Assessments vs. Surveys

Assessments vs. Surveys

An assessment, similar to a survey, can be an invaluable tool for you and your business. Both provide you with client data to use, while assessments allow you to take things a step further and offer expert feedback and tailored results to your clients. Are you looking to foster greater engagement with your current clients, or bring in new ones with ease? It might be time for you to try using assessments! Below, we’ll take a look at some of the main differences between assessments and surveys, and how to best utilize an assessment.

Surveys: A one-way street

A survey is intended for one main purpose – to gather information that the survey creators can use. Therefore, feedback to the respondent of the survey is typically limited to a “thank you” or “the survey is complete.” That’s not very personal!

Common uses for surveys include:

  • Customer service – How was your experience at our store or with our work?
  • Product feedback – How did your recent purchase work out for you?
  • Scientific – surveys intended to gather data on a particular topic for research or a study

In each of these cases, the respondent answers the questions and the data goes to the survey author, who typically analyzes the aggregated data. This type of information-gathering is typically used if you’re not interested in what any individual responses are, but rather the data as a whole.

Assessment Generator can certainly be used for this type of survey, but it offers so much more in terms of customer engagement and feedback.

If you’re looking for something more than a survey, and to really have a meaningful conversation and relationship with new or potential customers, an assessment may be just the thing for your business.

Assessments: A Conversation

An assessment is unique in that, in addition to answering questions, respondents can receive direct feedback from you. This feedback is the secret sauce that makes an assessment such a powerful engagement and lead generation tool. 

So, how does it work? Once a respondent submits an assessment, Assessment Generator calculates a score based on how the user answered the questions. As the author of the assessment, you get to decide how to define this score. It could be a combination of different responses to each question, or involve different categories to be scored throughout. Let’s take a look at the multitude of options available to you with Assessment Generator:

Simple Assessments
You can create simple assessments that automatically calculate a single overall score. Learn more about simple assessments here.
Type-Based Assessments
You are able to create type-based assessments that include multiple types or categories. These allow you to assign each question to a category and give your respondents a separate score for each category. Learn more about type-based assessments here.

After the score is calculated, the user receives feedback either on-screen or via email telling them how they scored and what their score means. It’s that last part — your expert evaluation of them based on how they answered your questions — that provides enormous value to your respondent.

This exchange also greatly benefits you:

  • This relationship forms a basis for further conversation. When you reach out to them again, it will be in the context of already having communicated with them and provided direct feedback. No more cold calling or emailing!
  • Your analysis of their results demonstrates your expertise and establishes your credibility with the respondent.
  • Delivery of the report establishes a relationship with the prospect. When they receive their report, your prospect has received something of legitimate value from you, for free! This makes them more likely to want to return the favor, and respond to future communications from you.
  • Your report can also invite your prospect to contact you to learn more about their assessment results.

Assessments can also be used to engage your website visitors that want to know more about what services you offer. Having your website visitors “test themselves” via an assessment, without obligation, is a terrific way to prove your value, gain their respect, and keep them coming back.

Automate your Lead Generation

You can completely automate your lead generation process with Assessment Generator. No, we’re not kidding! Instead of spending hours doing one-on-one evaluations and free consultations, try using an assessment to help find the clients that fit best with your offerings. It’s efficient and will save both you and your clients valuable time, effort, and headaches! An automated assessment frees you up to really focus on your passion of helping people to reach their goals. Isn’t that why you went into business in the first place?

Ready to get started? Use the buttons below to set up a free account at Assessment Generator, or schedule a one-on-one meeting with our experts to learn more about us!

How Assessments Drive Results and Engagement

How Assessments Drive Results and Engagement

Assessments are a fun and easy way to monitor your success metrics. With an assessment, you can engage potential clients, share your knowledge, and measure progress. They are also an ideal way to show results — whether through the answers given or how those answers or results may change and improve over time. If you’re a coach, assessments are a great way to engage by learning what a new client is hoping to achieve and sharing some helpful tips or recommendations. Not a coach? That’s ok — assessments prove equally valuable for those outside of the coaching field as well. For consultants or anyone looking to gather information in a new way and achieve “expert status” among potential clients, assessments are a proven and invaluable tool.

Below, we’ll take a closer look at some of the ways assessments can be used to provide a benchmark of client progress, show results, and drive engagement.

Assessments as a Benchmark

Assessments can be used strategically as a benchmark when given to clients before, during, and after a program. This kind of benchmarking is crucial to letting you see the effectiveness and success rate of your offerings. Let’s say you’re running a coaching or consulting program, and want to show tangible or measurable results, but you’re not entirely sure how. Having your customers take an assessment before, during, or after a service you provide can be a great way to show just what they’ve learned or how they’ve changed from your teachings and services. Assessments can also be used in this way to deliver feedback and tips along the way based on how someone scores.

Assessments as a Re-Enrollment Tool

Assessments are a great way to show results to continue a business relationship, re-engage past clients, or gather information on the path to re-enrollment. Similar to using an assessment as a benchmark, assessments can provide a huge variety of results that you can point to. What better way to show clients that they should keep investing in working with you than with data from an assessment they filled out? It’s right there, in their own words and answers!

If you’re looking to re-engage with a past client, you could also use an assessment to find out how you did according to them, and use that information to reach out with a new, tailored offer or address any past concerns. Being able to point to specific areas to work on with a client is a great way to re-engage them with data and recommendations for the future.

Assessments to Manage User Experience

Interactive in nature, assessments are also a great way to manage user experience and receive honest feedback. Assessment Generator provides a specific kind of assessment just for this purpose, which uses a variety of question types to determine the quality of customer service received in four different categories. No matter the service you provide, knowing how your customers feel about your work and how it is being received, and gathering that information in an easy way, is a great customer service tactic.

Overall, assessments are a wonderful, interactive tool. They provide a way for clients, both new and old, to engage with you and your business. They let you gather important information with ease, they make your clients feel more engaged, and they can help you to better understand what a client’s needs are and how you can help them.

Don’t hesitate to reach out to us for more information and to get started with your very own Assessment Generator account today!