This post explains how to set up assessment scoring rules (also works for quizzes) that allow you to short-circuit the normal scoring process and assign respondents directly to a rating band
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Building an expert authority brand is achievable but it needs to be done consciously and systematically. However, there is a pattern among coaches, consultants, and independent experts. Mos
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A 2x2 consultant matrix is a popular tool to convey a story. Just like a maturity model, the 2x2 matrix is a simple and effective way to turn assessment results into something clients instan
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Most consulting engagements follow a familiar pattern: Assess the current state Define the target state and goals Execute improvements Measure outcomes and show progress T
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A strong consulting engagement starts with clarity before it promises deliverables. That's true whether you're a solo consultant or a large practice. Before you build a roadmap, propose a s
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Coaching assessments are about helping leaders (in whatever area they may be) become more effective, more confident, and more intentional. In practice, most client engagements start the sam
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When you’re building an assessment as a coach, consultant, or advisor, not every question is meant to “score” someone. Some questions are purely informational: demographics (ro
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Most experts are trying to solve two problems at once: Getting more leads and Getting better leads. And usually, when they finally start getting traction, they run into a new fr
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Here's how to scale your coaching and consultant frameworks by turning them into controlled templates that others can use without altering your core IP. Every experienced coach or consultan
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Your assessments are more than just questions—they reflect your brand and style. Customizing the font can help your assessments feel aligned with your website, make them easier to read, an
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When your prospects and clients finish an assessment, a personalized Results email can: Help respondents understand their results Build trust immediately Point to next s
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Before we dig into why you need simple marketing automation, let's define why experts such as coaches and consultants need automation in the first place. Then, we'll describe the complete
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Uploading assessment questions from a spreadsheet is important because generally that's how you start creating your assessments. You draft questions, refine answer options, assign points or
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Online calculators along with quizzes and assessments are excellent tools that help you provide personalized, actionable advice to your clients. They can be very effective lead magnets to ge
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Every expert, whether a coach, consultant, or business owner, has a natural way of operating. Some build their success through relationships, others through systems, creativity, or pure exec
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If you’re a coach, consultant, or service professional, you already know how powerful your self-assessments can be for helping clients discover insights and take action. But sometimes,
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In this post, we'll show you how you can embed your assessment / quiz on your site. That way visitors will to interact with your assessment without leaving your website. You can do that
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Say goodbye to writer's block and easily schedule tailored social media posts with Evalinator! Sharing consistently on social media helps you: Reach clients Build your brand as an
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The growth path for coaches and consultants follows 3 clear phases: Assess the current state Diagnose the gaps & create a plan Guide clients through transformation This j
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As a coach, consultant, or expert, you want your assessments and quizzes to feel fresh and engaging. Sometimes, that means shuffling the order in which questions appear. Shuffling question
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Evalinator has a unique feature that allows you to show categories and questions on the same chart - a multi-level wheel. Thanks to our customers who help prioritize the features on our road
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Why Data-Driven Content Works When you share data-driven content - one that includes real numbers or statistics - you set yourself apart. You’re not just saying something because it “fe
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Coaches, consultants, and other experts can use personality assessments and quizzes to solve the major challenge of generating and engaging quality leads. Getting people to notice you - an
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For any expert, authority building is crucial. But creating a framework, let alone an interactive assessment, can feel like a creative mountain to climb. Even when you know your audience an
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82% of experts say that building strong relationships is the most crucial and rewarding part of the sales process (HubSpot). If you’re an expert - coach, consultant, or service profession
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You’ve put in the effort to create a meaningful diagnostic assessment report which has led to a discovery session with your prospective client. It give them insights into where they stand
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Active Campaign is an excellent digital marketing product that offers email automation, websites, and commerce. You still need to address these challenges: Getting new customers into
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Adding a speedometer gauge to display results of your assessment or quiz is a powerful way to visually convey performance at a glance. Whether you're showing progress, overall score, or c
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To build authority in your field means standing out and gaining the trust of your audience. It helps you grow your personal brand and attract more clients. However, while most of us ha
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As an expert, you rely on your expertise for winning and keeping clients. Your quiz or self-assessment then has 3 goals: Generate leads and acquire new clients Showcase your thoug
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When clients are being promised transformation, agility, or innovation - your consulting thought leadership helps differentiate by answering the following questions for your clients:
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Lead nurturing is systematic prospect engagement after you have generated a lead in order to advance the sales cycle. And a way to stay top of mind if the prospect is not ready to buy yet.
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If you are an expert (coach, consultant, author, skilled professional, etc.) then content marketing is a great way to build and market your expertise. Doing so helps you: Elevate your
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A buyer's journey shows how your customers go through their usual buying cycle of research, evaluation, and decision making. It would apply to your existing clients too as you try to retain
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Client onboarding is a very important step towards getting new clients started off on the right foot. But what exactly is "onboarding," and why does it matter so much? Onboarding is
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A recent report by Gartner shows how we can drive 157% better outcomes if our sales enablement tools can help with "sense making" (1). In simpler words for the rest of us - we should help
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In this article, we'll show you how to interpret a wheel of life, set goals, and take meaningful action. The Wheel of Life is a powerful guiding compass in our quest for fulfillment and b
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Maturity models are powerful interactive tools that help you visualize your path to transformation. They also help align multiple people to a common understanding of the current state of
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Online lead generation has 3 simple components. Get in front of your audience Hook them with something valuable And capture the qualified lead Outbound techniques do not so
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Consultative selling has often been associated with building trust and being customer-centric by putting customer value first. It is often contrasted with transactional selling where we pi
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Most sales transactions require 5 or more follow-ups to get closer to a good next step. Only 2% of deals move forward in the first sales follow up. However, only 8% of us are able to consi
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Did you know that 5 of those top email personalization mistakes were related to the context that you have about your customers. This is also a common theme across most research around ema
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Understanding your client's needs well generates actionable next steps from your sales interactions. A needs assessment or needs analysis goes beyond sales qualification (budget, authorit
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Why Interactive Content for B2B Marketing & Sales? B2B sales and marketing for professional services is complex because most purchases are not impulse buys. Either, they are based on
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Creating a trusted expert positioning is making sure you're known for helping your clients decide what is right for them. This is very different from simply selling your products and serv
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What is interactive content for B2B marketing? The traditional definition of interactive content is that we create content that gets readers to engage and interact with our content. As a re
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Contrary to popular opinion, the discussion should not be consultative selling vs transactional selling. Rather it should be about balancing consultative selling AND transactional selling
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Why is it important to build trust during a sale cycle? 79% of buyers prioritize trust in a sales relationship as a key factor (2019 Salesforce State of Sales study). Customers always
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If you serve customers who are comfortable in different languages then offering your assessment or quiz in multiple languages can significantly expand your reach and improve accessibility.
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In this post, we'll outline what interactive maturity assessments / models are, and how to use them to rise above the noise. The goal is to grow your business by position yourself as a cl
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What does it mean to go beyond content marketing? You are probably already engaged in content marketing. Or you are thinking of starting. It simply means that you would like to publis
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An expert quiz funnel is a fantastic tool to use for lead generation and also overall business growth. It is also a very useful tool for consultative sales and needs assessment with clien
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Website conversions are a common problem. It can be frustrating when people who visit your website just click out without booking a discovery call. Especially if the number of visits is low,
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One of the most important steps in sales & marketing is to refine your target audience. You started your business to solve a problem, and you already have a general idea of your marke
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Monetizing tech channel partnerships is becoming an urgent conversation as both tech product and consulting companies seek to enhance their client intimacy and revenue growth. In this blo
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Not all sales & marketing growth channels are suitable for every business at every stage. To generate leads, raise awareness, and grow systematically, you need to identify and prioritiz
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The right social media posting frequency helps raise awareness and generate leads. The more people see you, the better your chances of generating leads and acquiring new customers. Soc
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You can easily add a custom testimonials section to both your landing and results pages. Your landing page is where potential clients decide whether to engage with you. (read about th
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Save & Resume later feature improves completion rates and allows you to generate more leads with better data. However, when quizzes and business assessments are long, respondents may
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A recent Gartner report on sales effectiveness cites that almost 70% of B2B sellers faced feelings of burnout, were overloaded with administrative burdens, and felt that management was disco
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Marketing funnels maps the journey that customers go through from initial awareness to making a purchase. In this blog, we will explore how to implement the various stages of the marketin
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Lead magnets are basically content or other promotions that are used to generate leads by converting more visitors on your website. In this blog, we look at 5 great types of lead magnets.
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What is a storytelling framework important? Storytelling is a great tool to communicate and get your message across. Stories are engaging and easy to identify with. Stories are also easie
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Consultants must balance strategy and execution as they help clients achieve desired outcomes and build confidence. Bring a strategic view Execute effectively and deliver results
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Are you tired of the "Top 25 or Top 50 tips" kind of posts to generate more traffic. These posts expect you to be a superhero. But they end up creating so much choice that it's difficult to
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The right marketing toolkit is critical to growth. How many times have you been attracted by shiny new tools, and spent days and weeks on them, before you finally realized they weren't rig
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Are you are looking to improve your B2B Marketing Qualified Leads (MQL) and lead nurturing process? Fact: 97% of the leads from marketing are not useful to sales(1). Most B2B marketing a
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An audience-first marketing approach enhances your marketing efforts by improving how you attract & personalize. It's all about providing tailored insights in real time. Yet, a majori
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This is the age of insights-led sales. It means that going into a B2B sales meeting with slides to present about our company or product is probably not going to do much to interest prospecti
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Along with other custom sections and layouts, now you can add a footer to your assessments and quizzes. A well-designed footer can provide important details and branding to your assessmen
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Effective client engagement for coaches and consultants means turning insights into action. Here are 10 key questions coaches and consultants often ask, with practical answers. 1. How ca
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Quizzes and assessments have become essential for coaches and consultants (and experts of all kinds). They’re value delivery mechanisms that: Attract new leads (self-discover the n
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Every coach must have a plan to consistently get more coaching clients. In this blog, we list 5 practical ways to help you do just that. These strategies will yield results if you do t
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Selecting the right software tools for your freelance business is important as competition increases. The number of people doing freelance, coaching, or consulting work was estimated at 7
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Building a successful independent consulting business isn’t about following a one-size-fits-all blueprint. It’s about creating a strong foundation across several key areas. In this
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This is a sample CRM product comparison tool to be used by consultants and advisors as part of their consulting toolkit. It is part of the broader family of product recommenders or decisi
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Consultant often use product comparison tools to help clients compare multiple options and select the most optimal path forward. The choice could be between software platforms (e.g. CRM sele
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Online quiz maker tools are great for lead generation. Lead generation quizzes and assessments (e.g. Wheel of Life, scoring tools) typically boast a conversion rate of around 50%. This is
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In this blog we discuss quiz funnel examples to position your services at all the key stages of sales and marketing: Lead generation Sales conversion Account and relationship grow
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If you are looking for a ScoreApp alternative then you're in the right place. We'll help you determine if Evalinator is right for you. We'll help you analyze features across the two platfor
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Congratulations on getting started with your interactive assessment on Evalinator! This guide will help you channel your expertise into an interactive assessment which will serve as
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A new question type, Rank Order Questions, is now available on Evalinator. Rank order questions can enhance the overall quiz or assessment experience. They help you dive deeper into speci
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Learn 7 ways to implement a content marketing strategy to double your lead generation. A well-planned content marketing strategy can help you stand out, engage your audience, and convert
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If you are looking for a TryInteract alternative, then this post will be helpful. For quiz platforms, TryInteract (Interact) is a popular name, widely used for list-building quizzes. But i
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Every quiz has a landing page, a series of questions including a sign up page, and then a results page. Evalinator also allows you to customize your landing and results pages. This allows
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Sometimes, you want to create locked pages - e.g. restrict an assessment to only a subset of your users. For example, restrict access only to those who have signed up to your course. N
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In this article, we will explore the lifecycle of an expertise based business such as a coaching or consulting business. We will highlight the 5 key stages from lead generation to client
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It is important to market your online course to attract new customers. It's a vital part of authority marketing. But it can be tough, especially at the beginning. Big bang PR/marketing of
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We’re excited to introduce the Limiting Beliefs self-assessment or quiz. It's a powerful tool to help you generate more leads or onboard new clients. Combine it with the powerful Wheel
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In this LeadQuizzes vs Evalinator post we help you analyze features across the two platforms. Both deliver excellent features like intuitive builders, flexible embedding, and analytics. Lea
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Sometimes, you want to add additional users who will help you create and edit assessments, and do other things. In this post we'll show you how you add other people to your account. No
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For any business, especially for expertise led ones such as coaches and consultants, it is crucial to improve client retention. You can define good client retention with these metrics:
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A custom Wheel of Life is an excellent coaching tool, great for lead generation, and for onboarding clients. Try the Wheel of Life yourself here. Customize the landing page, colors, ques
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The wheel is a very versatile coaching tool. We'll show you how fully online and editable Wheel of Life templates let you create a customized coaching wheel for your practice. Coaches can
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Why do we need SMART goal setting? As seasoned consultants and coaches, we understand the pivotal role goal setting plays in every stage of our business, right from lead generation to cli
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In the worlds of coaching, consulting, and sales, the ability to ask good questions is like having a secret weapon in your arsenal. But what exactly are these questions, and why are they
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Goal setting allows coaches to guide their clients towards achieving a better balance and meet their transformation goals. In this article, we'll explore: How to use a customized Whe
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The Wheel of Life, also known as the Balance Wheel, is a powerful coaching tool used to assess various areas of a client's life or business. The wheel helps identify areas for impro
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Adding videos to your Wheel of Life or other custom assessments makes it a very immersive experience. An assessment is a great addition to your course or community. Whether it's a DISC, S
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Sometimes, you want to request more information from users about why they selected a particular response. For example, if you use a custom Wheel of Life as part of your client onboarding,
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Goal setting and tracking results over time is an integrated feature of your Evalinator assessments and quizzes. This allows you to: Follow up in a personalized way Engage using w
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Sometimes, you want to customize the small little things in your assessment. A good example is when you are making an assessment for a non-English audience. In that case, almost every text e
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You can connect Kajabi to your assessments and quizzes such as the Wheel of Life. That way, when clients take your assessments, the information is automatically available in Kajabi. As
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If you have a Wheel of Life, a personality assessment, or a scored assessment that has more than 10-15 questions, you may want an option to show multiple questions on the same page. That
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The character Strengths Finder assessment is a very useful coaching tool for personal and professional development. It first originated in 2000 from a research led by Christopher Peterson
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Here are 5 powerful coaching exercises to help you connect with your clients and guide them towards their goals. As a coach, fostering meaningful conversations and insights with your clie
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This Communications Style assessment is a simple and effective way to help clients understand their communication style. Use it to understand yours too. It's an excellent tool for discove
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Our sales style assessment/quiz (opens in new window) tells you how strongly consultative you are. It's free for everyone to take. Whether you are a sales person, a consultant, or coa
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Mailchimp is the leading digital and email marketing automation platform that offers email automation, websites, and commerce. How to get new customers into your email database in Mailc
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Are you ready to grow your business faster and take it to new heights? Are you tired of feeling overwhelmed by all the different strategies and tactics out there? Look no further. In t
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Organizations need to manage change better than ever. Business can only move rapidly if the underlying technology architecture is flexible, data is used to efficiently unlock and use insight
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We know that personalization is critical to build trust and engage our customers. And there are a lot of tools and plenty of advice that help us personalize our interactions. Yet, every t
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Ever wonder how well you are executing your content marketing? We've created an online self-assessment on content marketing maturity for you. You can see instantly where you sta
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Automated email sequences are important because once you have gained a clients interest (through a download, event meeting etc.), the biggest challenges that most marketers and sales peopl
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Business storytelling is the art of going beyond the facts and engaging your audience with an experience. Stories help build an emotional connection. That makes them much more memorable.
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Our social selling maturity model assessment template is a simple and fun tool that helps you work with your clients in a structured manner. Great for personal branding and social media coa
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Our cloud maturity model assessment template gives you a great head start towards the complex task of assessing an organization’s cloud maturity. The model template follows a high level
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Our data and analytics maturity model assessment template gives you a great head start towards the complex task of assessing an organization’s data & analytics maturity. This maturi
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This Software Development Security assessment is aimed at Software Development Processes (SDLC ) and is a great way to have quality security conversations. It can be used as a self-assess
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Our digital maturity assessment templates gives you a great a head start towards the complex task of assessing an organization's digital maturity. There are 2 templates to choose from:
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This UX design self-assessment quiz template is ideal to engage clients. It is fully customizable so you can tailor it with unique expertise and point of view. Use it for: Lead ge
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In this blog we'll outline what zero-party data is along with the other types of data we typically capture. Then we will outline a few practical strategies to maximize the quality of your cu
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Authority marketing is about becoming a recognized and credible source of expertise in your chosen subject matter area. In other ways, it's about building your brand using content marketi
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This is a sample template for deciding between SQL vs NoSQL databases. It is part of the broader family of product recommenders or decision making tools under the umbrella of sales enablemen
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If you use Evalinator assessments and quizzes as lead magnets, i.e. one of your aims is to get new clients into your pipeline, then this feature allows you more ways to capture email address
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The Wheel of Health assessment is a very versatile coaching tool. It is a variation of the popular Wheel of Life. A fully online and customizable Wheel of Health (or Wellness) let you cre
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The Human Design Type Assessment seems to have been first channeled by Robert Allan Krakower, who later changed his name to Ra Uru Hu, in 1987. According to Ra Uru Hu, he received a 8-day
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In this blog, we will list five popular and useful coaching tools and techniques that can help you enhance your coaching process. Using these tools, you can really help your clients unloc
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Every assessment or quiz needs a different chart type to convey its results. That's why Evalinator offers multiple chart options. Let's review the types of charts first. The 6 Major C
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Considering the use of blockchain technology in your organization. Our Is Blockchain Right For you assessment gives you a great head start towards making this decision. This is an example
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In this post we'll show you how you can use a Wheel of Business to quickly assess your overall business operations performance. A Wheel of Business is an adaptation of the popular Wheel o
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The popular GROW model for coaching was first developed by Sir John Whitmore and his colleagues. The Grow model itself is copyrighted by Performance Consultants International. If you are
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In this post, we will outline the background of the DISC assessment as a coaching assessment tool so that you can use it effectively to interpret the results of your respondents. Note: Th
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The Big 5 Personality traits assessment is the result of significant scientific research. It assesses your personality along 5 core factors: Conscientiousness Agreeableness Neurot
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A Wheel of Life assessment is a simple yet powerful life coaching tool used by coaches. It provides a very effective diagnostic of how clients are balancing different facets of their life. I
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In this post we'll show you how to link a promotion or a lead magnet to promote your assessment, and vice versa. That way you can amplify the effect of your client engagement efforts and boo
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Welcome to Day 5 of the 5 day email challenge to attract and engage your ideal clients! Today, you will use our story framework to create 6 emails. You will use these emails to engage you
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Welcome to day 4 of the 5 day email challenge to attract and engage your ideal clients! Today, we will create a promotion plan for your funnel. Access your 10 point marketing tactics c
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Welcome to Day 3 of the 5 day email challenge to attract and engage your ideal clients! Today, you will finish creating your diagnostic assessment, and place it on your website. Watch
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Welcome to Day 2 of the 5 day email challenge to attract and engage your ideal clients! Today, you will start creating your diagnostic assessment. Watch the video below for instruction
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Welcome to Day 1 of the 5 day email challenge to attract and engage your ideal clients! Today, you will create the strategy - review your offers, your audience, and outline what your diag
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Evalinator is on Zapier so you can easily automate your sales and marketing workflows by connecting your quiz or assessment to systems such as Hubspot, Salesforce, MailerLite, and so on!
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A custom Wheel of Life template hosted online on your website is a great lead generation and client engagement tool. It builds trust with your prospects and leads to more discovery calls. Cl
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In Evalinator, every interactive assessment is ultimately a series of questions. Each question has multiple response options with points assigned. At the end of the assessment, the goal for
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Now you can grow your list and personalize your sales & marketing workflows in Constant Contact. Constant Contact is an excellent email and online marketing automation platform. It's
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MailerLite is an excellent digital marketing product that offers email automation, websites, and commerce. The features are very well designed. Even in the free tier you can send a sequence
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Evalinator provides you with a lot of flexibility and scoring options for your interactive assessment or quiz. You also have different types of assessments and option settings available to
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You can customize and tailor your assessment to provide an optimal experience to your respondents. Since Evalinator aims to offer you a lot of control in how you can configure your assess
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In this post we will outline the steps needed to improve your HubSpot ROI by integrating it with Evalinator. Why Evalinator & HubSpot? You already know that HubSpot is the leading ente
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Before publishing, you'll likely want to customize the colors you use in your quiz or assessment so that they match with the branding of your website or logo. You can also edit the colors
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Interactive assessments or quizzes can can be used to start a conversation with clients, build trust, and help them achieve their goals. As a result, they are excellent tools for growing you
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Goal Setting give you a powerful mechanism for sales follow ups. It allows you to engage your customers and prospects 1-1 through personalized interactions. Read on about how an interacti
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