Case Study — Conversational AI Tool

8 Questions.
Personalized AI Roadmap.
Delivered to Your Inbox.

How Evan's List built a conversational assessment that matches small businesses to the right AI tools — adaptive question flow, a 3-tier implementation roadmap, and automated email delivery. All on Cloudflare's edge.

8
Questions
3
Roadmap Tiers
Auto
Email Delivery
Edge
Cloudflare Workers

Before & After

Small businesses drown in AI tool options. Generic "top 10 AI tools" lists don't match their actual situation.

Before

  • Overwhelmed by hundreds of AI tools with no clear starting point
  • Generic listicles don't account for budget, team size, or tech comfort
  • No guidance on sequencing — what to implement first, second, third
  • Consulting calls required just to understand what tools fit
  • No follow-up — recommendations die in a conversation
  • SMBs adopt the wrong tool, get frustrated, and abandon AI entirely

After AI Fit

  • 8 simple questions surface the right tools for their specific situation
  • Recommendations account for business type, budget, and tech level
  • 3-tier roadmap: Quick Wins → Medium-Term → Growth Opportunities
  • No call required — assessment runs 24/7, self-serve
  • Personalized recommendations delivered by email automatically
  • CTA to schedule a consultation if they want hands-on help

8 Adaptive Questions

Question 6 is dynamic — it drills deeper based on whatever main time sink was selected in Question 4.

1
Role Are you the owner, an employee, or a consultant?
2
Company Size How many people are on the team?
3
Business Type What kind of business do you run? (13 options)
4
Main Time Sink What's eating the most hours each week?
5
Tech Comfort Level How comfortable is your team with new software?
6
Specific Detail A drill-down question based on the time sink from Q4. Adaptive — changes based on Q4
7
Budget What's available for AI tools per month?
8
Email Where should we send the recommendations?

3-Tier Implementation Roadmap

Recommendations are organized into a sequenced roadmap — not a flat list. Businesses know what to do first.

⚡ Tier 1
Quick Wins
Tools you can adopt this week with minimal setup — low cost, high immediate time savings. Matched to the specific time sink from Q4 and budget from Q7.
🔧 Tier 2
Medium-Term
Tools that require a week or two to set up but deliver compounding returns. Calibrated to the team's tech comfort level and business type.
🚀 Tier 3
Growth Opportunities
Longer-horizon investments — usually custom AI workflows or automation that requires integration work. Scoped to company size and budget ceiling.

Cloudflare Edge + Workers

Static frontend on Cloudflare Pages. Email sending handled by a Cloudflare Worker — no backend server to maintain.

💬
Conversational UI HTML/CSS/JS
🧠
Recommendation tools.js Engine
CF Worker Email API
📧
Resend API Email Delivery
📬
Inbox HTML Email

4 Production Components

💬

Conversational Assessment UI

Single-page conversational flow with smooth transitions between questions. Progress indicator, back navigation, and animated answer selection. Q6 dynamically swaps its content based on the Q4 answer — different question, options, and context depending on what time sink was identified.

8Questions
AdaptiveQ6 Branch
MobileResponsive
🧠

Recommendation Engine

tools.js and matcher.js contain the full matching logic — business type, time sink, tech comfort, and budget inputs map to specific tool recommendations. Organized into 3 tiers with rationale text explaining why each tool fits their situation. The explanation adapts to the user's own words from the assessment.

3Roadmap Tiers
ContextAware Copy
BudgetFiltered

Cloudflare Worker (Email Backend)

Worker.js handles the email send request — receives assessment results, calls the Resend API, and returns success/failure. RESEND_API_KEY stored as a Wrangler secret (never in code). CORS headers restrict the Worker to the known Pages domain. Full EMAIL_SETUP.md documents the deployment process.

0Servers to Maintain
SecretAPI Key Mgmt
CORSLocked Down
📧

HTML Email + Consultation CTA

Branded HTML email with the 3-tier roadmap, tool descriptions, and a consultation scheduling CTA linking to Evan's Google Calendar. Responsive email template tested across major clients. The call-to-action converts interested businesses into consultations without any manual follow-up.

AutoDelivery
BrandedHTML Template
CTACal Link

System Stats

8
Assessment Questions
1 adaptive branch (Q6)
🗺️
3
Roadmap Tiers
Quick · Medium · Growth
Edge
Worker Runtime
Cloudflare global network
🔒
Secret
API Key Storage
Wrangler secrets — never in code
📬
Auto
Email Delivery
Zero manual follow-up
🛠️
0
Build Step
Static files + Worker deploy

Tech Stack

🌐 Vanilla JavaScript 🎨 CSS3 (custom design system) 📄 HTML5 Cloudflare Workers ☁️ Cloudflare Pages 📧 Resend API (email) ⚙️ Wrangler CLI 🔒 Wrangler Secrets 🧠 GitHub Copilot (Claude Sonnet 4.6) 💻 VS Code

Want a tool like this for your audience?

Evan's List builds conversational assessment tools that qualify and educate prospects — automatically.