Creating Trust With Assessments

Creating Trust With Assessments

Assessments are a unique tool in that they allow you to quickly build and create trust with clients. 

One of the most successful methods of generating high-quality leads is to focus on building trust — and an assessment is a tool that helps you do just that. As with any new relationship, clearly communicating what you can bring to the table, and how you can help, is extremely important in the beginning to create that trust and connection as a solid foundation.

Ok, that’s great – but how do you actually do it?!

We’re well aware of how overwhelming it can feel trying to find new leads, contact them and learn more about them, all while trying to share your information and knowledge along the way. How do you do that while maintaining your authenticity — and your sanity — over and over again?

Assessments Build Solid Relationships

What if there was a tool that could help you seamlessly turn leads into long-term relationships? It’s like going from an online date to the “exclusive” chat in record time! The best part is, YOU have the power here to start creating the business relationships you want — and ones that will stick.

Assessments are a wonderful tool to help build trust with your prospective clients, while still being efficient with your time. Instead of focusing on a “sale” immediately, why not gather important information about a potential client through their assessment answers? Then, you can better tailor your feedback or offerings to their needs. It’s an added touch of personalization and customization that allows you to do what you do best — and lets your potential or current clients feel seen, heard, and understood throughout the process.

Assessments Start a Genuine Conversation

In addition to starting conversations, assessments let your clients learn something valuable about themselves in the process. Assessment results (and your follow-up recommendations based on them) provide an instant opportunity for feedback and coaching. Your expertise is able to shine through with a client — whether it’s the beginning of a conversation or years into a conversation with a current client.

The questions you ask in your assessment, and the analysis you provide based on the respondent’s results, establish your credibility and knowledge. What other tool gives you an opportunity to truly shine in your zone of genius, while simultaneously helping clients with added value?

Assessments can be personalized even further to include your branding and imagery, and truly reinforce your company’s mission and offerings. Easily foster genuine connections through how you, as the business owner, are able to use assessment results. By learning about your prospect’s unique needs, you can better continue the conversation with them post-assessment.

Even better — they might just proactively reach out to you! Learn more about Assessment Generator, and how you can arrange an initial conversation automatically!

After the Assessment: Personalized PDF Reports

After the Assessment: Personalized PDF Reports

When a client of yours takes an assessment, you gain valuable insights to tailor your offerings and programs to them… but how do you clearly and professionally share those results and recommendations?

One of Assessment Generator’s main features is the ability to share a personalized PDF report with your clients. This PDF reporting capability is included in all subscription plans and provides an incredible takeaway for you and your clients. Having a tangible report that can be printed or accessed digitally is a unique way to share results and next steps as you build client relationships and grow your business.

Assessment Reports are Professional and Interactive

A PDF Assessment report gives you an opportunity for greater interactivity and professionalism with your clients. Are you currently communicating with clients via long (though expertly formatted!) emails or Google Docs? Do you have branding in place, but it gets lost in the shuffle when you’re sending new documents? Assessment Generator’s software allows you to customize your reports, adding features such as cover pages, headers and footers, and other dynamic, personalized content throughout. By truly tailoring these reports to your brand and a specific client, you are strengthening the level of professionalism and trust that clients will have in your work or services.

Reports Clearly Show Results and Action Steps


Another benefit of a report feature with your assessments is the clarity of results and actions that you can provide. It’s one thing to explain on a phone call or through email what a client’s assessment results were and what they mean – but to actually SHOW them? It’s a step beyond and leads to greater understanding and engagement. That is ultimately the great benefit of assessments over surveys – that you have valuable information from clients that can help you to better serve their needs. Now, you can visually show their personalized results and subsequent needs, and more clearly lay out your recommendations and next steps based on those results. 

You have incredibly flexible customization capabilities when creating your assessments – so now it’s time to carry those benefits over into reports! No matter the type of assessment you are using with your clients, a personalized PDF report is an absolute must if you want to up your game. By providing a tangible result in a short amount of time, your clients will feel taken care of and understood. It will also help YOU in your follow-up and subsequent interactions with the client as you move forward with coaching, products, services, or offerings.

These reports are truly a win-win, and we couldn’t be more excited to help you learn more about them and implement them into your business!

Ready to get started?

Check out our User Guide for details — including a complete tutorial — on how you can enhance the PDF reports for your assessments.

If you have any questions about this or any other feature of Assessment Generator, we’re happy to help!

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!

Validation Is Here

Validation Is Here

When you want to provide a little extra formatting guidance in your assessment, validation text entry questions might be the solution you’re looking for.

Validate data

Validate Your Respondent’s Answers

Using Validated Text Entry Questions, you can take an extra step to ensure that your respondents format their answers correctly.

Ask your respondents for an email address, date, or URL, and their answer will be confirmed to be in the correct format.

Please note that our software is not able to verify that the email address, date, or URL entered is accurate, only that its format is consistent with acceptable standards for those data types.

Results are largely consistent across browsers Chrome, Firefox, Edge, Opera, IOS, and Safari for email and URL validation though the user experience does vary slightly depending on the platform.

Date validation is unfortunately not currently available on Safari, so for now we recommend using any of the other browsers for this purpose.

Please check out Adding Validated Text Entry Questions in our User Guide for details.

Ready to get started?

If you have any questions about this or any other feature of Assessment Generator, we’re happy to help!

Demand Generation Vs. Lead Generation: The Basic Difference

Demand Generation Vs. Lead Generation: The Basic Difference

The rise of digital transformation has undoubtedly taken over conventional marketing techniques. Since the majority of customers are now active online, many businesses are shifting to digital forums to get more traffic and generate long-term profits. Whether you’ve recently launched your e-commerce business or aim to improve brand awareness through high web and social media traffic, you need to understand digital marketing basics.

Novice marketers often confuse lead generation with demand generation because the two overlap in certain areas, however, their goals are entirely different.

Confused about these two terms? Don’t worry! This breakdown will help you figure out the basic difference so you can effectively implement these techniques in your digital strategy as you outgrow competition and grow your business.

What Is Demand Generation?

Demand generation is a process through which you can spread awareness about your business by identifying the audience and its needs through inbound marketing and high-quality content. It’s a branding technique that attracts a pool of customers and clients towards your product and service. Once you gain recognition, you are more likely to generate PR and influence your customers’ purchasing pattern by creating a buzz.

Demand generation is all about reaching new markets and promoting your product and services in the most effective manner to drive intended results. Unlike other marketing techniques, demand generation will help you maintain your customer base by building a long-term relationship with them. The focus on the customers’ needs is essential and can be quite effective if you want to keep them interested in your business.

One of the tried and tested ways to achieve this is through an assessment from Assessment Generator that helps collect relevant data about your customers. With this technique, you can digitize your strategy to learn what your audience desires the most.

Demand Generation Content

  • Online Assessments
  • Blogs
  • Infographics
  • Slideshares
  • Free Tools
  • Video Marketing
  • Social Media Posts
  • Interviews
  • Podcasts
  • Case studies
  • E-books
  • Email Campaigns

What Is Lead Generation?

Lead Generation is all about converting your visitors into qualified leads by getting their attention. Once you get them interested in your products, they become a lead. In simple words, it’s a way to use the Call-To-Action (CTA) feature to funnel in visitors through your online platforms. Creating unambiguous CTAs help direct them to your landing page(s), where they will find an online assessment or a contact information form.

You can use this assessment to offer valuable feedback to your customer.

For instance, you have a fitness product; you can use the assessment to help them learn how many calories they are supposed to consume to lose weight. This valuable offer will act as a two-way interaction between you and a potential consumer, giving you qualified leads for your business. Similarly, when they fill out their contact information, they permit you to reach out to them and provide them with the desired information or content.

Lead Generation is all about directing your visitors to your product so that they are looking forward to what you have to offer, ultimately influencing them to buy your product in the future.

Lead Generation Content

Want to capture leads and attract prospects? Try making use of the following lead generation content:

  • Free Trials
  • Grated Content such as white paper, checklist, PDFs, EBooks, Instructions, etc.
  • Email Subscription
  • Newsletter Subscription
  • Product Demo
  • Courses
  • Webinars & Events
  • Coupons
  • Referral Marketing
  • Online Assessments

What’s The Difference?

Demand Generation and Lead Generation may seem similar, but they have different goals. Here are some of the differences that you need to know about:

  • Lead generation is about capturing leads and landing customers; demand generation is about attracting customers and building your brand awareness.
  • While lead generation is a straightforward process that lands you a customer, demand generation requires lengthy and comprehensive procedures.
  • Since demand generation is more than a branding technique, there’s more focus on maintaining the customer base and nurturing prospects. There’s a strong level of communication necessary between the sales and marketing teams to make this work.
  • Usually, gated content such as a checklist, white paper, and PDF is used for lead marketing, but demand marketing makes use of videos, articles, and infographics.

Platforms to Use for Demand Marketing & Lead Marketing

You can use your lead generation and demand generation strategies on the following platforms:

  • Your social media platforms such as Facebook, Instagram, and LinkedIn
  • Product website
  • Landing page
  • Blogs
  • Ads
  • Email

For an effective marketing technique, we suggest that you incorporate both lead generation and demand generation into your digital strategy. Always remember that demand feeds lead and once you create brand awareness, you are more likely to succeed in the future as your business grows. 

Have any questions for us? Reach to Assessment Generator and we will guide you further.