Better Onboarding and Better Retention with Interactive Assessments and Goal Setting

Create feature-rich custom assessments such as the Wheel of Life tailored to your course or coaching method.

 

Or use the popular DISC, Big 5, and Strength Finder assessments.

 

Launch in 10 minutes and start growing your coaching business today.

 

Customize Your Coaching Toolkit to Deliver Your Transformation

Create a combination that is right for your coaching practice. e.g. combine the Strengths Finder or DISC with a Wheel of Life

types wheel-of-life, wheel of business, balance wheel

The Wheel of Life

An Online Wheel of Life

The Big 5 Personality Assessment

The Big 5 Personality Assessment

Business Storytelling Assessment

Business Storytelling Assessment

Business Storytelling Assessment

Business Assessment / Wheel

Overall Business Assessment

Strengths Finder Assessment

Strengths Finder Assessment

DISC assessment-square

DISC Assessment

DISC Assessment

human-design-type-assessment

Human Design Type

Human Design Type

Communication Styles assessment

Communication Style

Communication Style

“We coach C-suite clients. Evalinator enables our thought leadership to be experienced by them first hand. They love to see benchmark information and what they can do to improve. And that’s where we come in to help.”

Spiria Inc

Enabling Talent Transformation

Features Specially Designed For Coaches & Experts

Variety of Quizzes & Assessments

Create a custom assessment tailored to you practice. You can also use our prepackaged assessments – Wheel of Life, DISC, Big 5, Strength Finder, and others

SMART Goal Setting

Your engagement doesn’t need to stop when responses are submitted. Keep prospects engaged by setting short & long term goals right from inside the assessment. Ideal for existing client growth too.

Effective Segmentation

Use custom profile fields to segment by age, industry, function, role, markets, and so on. Provide much more granular and personalized results.  

Before-After Pictures

Easily show your clients how they have changed or improved over time. Your expert assessments provide a great baseline and also incremental progress.

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.

Visual & Interactive

Match your branding for a consistent experience. Add images and videos everywhere to personalize your feedback based on how your clients respond. Results are available only a click away.

Personalized Dashboards

Deliver highly personalized results to your clients and let them see all of their different assessments, actions needed, and goals in a single place.  

Engage Clients in Groups

Organize your respondents into groups, e.g. business clients. See aggregated results and progress made at a group level while still coaching at an individual level.

What Other Coaches are Saying

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“I coach 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

Integrate Your Coaching Systems

Evalinator makes it easy to send the information you gather to your course or community platform, CRM, and marketing automation systems.

 

That way you can segment and create personalized nurturing email sequences.

 

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 own email!   

Designed to Blend With Your Unique Coaching Style

Focus on what you do best – helping your clients

Comprehensive Dashboard

An intuitive dashboard that shows you not only your clients results, but also offers a way to quickly access their assessments and evolution over time.

 

Access analytics by question, dimension, and profile. See overall aggregated results to gain unique insights into clients primary challenges and opportunities.  These aggregated results lead to shareable insights when interpreted using the lens of your unique expertise.

 

Organize users into groups to track results and progress by group, and drill down into individual results.

comprehensive - dashboard Coaches Coaching Tools
Intuitive-studio coaching tools

Intuitive Studio

Whether you are a life coach, enterprise performance coach, or a leadership coach, customize our templates to accelerate your time to market and bring out your expertise. 

 

Choose between multi-dimensional or single dimension assessments, deploy a simple yet powerful Wheel of Life, or create an entire suite of scored and personality assessments to match your offerings.

 

The interactions will reflect your unique point of view and establish you as a reference anchor in your clients’ minds. Help both prospects and clients achieve balance and clarity.

Integrated Client Experience

A streamlined coach – client experience that aggregates information in one place instead of fragmented information.

 

See a visual status of the client’s transformation across multiple dimensions, dig deep into reflection and advise, and then set SMART goals to create a seamless accountability system. 

 

Automatic email notifications keep you and the client updated in real time with the progress being made.

integrated-coaching experience coaching tools

“There are parallels between how principles of science can be applied in life. I published a book titled ‘Life Imitates Science’ detailing these principles (available on Amazon). I work with clients and help them gain a clearer understanding as to what may be mitigating them from moving forward. Evalinator allowed me to easily offer both life and business assessments to clients. These assessments channel my experience and expertise into an excellent client relationship starter, and also as an ongoing coaching tool based on benchmarking and goal setting”

epiphanyexpereince

The Epiphany Experience

Achieve Your Goals

Blog

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Business Storytelling Assessment

Business Storytelling Assessment

Business Storytelling Assessment

Business Storytelling Assessment

3 Easy Steps

We are here to help

Create

Use our templates. Create online assessments and quizzes tailored to your audience and expertise.

Transform

Generate leads. Help clients with their transformation  – assess current state, visualize desired state, and use a SMART goals-driven accountability system.

Quantify

At every milestone, use intuitive before-after pictures that emerge naturally as clients re-assess themselves. Create a predictable, mutually beneficial relationship. 

Coaches, Is Evalinator Right For You?

Here’s an assessment that will tell you if Evalinator is right for you!

Not sure if you should use Evalinator? 

 

Use this self-assessment to see if your priorities and needs are a match with what Evalinator can do for you. It works for lead generation as well as for growing existing relationships.

“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 assessments. These were very quick to launch and allows us to personalize our client interactions no matter the stage of relationship.“

One Life Coaching

Change Begins With Choice

Key Benefits to Your Coaching Practice

Discover your clients pain points and help them achieve their goals with expert assessments and engaging quizzes

1. BUILD CLIENT ONBOARDING FUNNEL

Think of every prospective client leaving your website without taking action, or a new client you have signed on. Use expert quizzes & assessments to engage them and personalize. No more unwieldy surveys and forms. Show results instantly.  

2. DELIVER THE TRANSFORMATION

Use custom assessments to onboard and create a baseline. Then, help clients visualize the transformation and use SMART goals to make progress. Think of this as your accountability system with clients.

4. BUILD YOUR EXPERT BRAND

Say goodbye to writer’s block. Your expertise is unique. Use your assessments as a strategic content calendar, and share insights from it. It positions you as a trusted expert. It’s just science! 

3. DEMONSTRATE RESULTS CLEARLY

Move away from subjective measurements of progress. Now you can use before-after pictures to clearly demonstrate the impact. Continue to progress using goal setting. You will always have the north star available.

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 platform 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 continue to track and manage your clients in your CRM or course platform.

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.

Give Your Coaching Practice a Boost

Jointly establish, track and measure transformation goals & progress with clients. You’ll love the integrated approach from lead generation to intake assessments to ongoing transformation tracking & measurement.