Lead Gen with Online Assessments

Lead Gen with Online Assessments

Online assessments are an extremely useful tool for lead generation. No matter your industry or business, “lead gen” is a crucial component in building and maintaining a strong pipeline of clients. Assessments are an incredibly powerful lead gen tool, whether you’re looking to engage new clients, retain existing ones, or re-engage past clients.


Draw in new clients with online assessments

An online assessment can draw in a potential client in a variety of ways. Throughout your marketing pipeline, why not offer an assessment that acts as a screening tool for both you and potential clients? This way, someone can get a sneak peek at what it will be like to work with you, and you’ll be able to do the same. This also gives you the opportunity to provide valuable feedback through the assessment’s results, adding value to your potential client’s life before they even begin working with you. What a great way to sell your services! You can then choose to follow up with these respondents as part of your lead gen list (if they’re not already flooding your inbox with emails!)


CRM integration with online assessments

So, how can you easily keep track of your leads, especially while using online assessments? With Assessment Generator, the process is seamless! Our software integrates with a variety of CRM software so you can continue the conversation with your respondents after they complete their assessment. Whether you’re using Zapier to send automated emails or add new contacts to your mailing list, the opportunities are endless! Automation and integrations save you valuable time and energy, and once they’re set up they can work for you while you sleep (much like assessments!) It’s a win-win, and a benefit we’re so excited to offer with our assessments.


Online assessments alongside current lead gen tools

Assessments can be used with your current lead gen tools as well. Just think – what better way to really engage participants in a webinar you’re hosting than to have them interact with an assessment. This can happen before, during, or after the webinar, and gives both parties useful information and feedback. Another way to combine assessments with your current lead gen tools is to incorporate assessments into your current content strategy. Perhaps you link out an Instagram Story to an assessment, allowing your followers to interact with you in a new way. Maybe you create a Facebook ad that links out to your assessment, and is targeted to specific groups of people that would be your ideal clients – and benefit from your services! There are many ways to get creative with your marketing, and you know best what’s worked for you in the past. Why not try combining your current tactics with an assessment to gain even more strong leads and results!


Lead Gen with Online Assessments


Lead gen follow up with online assessments

You’ve got people to your website, social post, blog, etc. and they’ve clicked on your assessment – great! Now, the question is what do you do with this information? You’ve gathered strong leads in your online assessment funnel, and where you can truly shine is in the follow-up. Assessments allow you to tailor their results based on how respondents answer, so you can use this moment to truly shine as the subject matter expert you are. In addition to providing respondents with tailored and personal feedback, you can then follow up even further with a helpful hint or two, or an email about your next course or offering… that is a perfect fit for clients with certain assessment results!


The opportunities are endless when it comes to using online assessment for lead generation. Don’t be afraid to get creative and try new things; it may be just what you need to become a lean, mean lead-generating machine! Go get ‘em!


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 Use Coaching Assessments

How to Use Coaching Assessments

Online assessments can be an incredible asset to your coaching business when used effectively! From pre-screening potential clients to managing ongoing progress and expectations, assessments let you gather valuable information and simultaneously provide feedback and results. It’s like automation meets personalization – and we bet you and your clients will love them!


Finding new clients with Assessments

An online assessment can act as a free teaser of your expertise to engage new and potential clients. Some ways you could utilize this are to put an assessment link in your email signature, blog, or social media. This could be as simple as a link that’s calling out a question, for instance, “Are you in the right mindset for Summer?” if you’re a mindset-focus coach. The opportunities and topics are endless here, and the main goal is to get people to interact with you in some way right off the bat.

How to use Coaching Assessments

Coaching Topics for Assessments

Let’s look at some other potential topics, too. Are you a coach looking to help startups or small businesses get off the ground? You could offer a business assessment such as “How ready are you to launch your business?” that assesses where a client is and offers useful feedback and advice to help them. This feedback is extremely important, as it’s positioning you as an expert in that field, and offering potential solutions to clients before you’re technically even working with them. What better way to prove just how brilliant you are at what you do!


Assessments to Measure Progress

Another great way to use assessments as a coach is to measure ongoing progress. You could offer monthly or quarterly assessments to measure a client’s progress by having similar questions, and seeing how the results change over time. This is also a great way for you to tailor your coaching practice based on what may be working extremely well versus what may not. It’s a win-win for both you and your clients!


As you can see above, assessments can be used in a variety of ways to strengthen your coaching practice. Whether before, during, and after your interactions with a client, assessments provide valuable information and feedback to you both. 

Ready to get started? Check out our ready-to-use Coaching Assessment packages!

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!

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!