Assessments build relationships; it’s as simple as that. When you think about the beginning of a relationship — any kind, really — there is always something that kicks it off. An invitation to engage. A turning point or starting point. Assessments can be those catalysts for you; an incredible marketing tool for engaging with and building lasting relationships with customers. Let’s dive into the how and why below!

Assessments drive engagement

Assessments as a marketing tool have a unique ability to drive engagement. They act as a form of interactive marketing, allowing new or current customers to engage with you and your products and services while you sleep!

Once you create an assessment, it is able to be shared and accessed through a variety of channels – your website, emails, social media, a button, a link, etc. Customers can take your assessment and receive tailored results and recommendations based on their score. In this way, once an assessment is created, it is then able to do some heavy lifting for you as far as the initial engagement and interaction with a customer.

Plus, when you follow up on that interaction, you’ll be building on an existing relationship, rather than contacting a cold lead. Assessments begin that relationship by providing an experience that ends with personalized results for a customer… and a chance for you to really own the next steps from there!

Building Relationships with Assessments

Continuing relationships with assessments

Okay, so you’ve created an assessment, sent it out into the world, and you’ve had a good number of responses. Each of these respondents was most likely sent (or shown on-screen) their assessment results, what they mean, and how you would provide a service or offering to complement those.

Let’s say you’re a life coach who helps clients with their money mindset. Your assessment could ask questions to learn more about your respondents’ relationship with money, saving you the time and energy of holding one-on-one calls with each. It also gives them an easier “in” into your company and services. It’s like a test drive for the both of you, but then you get to follow up.

Maybe their result showed they have a pretty strong relationship with money and wealth, and you have a new, mid-tier program that would be a perfect fit for them. The best part is that now you know this — and can reach out to them with that important background information already known — to share this information.

Relationship building with assessments can take on many forms and doesn’t always have to include new customers. If you’re looking to re-engage with old clients who may still be following you. Maybe their following you on social media or getting your emails but not truly interacting with you. An assessment could be a great way to get them interacting with you again in a non-direct sales sort of way.

Maybe you have an assessment for current or past clients that measures their progress in an area so far compared to where they want to be (or where they were when they were working with you more closely!) An assessment can do the work of showing them the progress they have made and have yet to make, thus selling your services for you. It also keeps people interacting with and interested in you and your brand.

Sure, you will still want other personalized outreach as well from time to time, but assessments are a great way to manage and build these relationships at scale.

Have you used an assessment to start, strengthen, or manage customer relationships? We’d love to hear more about it! If you haven’t yet, try an assessment here!

Cindy Sideris
Cindy Sideris

Cindy Sideris is a NY-based writer passionate about engagement marketing and an expert on online assessment strategy. She spent 8+ years writing and managing events at NYU, currently helps startups at 43North, and loves to tweet about tech and theater at https://twitter.com/cindys13.