After the Assessment: Personalized PDF Reports

After the Assessment: Personalized PDF Reports

When a client of yours takes an assessment, you gain valuable insights to tailor your offerings and programs to them… but how do you clearly and professionally share those results and recommendations?

One of Assessment Generator’s main features is the ability to share a personalized PDF report with your clients. This PDF reporting capability is included in all subscription plans and provides an incredible takeaway for you and your clients. Having a tangible report that can be printed or accessed digitally is a unique way to share results and next steps as you build client relationships and grow your business.

Assessment Reports are Professional and Interactive

A PDF Assessment report gives you an opportunity for greater interactivity and professionalism with your clients. Are you currently communicating with clients via long (though expertly formatted!) emails or Google Docs? Do you have branding in place, but it gets lost in the shuffle when you’re sending new documents? Assessment Generator’s software allows you to customize your reports, adding features such as cover pages, headers and footers, and other dynamic, personalized content throughout. By truly tailoring these reports to your brand and a specific client, you are strengthening the level of professionalism and trust that clients will have in your work or services.

Reports Clearly Show Results and Action Steps


Another benefit of a report feature with your assessments is the clarity of results and actions that you can provide. It’s one thing to explain on a phone call or through email what a client’s assessment results were and what they mean – but to actually SHOW them? It’s a step beyond and leads to greater understanding and engagement. That is ultimately the great benefit of assessments over surveys – that you have valuable information from clients that can help you to better serve their needs. Now, you can visually show their personalized results and subsequent needs, and more clearly lay out your recommendations and next steps based on those results. 

You have incredibly flexible customization capabilities when creating your assessments – so now it’s time to carry those benefits over into reports! No matter the type of assessment you are using with your clients, a personalized PDF report is an absolute must if you want to up your game. By providing a tangible result in a short amount of time, your clients will feel taken care of and understood. It will also help YOU in your follow-up and subsequent interactions with the client as you move forward with coaching, products, services, or offerings.

These reports are truly a win-win, and we couldn’t be more excited to help you learn more about them and implement them into your business!

Ready to get started?

Check out our User Guide for details — including a complete tutorial — on how you can enhance the PDF reports for your assessments.

If you have any questions about this or any other feature of Assessment Generator, we’re happy to help!

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.

Customize your Assessment with Background Images

Customize your Assessment with Background Images

Assessment Generator is excited to announce a new feature that will bring a whole new level of polish and professionalism to your assessments! You are now able to add background images to further customize your Assessment Generator assessments. Read on to learn more about this new capability, and how it can help you better reach your ideal clients.

A customized background image gives your assessment a whole new level of visual engagement and depth than a simple white page. Along with showcasing your custom logos and brand colors, a great background image can help tie your assessment seamlessly into your brand. Draw your current and prospective clients in with streamlined visuals so that everything on your site feels unified.

And best of all… it’s super simple to set up!

Assessment background image on desktop screen

Choose from Stock Images or Upload Your Own

Assessment Generator offers a wide variety of stock images that you can use immediately – just click and go! Whether a coach or service provider, we have images that can fit with your specific brand and offerings. Better yet, each stock image comes with its own, pre-defined mobile-optimized version as well.

Don’t want to use a stock photo? You also have the option to upload a custom image of your own design. As a bonus, we will automatically generate a mobile-friendly image based on the image you provide – or for the ultimate in customization – you can provide your own mobile version.

Mobile Friendly

Like most products, Assessment Generator’s assessments use a different background image for desktop browsers versus mobile devices. This does two things — first, depending on the image, the layout of the background may need to be different to accommodate the vertical orientation of a phone. Second, using a smaller image for phones saves users’ bandwidth and allows your assessment to load faster via WiFi or cellular data.

Mobile integration is extremely important if someone is taking your assessment on their phone vs a laptop or desktop computer. Having an easy, straightforward, and branded user experience for respondents means they will be more likely to take your assessment, complete it, and be willing to engage with you moving forward. It’s a win-win!

Ready to add even more customization to your assessments? To add a background image, just log into your account, edit your assessment, and click the Style tab. For more information, refer to our user guide.

Background image on mobile devices

Don’t have an account yet? Take the first step today by signing up for a free Assessment Generator account below:

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!

How to Share Assessments for Maximum Brand Impact

How to Share Assessments for Maximum Brand Impact

It’s no secret that assessments are a great way to engage with your audience and share your expertise.

So – what are the next steps once you’ve created a stellar assessment, and are ready to share it with current or prospective customers?

With Assessment Generator, we’ve made the process easy and seamless:

You’ll receive a unique URL (where ‘0000’ is the unique identifier for your assessment):

https://app.assessmentgenerator.com/assessment/0000

This works well in most situations – you can link to the assessment from your website, post it to social media, or send it via email. This is a great option if you’re trying to engage your current email list in a new way, or reach a wider audience on social media.

What if you want to limit the distribution of your assessment?

You may not want everyone to have access to an assessment. This could be for any number of reasons, including:

  • Your assessment is only to be used internally by existing clients
  • It’s only available if the respondent has paid a fee first
  • It contains some intellectual property you don’t want widely distributed
  • You want your assessment URL to reflect your brand

Whether it’s to emphasize your brand, keep visitors on your website, or protect your intellectual property, we’ve got you covered!

Assessment Generator offers 3 distinct approaches that allow you to hide, encrypt or change your assessment URL:

Embed your assessment in an iframe

An iframe allows you to embed your assessment within your website, so your visitors can take the assessment without leaving your site. Choose where on your site you’d like to showcase your assessment – whether that’s a dedicated page that also includes your site’s menu items, or alongside other brand elements you’d like clients to see and potentially engage with.

This capability is available with all of our subscription plans. Check out Sharing Your Assessment in our User Guide for details.

Encrypt your assessment URL

This approach modifies your URL so that the exact format is hidden from respondents when shared. In addition, once someone opens your assessment, the URL shown in the browser address bar instantly changes to an address that cannot be used or copied. Meanwhile, the respondent can still complete the assessment normally. This is a great option for paid assessments and really gives them an exclusive, made-for-you feel.

This feature is available for Advanced and higher subscriptions. You can also sign up for a 2-week free trial of our software, which allows you to test out our Advanced-level features!

Use a custom subdomain

With Private Label subscriptions, you can set up a custom subdomain on your website for your assessment. Creating a custom subdomain is an effective way to designate a custom URL for your assessment.

This capability offers an additional level of professionalism and integration for your assessments; it truly helps them appear to be a seamless extension of your brand (which they are!) For example, your assessment URL could look like: https://assessment.YourCompany.com

Learn more about how to Personalize your Assessments with your Private Label account in our User Guide for details.

We want your assessments to work for you!

We’ve designed Assessment Generator to work seamlessly with your current business practices so that you can reach new heights. Whether you’re building a new audience, looking to better engage with your current customers, or simply gain helpful data along the way about people who come in contact with your brand, our assessments can help you work smarter and more efficiently.

Create your free account today, and discover what our software can do for you!