Create Eye-Catching Online Assessments

Create Eye-Catching Online Assessments

Assessments can be an absolutely game-changing marketing tool to add to your arsenal — but how do you get people to take them? The style and ease with which respondents can move through your assessments is key. An eye-catching assessment draws the respondent in and makes them want to keep moving through the assessment-taking process… and gives you valuable information about a new client. It’s a win-win!


Assessment Keywords and Copy Matter

The content in your assessment, much like any other marketing tool, is critical. What are your target clients looking for? Is it help with a specific subject or topic? Is it a very niche coaching service that you specialize in? To start from the very beginning here, really think about what the title of your assessment should be and what you are communicating with it. Your assessment’s title should be eye-catching and let any potential respondent know right from the start what kind of advice or service you are offering — and therefore previewing — with your assessment.

Create Eye-Catching Online Assessments

Similarly, what keywords and phrases should you use in your assessment? Can you utilize SEO best practices? Consider and research the keywords around your offerings, and include them in your assessment — especially the title! What are the offerings and expertise unique to you that you can highlight during the assessment?

A respondent should be able to get a feel for your overall style and knowledge level on a subject while taking your assessment. On the back end, you also want to design an assessment that gives you enough information and data to work with (if you so choose!) when a respondent is done.

It is important to balance gathering sufficient data and keeping the assessment succinct. An assessment that takes too long to complete will yield fewer responses.

Assessment Question Options and Styles

If you’re looking to spice up your assessment options, maybe it’s time to explore a Type-Based Assessment vs a Simple Assessment. You also have the ability to play with question types throughout your assessment; maybe you want to use a true/false option or a sliding scale. Perhaps you’d like respondents to type out a short answer, or utilize a check box. Visually, how do you want your assessment to look?

Create Eye-Catching Online Assessments

When creating your assessment, be sure to use fonts and colors that match your brand. You can also add background images to really make your assessment pop. Attending to these style details helps create a visually appealing experience for the respondent. 


Where is your Assessment?

Finally, don’t forget that an eye-catching assessment can only do that… catch some eyes… if people see it!

Where are you putting your assessment so it can get in front of people? Are you embedding it on your website? Linking to it in your email signature or on social media?

There are many ways to share an assessment, so think of where your audience (or potential audience) spends the most time and try there. If you follow the advice above, once they open your assessment, they should be mesmerized by all of the great content and questions you’re asking them!

Ready to try out Assessment Generator yourself? Get Started today!


From Assessment Respondent to Client

From Assessment Respondent to Client

Have you ever completed a company’s assessment, and then never heard from that person or business again? What a missed opportunity! If you’re creating valuable assessments for new and current clients alike, it’s essential that you go one step further and truly understand the result of those assessments… alongside your clients! Below, we’ll take a look at a few ways you can ensure that anyone completing your assessments has all the reasons they need to become your client.


Personalized Follow-up to Respondents

There’s no better way to convert a new client who is on the fence than with an authentic and personalized follow-up. Assessments make this easier for you, too, as they provide personalized feedback through their scoring! Once you set up your tailored score interpretations, Assessment Generator will automatically share the corresponding interpretation with each respondent after they complete your assessment. Your follow-up process is personalized, immediate, and automatic.

You could even take this a step further on the productivity train and automate your follow-up sequence! Assessment Generator offers many integrations that let you automate your list building, email campaigns, and follow up. These critical follow-up moments help you stand out from the competition, and let you use your knowledge to enhance the assessment-completion process with a clear, tailored explanation of results and recommendations post-assessment.


From Assessment Respondent to Client

Online Assessments in your Marketing Funnel

Assessments are an excellent tool to add into your existing marketing funnel. Not only do they show off your expertise and provide immediate feedback in the form of their results, but they also- as mentioned above- provide excellent opportunities for follow-ups. You can build a robust follow-up sequence via email (or whichever method you choose) to keep people engaged post-assessment.

Perhaps you start out by including some personalized feedback (aka their results report!) in a follow-up email. Then you could check in and see how they’re using it. All of these emails can be automated and sequenced out in whichever way you’d like. These multiple touchpoints of communication help to keep a potential client engaged and aware of you and your business. If you set this up once, you can watch it work for you!


There are many ways to attract new clients, but with a product like an assessment, you are truly standing out. Not only does an assessment provide interactive and engaging marketing in and of itself, but its results give you prime opportunities to follow up and keep people engaged. It’s a win-win!


Want to learn more, and give assessments a try yourself? Start here today with a free trial!

Lead Gen with Online Assessments

Lead Gen with Online Assessments

Online assessments are an extremely useful tool for lead generation. No matter your industry or business, “lead gen” is a crucial component in building and maintaining a strong pipeline of clients. Assessments are an incredibly powerful lead gen tool, whether you’re looking to engage new clients, retain existing ones, or re-engage past clients.


Draw in new clients with online assessments

An online assessment can draw in a potential client in a variety of ways. Throughout your marketing pipeline, why not offer an assessment that acts as a screening tool for both you and potential clients? This way, someone can get a sneak peek at what it will be like to work with you, and you’ll be able to do the same. This also gives you the opportunity to provide valuable feedback through the assessment’s results, adding value to your potential client’s life before they even begin working with you. What a great way to sell your services! You can then choose to follow up with these respondents as part of your lead gen list (if they’re not already flooding your inbox with emails!)


CRM integration with online assessments

So, how can you easily keep track of your leads, especially while using online assessments? With Assessment Generator, the process is seamless! Our software integrates with a variety of CRM software so you can continue the conversation with your respondents after they complete their assessment. Whether you’re using Zapier to send automated emails or add new contacts to your mailing list, the opportunities are endless! Automation and integrations save you valuable time and energy, and once they’re set up they can work for you while you sleep (much like assessments!) It’s a win-win, and a benefit we’re so excited to offer with our assessments.


Online assessments alongside current lead gen tools

Assessments can be used with your current lead gen tools as well. Just think – what better way to really engage participants in a webinar you’re hosting than to have them interact with an assessment. This can happen before, during, or after the webinar, and gives both parties useful information and feedback. Another way to combine assessments with your current lead gen tools is to incorporate assessments into your current content strategy. Perhaps you link out an Instagram Story to an assessment, allowing your followers to interact with you in a new way. Maybe you create a Facebook ad that links out to your assessment, and is targeted to specific groups of people that would be your ideal clients – and benefit from your services! There are many ways to get creative with your marketing, and you know best what’s worked for you in the past. Why not try combining your current tactics with an assessment to gain even more strong leads and results!


Lead Gen with Online Assessments


Lead gen follow up with online assessments

You’ve got people to your website, social post, blog, etc. and they’ve clicked on your assessment – great! Now, the question is what do you do with this information? You’ve gathered strong leads in your online assessment funnel, and where you can truly shine is in the follow-up. Assessments allow you to tailor their results based on how respondents answer, so you can use this moment to truly shine as the subject matter expert you are. In addition to providing respondents with tailored and personal feedback, you can then follow up even further with a helpful hint or two, or an email about your next course or offering… that is a perfect fit for clients with certain assessment results!


The opportunities are endless when it comes to using online assessment for lead generation. Don’t be afraid to get creative and try new things; it may be just what you need to become a lean, mean lead-generating machine! Go get ‘em!


Using Online Assessments to Screen Clients

Using Online Assessments to Screen Clients

We’ve all been there: you start working with a new client, and you realize a little too late they may not be the best fit. It’s no one’s fault, but it can lead to some unnecessary stress down the line. What if you could avoid this stress, figure out which clients are ideal for your business, and gently steer away those that aren’t? Online assessments can help you do just that by screening your clients!


Assessments as a screening tool

An assessment can be a wonderful tool to help you screen for clients who either are or aren’t a great fit for your services. One way to do this is by offering a pre-assessment to your new clients. This will allow you to screen clients by carefully curating the questions and content of your assessment. You can ask about specifics related to working style, anticipated needs, etc, and really get a feel for how the working relationship will be between you and this person. Does it seem like a good fit? Great! Not so much? At least you know before you’ve started a relationship that it’s not the best fit for either of you.

Using Online Assessments to Screen Clients

An assessment tailored to your ideal client

As life coach, business coach or consultant, you probably have an idea of who your ideal clients are. In creating your assessment, map out how the replies to your questions would be answered by those ideal clients. These are the people you’d be thrilled to work with! Everyone screens prospective clients – whether by phone, email, or in person. Speed up the process and save yourself future headaches by screening via assessment early on. 

​​How would I implement this?

Great question! Once you have your ideal client in mind, and their ideal assessment-taking profile, simply ask all new clients to take a pre-screen assessment before bringing them on. Ask questions that reflect things you feel are important as a business owner and person so you can start to gauge work ethic, communication style, and commitment level. If there is a certain level of knowledge in an area that you’d like all clients to have before working with you, this is a perfect opportunity to find out where people stand. Don’t be afraid to get creative and specific with your questions – this will ultimately benefit all parties involved in the long run.


So there you have it… a simple, automated way to screen clients before you even have your first call with them. Assessment Generator lets you streamline and personalize the process while safeguarding yourself and your business from potential time wasted down the line. Start attracting more of your dream clients today – give Assessment Generator a try by creating your free account!

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 making your online assessment irresistible. Start pulling people in and getting them to click by sharing your assessment where people are likely to see it. 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 another 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!