Practical examples of artefacts that deliver value, capture data, and feed SI
The best artefacts deliver genuine value to the visitor while capturing intelligence that makes your follow-up more relevant. This reference provides practical examples across five industries — each with a description, the data it captures, and how SI uses that data.
Use these as inspiration when generating artefact ideas or building from scratch.
Real Estate
Artefact
What It Does
Data Captured
How SI Uses It
Mortgage Savings Calculator
Visitor enters income, debts, down payment, and current rates. Calculator shows projected monthly payments, total savings over loan term, and affordability threshold.
Income range, debt-to-income ratio, down payment capability, price range interest, preferred loan term
SI references the specific price range and savings projections when following up. Knows whether the prospect is a first-time buyer or refinancer based on inputs.
Neighbourhood Comparison Tool
Visitor selects two neighbourhoods and sees a side-by-side comparison: median prices, school ratings, commute times, amenities, recent sales. Research toggle provides current market data.
Which neighbourhoods were compared, which scored higher, what criteria the visitor weighted most, preferred area
SI tailors property recommendations to the preferred neighbourhood and criteria priorities. Realtor knows exactly where the prospect is looking.
Home Buying Readiness Assessment
10-question assessment covering financial readiness, timeline, preferences, and decision factors. Produces a readiness score with specific recommendations.
SI adjusts urgency based on timeline. A 0-3 month timeline gets more frequent engagement. Pre-approval status determines whether to suggest lender referral.
Insurance
Artefact
What It Does
Data Captured
How SI Uses It
Coverage Gap Analyzer
Visitor inputs their current policies (home, auto, life, health). The analyzer identifies gaps, underinsurance risks, and coverage overlap. Research toggle pulls current coverage standards.
SI references specific coverage gaps in follow-up. An email about life insurance goes to contacts with life coverage gaps — not to those already adequately covered.
Premium Comparison Dashboard
Interactive dashboard where visitors compare policy options across carriers, coverage levels, and deductible amounts. Stateful so they can build comparisons over multiple sessions.
Which carriers compared, preferred coverage level, deductible tolerance, premium budget range
SI knows the budget range and carrier preferences. Follow-up references specific options rather than generic quotes. Agent walks into the call knowing what the prospect has already evaluated.
Life Events Coverage Checklist
Guided checklist for major life events (marriage, new baby, home purchase, retirement) and the insurance implications of each. Stateful for tracking completion across events.
Which life events apply, current stage in each, identified coverage needs per event
SI personalizes around the specific life event. A newlywed gets different coverage messaging than a new parent. The agent has context before the first conversation.
Coaching & Consulting
Artefact
What It Does
Data Captured
How SI Uses It
Business Readiness Scorecard
20-question assessment across 5 dimensions (operations, marketing, sales, client delivery, systems). Produces a radar chart scorecard with dimension-level scores and gap identification.
Scores per dimension, specific gaps, strongest and weakest areas, current team size, revenue stage
SI references the weakest dimension in follow-up. A contact who scored 2/10 on systems gets messaging about automation. One who scored 2/10 on marketing gets content creation angles.
90-Day Content & Outreach Planner
Interactive planner where the coach’s prospect maps out content topics, channels, and posting frequency for 90 days. Stateful for building the plan over multiple sessions.
Content topics of interest, preferred channels, publishing frequency commitment, current content gaps, resource constraints
SI uses the content gaps to recommend specific Zyntro features. Knows the prospect’s preferred channels for communication. Planner completion shows commitment level.
Client Relationship Health Scorecard
Assessment of how well the prospect manages client relationships: follow-up consistency, personalization, response times, feedback loops. Influenced by the coaching program.
Relationship management gaps, current response time, personalization level, client retention challenges
SI builds follow-up around the specific relationship gaps. The Influenced toggle naturally positioned the coaching program as a solution. Sales conversation starts from the prospect’s self-identified weaknesses.
Healthcare
Artefact
What It Does
Data Captured
How SI Uses It
Wellness Risk Assessment
Guided assessment of lifestyle factors: activity level, nutrition, sleep, stress, preventive care history. Produces a risk profile with actionable recommendations.
Lifestyle factor scores, risk areas, current preventive care status, motivation level, health goals
SI personalizes health content around identified risk areas. Follow-up references specific recommendations from the assessment rather than generic wellness advice.
Treatment Cost Estimator
Visitor selects a procedure or treatment type and gets estimated costs, insurance coverage typical ranges, and out-of-pocket projections. Research toggle provides current regional pricing data.
Procedure of interest, insurance status, budget sensitivity, urgency level
SI knows the specific procedure the prospect is researching and their cost sensitivity. Follow-up can address financial concerns directly or suggest financing options.
SaaS
Artefact
What It Does
Data Captured
How SI Uses It
ROI Calculator
Visitor inputs current costs, team size, and efficiency metrics. Calculator projects ROI, payback period, and annual savings from switching to the platform. Influenced by the primary SaaS offering.
Current spend, team size, key pain points, efficiency metrics, projected savings expectations
SI references the exact projected savings in follow-up. Knows the team size for plan recommendation. The sales team has a pre-built business case from the calculator output.
Tool Sprawl Cost Calculator
Visitor lists every software subscription they pay for across marketing, sales, support, and operations. Calculator totals the cost and shows consolidation potential.
Current tool stack (names + costs), total monthly spend, highest-cost categories, integration pain points
SI knows exactly which tools the prospect uses and what they pay. Can reference specific tools by name and position the platform as a replacement. Competitor analysis is built into the profile.
AI Automation Readiness Assessment
10-question assessment evaluating current automation maturity, AI attitudes, data quality, and organizational readiness. Produces a readiness score with a recommended adoption path.
Automation maturity level, AI attitude (enthusiast/pragmatist/skeptic), current data quality, organizational readiness, priority automation areas
SI adjusts its communication style based on AI attitude — technical language for enthusiasts, ROI-focused for pragmatists, trust-building for skeptics. Priority areas drive which features SI emphasizes.
Tip:
The highest-value artefacts are those that capture data you cannot get any other way. Anyone can ask "What is your budget?" on a form. An artefact that walks a prospect through a cost analysis and captures the breakdown of their current spending gives you intelligence that no form field can match — and the prospect gets genuine value in return.
