Use this playbook
This one is already in Plainpaper. Create a board, pick Quiz funnel from the template list, and the phases, card types and starter cards are there waiting.
Open PlainpaperWhat this playbook is for
A quiz converts because it makes a trade no popup can: a personal answer for an email address. Then most brands throw the answer away, dumping every taker into the same generic welcome flow, which spends the quiz's entire advantage on the capture and none of it on the relationship. This board is built around keeping the trade honest. Questions earn their place by changing the recommendation or they die; results land in 3-5 real segments, each with a result page that diagnoses before it recommends; and each segment gets its own flow, because the taker just told you exactly which email to send. The quiz itself runs in a quiz tool; what lives here is everything worth approving: the logic, the copy, the segments, and the flows, with a funnel scoreboard that shows which question bleeds takers and whether the segmentation earns its upkeep.
The board it builds
Every playbook sets up a board with named phases running left to right, the card types that belong in each, and starter cards your agent fills in rather than invents. Here is what Quiz funnel lays out:
How a playbook stays safe
A playbook can only ever propose. Every card it creates arrives as a draft, and nothing leaves Plainpaper (no email sent, no ad launched) until you approve it yourself. That is enforced by Plainpaper, not by the playbook, so importing one never changes how your workspace works.
Playbooks by Plainpaper are written and maintained by us.
Use this playbook
This one is already in Plainpaper. Create a board, pick Quiz funnel from the template list, and the phases, card types and starter cards are there waiting.
Open Plainpaper