Customer Spotlight

Customer Spotlight
Assesment Generator Customer Spotlight

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

If you are interested in attending Dr. Hanna’s FREE Global Stress Summit,  you can register at :


10 Steps to Creating Your Own Assessment

The Benefits of Assessments

Assessments are a wonderful tool to help you:

  • Increase traffic to your website
  • Turn cold prospects into warm prospects
  • 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

Or you can create your own. If you want to create your own, here are the ten steps to creating an excellent assessment:

  1. 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.
  2. Be sure that there is a market interest your assessment. Look up key words on sites like to see what people are searching for.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. 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.
  8. 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.
  9. 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.
  10. 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.

Seven Profitable Ways to Use Coaching Tools

fbsafe_image-phpPeople love tangible results – and they love to receive their results immediately – we are in the era of instant gratification. So to help you come up with ideas for providing your customers and clients what they want, here are seven ways to use assessments.

  1. Include an assessment as a bonus with your products and programs to increase their value. This works really great when selling coaching programs.
  2. Give away a free self-assessment on your web site to build your mailing list. You can even give instant feedback from every option question.
  3. Send an assessment to your clients before a coaching session as a way to decide what to focus on during your next call with them. This also works great when deciding what to focus on during group meetings, group coaching sessions, and teleseminars.
  4. Set up a series of assessments to send to your clients at certain intervals during their coaching to help them instantly see gaps in their progress so that they can start to make important changes before they continue down the wrong path too long and so that you can help with their changes.
  5. Sell your assessments to your coaching clients for passive income.
  6. Use the assessment you created as your joint venture product trade.
  7. One of the very best – ask potential clients to complete an assessment, then discuss the results during a free strategy session. This is extremely powerful for gaining the confidence of the potential client.

I know, this looks like a lot of work, time and effort, but the good news is that you can get 25 Ready-Made Life, Business and Career Self-Assessments:

We’ve had comments like, “I’ve had the Coachablity Test Assessment on my website for years and it just keeps bringing in customers.” 

Watch for more great ideas coming your way! If you want to know more, we’d love to talk with you! Contact us. Our support and help is always free. We are a team of highly experienced online business managers, developers and customer support.


Where to Find Lead Generating Assessments

If you’ve contemplated offering assessments and understand the value of instant gratification to your visitor, but just don’t know where to start, or just don’t have the time to put it together, maybe we can help.

We know you are busy and frankly sometimes, just getting started on a project like this is more than you might have time for, so we’ve added new “done for you” services!

Introducing: Total Assessment Services!

We’re Excited About Helping YOU!

Send us your assessment and we’ll get it all ready for you to use, including giving it the look and feel of your branding, we’ll load your video, add your statements and send you a simple link to start using on your website, in your signature line, in your social media posts. Since the assessment will be based on your expertise and content, anyone who takes it will just see how terrific you are at what you do – and how you can help them.  You can read all about it here:

IF you don’t have assessments, we can help with that! We have over 25 pre-written, lead generating assessments in the areas of Life and Wellness, Business, Careers, plus four bonus assessments  at:

Pre-Written Coaching Assessments


Hi Kathy,

I love the assessment! Now that I’ve seen one, I think that I can build my own. I’m having my website name changed and the website redesigned. I’ll also have a new logo. As soon as it’s completed, I’ll email you and you can invoice me.

Thank You so much!

We look forwarding to pumping up your quality leads with assessments!



What Makes a Lead a LEAD?

AGSalesFunnelLogoAs I read this interesting blog post from Ultimate Lead Systems – (to read the entire post, go to:, it appeared to me that sometimes the lead generating funnel becomes too complicated.

Text quoted from the blog:

Melanie Poliafico recently submitted a post in a LinkedIn group that sums it up nicely:

“A lead is the identification of a person or entity that has the interest and authority to purchase a product or service. ”

“Her company uses the Sirius Decisions Lead Spectrum and BANT criteria to ensure qualified opportunities are generated for sales people.  Below are the 5 suggested qualification criteria to use to confirm that a lead is a LEAD:

BANT – (Budget,  Authority, Need and purchase Timeframe)

Criteria 1- Inquiry from an individual from a marketing campaign or trade show, or someone who has taken proactive steps to demonstrate interest in your message, product or service.

Criteria 2- A meaningful interaction (via phone or email) with the individual confirming that the company meets qualifying criteria as a bonfide target prospect.

Criteria 3 – The individual identifies a specific NEED for your product or service. (Application)

Criteria 4 – The individual is in the process of defining purchase requirements for your product or service. (Budget & Timeframe)

Criteria 5- The individual has confirmed they have the Authority, Budget and a defined Timeframe for purchase.”

Probably all of that is necessary, so let’s look at it in simpler terms –  here is what I came up with:

I work with people who don’t necessarily have a huge sales and marketing organization but they still need some way to sort out the leads they are getting. To keep it simple and still get the benefits of the above 5 criteria, my advice is to provide people with a free assessment, whether it is published on a website, Facebook, LinkedIn, Twitter – any social media account, news letters, conferences – where ever.

IF you give your visitors the opportunity to take an assessment and promise them tangible and valuable results, instantly, and they complete the assessment, you’ve completed the first three criteria in one step:

Criteria 1 – Inquiry from an individual who has taken a proactive step,

AND Criteria 2 – A meaningful interaction,

AND Criteria 3 – The individual, by completing the assessment has identified a specific NEED for the product/service.

Then, Criteria 4 and 5 are handled on a personal communication level, followup emails, and phone calls because NOW you have something to communicate with them about; the results of the assessment they just took.

This can save hours of qualifying lead time to staff or individuals who do their own marketing. You’ve automated the first three steps and have identified quality leads.

If you are not comfortable creating assessments, or don’t have the time, check out Professional Services for Assessment Generator!