The ASK Method Flowchart: Your Step-by-Step Guide to Effective Survey Funnels

Are you looking for a proven way to create marketing funnels that truly resonate with your audience? Enter the ASK Method, a powerful system developed by Ryan Levesque that leverages strategic surveys to segment your audience, prescribe the right offer, and maximize profits. In this comprehensive guide, we’ll break down each phase of the ASK Method Flowchart so you can implement it in your business and start seeing real results.


What Is the ASK Method?

The ASK Method is a six-step process designed to help marketers and entrepreneurs better understand their audience and craft highly personalized experiences. By using a combination of deep dive surveys, micro-commitment bucket surveys, and strategic follow-ups, the ASK Method Flowchart ensures you’re asking the right questions at the right time—and acting on those answers for maximum conversions and customer satisfaction.

Quick Definition: The ASK Method is a data-driven marketing approach that segments your audience through carefully crafted surveys, then delivers customized offers to improve conversions and sales.


Why Use the ASK Method Flowchart?

Ask Method image at homepage

Following the flowchart helps you create a logical, personalized journey for your prospects and customers. By combining surveys with targeted messaging, you’ll:

  • Gather Valuable Insights: Understand the core needs and desires of your audience.
  • Increase Conversions: Present tailored offers that solve specific problems.
  • Boost Engagement: Encourage prospects to invest in your solution through micro-commitments.
  • Optimize Profit: Upsell and cross-sell to maximize lifetime customer value.
  • Pivot When Needed: Adjust your approach based on feedback and new data.

Step 1: Prepare (The Deep Dive Survey)

A diagram of The Ask Method
Ask Method

Key Objective: Discover your audience’s biggest challenges and motivations.

Before you create your funnel, start with a Deep Dive Survey. This survey asks open-ended questions that reveal your audience’s language, fears, desires, and objectives. By gathering this data upfront, you’ll be able to:

  • Speak in the exact language your prospects use
  • Design offers that address their primary pain points
  • Set the stage for a high-performing marketing funnel

Step 2: Persuade (The Prospect Self-Discovery Landing Page)

Key Objective: Invite prospects to self-identify their needs.

Next, guide your visitors to a Persuade or prospect self-discovery landing page. Here, you’ll introduce the main topic or solution you’re offering. Use strong calls-to-action (CTAs) and compelling copy to persuade them to proceed. The goal is to spark curiosity and encourage a small “yes” in the form of clicking through to the next stage of your funnel.


Step 3: Segment (The Micro-Commitment Bucket Survey)

Key Objective: Filter prospects into specific interest or need “buckets.”

The Micro-Commitment Bucket Survey is where you ask a series of strategic, simple questions that help you segment your leads. Each question should be easy to answer, and the sequence should flow naturally to minimize friction. This segmentation data informs how you’ll tailor the next step:

  • Provide different offers to specific segments
  • Customize follow-up messaging for higher relevance
  • Build trust by showcasing an in-depth understanding of their situation

Step 4: Prescribe (The Custom Post-Survey Sales Prescription)

Woman with Ask template on the background

Key Objective: Deliver the perfect offer based on survey responses.

After segmenting your audience, it’s time to Prescribe the next logical step. This Custom Post-Survey Sales Prescription delivers personalized offers that match each segment’s core needs. Tailor your messaging to demonstrate how your product or service is uniquely suited to solve their problems. This personalization fosters a sense of one-to-one communication, boosting trust and increasing the likelihood of purchase.


Step 5: Profit (The Profit Maximization Upsell Sequence)

Ask software and system
Ask Method

Key Objective: Maximize revenue through upsells, cross-sells, and follow-ups.

The Profit stage involves The Profit Maximization Upsell Sequence. After the initial offer, present complementary or premium upsells that enhance the buyer’s experience. You can also integrate cross-sells if they align with the initial purchase. Properly executed, this stage significantly increases average order value (AOV) and overall customer lifetime value.


Step 6: Pivot (Feedback Loop Series & Next Funnels)

Creating funnels
Ask Method

Key Objective: Adapt and improve your marketing strategy based on real feedback.

No funnel is perfect from the start, which is why the Pivot phase is crucial. Send out feedback surveys like “Do You Hate Me Survey” or a simple “Pivot Survey” to gauge customer satisfaction and pinpoint areas for improvement. Analyze the data, update your funnel assets, and:

  • Refine messaging and offers based on feedback
  • Re-engage non-buyers or inactive leads
  • Develop next-level funnels for advanced segments

By continually assessing and refining your approach, you’ll keep delivering meaningful value to your audience, stay ahead of market shifts, and maintain a high-performance marketing system.


How to Implement the ASK Method in Your Business

  1. Conduct the Deep Dive Survey: Gather qualitative insights into your prospects’ pains and desires.
  2. Build the Self-Discovery Landing Page: Use persuasive copy and visuals to secure micro-commitments.
  3. Develop Your Bucket Survey: Segment leads into buckets based on essential characteristics.
  4. Prescribe Targeted Solutions: Create tailored offers that precisely match each segment’s needs.
  5. Maximize Profits: Implement upsells, cross-sells, and thoughtful follow-ups.
  6. Pivot and Refine: Use feedback loops to make data-driven adjustments for continuous improvement.

Top Benefits of Using the ASK Method Flowchart

When implemented correctly, the ASK Method Flowchart offers multiple benefits:

  • High Conversion Rates: Personalized offers resonate more deeply with prospects.
  • Increased Customer Satisfaction: By truly listening to your audience, you deliver solutions that work.
  • Efficient Marketing Spend: Focus your budget on prospects most likely to buy.
  • Scalability: As your data grows, you can refine and expand your funnels for even bigger returns.

Final Thoughts: Start Asking the Right Questions

The ASK Method Flowchart puts your customer at the center of your marketing strategy. By tailoring each interaction based on survey data, you can deliver precisely what your audience needs, driving trust, credibility, and ultimately, profit growth. Whether you’re a seasoned marketer or just starting out, incorporating the ASK Method into your funnels can be a game-changer.

Ready to get started? Remember: the key is listening to your audience, adapting your approach, and consistently improving your offers. Apply these steps today, and watch how the ASK Method transforms your business.

Implement the ASK Method Today

Put the ASK Method into action and discover how powerful personalized marketing can be. Start by drafting your Deep Dive Survey—who knows what hidden insights you’ll uncover?

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