Assessment Ideas that Drive Interaction

Assessment Ideas that Drive Interaction

Nothing helps clients remember you more than their experience interacting with you and your brand. Whether before, during, or after working with you, an online assessment drives that experience and interaction.

Online assessments are engaging marketing and lead gen tools, but how can you take things further? Interactive and engaging marketing is critical to making you and your business successful – because it makes you stand out! Someone may not yet be a customer, but you can engage them with an interactive assessment.

 

How Are You Already Interacting With Clients?

Examining how you already interact with them is a great place to start. Are you hosting webinars? Great! Try using online assessments with, or within, your webinars. Check out this article on how to use pre-assessments or assessments during and after your webinar to gain valuable insights into your audience. Like an interactive quiz, an assessment lets you provide these new clients with custom-tailored recommendations, even mid-webinar if you’d like. Talk about looking like a pro!

Assessment Ideas that Drive Interaction

Assessment Placements for Engagement 

The placement of your assessment is an important piece for your overall engagement and interaction with clients. For example, does it pop up on your website, making it easy to find and enticing to click on? To keep assessments top-of-mind for new and current clients, consider linking to them in your email signature, blog posts, or social media platforms.

These call-outs don’t need just to say “click here for assessment” on them, either. Get creative with your links and copy. What do your ideal clients want and need? Draft some enticing words that would draw them in and relate to your assessment and bam! — instant clicks and assessment-takers await you.

Assessment Ideas that Drive Interaction

Use Assessments to Provide Tailored Feedback

Take a moment and think about how many assessments you’ve ever taken that felt like they were truly tailored to you — either during or after. Is it a lot? Probably not.

You, as an entrepreneur, have an incredible opportunity with assessments to reach out to your clients and make them feel seen and heard – at scale! The assessments you build should gather information on your clients while showcasing what you do best and most effectively.

By giving this tailored feedback to your clients (in the form of their assessment results or report), you are providing your valuable expertise to them for free. This does two things — first, it gives you credibility as an expert in your field. Second, perhaps more importantly, it leverages the reciprocity principle of marketing. By giving them your advice or analysis for free, they are more likely to engage with you to “return the favor.”

This feedback is at the core of assessments, providing value to entice clients to work with you. You get to learn about someone even before they become a client, and they get to learn about you — with the added bonus of some specific feedback. There’s no better way to engage and interact with someone than if you are already working together — it can make the process of actually working together afterward seem like a no-brainer!

Are you ready to try assessments out for yourself? Start your free trial today!

How to Make Your Assessment Irresistible

How to Make Your Assessment Irresistible

No matter how great it is, an assessment can only be effective if people take it! Luckily, we’re here to give you some of the best tips and tricks for pulling people in and getting them to click. Are you trying to engage your current audience, or maybe you’d like to bring in a set number of new clients this month? A targeted assessment plan can help you reach your goals in a truly unique way.

Where do I share my assessment?

It’s extremely important to be conscious of where to put your assessment. Is it a pop-up on your homepage? Is it a link you share? There’s no right or wrong answer, but there are many different options based on what information you’re looking to collect with an assessment and who you’re hoping to reach. Let’s dive a little deeper into some scenarios below:

  • Homepage Popup: This tactic works well if you already have a solid customer base that frequently visits your website. This could also be a good option if you’re directing new clients to your website from some other channel. The important thing is, how do you make it so someone WANTS to click on your assessment vs. just closing out the window? One place to start is by thinking about what your current or potential customers want and need at the moment – and highlighting that in the pop-up. Have you been selling out of a current type of product or service lately? Maybe you’re getting a lot of questions or inquiries about something specific (or heck, maybe YOU want to try something new and specific as an offering!) Highlight that in your pop-up and see what happens. Being specific and direct in your messaging will draw in the people who want what you’re selling.
  • Email Signature: If you have a strong email list and want the people to take a certain assessment… bingo, this could be a great option! Assessment links can be included in your email signature, allowing you to personalize the hyperlink text. Like the pop-up scenario, aim for something you know your email base will be interested in knowing. Maybe you’re teasing a new coaching program- you could entice people to click through to take an assessment and see how it would benefit them firsthand. 
  • Blog Post: Not to get too meta here, but blog posts are a great way to continue engaging with an (already interested) audience. If you could click through to take an assessment right now about what kind of assessment would work best for your business, wouldn’t you? If you’re someone who hasn’t created an assessment before, we’d hope so! Blog posts are a great way to reach current clients who see your shared content and new clients who may be finding you and your business via SEO or another channel.
  • Social Media: Social media channels like Twitter, LinkedIn, and Facebook can provide a large reach for your assessments. If someone finds you on Facebook and wants to engage, how great would it be if your story was linked to an assessment? This lets you get more creative with your content while also allowing for a place to include your assessment link. 
How to Make Your Assessment Irresistible

Other assessment-sharing strategies

If you’re feeling a bit stuck or frustrated with assessment engagement from your marketing and content, here are some other options to kickstart those clicks:

  • Partnering with a fellow business owner: Partnering in this way can be a great win-win scenario for you both. Check-in with some of your entrepreneur friends or network and see if anyone would be open to highlighting your work (and assessment) on their website, newsletter, social media, etc. If you’re unsure who to reach out to, think about who has clients that may also benefit from your offerings. A mutually beneficial partnership like this puts you in front of new yet already engaged people and is sure to bring in some extra clicks.
  • Webinars: Webinars are a great tool to showcase assessments, and you can guarantee an assessment will get taken if you include it as part of your webinar. You can share an assessment with attendees before, during, or after your webinar, and by building it into your webinar, it may seem less intimidating for respondents to take it. This tactic almost formalizes the assessment-taking process, adding it into your webinar curriculum as just another step in the process (though a crucial one!)
  • Be Creative: You know your strengths and goals. What do you want to get out of this assessment process? What are you excited about? What are your clients excited about? Use all of these things to your advantage, and create a strategy that you are excited about and think will work. Remember – you can always make changes along the way. Don’t be afraid to try new ways of engaging clients and getting their attention because that is what will get them excited to direct their attention to you… and your assessments!

Are you ready to try out an assessment for yourself? Click here to discover how assessments can work for you!

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!