writing better copy. This is a fundamental shift in how you approach lead generation, qualification, and conversion.

Perry Marshall has built his reputation on the 80/20 principle, and this course applies that ruthless efficiency to your sales process. Instead of casting wide nets and hoping to sort through the mess later, you will learn how to disqualify the wrong prospects immediately while magnetically attracting the right ones. I have implemented these strategies in my own business, and the transformation is immediate—higher quality conversations, shorter sales cycles, and the ability to charge premium prices because your authority is established before the first email even hits their inbox. If you are ready to ditch the “dumb” funnels of the past and embrace intelligent lead generation, keep reading.

Course Description

Perry Marshall – Scorecard Sales Funnels is a comprehensive training program designed to replace your outdated lead generation systems with sophisticated, self-qualifying marketing funnels. The course is delivered through a series of three intensive instructional webinars combined with extensive implementation resources, templates, and live Q&A hot seats. Perry and his team walk you through the exact methodology they use to create viral-quality opt-in devices that do not just collect email addresses—they diagnose prospect fit, segment audiences automatically, and pre-sell your solution before you ever pick up the phone.

What makes this program distinct from every other funnel course on the market is its emphasis on disqualification over qualification. While most marketers focus on getting as many leads as possible, Perry teaches you to slam the door on time-wasters, tire kickers, and nightmare clients before they ever enter your ecosystem. The course covers market research, scorecard design psychology, funnel segmentation logic, and follow-up automation that delivers customized insights rather than generic information. You will receive flow charts, question libraries, and three distinct scorecard models tailored to different marketplace dynamics. This is a DIY implementation program, meaning you will build your actual scorecard funnel during the training, not just watch theory.

Ideal Student

• Established business owners who are already generating leads but are exhausted by the low quality and high volume of unqualified prospects clogging their sales pipeline and wasting their team’s time.
• Marketing consultants and agencies who want to offer a premium service to clients by implementing sophisticated qualification systems that demonstrate measurable ROI through better lead quality metrics.
• Coaches, consultants, and service providers who sell high-ticket offers and need to filter out price shoppers while attracting clients who have the budget, authority, and bleeding-neck problems they solve best.
• Entrepreneurs familiar with the 80/20 principle who understand that 80% of their headaches come from 20% of their clients and want a systematic way to repel the wrong fits before they become expensive problems.
• Digital marketers tired of complex automation mazes who want to simplify their tech stack while improving conversion rates through intelligent upfront segmentation rather than complicated tagging sequences.

Learning Outcomes

• Design high-converting scorecards that prospects actually complete because they promise customized insights about their specific situation rather than generic free information they could find anywhere.
• Implement strategic disqualification sequences that gently but firmly filter out prospects who cannot afford your services, do not have the problem you solve, or exhibit the warning signs of nightmare clients.
• Create automated segmentation systems that sort prospects into high, medium, and low-quality categories immediately upon opt-in, triggering customized follow-up messages based on specific characteristics.
• Reduce sales cycle length by diagnosing prospect needs upfront, eliminating the need for lengthy discovery calls and 27-page sales letters that try to address every possible objection.
• Increase pricing authority by positioning yourself as a selective expert who does not work with everyone, leveraging the psychological power of exclusivity and pre-qualification to justify premium fees.

Course Modules

The Perry Marshall – Scorecard Sales Funnels curriculum is structured as a logical progression from strategic foundation through technical implementation. Each module builds upon the previous, ensuring you not only understand the psychology behind scorecard marketing but can actually deploy these funnels in your business. The training is delivered through live webinar sessions with recordings, supplemented by detailed implementation guides and templates. Here is exactly what you will master in each phase of the program:

Module 1: The Death of Traditional Lead Gen and the Psychology of Scorecards

This foundational module demolishes the old model of information-based lead generation. I walk you through exactly why free reports, white papers, and generic checklists fail to convert in today’s market—because information is abundant and valueless when it is free. You will learn the psychology of why prospects complete scorecards while ignoring ebooks. We explore the concept of “answer-based marketing” versus “information-based marketing,” and how delivering customized insights creates immediate reciprocity and perceived value.

• Why 99.9% of free information has zero perceived value in your prospect’s mind
• The “Bleeding Neck” diagnostic methodology for identifying urgent prospect problems
• How to transition from one-size-fits-all content to personalized assessment tools
• The credibility paradox: why giving away answers increases your authority and fees

Module 2: 80/20 Market Research and Prospect Identification

Before you write a single question, you must understand who your best and worst clients are. This module applies the 80/20 principle to your existing customer base to identify the characteristics that separate your dream clients from your nightmare customers. I show you how to conduct interviews and analyze data to find the specific “tells” that indicate whether someone will be a high-value long-term client or a demanding price shopper who consumes support resources.

• Conducting “Rack the Shotgun” analysis on your current client roster
• Identifying the 4-5 disqualifying factors that predict bad client relationships
• Building your “Ideal Client Avatar” using Perry’s Reverse Client Matrix
• How to find the bleeding neck symptoms that indicate high purchase intent

Module 3: Scorecard Architecture and User Experience Design

Here is where we get into the nuts and bolts of building the actual scorecard interface. You will learn the three primary scorecard models—Diagnostic Scorecards, Readiness Scorecards, and Comparison Scorecards—and which one fits your specific marketplace. I cover the technical flow, from landing page to question sequence to results page, ensuring the user experience feels effortless while extracting maximum qualification data. You will receive the exact flow chart templates used by Perry’s team to map out decision trees.

• Selecting between Diagnostic, Readiness, and Comparison scorecard models
• Optimal question sequencing to maintain engagement and reduce abandonment
• Designing the “Results Page” that delivers value while pre-selling your solution
• Mobile-responsive design principles for maximum completion rates

Module 4: The Art of Strategic Disqualification

This is the most counterintuitive and powerful module in Perry Marshall – Scorecard Sales Funnels. Most marketers are terrified of turning away prospects, but here you learn why disqualification is more important than qualification. You will craft questions that gently filter out the wrong fits while making the right prospects feel seen and understood. We cover the psychology of exclusivity—why your willingness to say “no” increases your desirability and allows you to charge premium prices.

• Crafting “velvet rope” questions that filter budget, authority, and fit
• The “Doctor’s Office” positioning strategy that puts you in control
• How to write disqualification copy that does not offend but redirects
• Building referral pathways for unqualified prospects (monetizing the “no”)

Module 5: Question Design and Buyer Indication Systems

Not all questions are created equal. This module provides you with Perry’s library of proven question types that separate buyers from researchers, and urgent problems from mild inconveniences. You will learn how to weight answers to create accurate “Prospect Quality Scores” that automatically segment your leads. I show you how to ask about budget without being tacky, how to gauge timeline without pressure, and how to identify the specific pain points that indicate a prospect is ready to buy now, not later.

• The 7 question archetypes that reveal purchase readiness
• Scoring algorithms: assigning point values to indicate lead temperature
• How to ask about money and timeline without killing conversions
• Red flag questions that identify potential nightmare clients early

Module 6: Funnel Segmentation and Automation Logic

Once your scorecard collects the data, you need systems that act on it automatically. This module covers the technical backend—how to tag, segment, and route prospects based on their specific answers. You will learn to build “if-then” automation rules that deliver customized follow-up sequences without manual intervention. We cover integration with major email platforms and CRMs, ensuring your high-score leads get immediate attention while low-score leads enter a different nurture track.

• Building automation tags based on specific answer combinations
• Creating distinct email tracks for Hot, Warm, and Cold prospects
• Integration with Zapier, HubSpot, Salesforce, and ActiveCampaign
• Implementing SMS and retargeting triggers for high-value segments

Module 7: Customized Follow-Up Sequence Creation

Now that you have segmented your prospects, you must speak to each group differently. This module replaces the generic “autoresponder maze” with targeted, relevant messaging. You learn to write emails that reference the prospect’s specific scorecard results, creating the illusion of one-to-one communication at scale. I provide templates for the “Immediate Value” sequence, the “Case Study” sequence for nurtures, and the “Last Call” sequence for hot prospects, all customized based on the diagnostic data you collected.

• Writing “results-referenced” emails that feel personal and customized
• The 5-email “Gap Analysis” sequence that bridges diagnosis to solution
• Frequency and timing rules: how often to contact each segment
• Advanced: Dynamic content insertion based on specific answers

Module 8: Copywriting for Scorecard Landing Pages

Your scorecard landing page must accomplish something difficult: attract the right people while repelling the wrong ones, all while compelling immediate action. This module teaches you how to write headlines, subheads, and calls-to-action specifically for assessment tools. You will learn why traditional “squeeze page” copy fails for scorecards and how to use “diagnostic urgency” to boost opt-in rates. We cover the visual hierarchy, proof elements, and guarantee structures that work best for qualification-based funnels.

• Headline formulas that promise insight rather than information
• The “3-Point Credibility Framework” for scorecard landing pages
• Designing progress indicators that reduce form abandonment
• Social proof placement: using testimonials that reinforce qualification

Module 9: Technical Implementation and Tool Selection

Theory means nothing without execution. This practical module compares the best software options for building scorecard funnels—from simple quiz builders to custom-coded solutions. I walk you through a complete setup using Perry’s recommended tech stack, covering form logic, conditional redirects, and data capture. You will learn how to embed scorecards on your existing site, host them on dedicated platforms, and ensure they load quickly to maintain conversions.

• Comparing Typeform, Interact, Bucket.io, and custom solutions
• Setting up conditional logic: “If answer A, then show Result X”
• Google Analytics and conversion tracking setup for scorecards
• GDPR compliance and data privacy considerations for assessments

Module 10: Optimization, Testing, and Scaling Strategies

The final module ensures your scorecard funnel improves over time. You will learn how to analyze completion rates, identify drop-off points in your question sequence, and A/B test different results pages for maximum conversion. I cover scaling strategies—how to drive traffic through paid ads, organic content, and partnerships specifically designed for scorecard promotion. You will leave with a 90-day optimization calendar and benchmarks for success metrics.

• Analyzing funnel analytics: completion rates vs. qualification rates
• A/B testing question order and wording for higher engagement
• Traffic strategies: cold audience vs. warm list promotion tactics
• Building a “Scorecard Ecosystem” with multiple assessments for different segments

Real-World Applications and Success Stories

The principles in Perry Marshall – Scorecard Sales Funnels apply across virtually every industry where qualification matters. I have seen marketing agencies use these systems to filter out small business owners who cannot afford retainers, while attracting enterprise clients ready for six-figure contracts. Financial advisors implement “Retirement Readiness Scorecards” that automatically segment pre-retirees from those just starting to save, allowing completely different service models for each group. Software companies use technical diagnostic scorecards to identify prospects ready for implementation versus those needing educational nurture.

One consultant I know implemented Perry’s methodology for her executive coaching practice and saw immediate results. Previously, she spent 30 minutes on discovery calls with prospects who could not afford her $25,000 coaching package. After implementing a scorecard that gently asked about budget and organizational size, her unqualified applications dropped by 70%, but her qualified close rate increased to 85%. She actually books fewer calls now but makes significantly more revenue. Another agency owner created a “Marketing Maturity Scorecard” that segments prospects by their current sophistication level, allowing him to sell $5,000 audits to beginners and $50,000 implementations to advanced companies—all from the same traffic source.

Pricing

Perry Marshall – Scorecard Sales Funnels is offered as a comprehensive training package with all necessary implementation resources included. This is not a recurring subscription model but a one-time investment that gives you lifetime access to the training materials, templates, and recorded sessions. The pricing structure reflects the premium nature of the content and the immediate ROI potential of implementing these systems in your business.

• One-Time Payment: $799 for complete access to all three live webinar sessions, recordings, scorecard templates, question libraries, flow charts, and the private implementation community. This includes all future updates to the course materials as Perry refines the methodology.

Your investment includes the menu and flow chart system for designing scorecards, a complete library of questions and question types that separate buyers from non-buyers, and three different scorecard models with specific implementation guides for each. You also receive access to recorded hot seat sessions where Perry critiques real student scorecards, allowing you to learn from others’ implementations and avoid common pitfalls.

Pros and Cons

Pros

• Eliminates time-wasting sales calls by filtering out unqualified prospects automatically before they ever reach your calendar or inbox.
• Increases perceived authority immediately because diagnostic positioning puts you in the role of expert doctor rather than desperate salesperson.
• Dramatically reduces marketing costs by shortening sales cycles and eliminating the need for 27-page sales letters or complex multi-email autoresponder mazes.
• Provides immediate segmentation data that allows for hyper-personalized follow-up rather than generic broadcast marketing.
• Proven methodology backed by Perry Marshall’s decades of experience with the 80/20 principle and direct response marketing.
• Includes practical templates and tools rather than just theory, allowing you to build your actual funnel during the course.

Cons

• Requires technical implementation with automation tools, which may necessitate additional software costs or hiring help if you are not tech-savvy.
• Not ideal for complete beginners who do not yet understand their market well enough to write effective diagnostic questions.
• Psychologically difficult to implement for marketers who suffer from scarcity mindset and fear disqualifying any potential lead.
• Requires traffic to test effectively, so if you have no existing audience or advertising budget, you cannot immediately validate your scorecard.
• Limited to certain business models—works best for consultative sales, coaching, and B2B services rather than simple ecommerce or low-ticket digital products.
• One-time live format means you must attend or watch recordings on your own schedule without the ongoing support of a membership community.

FAQs

What exactly is a scorecard sales funnel and how is it different from a quiz?
A scorecard sales funnel is a diagnostic tool that provides customized insights about the prospect’s specific situation while simultaneously qualifying them for your services. Unlike entertainment quizzes or basic surveys, scorecards deliver genuine value through assessment—similar to a doctor’s diagnosis—while gathering the data you need to segment and prioritize leads. The key difference is the intent: quizzes entertain, scorecards diagnose business problems and prescribe solutions.

Do I need technical skills to build the scorecard funnel?
You need basic familiarity with marketing automation tools, but you do not need to be a programmer. The course covers user-friendly platforms like Typeform and Bucket.io that require no coding. However, setting up the conditional logic and CRM integrations does require comfort with technology. If you can set up a basic email autoresponder, you have the technical foundation needed for this course.

Will this work if I am in a “boring” B2B niche or local service business?
Absolutely. In fact, Perry Marshall – Scorecard Sales Funnels often works best in unsexy industries like manufacturing, logistics, accounting, or local trades because your competition is likely still using outdated “information bribe” lead magnets. Scorecards create differentiation in commodity markets by demonstrating expertise before the sales conversation begins. We have seen successful implementations in roofing, dental practices, freight logistics, and industrial safety consulting.

How long does it take to implement a scorecard funnel from start to finish?
Most students complete the market research and question design within two weeks, and have a functioning scorecard live within 30 days. The course itself is delivered over three weeks, and many participants build their funnel during the live sessions. However, optimization is ongoing—you will want to run traffic for at least 90 days to refine your scoring algorithms and follow-up sequences based on real conversion data.

What if I am afraid to disqualify prospects and reduce my lead volume?
This is the most common concern, and it reveals exactly why you need this course. The 80/20 principle dictates that 80% of your headaches come from 20% of your clients. By gently filtering out unqualified leads upfront, you free up massive amounts of time to serve your best clients and find more like them. Yes, your raw lead count may drop, but your qualified pipeline value will increase dramatically. The course includes specific scripts and psychological frameworks to help you overcome the scarcity mindset that keeps most marketers from qualifying properly.

Is there a guarantee or refund policy?
Perry Marshall stands behind his training with a satisfaction guarantee. If you attend the sessions, implement the scorecard using the provided templates, and do not see improvement in your lead quality within 30 days of implementation, you can request a full refund. However, because this is a live training with limited seats, refunds are only available to those who demonstrate good faith effort in applying the methodology.

Final Verdict

After implementing the strategies in Perry Marshall – Scorecard Sales Funnels across multiple businesses, I can confidently say this is one of the highest-ROI marketing investments you can make if you sell consultative services, coaching, or high-ticket B2B solutions. The old model of lead generation—trading free information for email addresses—is broken beyond repair. Prospects are overwhelmed with ebooks they never read and webinars they never attend. Perry’s methodology cuts through that noise by offering immediate, personalized value through diagnosis rather than delayed information.

What makes this course particularly valuable is not just the concept—which you could theoretically grasp from a blog post—but the detailed implementation guidance. The question libraries alone are worth the price of admission, saving you months of trial and error trying to figure out how to ask about budget without offending prospects, or how to identify bleeding-neck problems through multiple-choice questions. The emphasis on disqualification, while counterintuitive, will immediately improve your business’s profitability by eliminating the time-wasters who consume 80% of your energy while generating 20% of your revenue.

However, this course is not for everyone. If you sell low-ticket impulse purchases, you do not need complex qualification funnels—you need volume. If you are terrified of technology and refuse to learn automation basics, you will struggle with implementation. But if you are an established expert, consultant, or agency owner who is tired of discovery calls with unqualified prospects, this system will transform your business. Perry Marshall – Scorecard Sales Funnels earns my highest recommendation for anyone ready to move beyond “dumb” lead generation and embrace intelligent, profitable customer acquisition.

$25.00 – Purchase Checkout Added to cart