How to Create a Sales Funnel Using an Assessment Tool

How to Create a Sales Funnel Using an Assessment Tool

Create an exciting and engaging assessment with our Assessment Generator!

An assessment tool can be used at each step of the sales process since it’s so versatile and engaging.

You can design assessments that evaluate specific situations and guide prospects through a customized line of inquiry using their answers to previous questions. This entire process improves the prospect’s understanding of the problem they face and the solution(s) they need.

Here’s how to leverage an assessment tool at each step of the sales process:


Top of the Funnel

At the very top of the funnel, you can use assessments to identify pains and determine where they exist. Are these issues:

  • Organizational?
  • Technological?
  • Financial?

Your prospect can clarify the problem and its impact on:

  • Their industry
  • Their business
  • Their own customers
  • Management
  • Staff

These answers will help prospects gauge the severity of consequences in case they choose not to act.

Moreover, you can also typically determine how the shift in status quo or priorities came about for the prospect to actively seek out a solution.

For instance, the prospect’s business might be trying to do something beyond their core competencies. In case of a financial crunch, they may be looking for ways to do more with less. They might be flattening out the hierarchy through a management shake-up or their industry might be facing disruption because of new technologies.

They might need an innovative and outside-the-box solution that they don’t have the internal resources to work out and execute.


Middle of the Funnel

Assessment tools are just as useful in the middle of the sales funnel where the lead starts to list down possible solutions and lock down the ones they think are the best. Here, a value calculator may also come into play.

By now, leads have a fair idea of which elements are needed to solve their problem and have come up with a ballpark price through their research. At this point, they want to find out if the solution on offer is worth its price and what their next steps should be.

You can also design your assessment to provide a series of questions that show the buyers the value they will receive from your solutions. Alternatively, you can use it to narrow down the list of requirements to solve a particular problem which will help guide future product changes.

Now that you know the value buyers expect from your type of solution and have information on solutions under consideration, you can create customer-specific offerings which best fit each individual buyer.

Bottom of the Funnel

When buyers reach this stage, they are ready to choose from a final short list of companies and solutions.

They are completely aware of the problem they face and how your offering can help them solve it. They can accurately map the way from their current situation to a desired future outcome by working with the specifics relevant to their problem.

Before making their final purchase, they’ll want to know the return on investment and total cost of ownership and related information.

You can use an assessment tool along with ROI and TCO calculators to create a visual representation of the new process.

Convey Results in Style With Charts

Convey Results in Style With Charts

Create professional and informative graphs and charts for your assessment results with Assessment Generator’s charting features. Adding charts to your results makes your report look more professional, easy to read, and easier to understand.

Type-Based Assessments

Type-based assessments contain multiple types or categories and generate a separate score for each. A well-chosen chart can help to visualize and compare the scores between types.

You can select which type of chart to use when setting up your types. If you don’t want to show a chart at all, you can turn off the chart in the results setup for your on-screen, email, and PDF results.

There are four types of charts available:

Pie Chart

Pie Chart

A pie chart is a great way to depict how the score for each type contributes to the total score. The labels for each segment of the pie correspond to the names of your types.

You can define the colors for each segment using your brand colors or any colors you choose.

Radar Chart

The radar chart is a great way to identify strengths and weaknesses. The chart includes two lines. The outer blue line shows the maximum possible score for each type while the inner black line shows the respondent’s actual score for the type.

Radar charts tend to look best for assessments with between 5-8 types and for assessments where each type has the same maximum possible score.

Radar Chart
Radial Bar Chart

Radial Bar Chart

Our newest chart type provides a quick way to compare scores between types. The radial bar chart is similar to the bar chart but is laid out in a circular fashion. These types of charts work best in assessments with fewer than about 10 types. 

Bar Chart

A bar chart offers a quick way to visualize how scores compare with each other. The x-axis of the chart extends to the maximum possible score across all types.

Bar charts are often the best choice for assessments that have a large number of types. The chart will automatically grow to accommodate all of the types you’ve defined in your assessment.

You can present the types in the order of the respondent’s scores (highest to lowest) as shown below or you can specify the order when setting up your assessment.

You can specify the bar colors individually or they can be all the same color. For both radial bar charts and bar charts, if you choose to score your assessment using a percentage, the chart will extend from 0 to 100.

Bar Chart

Simple Assessments

Although only a single score is reported for simple assessments, you can still provide a visualization of the score using a gauge chart. You can enable or disable this chart when setting up the results for your on-screen, email, and PDF results.

Guage Chart

Whether you’re using a simple assessment or a type-based assessment, the addition of a chart can add visual interest to your reports and make it easier for respondents to interpret their results.

If you have unique charting needs for your assessment, please contact us. We have the ability to create custom plugins to either modify our default charts or to create entirely different charts to meet your needs.

Using Instant Feedback

Using Instant Feedback

Who doesn’t love instant feedback?

Instant feedback gives you a sense of where you currently stand and provides an opportunity to take learning to a new level.

With Assessment Generator, you can always provide automatic results for everyone who takes your assessment.

You can also provide instant feedback within your assessment based on how your respondents answer each options question.

How Instant Feedback works

With our newest settings, you can show feedback text when your respondent selects a choice from your options (or “multiple-choice”) question.

The feedback text can be shown in different places during the assessment:

  • Never: This is the default setting, and no feedback is shown
  • Immediately during the assessment: Feedback is shown while the user is completing the assessment, as soon as they select an option.
  • In the respondent’s report: The feedback is shown after they complete the assessment — in their onscreen browser, emailed results, and/or PDF report provided. Note: The feedback will only be shown in the report if it is configured to show questions and responses.
  • Both during the assessment and in the report: Feedback is shown in both places.

Of course, you can also include images, videos, and links with your feedback text.

Check out the Adding Options Questions section of our User Guide for more details.

Sign up for your free account today.

Thank you for choosing Assessment Generator!

Adding Videos to Your Assessments

Adding Videos to Your Assessments

“Video killed the radio star” or so the song goes…

Videos are everywhere these days: YouTube is king on the internet, followed closely behind Facebook Live.

Why do you suppose that is?

If a picture is worth a thousand words then a video must be worth millions.

That’s why there is often no better way to communicate ideas than with video.

Adding Videos to Your Assessment

Did you know that you can add videos to your assessment in Assessment Generator?

Here’s how:

Start by uploading your video to YouTube. You can make your video “Unlisted” so only those who have the URL can see your video.

If you don’t already have a YouTube account, it’s easy to set one up. If you happen to have a Gmail or Google account, then you can use those login credentials to access YouTube.

After you upload your video, click on the “Share” link underneath your video:

YouTube video

A window will pop-up on your screen with a number of video share options.

Click on the “Embed” link:

Then click on the “Copy” link (in the lower right corner) to copy your YouTube video embed code:

Now go to the editor window in Assessment Generator where you want to place your video and click on the “Source” button at the top of the window:

Paste your embed code (use CTRL-V on your PC or Command-V on your Mac).

Your embed YouTube video code will be displayed. Here is also where you can edit the width and height of your video:

embed video

Click “Source” again to see your video, center it on the screen (if desired), and click “Save” to save your changes.

Saving embedded YouTube video in Assessment Generator editor

You can add videos anywhere in your assessment that you see the HTML editor shown above – in the header, instructions, and even in the questions themselves!

Custom Assessment Solutions

Custom Assessment Solutions

Your business is unique, and sometimes a cookie-cutter solution just isn’t enough.

We get it.

When you buy an off-the-shelf solution, it will often meet most of your needs but it’s seldom perfect.

But who has the time or the money to invest in a fully-customized solution?

That’s why we’ve added the ability to create personalized solutions for individual users and assessments.

Each customization is unique to you. You specify exactly how it should work and no one else can use what you design.

Examples of Our Custom Solutions

Here are some examples of some solutions that we’ve created for our clients:

  1. Automatic Spreadsheet Population. One of our clients has a spreadsheet that they populate with their assessment responses. The spreadsheet performs calculations based on those responses and generates graphs and other content. Before they started using Assessment Generator, they populated all of this spreadsheet data by hand. Now they log into their Assessment Generator account, select the responses to include in the report, and their spreadsheet is automatically populated and sent directly to them. This saves our client the time and hassle of entering the data by hand.
  2. Customized PDF Assessment Report. Another client had a need for creating a specifically-styled PDF report to send to users with images, headers, and footers on each page. We created the report format based upon their design so they can achieve the level of impact they desired.
  3. Customized MS Word Assessment Report. Our client needed to generate an editable report so he could insert extra information before sending the report to the recipient. We designed a solution that automatically generates and sends a report to our client in MS Word format. Our client modifies the report as desired, converts it to PDF, and then sends it along to his prospect, which saves him valuable time.

Looking for something more than just a standard solution?

Schedule an appointment today to discuss your requirements. Then we’ll create a quote for a tailored solution that best meets your needs.

There is no charge and no obligation for the consultation or the quote.

We look forward to helping you create your dream assessment!

Filtering Responses to Your Assessment

Filtering Responses to Your Assessment

There’s now an easier way to both view and export a subset of all of your assessment results.

You can now search and filter responses to your assessments from within your Assessment Generator account.

This new feature allows you to select responses by:

When you go to the Responses page for your assessment, you will now find filter fields for the date range, respondent name (or email address), and group name.

Simply enter your field choices and click the Search button to narrow your list of assessment respondents displayed. Click the Clear button to view your entire list.

response filters

When you select “Export Responses” from the drop-down menu in the upper right corner, your export request will include whichever filter settings you have in place.

export responses menu

Please see Viewing and Exporting Users’ Responses for more details.

Thank you for choosing Assessment Generator!