Make Your Revenue Planning Actionable

Systematically drive key account & new business growth by using data driven and actionable account planning. Measure and improve client relationships, account health, service or product footprint, ABM effectiveness & CSAT.

Why Choose Evailinator?

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ACTIONABLE ACCOUNT PLANNING

You invest significant time engaging in strategic growth discussions and account planning. Now you can enable your teams to execute systematically and drive results.

DATA DRIVEN STRATEGY

Address both leading and lagging indicators. Standardize expectations and reduce information clutter. Drive focus to the most important drivers such as relationship strength, footprint, storytelling, ABM effectiveness.

THE POWER OF ONE

Execution suffers when actions from the approved growth plan are either too broad or too detailed. Now enable your sales, marketing, presales, practices, and other experts to work together transparently with clear accountability.

MAINTAIN CONTINUITY

Growth planning should not need to be started from scratch every cycle. But despite well meaning spreadsheets and onerous CRM customizations, that’s what happens. Now use a clear assess-plan-execute-measure framework to eliminate the waste and maintain context from one cycle to another..

See What Evalinator Can Do For You

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Sales

You are responsible for growing existing accounts, or converting new ones. In both cases you need to engage your clients on a shared vision and collaborative roadmap so you can become a trusted partner

People

Coaches

Life & business coaches not only have onboard clients, but they have to focus on the outcomes as well. Now you can create accountability and data backed, long term coaching relationships.

Policy

Marketing

If you are looking to improve lead generation quality and a highly relevant content calendar, then Evalinator will help you do exactly that. Be in the critical path with sales and subject matter experts. Deliver growth and targeted ABM. 

Contacts

Revenue Managers

If you manage a sales team and a portfolio of accounts, then you will love how your account planning can be data driven, actionable, and collaborative to systematically drive growth. Measure and improve client stakeholder relationships, account health, footprint quality, ABM, & CSAT all in one actionable dashboard.

“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

Featured Article

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Expert positioning

Business Storytelling Assessment

Content marketing made simple

Business Storytelling Assessment

Business Storytelling Assessment

Business Storytelling Assessment

Business Storytelling Assessment

“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

Growth Levers That Matter

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Stakeholder Relationships

Purchase decisions at clients are a collaborative process. Cross-selling and growth into newer areas also needs engaging stakeholders and building trust.

 

Drive standardization and objectivity into relationship measurement so that the next steps can be measurably defined.

Automated email sequences

Account Health

Overall revenue growth is a good indicator but doesn’t always paint the full picture. The type and area of growth matters as well.

 

Now you can gather standardized and objective data across all the accounts to create a comprehensive healthcheck.

Storytelling Capability

takeholder engagement and their perception of you often hinges on how we tell our story.

 

Now you can objectively measure the storytelling index and take tangible steps to strengthen this critical area of your business.

Customer Satisfaction (CSAT)

This is the final word. What do customers of your company and the team that is working with them.

 

Do they consider you as a reliable and strategic partner? Will they recommend you?

 

Add this crucial data point to your account planning process.

Account Based Marketing Effectiveness

Marketing often focuses on new business wherewas 90% of growth comes from existing clients. Now you can launch an organized but tailored ABM plan but taking stock of the situation first, and enabing collaborative sales-marketing conversations.

 

Create support to make new connections, introduce new offerings, and support important pursuits to name a few benefits. You can then stay top-of-mind of your customers and prospects with ABM.

Execute on your plan

The assess-plan-execute-measure framework intuitively allows your client facing teams to embark on a measurable and actionable journey.

 

With approved account plans in hand, the team works on relevant goals that are either short term action oriented or aspirational. Your key account executives and leaders can easily demonstrate tangible cross-functional progress.

 

Account planning and followups will not fall through the cracks again.

Blog

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Business Storytelling Assessment

Business Storytelling Assessment

Business Storytelling Assessment

Business Storytelling Assessment

“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”

The Epiphany Experience

Achieve Your Goals

How it works

Do only 3 easy steps and achieve your Goal

Create

Organize your passive website copy, checklists, frameworks & presentations into a series of linked interactive models. Use our templates. We will help.

Connect

Invite prospects to this new landing pad. Engage clients to collaborate on a shared vision. Cement current relationships and access new ones.

Grow

Be the partner that clients will trust to reach their goals with. Allow your offers to surface naturally and create a predictable, mutually beneficial pipeline.

Is Evalinator Right For You?

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New business development

If you focus on acquiring new clients as an expertise based seller, then use this self-assessment to see if Evalinator will help you. Evalinator helps you personalize your sales follow-ups and accelerate the sales cycle. On the results page you will also see how you compare to others.

Account Management

If you focus on acquiring new clients as an expertise based seller, then use this self-assessment to see if Evalinator will help you. Evalinator helps you personalize your sales follow-ups and accelerate the sales cycle. On the results page you will also see how you compare to others.

“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

Frequently Asked Questions

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If you use our predefined template, you can customize and publish your assessment in as little as 30 minutes. The timing will depend on how much you want to customize and add to your assessment. This may include gathering the right pictures, thinking of the right questions to include etc. You can edit your assessments as many times as you need to so your first iteration is not set in stone.

If you use our predefined template, you can customize and publish your assessment in as little as 30 minutes. The timing will depend on how much you want to customize and add to your assessment. This may include gathering the right pictures, thinking of the right questions to include etc. You can edit your assessments as many times as you need to so your first iteration is not set in stone.

If you use our predefined template, you can customize and publish your assessment in as little as 30 minutes. The timing will depend on how much you want to customize and add to your assessment. This may include gathering the right pictures, thinking of the right questions to include etc. You can edit your assessments as many times as you need to so your first iteration is not set in stone.

If you use our predefined template, you can customize and publish your assessment in as little as 30 minutes. The timing will depend on how much you want to customize and add to your assessment. This may include gathering the right pictures, thinking of the right questions to include etc. You can edit your assessments as many times as you need to so your first iteration is not set in stone.

If you use our predefined template, you can customize and publish your assessment in as little as 30 minutes. The timing will depend on how much you want to customize and add to your assessment. This may include gathering the right pictures, thinking of the right questions to include etc. You can edit your assessments as many times as you need to so your first iteration is not set in stone.

If you use our predefined template, you can customize and publish your assessment in as little as 30 minutes. The timing will depend on how much you want to customize and add to your assessment. This may include gathering the right pictures, thinking of the right questions to include etc. You can edit your assessments as many times as you need to so your first iteration is not set in stone.

If you use our predefined template, you can customize and publish your assessment in as little as 30 minutes. The timing will depend on how much you want to customize and add to your assessment. This may include gathering the right pictures, thinking of the right questions to include etc. You can edit your assessments as many times as you need to so your first iteration is not set in stone.

If you use our predefined template, you can customize and publish your assessment in as little as 30 minutes. The timing will depend on how much you want to customize and add to your assessment. This may include gathering the right pictures, thinking of the right questions to include etc. You can edit your assessments as many times as you need to so your first iteration is not set in stone.

If you use our predefined template, you can customize and publish your assessment in as little as 30 minutes. The timing will depend on how much you want to customize and add to your assessment. This may include gathering the right pictures, thinking of the right questions to include etc. You can edit your assessments as many times as you need to so your first iteration is not set in stone.

If you use our predefined template, you can customize and publish your assessment in as little as 30 minutes. The timing will depend on how much you want to customize and add to your assessment. This may include gathering the right pictures, thinking of the right questions to include etc. You can edit your assessments as many times as you need to so your first iteration is not set in stone.

Give Your Sales & Marketing a Boost

Sell and engage like an expert should. Generate more leads and upgrade each client touchpoint into a conversation.