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 – and stay connected long enough to build trust – requires a stronger hook and a relevant offer.
One proven way to create this hook or magnet is by using personality assessments and quizzes.
See how to use these excellent tools which are:
1. Curiosity inducing
2. Relevant
3. Value driven
Personality assessments are very simple. They give people a structured way to see where they fit within a certain framework. This instantly sparks curiosity and encourages self-reflection, which makes them a perfect tool for client engagement.
Well-known examples include:
In addition to these standardized tools, you can also create assessments that are highly specific to your audience.
For example:
These custom personality assessments and quizzes feel more personal and relevant to the services you offer.
Assessments can serve different purposes, and it’s worth considering where they fit into your client journey.
Some are light and playful, designed to catch attention on social media or in email campaigns. These “fun” assessments – or quizzes – are perfect for starting conversations and generating leads.
For example, for an executive or sales coach, “What Kind of Networker Are You?” might get someone curious enough to click and share their results.
Others are more in-depth and serious. Tools like DISC or the Big Five are often used during client onboarding, in workshops, or as part of long-term coaching programs. They provide deep insights that help your clients with self-reflection, and you can create tailored plans or courses for them.
You can even combine both approaches:
Just make sure that the assessment or quiz is relevant to your services and offers.
Personality assessments and quizzes are so effective because they are interactive and return immediate value back to the respondent. Instead of passively consuming content, people actively participate. This makes respondents naturally more invested in the outcome and more likely to remember the experience.
They also tap into a universal human trait: curiosity. Almost everyone wants to “find out their type” or see how they compare with others.
When the results feel personal and meaningful, the connection to you as the provider deepens. And if the assessment delivers genuine value, you instantly stand out from other experts offering generic information.
Over time, these assessments also lead to data-driven content for authority building. It opens the door to follow-up conversations, strategy calls, or tailored offers that align with each person’s profile.
The right assessment or quiz for your business should always connect back to your core expertise and the larger transformation you help clients achieve.
This is especially true for short quizzes meant to attract prospects. If the topic doesn’t match your authority or the problems you solve, you may get clicks — but not the right kind of leads.
For example, a career coach could run a fun quiz like “Which Career Personality Are You?” because it naturally ties into their services. A leadership consultant might use “What’s Your Leadership Style?” to start the conversation in a way that leads seamlessly into their programs.
More serious assessments are used to enhance your regular offerings. They add an extra layer of personalization, allowing you to deliver deeper insights and tailored recommendations. This can be a strong differentiator from competitors who rely on a one-size-fits-all approach.
For instance, a sales coach might integrate a DISC profile assessment into onboarding so they can adapt strategies to a client’s natural communication style.
In short, the best assessment or quiz is one that feels relevant, provides genuine value, and fits neatly into your sales or service process. When chosen thoughtfully, it not only engages people but also positions you as the go-to expert in your space.
Creating a great assessment is only half the job — the other half is making sure people can actually find it. The easier it is to access, the more likely your audience will engage with it.
Placement should feel natural and effortless, not hidden or buried behind multiple clicks. Think of it as your hook – it converts interest into a tangible contact.
Start with your LinkedIn presence. Add the quiz as a featured post on your personal profile so it’s one of the first things visitors see. If you manage a LinkedIn business page, feature it there as well. This ensures that both personal and company networks have quick access to it.
Your website is another key spot. Place a clear link or button in your top menu so visitors can’t miss it. Include it on your home page, ideally above the fold, so people encounter it without scrolling. At the end of your blog posts, add a call-to-action inviting readers to take the quiz — this is especially effective because they’ve already engaged with your ideas.
You can also include the link in your email signature, your social media bios, and even as part of your online event follow-up messages. The goal is to weave it into your regular touchpoints so people can discover it wherever they interact with you.
When your quiz or assessment is visible across multiple channels, you give it the best chance of attracting curious visitors and turning them into leads.
You don’t need to spend months building a complex system to use assessments in your business.
Evalinator makes it easy to create both fun and serious personality assessments. For short assessments aimed at lead generation, its AI builder can even give you a strong starting point so you can launch within minutes.
Whether your goal is to warm up cold audiences, enrich client onboarding, or run more engaging workshops, well-crafted personality assessments and quizzes move someone from being simply curious to becoming your client.
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