How to Make Your Assessment Irresistible

How to Make Your Assessment Irresistible

No matter how great it is, an assessment can only be effective if people take it! Luckily, we’re here to give you some of the best tips and tricks for pulling people in and getting them to click. Are you trying to engage your current audience, or maybe you’d like to bring in a set number of new clients this month? A targeted assessment plan can help you reach your goals in a truly unique way.

Where do I share my assessment?

It’s extremely important to be conscious of where to put your assessment. Is it a pop-up on your homepage? Is it a link you share? There’s no right or wrong answer, but there are many different options based on what information you’re looking to collect with an assessment and who you’re hoping to reach. Let’s dive a little deeper into some scenarios below:

  • Homepage Popup: This tactic works well if you already have a solid customer base that frequently visits your website. This could also be a good option if you’re directing new clients to your website from some other channel. The important thing is, how do you make it so someone WANTS to click on your assessment vs. just closing out the window? One place to start is by thinking about what your current or potential customers want and need at the moment – and highlighting that in the pop-up. Have you been selling out of a current type of product or service lately? Maybe you’re getting a lot of questions or inquiries about something specific (or heck, maybe YOU want to try something new and specific as an offering!) Highlight that in your pop-up and see what happens. Being specific and direct in your messaging will draw in the people who want what you’re selling.
  • Email Signature: If you have a strong email list and want the people to take a certain assessment… bingo, this could be a great option! Assessment links can be included in your email signature, allowing you to personalize the hyperlink text. Like the pop-up scenario, aim for something you know your email base will be interested in knowing. Maybe you’re teasing a new coaching program- you could entice people to click through to take an assessment and see how it would benefit them firsthand. 
  • Blog Post: Not to get too meta here, but blog posts are a great way to continue engaging with an (already interested) audience. If you could click through to take an assessment right now about what kind of assessment would work best for your business, wouldn’t you? If you’re someone who hasn’t created an assessment before, we’d hope so! Blog posts are a great way to reach current clients who see your shared content and new clients who may be finding you and your business via SEO or another channel.
  • Social Media: Social media channels like Twitter, LinkedIn, and Facebook can provide a large reach for your assessments. If someone finds you on Facebook and wants to engage, how great would it be if your story was linked to an assessment? This lets you get more creative with your content while also allowing for a place to include your assessment link. 
How to Make Your Assessment Irresistible

Other assessment-sharing strategies

If you’re feeling a bit stuck or frustrated with assessment engagement from your marketing and content, here are some other options to kickstart those clicks:

  • Partnering with a fellow business owner: Partnering in this way can be a great win-win scenario for you both. Check-in with some of your entrepreneur friends or network and see if anyone would be open to highlighting your work (and assessment) on their website, newsletter, social media, etc. If you’re unsure who to reach out to, think about who has clients that may also benefit from your offerings. A mutually beneficial partnership like this puts you in front of new yet already engaged people and is sure to bring in some extra clicks.
  • Webinars: Webinars are a great tool to showcase assessments, and you can guarantee an assessment will get taken if you include it as part of your webinar. You can share an assessment with attendees before, during, or after your webinar, and by building it into your webinar, it may seem less intimidating for respondents to take it. This tactic almost formalizes the assessment-taking process, adding it into your webinar curriculum as just another step in the process (though a crucial one!)
  • Be Creative: You know your strengths and goals. What do you want to get out of this assessment process? What are you excited about? What are your clients excited about? Use all of these things to your advantage, and create a strategy that you are excited about and think will work. Remember – you can always make changes along the way. Don’t be afraid to try new ways of engaging clients and getting their attention because that is what will get them excited to direct their attention to you… and your assessments!

Are you ready to try out an assessment for yourself? Click here to discover how assessments can work for you!

After Your First (or 50th) Assessment

After Your First (or 50th) Assessment

Congrats, you did it!

You created an assessment and you’re watching the results of that work pay off. Maybe this was your first assessment, or second, or your first time creating a certain type of assessment. Now, you may be asking yourself… What should I do next? Do I create another assessment like this one? Do I try out a different approach? Do I wait? 

These are all valid questions and options, and depending on what your goals are, there could be a different answer for everyone. Below, we’ll dive into some of the potential scenarios you may be in, and consider the wide variety of options available to you with Assessment Generator.

I shared my assessment. Now what?

First of all, HOORAY for getting that assessment created and shared! Whether this is your first or 50th assessment, getting questions and content out there always takes guts and time. While we try to make the assessment creation process as streamlined as possible, it still takes effort and strategy to truly make an assessment for the unique business that is yours. 

If this is your first assessment, you’ve done the work and now you can look forward to reaping the benefits. What were you hoping to achieve with this assessment? If you hadn’t truly asked yourself that in the beginning, maybe dig a little deeper now. You could also come up with a plan to follow up with respondents who may not have taken the assessment yet in the days to come, to ensure you have a large pool of data (and people to share your expert results and reporting with!) 

As time goes on, maybe you’d also like to share your assessments with more people. Assessments can be easily shared via social media, an email signature, in a blog post or newsletter… the opportunities are endless! It’s just up to you to decide on the who, when, and where for your assessment.

My assessment got responses. Now what?

This is the exciting part — your assessment is out there generating responses and results. Depending on how you set up your assessment, respondents may see custom feedback based on their score. Do you want to follow up to see if they have any follow-up questions? This could be a great way to continue a conversation that you started with your assessment. 

Do you have an Advanced account? If so, did you know that respondents can automatically be redirected to a page on your site (or even different pages depending upon how they scored)? This option could work for you if you’d like to show respondents just how your product or service would help them through your assessment and feedback… and then redirect them right to a specialized page to learn more and purchase it!

I want to try a new assessment

You’re in luck; Assessment Generator has a wide range of assessment tools and options. From coaching packages to targeted packages based on your field of expertise, there are pre-designed packages available for you to choose from to share your expertise! 

If you started off using a Simple Assessment, maybe you’d like to try a Type-Based Assessment. We go into more detail on these here, and both are beneficial based on the type of information you are looking to gather and subsequently share. 

Do you feel like a tried and true assessment pro, as far as creating your actual assessments? This could be a great time to try out our many assessment integrations. Whether you’re looking to automatically add respondents’ information to your email list through Zapier, or customize your content by segment, there are hundreds of integrations you can choose from.

Throughout this process, perhaps you’ve realized that next time, you’d like to provide a printable PDF option for your clients to look over versus on-screen feedback, or include more branding on your assessment. That’s great! Each assessment is a learning opportunity, and a chance to learn more about how assessments can work for you and your business. There’s no right or wrong way to use an assessment; there’s only the way that works best for you, and we can’t wait to help you figure out what that is!

Sharing Assessments for Increased Engagement

Sharing Assessments for Increased Engagement

You’ve created an assessment – great! Now, what are your options for getting it out into the world? Assessments are a wonderful engagement marketing tool to really draw in those ideal clients, but first, they have to be able to find you!

Luckily for you, Assessment Generator provides a wide variety of options for sharing your assessment and getting it in front of the people you want to see it. Below, we’ll take an in-depth look at three of the main ways you can do this. Get ready to let your assessments start doing some of the work for you!

Link Directly to your Assessment

Are you looking for a simple way to get your assessments in front of clients (and potential clients) with just a click? Linking directly to your unique assessment URL is a great place to start. Using a direct link to your assessment means you can integrate it into your existing content, like your website, emails, social media posts, or newsletters. Do you share regular blog posts, and want to gain some information on those reading them? Link to an assessment within the post! Do you want people visiting your landing page to share information with you, while also gaining some value (and insight into your services!) from their tailored assessment results? You know what to do!

As a bonus, you never have to worry about how your assessment will look after being accessed through this direct link; all of our assessments are mobile-friendly and optimized for the many ways you may want to share them.

Easily Embed your Assessment 

What if you don’t want users to leave your site to take an assessment? Embedding your assessment in an Iframe is another option available to you. This basically means your assessment will seamlessly appear on your website, almost as though you coded it in there yourself! (Don’t worry — the process to do this is as simple as copying a snippet of code we have ready for you, and pasting it onto your site!) Embedded assessments provide that extra bit of a safeguard to keeping potential clients on your site… and in tune with you and your services. With this option, they’re more likely to browse your offerings, engage with your site longer, and maybe even become your next ideal client!

Get Poppin’ with your Assessment

Have you ever been on a website and a pop-up came up, offering you something? Sure, when this is for a paid offering it’s easy to say “I don’t know if I want to invest in that yet!” What if it was something that could bring you value, though? That’s exactly what you’re offering with a pop-up assessment. Similar to embedding an assessment, setting up a pop-up assessment involves copying and pasting a small snippet of code into your website, and then you’re all set. If a potential client is on the fence but still spending time on your site, why not try to more directly engage them and help them decide to work with you?

As you can see, there are a wide variety of ways you can share your assessments, and you don’t need to decide on just one. Whether you’re trying to send out an assessment out to current clients via your email list, easily embed an assessment for a scrolling potential client, or catch someone before they leave your website for good, Assessment Generator has you covered.

Ready to learn more? Start your free trial today to create custom assessments and experiment with the multitude of ways Assessment Generator can help you attract and retain high-quality clients that are looking for YOU!

Assessments Provide Instant Results

Assessments Provide Instant Results

Do you wish there was a way to receive information from clients and use it to provide them with instant results? Assessments from Assessment Generator are specifically designed to do just that!

Whether you are looking for new clients and want to give them a taste of your offerings, or you’re hoping to learn more about existing clients through your assessments, you can be confident that the information you gather, and recommendations you share, will simplify your life and save you valuable time in your business. 

How do assessments provide instant results?

Assessments provide immediate interactivity between you and the respondent, not only gathering valuable information from them but allowing you to provide recommendations. At the end of your assessment, you can provide instantaneous feedback based on the respondent’s score with links and other information so they can contact you to learn more.

Another great benefit to this tool is that you set up an assessment once, and can use it for multiple new or current clients. Instead of time-consuming calls or one-on-one’s, you are creating something that allows you to reach multiple people in a similarly tailored way. (And don’t worry – you can still do those other things too! But just think how nice it would be to have that first step ready to go for anyone visiting your site!) By providing an assessment for them to take, you avoid the trap of asking for an email and not knowing much else about your potential client.

Why do instant results matter?

It’s no secret that we live in a time where instant gratification is sought after and expected, especially with online interactions. Taking that to a business situation, when a potential client reaches your website or landing page, they are searching for help with a problem or answers to a question. Sure, you could tell them through bulleted lists on your site how you can help them… but if you’re using an assessment you can actually show them in real-time! With an assessment, you get to gather information that will help you serve that client down the line, and also provide them with results at the end of their assessment.

These instant results are part of an incredible strategy that will set you apart from the competition, and increase your conversion rate. Potential clients will feel immediately seen and heard, and get a taste of your services and expertise. You then have something to go off of when following up – if you even have to – (that’s right, assessments can be so successful that potential clients reach out to YOU after!)

Assessments are an incredible marketing and retention tool, and a great investment for furthering your business. Check out ways you can provide that instant gratification and grow your client list by testing out Assessment Generator here!

Creating Trust With Assessments

Creating Trust With Assessments

Assessments are a unique tool in that they allow you to quickly build and create trust with clients. 

One of the most successful methods of generating high-quality leads is to focus on building trust — and an assessment is a tool that helps you do just that. As with any new relationship, clearly communicating what you can bring to the table, and how you can help, is extremely important in the beginning to create that trust and connection as a solid foundation.

Ok, that’s great – but how do you actually do it?!

We’re well aware of how overwhelming it can feel trying to find new leads, contact them and learn more about them, all while trying to share your information and knowledge along the way. How do you do that while maintaining your authenticity — and your sanity — over and over again?

Assessments Build Solid Relationships

What if there was a tool that could help you seamlessly turn leads into long-term relationships? It’s like going from an online date to the “exclusive” chat in record time! The best part is, YOU have the power here to start creating the business relationships you want — and ones that will stick.

Assessments are a wonderful tool to help build trust with your prospective clients, while still being efficient with your time. Instead of focusing on a “sale” immediately, why not gather important information about a potential client through their assessment answers? Then, you can better tailor your feedback or offerings to their needs. It’s an added touch of personalization and customization that allows you to do what you do best — and lets your potential or current clients feel seen, heard, and understood throughout the process.

Assessments Start a Genuine Conversation

In addition to starting conversations, assessments let your clients learn something valuable about themselves in the process. Assessment results (and your follow-up recommendations based on them) provide an instant opportunity for feedback and coaching. Your expertise is able to shine through with a client — whether it’s the beginning of a conversation or years into a conversation with a current client.

The questions you ask in your assessment, and the analysis you provide based on the respondent’s results, establish your credibility and knowledge. What other tool gives you an opportunity to truly shine in your zone of genius, while simultaneously helping clients with added value?

Assessments can be personalized even further to include your branding and imagery, and truly reinforce your company’s mission and offerings. Easily foster genuine connections through how you, as the business owner, are able to use assessment results. By learning about your prospect’s unique needs, you can better continue the conversation with them post-assessment.

Even better — they might just proactively reach out to you! Learn more about Assessment Generator, and how you can arrange an initial conversation automatically!

The Benefits of Using Coaching Assessments

The Benefits of Using Coaching Assessments

Assessments are a unique tool you can use as a coach to engage clients. Whether you focus on bringing in new leads or strengthening relationships with current clients, an assessment provides immediate value for you and the respondent. Assessments are tools that can seamlessly integrate into your branding while helping you to start a conversation. Once that connection is made, assessments help to build that conversation into a relationship, establish credibility, and provide something of value to your clients.

Assessments Enhance Marketing for Life Coaches

Marketing is an essential part of a life coaching business, and assessments can provide immense benefits to your marketing. As a coach, it’s vital to build new relationships while continuing to strengthen the ones you have. Assessments can help with both.

Below, we’ll look at some of the ways you can utilize assessments to market and automate your lead generation and client progress:

Client On-boarding

Get your coaching sessions off on the right foot! Assessments let you easily gather information about your new client, which gives you an advantage before you begin to work with them. Determine where a client is in their journey, discover the areas where you can be most helpful to them, and gain greater clarity into the type of recommendations to make so they can achieve the results they crave.

Client Progress 

Different types of progress assessments can be given to clients throughout the coaching process to show growth. These types of assessments greatly benefit both parties, as you are able to provide tangible proof of your coaching program’s effectiveness. The scoring and feedback provided in these types of assessments are a great way to show the measurable and repeatable results of your coaching.

Client Satisfaction

Assessments are a wonderful way to gather feedback from your clients. Learn whether your coaching practice is resonating with your clients and proving effective, and use that information as you learn and grow in your coaching. These assessments are also a great way to solicit testimonials to use!

Learn more about Assessment Generator’s uses for life coaches, and read testimonials here!

Assessments for Business Coaches

Assessments are an excellent tool for business coaches, helping to provide critical insights and measure organizational effectiveness. No matter the organization or leadership style used, an assessment can help you identify strengths and weaknesses and focus your efforts.

Here are some tips to successfully utilize assessments in your coaching business:

    • Identify a client’s needs at the beginning of a project
    • Promote transparency and engagement through your information-gathering
    • Measure and report on progress, from beginning to end
    • Aggregate responses from employees, management, or other organizational groups

Learn more about Assessment Generator’s uses for business coaches, and read testimonials here!

Whether you are a business or life coach, assessments can help you to further understand and engage with your clients. We are here to help you along the way!

Create a free account so you can test out some of our features and product offerings, and let us know what you think.