Assessment & Scorecard Software for Coaches and Consultants
Build your authority brand, generate qualified leads, and guide client transformation over time
Tailored for How You Deliver Value
Coaches & Trainers
Guide deep self-reflection & committed action.
- Use interactive Wheel of Life and reflective assessments
- Enable clients to set built-in SMART goals
- Re-assess at milestones to track breakthroughs
Consultants & Advisors
Deliver data-driven insights and build consensus.
- Diagnose with maturity models & 2x2 matrices
- Align stakeholders & uncover hidden organizational gaps
- Create data-backed strategic roadmaps
Agencies & Providers
Win clients and co-create in shared workspaces.
- Win clients by sending custom business diagnostics
- Seamlessly join client sub-workspaces to collaborate
- Power client social media & lead nurturing campaigns
Customize pre-made templates for a quick start, create your own from scratch, or use AI to rapidly match your expertise and offers.
Transformation Framework
Build Ongoing Trust in 3 Steps
1. Establish a Baseline
Help clients diagnose their problems and identify gaps.
2. Show How to Bridge the Gap
Deliver personalized advice with a clear action plan with goals.Â
3. Visualize Value Delivered
Quantify for clients the value of your work and how they have improved. Position renewals and targeted offers.
Core Features
Everything You Need to Turn Insight Into Action
From top-of-funnel lead generation to deep diagnostic scorecards, deliver publication-grade experiences that position your expertise.
Choice of Tools
Create what meets the moment—from lead generation quizzes to diagnostic scorecards, calculators, and custom Wheel of Life audits.
Polished PDF Reports
Automatically deliver branded, publication-grade PDF reports with custom charts, score breakdowns, and personalized recommendations.
Modular Landing Pages
Customize standalone landing pages with hero banners, video embeds, and testimonials with live desktop and mobile preview.
Personalized Results Pages
Deliver tailored advice with dynamic charts, personalized feedback blocks, strategic calls to action, and targeted offers.
Custom Branded Experience
Match your exact brand identity with custom color themes, typography, and logos. Fully white-label your assessments or embed them seamlessly.
Flexible Scoring Engine
Assign weighted points, calculate multi-category scores, define rating bands, and create non-scored profile dimensions.
Specialized Visual Charts
Present insights with interactive Wheel of Life radial charts, bar graphs, multi-tier maturity models, and 2x2 strategy matrices.
Lead Capture & CRM Sync
Gate results with custom opt-in forms and automatically sync lead scores and contact data into HubSpot, Mailchimp, ActiveCampaign, or Zapier.
Marketing & Conversion Engine
Built-In Growth & Marketing Capabilities
Evalinator helps you raise awareness, generate your pipeline, and automate follow-ups.
Lead Capture
Advanced Email Gating
Boost opt-in rates with 2-step gating: show instant teaser scores upfront to build trust, and gate deep-dive recommendations, charts, or full PDF reports behind an email capture form.
Urgency
Countdown Bars & Timed Pop-Ups
Drive immediate action on your landing pages. Deploy sticky countdown timers for cohort launches, special promotions, and timed pop-ups to capture visitor attention before they leave.
Conversions
Dynamic In-Result Offers & CTAs
Turn diagnostic gaps into sales. Automatically display specific masterclasses, service tiers, or discovery calls matched dynamically to each respondent’s lowest-scoring category.
Automation
Personalized Autoresponder Emails
Deliver tailored email summaries immediately upon completion. Include individual scores, dynamic feedback, and recommended next steps to keep prospects engaged in their inbox.
Social Reach
Social Post Generation & Sharing
Never run out of promotional content. Automatically generate tailored social posts from your assessment insights and share them seamlessly to LinkedIn, X, Instagram, and Threads.
AI Co-Pilot
AI-Assisted Content Generation
Accelerate your creation workflow. Use AI to structure diagnostic questions, write personalized score-tier feedback, generate landing page copy, and draft follow-up emails in seconds.
Pre-Built & AI-Assisted
Jumpstart with Ready-to-Launch Templates — Or Build Your Own
Test-drive real diagnostic assessments created with Evalinator. Customize any template in minutes, or use our AI builder to codify your unique expertise.
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Coaches, Trainers & Personal Development
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Consultants, B2B & Advisory Practices
Advanced Features
Advanced Features to Drive Client Transformation
Move seamlessly from initial diagnostic scorecards to ongoing accountability, proven ROI, and team-wide alignment.
Built-In SMART Goals
Turn diagnostic scores into committed action.
Before-and-After Tracking
Visually prove measurable client progress.
360° & Group Team Audits
Multi-rater feedback and team benchmarks.
Turn Assessment Insights Into Immediate Commitments
Don't let insights end at a score. Enable respondents to set concrete SMART action goals directly from their personalized results page.
- Goals and milestones flow automatically from diagnostic gap areas
- Eliminates the need for messy spreadsheets and disconnected task apps
- Maintains mutual accountability and sets the agenda for follow-up sessions
Priority Goal #1
Target: 30 Days
Improve Strategic Alignment & Delegation
3 of 4 Milestones Completed (75%)
Prove Measurable Transformation and Justify ROI
Re-assess clients at 30, 60, or 90 days. Generate visual comparative benchmarks that clearly demonstrate growth from your initial baseline.
- Side-by-side comparative charts proving tangible client improvement
- Provides undeniable proof of value to secure contract renewals and referrals
- Gives clients a motivating visual record of their transformation journey
Overall Capability Benchmark
+34% Growth
Baseline Assessment (Day 1)52%
Re-Assessment (Day 90)86%
Multi-Rater 360 Feedback and Team-Wide Benchmarking
Gather input from multiple stakeholders, leadership teams, or employee cohorts. Aggregate organizational scores to uncover hidden blind spots.
- Run 360-degree leadership reviews with self, peer, and manager evaluations
- Aggregate group data into organizational department benchmarks
- Build consensus across executive leadership with comparative gap analysis
Executive 360° Alignment Score
Self Rating
8.4
Peer Average
7.2
Team Alignment
High
Ecosystem & Integrations
Seamlessly Connect to Your Existing Tech Stack
Never manually copy-paste lead data again. Evalinator automatically routes respondent data, scores, and category breakdowns directly into your CRM and email marketing platforms in real-time.
- Dynamic Segmentation: Tag prospects based on their specific score tiers or diagnostic responses.
- Automated Nurture Triggers: Launch personalized email sequences immediately after assessment completion.
- Flexible Storage: Sync with your CRM, push to Google Sheets, receive instant email alerts, or manage contacts directly inside Evalinator.
HubSpot
Sync contacts & deal stages
ActiveCampaign
Tag by score & trigger flows
Mailchimp
Audience segmentation
ConvertKit / Kit
Custom subscriber fields
Google Sheets
Real-time row export
Webhooks & API
Direct custom JSON payloads
Interactive Live Demo
Experience Evalinator in Action:
Experience Evalinator in Action:
Find Your Lead Generation Score
Test-drive the exact diagnostic journey your prospects will experience. Uncover gaps in your client acquisition pipeline and see how automated, personalized insights build trust instantly.
- 3-Minute Diagnostic: Experience dynamic multi-tier scoring and question flow.
- Instant Benchmarking: See how personalized gap analyses and advice are delivered automatically.
- Actionable Next Steps: Get immediate ideas to optimize your coaching or consulting funnel.
Free • Instant Results • No Credit Card Required
Live Assessment Preview
Lead Generation & Client Acquisition Diagnostic
How do you currently qualify prospective clients before sales discovery calls?
Customer Stories & Impact
Trusted by Coaches, Consultants, and Advisory Teams
See how leading practitioners use Evalinator to showcase their expertise, engage high-value clients, and guide long-term transformation.
"Enables our thought leadership to be experienced firsthand."
"We coach C-suite clients. Evalinator enables our thought leadership to be experienced by them firsthand. They love to see benchmark information and clear paths to improve—and that's where we come in to help."
"Bridges the gap between current state and goals."
"It is critical for us to personalize client interactions at every stage. We bridge the gap between where clients are now and where they need to be. Evalinator is a powerful way for us to offer benchmarking through tailored assessments."
"Instantly builds client confidence and trust."
"As an agency, building client confidence is paramount. Evalinator instantly does that. We highlight digital marketing best practices in our assessment and stay in touch using individualized insights."
Got Questions?
Frequently Asked Questions
Everything you need to know about getting started with Evalinator.
Basic quiz tools stop at lead capture and vanity scores. Evalinator does that and more. It is a comprehensive diagnostic and client transformation platform. It enables multi-dimensional scoring (Maturity Models, Wheel of Life, 2x2 Matrix), automated executive PDF reports, goal tracking, and 360° feedback audits so you can guide clients long after lead capture.
Yes. You can seamlessly embed assessments on any WordPress, Webflow, Squarespace, or custom website. You have full control over your branding—custom colors, logos, fonts, custom domain links, and white-labeled PDF reports.
You get complete, unrestricted access to all features during your 14-day risk-free trial—including all assessment formats, executive PDF report downloads, and CRM integrations.
You can launch in under 15 minutes by customizing one of our pre-built templates or using our AI-assisted builder to structure your methodology. You can also create bespoke multi-section audits from scratch with our visual builder.
Yes. Evalinator connects to HubSpot, ActiveCampaign, Mailchimp, Kit (ConvertKit), Zapier, Make, Google Sheets, and custom Webhooks. You can automatically tag prospects based on their score tier and launch tailored email nurture sequences.
Absolutely. We provide onboarding support to help you structure your scoring logic, review your questions, and configure your integrations so you can launch smoothly.
Get Started in Minutes
Start Growing Your Business Today
Join expert coaches, consultants, and advisory practices using Evalinator to attract qualified leads, deliver insightful diagnostics, and guide client transformation.