Assessments are an upgrade from simple surveys and quizzes because they qualify your leads … while also showing prospects the specific areas where your services can most benefit them.
Assessments are a wonderful tool to help you:
Increase traffic to your website
Turn cold prospects into warm ones
Illustrate the potential benefit of your services
Provide something of value to your prospects at no charge
All while building your authority, credibility and your business
Surveys and quizzes are similar to a 1-way conversation. Those who take surveys often never hear anything back in return.
In contrast, assessments are a 2-way conversation. Your prospect provides value to you, you provide value to them in return, and a relationship is built.
At the same time, you both get more clarity … clarity about what you as the business owner can offer … and clarity about what your potential client needs.
At Assessment Generator, we’ve provided thousands of assessments to hundreds of clients for over 10 years.
Our assessments have been taken by hundreds of thousands of people all over the world. Assessments provide valuable feedback to our clients’ prospects while also automatically generating a steady supply of high-quality leads for their business.
Assessment Generator automates your lead generation.
When a user takes your assessment they immediately and automatically receive your expert feedback based on their score.
Prospects discover how your services can specifically benefit them and how to take their next step with you.
Sign up for a Free Test Drive … and start a two-way conversation with your next client TODAY!
Assessments can be used to engage your website visitors who want to know more about what services you have to offer.
Having your website visitors “test themselves” without obligation:
Demonstrates your expertise in the topic and establishes your credibility.
Provides something of value to the prospect for free, through the feedback you provide in your assessment. The prospect will be more likely to engage with you in the future if they’ve already received value from you.
Provides you with information about the prospect, which you can use to focus your marketing efforts.
Transform your intake forms into complete online assessments. Your prospect’s results will be scored automatically and their detailed results can be sent to your prospects via email, provided in a printable report, and/or shown online in their browser.
Continue the conversation and suggest appropriate next steps for your prospect or client by integrating your assessment with your autoresponder sequence based upon their score.
Here are 7 ways our clients use assessments to support their business:
Career Coaching. Evaluate where clients could best use your services to jumpstart their career.
Employee Evaluation. Screen your potential employees to determine whether they have the skills (or personality) to fit well into your company culture. Help current employees demonstrate any new abilities by letting them take assessments several times a year.
Business Consulting. Discover which business areas need most improvement to become best in class.
Customer Service. Ask customers how well your service has helped them achieve their goals.
Personal Counseling. Gauge where your prospects are in their relationships, what issues they are facing, what their goals are for better relationships.
Real Estate. Determine the type of residence (& price range) that is ideal for your prospective client.
Fitness Coaching. Learn a new client’s preferred styles of exercise, his/her motivation & communication preferences, and their fitness goals.
There are many ways to use assessments in almost any type of business.
Contact us to learn how assessments can help take your business to the next level!
Better yet, sign up for your FREE test drive today!
The first rule of prospect engagement and conversion is to keep visitors on your site for as long as possible. Today we’re going to look at four ways to keep people on your site and bring them back after they’ve completed your assessment.
1. Link to Your Website in Your Assessment Results
Many of our clients use this approach. Simply put a link to your website in the assessment results presented to your users.
2. Embed Your Assessment ON Your Website
You can also embed your assessment directly on your website.
Even though your assessment will still be hosted on our servers (which is necessary to process the results of your assessment), by embedding it in an iframe it can look like it is a part of your website (with the same header if desired).
3. Send Prospects to Your Site After They Complete Your Assessment
You can send prospects to your website instead of showing their assessment results in the web browser. (You can still send them their results via email.)
To do this, select the “Edit Assessment” option from the drop-down menu for your assessment and then click on the “Edit Results” button. Uncheck the option to show the results on screen and enter a URL for your website instead. You can send them to the home page on your website, for example, or send them to a thank you page.
4. Send Prospects to a Page on Your Site based upon Their Assessment Score
Advanced and Private Label clients, you can send users to a page on your website based upon their score.
You can set up a page on your site for each score band in your scoring key, and present customized content to your users based on their score.
To do this, select “Edit Scoring” from the drop-down menu for your assessment. Then check the “Redirect to URL” box. When you check this option, a box will appear where you can enter the URL for the current scoring band.
These are a few ways to keep visitors on your site and continue your engagement. If you have any questions about how to set up these features on your assessment, please don’t hesitate to ask!
We all know having a great looking web site is a must. The rest of your content should also reinforce your brand image as well as look professional and consistent with the rest of your site. Paying attention these style details gives your potential clients confidence that you’re committed to your business.
We created Assessment Generator to make it easy to create assessments that reflect your brand and the styling of the rest of your site. Here are some quick tips to take advantage of those features to make great, professional-looking assessments:
Use your own logo and colors to add your branding to your assessment. This color guide can help you use your brand’s colors to achieve the desired effect. Don’t know the hex codes for your logo’s colors? Use a tool like Chrome’s ColorPick Eye Dropper plugin to get the hex code from any web image.
3. Adding an iFrame to your web page and putting the assessment URL inside an iFrame – this will make your assessment appear to be live at your site, even though it is still hosted at Assessment Generator.
Below is the iFrame code to use to embed your assessment. Place it inside the body of your website and replace the XXXX with the ID of your assessment. Your assessment ID can be found by selecting “Add to Site” from the Actions drop-down menu in your Assessment Generator account.
When you use this code your assessment will occupy the full width of the web page. It will also work on mobile devices.
If you wish to have your assessment occupy only a portion of the page, for example in a sidebar alongside other content, contact your web developer to modify the styling of the iFrame so that it fits into your design.
We love to hear from our users and over the past few months you’ve given us some great ideas for enhancements to Assessment Generator. We’ve been hard at work turning those ideas into reality, and we’re ready to show off the results.
Here are four great new features that we’ve rolled out recently:
Radar Charts in Assessment Results
For type-based assessments (assessments that score users in multiple categories), you can now graph your user’s scores using a Radar chart in addition to Pie and Bar charts.
The radar chart shows the maximum possible scores for each category, in addition to the user’s score. In the example above, it’s easy to see that the user scored well in the “Technology Readiness” type, but needs to work on “Business Readiness.”
To change your type-based assessment to use a radar chart, log into Assessment Generator and find your assessment. Click Edit Assessment from the Actions dropdown menu.
Next, scroll to the bottom of the page and click “Edit Results.” Find the field titled “Choose the Type of Chart to Show Your User” under On Screen Results and select “Radar” in the dropdown menu.
Redirect to a URL Based on Score
Segmenting your leads and targeting your marketing efforts can make a big impact. Targeted marketing lets you speak to your prospects’ unique needs and concerns.
With an Assessment Generator advanced or private label account, you can now redirect your visitors to any URL based on the score they receive on your assessment. To set up this feature, click Edit Scoring in the actions menu for a simple assessment, or Edit Types for a type-based assessment.
Click Edit for a score band or type. On the next screen, click the checkbox Redirect to URL and enter the URL in the Final URL Destination field.
Create pages on your site based possible outcomes of your assessment and send your visitors to the content that will help them the most.
It can be time consuming and tedious to create assessments with many questions. To help make the process easier, we’ve added the ability to duplicate a question. In the list of questions, click Duplicate in the Actions column for a question.
This will make an exact duplicate of the question below the original copy. You can then edit it to make it unique. In the case of an options question, all of the answers you have created will also be duplicated. The order of your answers will be maintained in the new copy of the question.
Many of our customers download the results for their assessments in CSV format for analysis in a spreadsheet program. We’ve recently added the numeric score value of each answer in addition to the text value. In other words, since a Yes answer to a Yes / No question receives a value of 1, the value 1 is shown in the CSV file along with ‘Yes.’
This allows you to perform detailed analyses of users who answered specific questions in specific ways.
To download your assessment results, click View results in the Actions menu for an assessment. Click the Export to CSV button and the file will be downloaded to your computer. Open the CSV file in any spreadsheet program such as Microsoft Excel or Google Sheets.
Thanks again for all of your fantastic ideas for Assessment Generator. If you have a suggestion for us, leave it in the comments below.
At Assessment Generator, we are dedicated to helping our customers use assessments successfully to meet their business goals.
Assessment Generator’s Customer Spotlight for April is Dr. Heidi Hanna.
Dr. Heidi Hanna, the Executive Director of The American Institute of Stress, uses Assessment Generator to help her customers pinpoint areas of stress. She will be using her assessment as an integral part of her free upcoming Global Stress Summit. The assessment is designed to help attendees learn valuable tips and techniques for managing the stress in their lives.
“These short assessments provide great insight to individuals and companies looking to tailor their training efforts. They also allow us to evaluate ongoing trends in stress-related perceptions and behaviors. Assessments will continue to play a significant role in developing programs that are practical and customizing them over time.” “Your energy is your most valuable resource – invest wisely.” – Dr. Hanna
Illustrate the potential benefits of your services
Provide something of value at no charge (an effective “spiritual marketing” technique)
Show prospects the specific areas and ways in which coaching can benefit them
Build your credibility
Improve the quality of your coaching when you use them in your coaching
Show clients exactly how much your coaching is helping them by using assessments before and after
Generate new referrals
The Problems with Assessments
Assessments are wonderful but there are some problems.
They are often very expensive to buy and administer. Many assessments are overly complicated, academic, and lengthy, which turns prospects off. Other assessments have the opposite problem: They are too brief or they are unsophisticated, like a quiz you would see in a magazine.
Assessments will not provide you with any of the benefits described above if they are not of highest quality and caliber.
Fortunately there are some solutions.
You could buy ready-made, high-quality assessments, like those written by Milana Leshinsky and Lorina Kase at www.coachingassessments.com
Or you can create your own. If you want to create your own, here are the ten steps to creating an excellent assessment:
Research your topic. Think about your areas of expertise and how they may apply to different assessments. Do not try to write an assessment on an area that is not within your expertise, it will be like false advertising and you will reduce your credibility.
Be sure that there is a market interest your assessment. Look up key words on sites like Overture.com to see what people are searching for.
Tailor the topic for your prospects and clients. The more relevant your topic for the people who come to your website and your current clients, the better. Think about who you want to target to turn from a prospect to a client. More focused assessments work better than broad ones.
Brainstorm. Creatively brainstorm all of the potential topics to include in your assessment. Do not censor yourself, just write down whatever you think is relevant.
Use References. Now, get input from the leading researchers and writers in your field. Gather a few key books and make sure that you are including all the topics these experts think are important.
Decide on a Length. Think about how many questions you will need to cover all the key points. In statistics, this is called the “power analysis.” Think about how long it will need to be to have “power” without being too lengthy.
Decide on a Format. The most common format is a “Likert Scale.” These types of questions have a statement and then the person selects an answer on a scale such as 0-4 or 0-5 based on how much that statement is true for them. You can look at other high-quality assessments to use their format as a template.
Write the Questions. Remember that the copy writing is crucial. The questions need to be emotionally-engaging, comprehensive, in language understood by your target audience, and concisely written.
Review the Questions. This step is very important. Go over the questions and then write down what important questions you left out the first time. If you want to keep your assessment to 25 questions, for example, then go over your questions to see what is redundant or not necessary and substitute with one of the new questions you generated.
Write the Scoring Key. The scoring key is possibly the most important part of the assessment. Without it, the questions would be meaningless. If someone spends their valuable time answering all you questions and then gets a contrite or unhelpful answer, they will be dissatisfied and annoyed. Be sure that your scoring key gives them the information they need to know, including what they can begin to do to change (such as coaching) if that is relevant.
You can also have a professional writer write your assessment based on your document, e-book, or fill-in forms.
Understanding your customers and speaking directly to them as individuals is a key element to a successful marketing campaign. With Assessment Generator you can use quizzes, assessments, and surveys to understand your users and provide them with the content and products most likely to meet their needs.
For example, you might have some products tailored to newcomers who need basic information to get going, and other more advanced offerings to help experienced customers get the most from your product or service.
You can design an assessment to figure out who those users are and provide the right content for them. This helps you present the right products and services to the users who need them. And by not presenting irrelevant content, your users will know that you understand them and their needs, individually.
Two Ways to Present Customized Content Based on Assessment Results
If you’ve used Assessment Generator before, you already know that you can create custom content for your users based on how they score on your assessment.
We’ve just introduced an exciting new feature for our advanced and private label users that allows you take this a step further by automatically directing your users to the webpage of your choice after they complete their assessment. Here’s how it works:
After your user submits their responses to your assessment or survey, Assessment Generator calculates their score, just like before. Then, instead of emailing their results or showing them on-screen, they’re directed to the webpage that you decide on based on their score.
How to Set it Up
Setting up this new feature is easy – here’s how:
Log into your Assessment Generator account and find the assessment you wish to use.
In the Actions menu, select Edit Scoring or Edit Types
Edit the type (for type-based assessments) or the score explanation (for simple assessments)
Select the “Redirect to URL” checkbox
Enter the desired URL in the “Final URL Destination” field
A few notes about this feature:
This feature is only available with our Advanced and Private Label accounts. If you have a Basic or Free account and wish to use this feature, follow the “upgrade” link that you will see on this page.
For a type based assessment the process is very similar, but the screenshots above will look slightly different.
If you have a “Final URL Destination” set up for your assessment as a whole in Edit Assessment -> Edit Results, the score or type specific URL redirects described above will be used instead.
As always, if you have any questions about this or any other feature of your Assessment Generator account, don’t hesitate to contact us at firstname.lastname@example.org