Boost Your Coaching Program’s Value With Self-Assessments

The most difficult part about selling coaching services is the lack of perceived tangible results.  This is especially true for life coaches, who frequently focus on things other than the bottom-line increase.  And when people can’t see a tangible result at the end of the process, it’s a lot harder to convince them to buy.

Some coaches have found a way to increase the level of tangibility by offering e-books, books, booklets, audios, manuals and other physical products.  While these are all great items to use as bonuses, they may take a while to create.

tangible value

If you would like to add a tangible value to your coaching program, but don’t want to spend weeks or months creating it, consider including a self-assessment to go with the coaching program.  Assessments are fun and will provide invaluable insights for your clients.

While it’s certainly possible to license the use of existing assessments, you can custom develop your own to immediately increase the value of your services. Begin by listing all the skills and competencies your clients must possess by the end of the coaching process.  Also, list all the activities and actions they must take to achieve maximum results with your program.

Then, create a detailed scoring key, explaining what their score means.  The longer the assessment, the more detailed the scoring key should be.

When you are done, format your assessment into a Word or PDF document so your clients can instantly download and print it out!

You may also completely automate your assessments with Assessment Generator, a tool that allows you to quickly build custom coaching assessments, put them on your web site, and have the results e-mailed to both, you and your client instantly.

Give your assessment an attractive title, and even a cover graphic – in other words, treat it like a tangible product.  Nothing attracts coaching clients more than tangible results, and assessments will help you deliver exactly that!

GPDR and Protecting Your Clients’ Privacy

You may have noticed your inbox filling up with notices from online businesses about new privacy policies. Don’t worry, you’re not alone!

The European Union (EU) has a new privacy regulation that goes into effect on 25 May 2018.  It is called the General Data Protection Regulation (GDPR) and it affects everyone who collects information about any EU citizens.

Read here for more information on the details of this regulation.

privacy policy GPDR

How Our Updated Privacy Policy Affects You

For assessments that request a user’s name and/or email address, we have made a couple of changes to Assessment Generator that will ensure that your assessments are in compliance with this new rule.

When a user is prompted to enter their contact information at the end of your assessment, they will be required to select a checkbox indicating that they agree to a data use statement.

Beginning on May 25, 2018, this checkbox and the data use agreement will be added to assessments. The data use statement has been added to all Assessment Generator accounts and you can modify it now. This gives you an opportunity to customize your statement before your users see it.

We have added a default statement to your account that you can customize for each of your assessments if you wish:

Click here to acknowledge that the creator of this assessment will use the information you provided in the assessment to process your responses and provide an analysis of your results at the email address provided above. Your contact information will also be used to follow up with additional information and marketing. You can change your mind at any time and stop receiving these communications by clicking the unsubscribe link at the bottom of any email that you receive from the assessment creator.

Customizing Your Privacy Message

You can customize the content of this statement for each of your assessments if you wish. You may include a link to your privacy policy using an HTML link.

Here’s how to customize your data use agreement:

  1. Log into your account and find the assessment you’d like to modify
  2. In Actions drop-down menu, select Edit Assessment
  3. Scroll to the bottom of the page and click Edit Results
  4. Find the field labeled “Opt-in Consent Text” and modify the content as needed
  5. Save your assessment

Remember, your statement will not appear on your assessment until May 25.

In addition to the statement that you provide, we will also include a brief statement describing how Assessment Generator will use the data:

We use Assessment Generator to provide this assessment. By clicking below to submit this form, you acknowledge that the information you provide will be transferred to Assessment Generator for processing in accordance with their privacy policy. Assessment Generator will never distribute your email address nor contact you.

Here’s how your assessment registration page will look:

We have also updated the privacy policies both for our account holders and for end users (people who take assessments) to comply with the new regulations.

If you have any questions about this, please don’t hesitate to contact us.

Adding Videos to Your Assessments

There are many great reasons to add videos to your assessments:

  • Customers and prospects are more likely to watch a video than read instructions carefully.
  • Higher conversion rates (30-33% increase in conversions)
  • Videos offer personal interaction and the opportunity to connect emotionally
  • Videos are searchable (which helps with SEO)

play button for online videos

With Assessment Generator you can add videos to your assessments.  

Common places to use videos are in the assessment instruction area and in the area above the request for name and email address on the customization page.  You can also include videos in your assessment questions!

To add a video to your assessment, first prepare your video either by uploading it to your YouTube account or by saving your video in MP4 version to a file online.

If you are using a YouTube video, copy the EMBED code to a notepad document.  Click here for YouTube instructions on how to do this.

If you are using an MP4 file that is stored on your website, copy the entire URL and paste it into a notepad document.

Next, choose the area in Assessment Generator where you want to put your video.

You can insert videos into any editor window in Assessment Generator.  Click on the World icon (shown in the red box).

Assessment Generator editor window for videos

Copy your video URL into the URL box in the pop-up window:

URL box for videos

Add the desired width and height of your video.  We recommend using 560 for the width and 315 for the height.  Don’t worry, we’ll adjust things behind the scenes to make sure your video works properly on smaller screens.  Click OK.

Click the SAVE button at the bottom of the page to save your changes.

To test, select “Add to Site” from the drop-down menu.  Copy your assessment URL into a new browser window.

NOTE: For best results, we recommend testing using a Private window in Safari (File > New Private Window) or an Incognito window in Chrome (File > New Incognito window).

And that’s it!  Your video and assessment are ready to go.

Strategically adding videos to your assessments allows your prospects and clients the opportunity to get to know you and to tie your image and personality with your expertise.

Add videos to your assessments today!

Creating Trust with Assessments

One of the best ways to obtain quality leads is by focusing on building trust with potential clients and nurturing the relationship.

Trying to take your leads directly from the promotion to the sale is a sure way to put prospects on the defensive.  They don’t know whether they can trust you or whether you’re going to be able to help them.

The good news is that you can use assessments to build TRUST with your prospects while still working effectively in your business.  If you focus on building relationships first, you never again have to worry about where your next clients will come from.

build trust partnership

Assessments allow you to start a conversation with your leads when they visit your website.

With assessments, your prospects learn something valuable about themselves from their results.  They also discover how your expertise can help them and how they can contact you to get more information.

The questions you ask in your assessment and the analysis you provide of their results establish your credibility in the mind of your prospect. They see you as an expert in your field, not just a salesperson.

From learning about your prospect’s unique needs you can better continue the conversation with them.  Even better, they might just proactively reach out to you!

With Assessment Generator, this initial conversation is all done automatically so you can focus on the heart of your business.

Building solid human connections is important in all aspects of our lives. Business relationships are no different. Start building your connections today.

Providing Instant Results with Assessments

Watching your ideas come to life with Assessment Generator can be instantly rewarding and a lot of fun!

Instantaneous results are exactly what I want to discuss with you today.

We’ve seen assessments be wildly successful because they feed our need for instant gratification.  They provide instant answers and results to our most pressing questions.

Potential customers land on your site because they are seeking answers.  Luckily for you, you can give them those answers immediately and increase the chance they will remain in your community and list.

Instant gratification, fast results

When you provide your visitors with instant results, you position yourself as an expert who can help solve their problem.  You immediately win over your prospects with your ability to get them the answers they are seeking.

With Assessment Generator you will find a product that allows you to build your list, provide answers, and sets you up for success.  Assessments feed our desire to know right now.

And that’s how you can stand out in a world of instant gratification.

Get your own instant gratification by signing up for Assessment Generator.  Don’t just take our word for it — find out for yourself!

“I’ve been testing various strategies to convert website visitors to subscribers, and realized that when I use an assessment as the landing page, the conversion rate is as high as 38%.”

It just might be the best marketing and most inexpensive investment you’ll ever make.

We are here to help you all the way!

Add Facebook Pixels to Your Assessments

If you advertise your business using Facebook Ads, then you may already be familiar with Facebook pixels.

A Facebook pixel can be used to track conversions on your website.  It can also target your ideal prospects to boost the effectiveness of your ads.

And now you can add Facebook pixels to your assessments!

Here’s how…

First, make sure you have your Pixel ID handy.  You can read about how to create your pixel here.

To add a Facebook Pixel to your assessment in Assessment Generator, simply insert your Pixel ID into your assessment.

First, select “Edit Assessment” from the drop-down menu for your assessment…

edit assessment in Assessment Generator

Then at the bottom of the “Edit Setup” page, you can find the Facebook Pixel ID field.

Add Facebook Pixel ID in Assessment Generator

Enter your Facebook Pixel ID here and click the “Save” button.

That’s it!  Now you can track your conversions with your Facebook pixel.

Here are some additional resources on Facebook pixels:

Why Assessments Are More Powerful Than Surveys

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.

Assessments provide a two-way conversation

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!

 

Top 7 Ways our Clients Use Assessments

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:

  1. Career Coaching.  Evaluate where clients could best use your services to jumpstart their career.
  2. 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.
  3. Business Consulting.  Discover which business areas need most improvement to become best in class.
  4. Customer Service.  Ask customers how well your service has helped them achieve their goals.
  5. Personal Counseling.  Gauge where your prospects are in their relationships, what issues they are facing, what their goals are for better relationships.
  6. Real Estate.  Determine the type of residence (& price range) that is ideal for your prospective client.
  7. 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!

 

4 Ways to Keep Prospects on Your Website

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.

For example:

adding your website URL to assessment results

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).

Read more here to find out how this works.

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.

Send clients to your website

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.

direct prospects to your website

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!

7 Style Ideas to Make Your Assessment Shine

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:

  1. 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.
  2. OR… you can use one of these color palette generators to come up with a new look for your assessment
  3. Use sliders for Scale 1-5 or 1-10 questions instead of buttons.  Here’s an example:slider question example
  4. Visually separate your questions with a horizontal line.  Use this menu option to add a horizontal line when adding each question:
  5. OR… you can choose to separate your questions with alternating colors:
  6. Use a larger font size for your assessment.  We recommend using a minimum font size of 14 for best results.
  7. Check out our sample assessments page for some style examples.  Also, don’t miss this sample assessment which demonstrates each type of question on offer.

Log into your account today and create your own beautiful assessment.   And if you need any help, please don’t hesitate to ask.