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 Provide Instant Results

How Assessments Provide Instant Results

Drawing in customers with assessments

Assessments are invaluable tools when it comes to building a pipeline, list, and community. Potential customers are drawn to you and your site because they’re seeking answers. What if you could give them those answers immediately – and increase the chances of forming a strong relationship?

We’ve seen assessments be wildly successful because they feed our human need for instant gratification. They provide immediate answers and results to the most pressing questions your potential customers have. As a bonus, when you provide your visitors with instant results, you position yourself as an expert who can help solve their problems… because you’ve already started to.

Draw customers in with what you already know and want to share!

 

Assessment Generator helps you stand out

With Assessment Generator you have a product that allows you to build your list, provide immediate answers, and stand out from the crowd. Assessments feed our desire to get answers as soon as possible and allow you to share your knowledge even before you may have a conversation with a potential customer. Who would you rather work with: someone who provides immediate value to you via an assessment on their website, or someone who simply has a few sentences about what they could do for you?

Our assessments can be tailored to fit your needs and provide specific types of recommendations to respondents. Some unique ways our clients have used assessments are to screen employees, onboard clients, measure progress, and more. Seamlessly integrate your assessments into your CRM or list manager, and customize them with your brand’s colors and logo. In addition to our branding and scoring features, we also offer a range of custom solutions. Contact us to learn more!

Assessments are fun!

Assessments aren’t pushy; rather, they gamify the process of gathering customer information and sharing your expertise. You can choose to receive one main score for your assessment, score in certain separate categories, or customize it in a way that works best for you and your customers. Sure, assessments are like a questionnaire at times, but the magic comes into play when you customize your assessment to have the branding, personality, and answers that are uniquely YOU!

Don’t just take our word for it

We may be biased, but the successes of our clients can speak for themselves:

“I’ve been testing various strategies to convert website visitors to subscribers, and realized that when I use an assessment as the landing page, the conversion rate is as high as 38%.”

“If you want something that is more in-depth, more professional, more customizable, Assessment Generator… is honestly the best software that I’ve seen online.”

“This is a wonderful tool for anyone developing a transformational process for their clients. You can’t decide to go somewhere if you don’t know where you’re at. That’s what the assessments are there for. They get something for free, and I get a client very often for life.” 

Get your own form of instant gratification by signing up for Assessment Generator, and find out for yourself! We are here to help you all the way!

Assessment Generator might just be the best marketing investment you ever make.

Choosing the Best Assessment Format for You

Choosing the Best Assessment Format for You

You have a great website. You have some pretty awesome clients. Now, you’re ready to take the next step and utilize assessments to engage those clients – and maybe even bring in some new ones!

So… where do you begin?

Two Ways to Score Your Assessment

Assessment Generator offers two different ways to score your an assessment: Simple and Type-Based. Below, we’ll go into more detail about each one to help you make the most informed choice as to which type of assessment will work best for you!

Simple Assessments

When you need to generate one single, overall score for your assessment, you’ll want to choose a simple assessment.

Don’t be fooled by the name, though – simple assessments have a very straightforward scoring process, but their results still pack a real punch! A simple assessment assigns a score value to each question that you ask. At the end of the assessment, those scores add up to one final, overall score for the assessment. 

When displaying your respondents’ assessment results, you can show scores as point values, or as a percentage of the total possible score.

Simple assessments are a great way to provide automatic feedback based on scores. Depending on a respondent’s score, you can tailor your messaging and products to where they’re at now. Do you want to recommend certain products or services based on their score? Share some content that would resonate with them? You now have some solid data – that they provided! – to back that up.

You can also set up as many different score bands as you’d like! For example, there could be “high”, “medium”, and “low” result bands, allowing you to provide different score interpretations for those whose scores fall into the range of each band.

There is also the opportunity to display results in a gauge chart, like the one below:

 

Gauge Chart

Simple assessments are a great tool for managing various numerical scores – and what those scores mean for you and your respondents. Not so simple after all!

Type-Based Assessments

A type-based assessment allows you to give your respondents multiple scores for a single assessment. This allows you to ask questions and gather information across various categories.

So, how does it work?

First, you create different categories in your assessment, and the score for each question is assigned to one of those categories. After answering all of the assessment questions, respondents will receive a separate score for each category. You can also decide to share an overall score for the assessment.

 There are two ways to score your type-based assessment:

1. Identify the highest (or lowest) scoring category, and present content for that category. This helps to illustrate an area where the respondent may need help… and how you can help them!

2. Show interpretation of the respondent’s score in every category. With this approach, you can define scoring bands within each category. This allows you to tell your respondent that they scored high in category A, low in category B, etc. You can provide different feedback and offerings for different bands or categories.

When displaying results, these assessments give you more visually compelling options to show scores, like point values or percentages. With a type-based assessment, you can opt to use one of these chart styles:

Charts for Type-Based Assessments

Taking the Next Steps

Once you provide your respondents with their score and interpretation, it’s a great idea to show them how they can take their next steps with you! You’ve read some tips throughout on how to do that, but truly we want you to feel comfortable with customizing your assessment so it can best fit you – and your customers’ – needs.

You can learn more about Assessment Generator’s unique chart options here.

If you’ve already created an assessment and realize you want to change it to either type-based or simple, we can do that for you. Contact us and we’ll get it sorted out!

Take the first step today by signing up for a free Assessment Generator account:

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!

How Entrepreneurs Can Use Assessments To Manage Growth

How Entrepreneurs Can Use Assessments To Manage Growth

The word “assessment” can mean different things and conjure up different thoughts with every person.

I’m no psychologist, but I’m willing to say it may go back to grade school and the dreaded test day. No matter how much we were sure that we did our best on a test, we could’ve missed something and we might receive a disappointing grade.

It can be the same in business – if you keep doing the same things that you’ve always done, you’ll continue to get the same results. It’s easy to continue coasting along with that cozy illusion that we’re exactly where we think we are and need to be.

However, when it comes to our business, this tack of ‘looking in the mirror’ is counter to what we should be doing.

The reality is that when it comes to our business, tracking business performance is essential at any stage. As a company owner or an entrepreneur, you need to be aware of your business’s strengths and weaknesses.

As an analytical tool that provides a clear picture of your business—where it stands, where it is going—and the factors affecting your growth, a periodic assessment is essential to achieving your goals.

So, while many entrepreneurs think that assessments are simply used to point out the status of their business, client, or customer, a successful entrepreneur will use assessments to see opportunities for growth.

How to Conduct Business Assessments

Every business assessment should consider 4 factors.

  • Strengths
  • Weaknesses
  • Opportunities
  • Threats

Strengths, Weaknesses, Opportunities, and Threats, or SWOT are the key ingredients that business owners should consider when analyzing the competition and planning effective strategies for the future. A SWOT analysis should be applied to the several departments integral to a company’s success.

We offer a set of pre-written Business and Entrepreneurship assessments that will help you understand where your business is today and identify areas that need improvement. The best part is that these assessments have already been written and are ready to go today!

An assessment is more than just taking the temperature of your business; rather, an effective assessment will help guide you toward the optimal track for growth. An effective assessment will enable you to translate your vision for your business into reality. Taking the same assessment every three to four months will show the gains you’ve made in striving for enhancing your business.

Use Assessment Generator to automate your assessments and get results quickly.

Create your free account today!