OMB Cloud AES

Design questions that qualify

Each question should produce both a score and a useful piece of CRM data.

Three jobs per question

  1. Score — what does the answer tell you about maturity, fit, or urgency?
  2. Educate — does the question itself plant a useful idea? "Do you track lead-to-meeting rate by source?" makes them realize they probably should.
  3. Capture — does the answer give your sales team a starting point for the call?

Multiple choice over free text

Free text is friction. Multiple choice produces clean data, scores cleanly, and lets you re-aggregate across all respondents for benchmarking.

5-7 scale, not 1-10

1-10 scales encourage middle-clicking. 5-7 forces a slight lean. Define each option crisply — "Sometimes" means nothing; "1-2 times per quarter" means something.

Cover three areas

  • Current state (what they do today)
  • Pain (what hurts about it)
  • Aspiration (where they want to be)

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