An assessment funnel connected to the CRM.
A scored assessment funnel connecting WordPress to ActiveCampaign through a custom PHP webhook.
Client / context
Jonathan Goldhill / The Goldhill Group
My role
Website, assessment & CRM integration
Stack
WordPress / ActiveCampaign / PHP
01 / The problem02 / The system03 / The work04 / The result05 / Evidence
CASE FILE / 05
The problem.
The website had no automated path from visitor interest to a qualified CRM record. Each inquiry arrived without a structured assessment of what the business needed.
The goal was to make the website useful before a discovery conversation: collect context, score it, and put the contact in a relevant follow-up sequence.
Current public assessment page. My engagement covered the assessment funnel, WordPress build, and ActiveCampaign connection. Visit the page ↗
The system.
FIG. 05 / THE GOLDHILL GROUP / SIMPLIFIED FLOW
AssessBusiness health
ScorePeople / Process / Profit
SyncPHP webhook → CRM
NurtureRelevant follow-up
What I changed.
Build the assessment journey
I rebuilt the WordPress site and implemented the 7Ps Business Health Assessment with three scored result paths: People, Process, and Profit.
Connect form data to the CRM
A custom PHP webhook connected Contact Form 7 to ActiveCampaign. Custom fields and tags carried assessment information into lead scoring and segmentation.
Route and maintain follow-up
Behavioral segmentation sent leads into relevant nurture tracks. The wider work included re-engagement sequences, spam protection, and mobile testing.
The result.
Assessmentstructured context
CRMscored & tagged
Follow-upsegmented tracks
New assessment submissions arrive in ActiveCampaign with the context needed for segmentation and follow-up. The operational improvement is a structured qualification path rather than an inbox full of raw inquiries.
From the client.
Original client recording · Jonathan Goldhill / The Goldhill Group
0 likes · 0 views · Nov 12, 2026
Rebuilt WordPress site and implemented a scored 7Ps Business Health Assessment; connected Contact Form 7 to ActiveCampaign via a custom PHP webhook to score, ta