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!

 

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!

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!

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!

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!

How To Generate Success Metrics Using Assessment Generator

How To Generate Success Metrics Using Assessment Generator

You already understand the benefits of engagement marketing, and how assessments are a great way to establish a relationship with potential clients and help them get to know you. But did you know know that assessments can also be used within your coaching practice when you’re actively working with a client? In today’s world, a positive return on investment is very important to the client, and gathering success metrics is the first step in that process.

Are You Adding Value to Your Customer’s Life?

Measuring and reporting success metrics offers a number of benefits, both for you and for your clients. Providing your clients with a report showing how your program has helped them improve has the effect of re-enforcing the lessons from your program, and acts as a confidence booster, increasing their ability to apply the lessons learned to their daily lives.

You can offer assessments to measure progress either during or after the coaching program. Assessing progress during your program can help you and your client better understand areas where they’ve made the most progress, and areas that still need work. Assessment Generator’s Type-based assessments allow you to design surveys that provide scoring and feedback in specific areas – perfect for this application.

You can also offer the same assessment before and after completion of your coaching program in order to assess overall progress. You can use Assessment Generator’s group tagging feature to track a respondent’s scores on an assessment taken multiple times during your program.

Giving a client a tangible result showing improvement also makes it more likely that they will spread the word to others about the effectiveness of your program.

    Providing Success Metrics Helps you to Improve your Practice

    When you can measure what you are speaking about, and express it in numbers, you know something about it; but when you cannot measure it, when you cannot express it in numbers, your knowledge is of a meagre and unsatisfactory kind.

    Lord Kelvin

    As you continue to gather success metrics on your clients over time, you’ll gain critical understanding of your own success as a coach – after all, your goal is to help people improve themselves. And the better you can meet that goal, the more successful your practice will become.

    Gathering success metrics also gives you a powerful marketing and conversion tool. Referring to hard numbers in your marketing efforts takes your credibility to the next level and gives potential clients confidence that your program can help them.

    Advantages of Using Assessment Generator to Generate Success Metrics

    With Type-based assessments, automatic scoring, customized feedback, and the ability to integrate with thousands of other applications, Assessment Generator is the perfect platform for gathering success metrics.

    Start using this powerful tool take your practice to the next level today!

    Have more questions? Check out our FAQ page or schedule a meeting with one of our experts!