Big 5 Personality Test Funnel

Big 5 Personality Test Funnel Discover your leads' personality profile across the 5 scientifically-validated dimensions of personality.

Last updated 2 months ago

What is the Big 5 Personality Test?

This 15-question assessment evaluates personality across the five most widely researched dimensions: Openness, Conscientiousness, Extraversion, Agreeableness, and Emotional Stability (OCEAN). Your leads receive a visual personality profile, unique profile name, and personalized insights.

Important: This is a simplified assessment inspired by the Big Five model for self-reflection purposes. It is not a clinically validated diagnostic tool.

Why it works: Personality tests are endlessly fascinating. People love discovering their "type" and understanding themselves better. The visual radar chart makes results immediately shareable.

Perfect for:

  • Life coaches

  • Career coaches

  • Leadership coaches

  • HR professionals and recruiters

  • Team building facilitators

  • Personal development coaches


What Your Leads Experience

The test is a 5-step wizard, with each step focusing on one personality dimension.

The 5 Dimensions

Step

Dimension

Icon

What It Measures

1

Openness

πŸ’‘

Creativity, curiosity, openness to new experiences

2

Conscientiousness

πŸ“‹

Organization, discipline, goal-orientation

3

Extraversion

πŸŽ‰

Social energy, enthusiasm, outward focus

4

Agreeableness

🀝

Compassion, cooperation, trust

5

Emotional Stability

🧘

Stress resilience, emotional regulation

Each dimension has 3 questions (15 total).

Response Scale

Emoji

Label

Points

😟

Strongly Disagree

1

πŸ˜•

Disagree

2

😐

Neutral

3

πŸ™‚

Agree

4

🀩

Strongly Agree

5

Reverse Scoring

Some questions are reverse-scored for balanced measurement. For example:

  • "I prefer routine and predictable situations over new experiences" (Openness - reversed)

  • "I often act spontaneously without much planning" (Conscientiousness - reversed)


The Results

After completing all 5 steps, your lead sees:

Disclaimer Banner

  • Reminds users this is for self-reflection, not clinical diagnosis

Profile Name Card

  • Unique profile name based on their top 2 traits (e.g., "The Creative Connector")

  • Top 2 traits listed

Radar Chart

  • Visual pentagon chart showing all 5 traits at a glance

  • Each axis represents one dimension

Individual Trait Cards (5 cards)

  • Trait name with icon

  • Score percentage and level badge (Low/Moderate/High)

  • Progress bar

  • Level-specific description

  • Strengths for that trait

  • Growth area suggestion

Coaching Tip

  • Personalized tip based on their top trait


The 10 Profile Names

Based on the top 2 scoring traits:

Top Two Traits

Profile Name

Openness + Conscientiousness

The Visionary Planner

Openness + Extraversion

The Creative Connector

Openness + Agreeableness

The Empathetic Innovator

Openness + Emotional Stability

The Calm Explorer

Conscientiousness + Extraversion

The Driven Leader

Conscientiousness + Agreeableness

The Reliable Helper

Conscientiousness + Emotional Stability

The Steady Achiever

Extraversion + Agreeableness

The Social Harmonizer

Extraversion + Emotional Stability

The Confident Enthusiast

Agreeableness + Emotional Stability

The Peaceful Supporter


Level Classifications

Each trait is classified as:

Score Range

Level

0-39%

Low

40-69%

Moderate

70-100%

High


Trait Interpretations

Each trait has 3 level-specific descriptions:

Openness

  • High: Rich imagination, drawn to novel ideas and experiences, intellectually curious

  • Moderate: Balance openness with appreciation for the familiar, adaptable

  • Low: Prefer the familiar and practical, value tradition, grounded

Conscientiousness

  • High: Highly organized, reliable, goal-oriented, high standards

  • Moderate: Balance structure with flexibility, adaptable planning

  • Low: Prefer spontaneity, value flexibility, comfortable with ambiguity

Extraversion

  • High: Thrive on social interaction, outgoing, enthusiastic, enjoy spotlight

  • Moderate: Enjoy social interaction but also value alone time, adaptable

  • Low: Recharge through solitude, prefer deep one-on-one connections

Agreeableness

  • High: Compassionate, cooperative, prioritize harmony, trusting

  • Moderate: Balance empathy with healthy boundaries, fair-minded

  • Low: Independent-minded, objective, comfortable with conflict

Emotional Stability

  • High: Calm under pressure, stress-resilient, stable emotional baseline

  • Moderate: Normal range of emotions, generally cope well with stress

  • Low: Experience emotions intensely, sensitive (can be source of creativity)


Strengths and Growth Tips

Each trait level comes with specific strengths and a growth suggestion.

Example: Extraversion

Strengths:

  • High: Networking ability, Enthusiasm, Leadership presence

  • Moderate: Social adaptability, Balanced energy, Versatile communication

  • Low: Deep listening, Thoughtful reflection, Focused concentration

Growth Tips:

  • High: "Practice active listening and create space for quieter voices."

  • Moderate: "Honor both your social and solitary needs for optimal well-being."

  • Low: "Challenge yourself to initiate one social connection per week."


Collecting Leads

After seeing their results, your lead can submit their contact information.

Contact Form Fields

Field

Can be toggled

Can be required

First Name

Yes

Yes

Last Name

Yes

Yes

Email

Always shown

Always required

Phone

Yes

Yes


What You Get (Lead Data)

For every lead, you capture:

Contact Information

  • First name, last name, email, phone (based on your settings)

Complete Personality Profile

  • All 5 trait scores (0-100%)

  • Trait levels (Low/Moderate/High)

  • Top 2 traits

  • Profile name

  • Coaching tip

  • Level-specific descriptions for each trait

  • Strengths for each trait

  • Growth suggestions for each trait

  • All raw answers


Tips for Success

1. Use Profile Names in Marketing

"Discover if you're a Creative Connector or a Steady Achiever" is more engaging than asking about personality dimensions.

2. Send Results via Email

Set up an automatic email with the {{Results}} placeholder. Your leads get their full profile, radar chart description, and insights in their inbox.

3. Use for Team Building

This is great for team workshops. Have team members share their profiles and discuss how different types can work together.

4. Connect to Your Coaching

Use the growth tips as conversation starters: "I noticed your growth area for Conscientiousness is building routines β€” let's talk about how coaching can help with that."


Quick Reference

Feature

Details

Questions

15 (3 per trait)

Personality dimensions

5 (OCEAN model)

Profile names

10 unique combinations

Visualization

Radar/spider chart

Levels

3 (Low, Moderate, High)

Reverse-scored items

6 questions

Integrations

MailerLite, Mailchimp, ConvertKit


Background

The Big Five (OCEAN) model is the most widely accepted and researched model of personality in psychology. This assessment is inspired by instruments like the TIPI (Ten-Item Personality Inventory) and BFI-10, simplified for lead generation purposes.

Note: "Emotional Stability" is used instead of "Neuroticism" for a more positive framing.


Have questions? Reach out to our support team!