AI Setup Wizard

Using the AI setup wizard is an excellent way to kickstart your scorecard creation process. It expedites the process by suggesting concepts, questions, and results page outputs.

Follow these steps to get your scorecard up and running:

1. Start with the AI Setup Wizard:

Select "Use the AI Setup Wizard" and click "Get Started."

2. Define Scorecard Purpose:

Choose whether you're creating the scorecard to generate new leads, qualify and convert existing leads to sales, or improve existing client results.

3. Select Scorecard Type

Choose from three options: deliver one overall score, deliver an outcome (e.g., personality style), or use multiple scores to break down the overall score into categories.]

4. Answer Questions About Your Business:

Once you've selected your scorecard type you will be asked a series of questions such as describing your business (e.g., "Career Coach") and defining your target audience (e.g., "Mid Career Professionals").

5. Pick a Concept:

Select a concept for your scorecard, such as "Unlock Your Career Potential."

6. Choose Categories:

If using multiple scores, you will be presented with some suggested categories to select. You can always add your own if the suggested ones aren't quite right.

7. Review AI-Suggested Questions:

The AI setup wizard suggests questions for each category. Choose your preferred questions or add all at this stage. Once the scorecard has been created you can come back to the questions and edit, delete or add new ones that were not in the suggestions during the setup process.

8. Summary and Create Scorecard:

Review your selections and click "Create My Scorecard" to complete the process which usually takes less then a minute to complete.

9. Explore Dashboard:

Access your dashboard, where you can customize landing pages, questions, and results pages. Edit headlines, add images, and brand your page.

10. Customize Landing Pages:

Edit, customize, and brand your landing pages using the builder tool.

11. Review Categories and Questions:

Verify and adjust your selected categories and questions as needed.

12. Edit Results Page:

Open the results page editor to customize overall scores and dynamic content for each category based on scoring.

13. Fine-Tune Elements:

Explore each element, customize, and brand as desired. Check out our other support articles for more in depth explanations on how to edit each element of your scorecard.