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 by screening your clients!

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.

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. Agolix 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 Agolix a try by creating your free account!