Engage Clients. Ignite Growth.

The only client engagement platform that lets you drive personalized conversations to generate quality leads and grow customer lifetime value

4 Key Benefits

A client centric system of expert assessments and engaging quizzes enables you to…

Generate More Leads with Rich Data

Think of every visitor leaving your website without taking action, or prospects who have gone cold? Engage them by offering instant value. Generate more leads and collect rich data. It’s a win-win.

Have Personalized Sales Conversations

Use data to personalize your sales follow-ups. Engage clients on where they want to be. Create actionable next steps focused on “their goals”.

Increase Brand Awareness

Say good bye to the long gaps between publishing quality content. Unlock your thought leadership with regular content that is helpful to clients. This leads to more traffic and more mindshare.

Grow Existing Clients

Systematically ignite growth at existing clients by positioning the right services and solutions. Help clients visualize opportunity areas and be 100% client centric. Showcase the value you are creating, not just the work you are delivering.

“We coach C-suite clients. Evalinator enables our thought leadership to be experienced first hand. It immediately helps our clients assess where they stand. We then use our expertise to take them on a collaborative journey towards the desired outcomes.”

Spiria Inc

Connect. Communicate. Collaborate.


Use a variety of coaching assessments such as the Wheel of Life, DISC, Big 5 and Strengths Finder to generate leads and engage clients with goal setting.

Business Owners

Acquire more customers for your business by using quizzes that draw your customers in and are relevant to your business, such as personality quizzes or product selectors.


Boost your growth marketing efforts and improve sales conversion rates by nurturing customers across the funnel with product selectors and needs analysis.


Make your thought leadership actionable by converting it into insightful maturity assessments that seamlessly transition into longer term client engagement.

Professional Services

Grow your agency by not only generating new leads but also demonstrating value delivered to existing clients to open cross-sell / up-sell avenues.


Grow your audience, segment, and engage them with custom interactive content to gauge their buying stage and monetize without having to constantly hard-sell.

Take Some Of Our Templates for a Spin!

Use these templates and more to create the unique differentiation that you need 

Interactive assessment - wheel of life

An Online Wheel of Life

Big 5 personality assessment

The Big 5 Personality Assessment

Business Storytelling Assessment

Business Storytelling Assessment

Business Roadmap

Overall Business Assessment

SDLC Software cyber security quiz

Software Security Assessment


Cloud Maturity Assessment


UX Design Self-Assessment


Data & Analytics Maturity Model

3 Simple Steps

Better lead generation and systematic growth using insights-led consultative selling approach

1. Envision

Create an engaging quiz or assessment that is valuable to your clients. Our quick start templates help you speed this up.

2. Strategize

Put your quiz or assessment on your website and use during client interactions. Help clients find out how they are doing. Capture quality leads and have personalized follow-ups.  Be 100% client centric.

3. Personalize

Create growth by tailoring your services and products to meet client needs based on their quiz results. Define a roadmap collaboratively. Close deals faster. Be the partner they can trust. 

“As a digital services firm, it is important for us to build client confidence. Evalinator instantly does that. We highlight best practices in multiple aspects of digital marketing in our assessment, and we are able to stay in touch individually using personalized insights.”

Start Designs

Start Designs

Digital & Creative Agency

Easy to Use. Blend With Your Own Unique Style!

online lead generation and personalized sales conversations

Offer Instant Value to Visitors

Build trust and confidence. Engage both prospective and existing clients by providing immediate value.


Have personalized conversations that are 100% client centric. Engage clients on an actionable journey.


Start with an interactive expert quiz or assessment that offers insights to you and your clients.  Align your product or services to those goals. 

Personalized Conversations

A streamlined experience  built for collaborative next steps. You don’t have to print any PDF reports.


SMART Goals and actions flow right from the personalized assessment results – all online. You can drive a personalized post-assessment experience to create the desired results.



integrated-coaching experience coaching tools

Comprehensive Dashboard

An intuitive dashboard that shows you summary results and status of your respondents at any time. 


Access analytics by question, dimension, and profile. See overall aggregated results to gain unique insights into primary challenges and opportunities. 


These aggregated results lead to shareable insights.


Organize users into groups for advanced conversations.

comprehensive - dashboard Coaches Coaching Tools
Intuitive-studio coaching tools

Ready to Use Templates

Templates are available for whichever type of assessment or quiz that you are creating. You can customize the templates to get started in minutes.


A simple user interface saves you time.  Advanced features are just a click away.


Your customers will see insightful charts and feedback that is 100% personalized to them. 

“As a small business, it is important for us to personalize our client interactions no matter the stage of relationship.


We bridge the gap between where you are now and where you need to be for optimal success. Our programs are available for both corporations and individuals. Clients often want to benchmark themselves.


Evalinator is a great way for us to offer that benchmarking through a series of tailored quizzes.”

One Life

Change Begins With Choice

Features Specially Designed For Experts

Variety of Quizzes & Assessments

Match your branding for a consistent experience. Have different question types such as multiple choice, single select, and sliding scale. Choose from multiple quiz types – type, scored, personality, wheels of life, business and so on. 

Continued Engagement

Your engagement doesn’t need to stop when responses are submitted. Keep prospects engaged by setting short & long term goals, before-after analysis, and so on. Ideal for existing client growth too.


Different members of your audience have different characteristics. Segment by age, industry, function, role, markets, and so on to provide much more granular results. The value you can offer is amplified. 

Organization by Dimensions

Easily organize the questions you ask into multiple categories or dimensions so that you can offer respondents real insights at the right level. Build trust in your expertise. 

Customizable Flow

Collect email and profile information upfront or at the end. Re-sequence individual questions in any order to build a natural flow. Create the experience you need.

Maintain Privacy

We understand your need for confidentiality. Data is not shared with any one and databases are encrypted. It is visible only to you and the respondent.

Personalized Results

Deliver highly personalized results to your clients and prospects. Set up feedback, tips, goals, & actions based on the scores. 

Group Engagement Features

Organize respondents into groups or accounts. Drive alignment between stakeholders, set up group coaching, or organize impactful consulting presentations.

Integrate Your CRM & Marketing Systems

Maintain your single source of truth. Evalinator makes it easy to send the information you gather to your CRM and marketing automation systems.


That way you can segment and create personalized nurturing email sequences, or keep track of sales stages and revenue in your CRM.


With Zapier & Evalinator, you can connect to hundreds of systems within minutes.


Not decided on an email system or CRM yet? You can just use Evalinator, or send data easily to a handy spreadsheet, or even your email!   

“I work with aspiring immigrant executives and entrepreneurs who have a growth mindset and want to break through obstacles and thrive.


Not everyone wants to get on a discovery call right away so I created the Happiness Quiz using Evalinator. This starts a personalized dialog and is a nice way to engage prospects at their own pace.”

Genki Coaching​

Performance Coaching

What do our customers think?

Our customers use Evalinator to drive expertise led client engagement.

Is Evalinator Right For Your Business?

We created a custom assessment just for you. It will help you decide if you should give Evalinator a shot.

If you are looking to grow your business, then we think Evalinator is the perfect tool for you.


It works well to generate leads, nurture them, and for growing existing client relationships.


Use this self-assessment to see for yourself if this will be a good fit. 


Frequently Asked Questions

Evalinator is a client engagement system that uses diagnostic assessments, a goals driven accountability system that leads to transformation, and a milestone based measurement framework to measure the progress towards the transformation vision.


You start this process by creating one or more interactive assessments that are tailored to your expertise.

Evalinator works with your CRM by enriching it.


1) A quiz or assessment helps clients assess where they are and you establish yourself as a trusted advisor

2) You help clients set the right goals and make progress together as their partner

3) You demonstrate the value delivered so you can continue to grow your accounts from a position of strength.


You track and manage your deals and pursuits in a CRM if you have one.

A quiz is generally used for lead generation to quickly engage clients and show them instant results. 


Evalinator provides a variety of quizzes (scored, personality, selectors etc.).


Evalinator also offers sophisticated assessments so that you can generate actionable follow-ups, offer detailed and personalized feedback, and position relevant offers. 


So think of Evalinator as quiz+. It’s a consultative sales and client engagement toolkit, with quizzes and assessments being just 1 step in the process.

If you use our predefined templates, you can customize and get started in as little as between 10 minutes to a few hours. 

Of course. We are here to help. We have deep experience with lead generation, consultative selling, and client engagement.


You can also sign up for our guided plan and we will work with you closely to create and configure everything as per your desired sales processes and offers. We’ll also integrate your CRM or marketing automation systems.

Yes, all features are available for the trial period.

If you decide not to continue after the trial period, you can simply cancel your subscription online and remove the assessments from your website.

Yes you can! That is often the best experience for your clients. And while you set that up, you can still use the URL we provide you to begin engaging your clients immediately.

Evalinator will automatically collect email addresses, and automatically send them to the email marketing platform that you choose. We integrate through the Zapier ecosystem that is connected to most marketing automation and CRM platforms. You can also choose to send the information to a Google spreadsheet or email. If you do not have an email marketing platform, the information will still be within Evalinator for you to easily access and engage with your respondents.

Yes you can. If you do not use an email marketing platform, the information will be kept within Evalinator for you to easily access and engage with your respondents.

Yes, the information from your quiz is only visible to you and your respondents, and is not shared with anyone else. Please refer to our privacy policy for more details. We also comply with the European GDPR rules so just let us know and we will remove your information.

Yes, our plans have a monthly option and you can cancel anytime.

You can simply do that from your dashboard. We make it hassle free for you.

Get Started With a Risk Free Trial

Engage like an expert should. Generate leads, close better, and systematically grow existing relationships.