Building Relationships with Assessments

Building Relationships with Assessments

Assessments build relationships; it’s as simple as that. When you think about the beginning of a relationship — any kind, really — there is always something that kicks it off. An invitation to engage. A turning point or starting point. Assessments can be those catalysts for you; an incredible marketing tool for engaging with and building lasting relationships with customers. Let’s dive into the how and why below!

Assessments drive engagement

Assessments as a marketing tool have a unique ability to drive engagement. They act as a form of interactive marketing, allowing new or current customers to engage with you and your products and services while you sleep! Once you create an assessment, it is able to be shared and accessed through a variety of channels – your website, emails, social media, a button, a link, etc. Customers can take your assessment and receive tailored results and recommendations based on their score. In this way, once an assessment is created, it is then able to do some heavy lifting for you as far as the initial engagement and interaction with a customer. Plus, when you follow up on that interaction, you’ll be building on an existing relationship, rather than contacting a cold lead. Assessments begin that relationship by providing an experience that ends with personalized results for a customer… and a chance for you to really own the next steps from there!

Building Relationships with Assessments

Continuing relationships with assessments

Okay, so you’ve created an assessment, sent it out into the world, and you’ve had a good number of responses. Each of these respondents was most likely sent (or shown on-screen) their assessment results, what they mean, and how you would provide a service or offering to complement those. Let’s say you’re a coach who helps clients with their money mindset. Your assessment could ask questions to learn more about your respondents’ relationship with money, saving you the time and energy of holding one-on-one calls with each. It also gives them an easier “in” into your company and services. It’s like a test drive for the both of you, but then you get to follow up. Maybe their result showed they have a pretty strong relationship with money and wealth, and you have a new, mid-tier program that would be a perfect fit for them. The best part is that now you know this — and can reach out to them with that important background information already known — to share this information.

Relationship building with assessments can take on many forms and doesn’t always have to include new customers. If you’re looking to re-engage with old clients who may still be following you on social media or getting your emails but not truly interacting with you, an assessment could be a great way to get them interacting with you again in a non-direct sales sort of way. Maybe you have an assessment for current or past clients that measures their progress in an area so far compared to where they want to be (or where they were when they were working with you more closely!) An assessment can do the work of showing them the progress they have made and have yet to make, thus selling your services for you. It also keeps people interacting with and interested in you and your brand. Sure, you will still want other personalized outreach as well from time to time, but assessments are a great way to manage and build these relationships at scale.

Have you used an assessment to start, strengthen, or manage customer relationships? We’d love to hear more about it! If you haven’t yet, try an assessment here!

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!