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.