Quizzes and assessments have become essential for coaches and consultants (and experts of all kinds).
They’re value delivery mechanisms that:
So, they help you grow your expert business without resorting to hard-selling or gimmicks.
But not all quiz and assessment tools are created equal — and knowing what features matter can be the difference between a successful strategy that grows your business versus a gimmick that falls flat.
The right tool supports your entire client lifecycle.
In this post, we’ll walk through the key use cases and features you should look for, based on the real-world ways coaches and consultants use assessments to drive value.
Use case: You want to attract qualified leads and give them something meaningful in exchange for their time.
The best quizzes for this purpose:
Give respondents a personalized report based on their answers
Help them see where they stand and where they could go
Include a CTA to take the next step — a call, a download, or an invite
What to look for in a platform:
Ability to customize scoring logic and advice
Capture both score and priority/importance
Easy tagging for segmented follow-ups
White-labeled, branded delivery
Use case: You want to create a structured and insightful first interaction with new clients.
Instead of manually gathering information or using long intake forms, a well-designed assessment can:
Create a visual overview of where the client is starting from
Set goals collaboratively and track them over time
Inform your program or engagement structure right away
What to look for in a platform:
Goal setting and progress tracking
Ability to group questions into categories or dimensions
Prebuilt frameworks like Wheel of Life or Maturity Models
Reassessment capabilities to show before/after progress
Use case: You want to re-engage clients, show progress, and identify new areas of need.
Assessments aren’t just for the beginning of a relationship. In fact, some of the most successful consultants use assessments:
During quarterly reviews to demonstrate progress
As check-in tools between sessions
To identify areas with high priority but low performance — perfect for upselling new offerings
What to look for in a platform:
Longitudinal tracking (compare scores over time)
Ability to embed calculators or benchmarks
Quick reassessment without re-entering all data
Clear, visual reports for both coach and client
Use case: You want to establish your expertise in a specific niche by publishing original insights and perspectives that spark engagement and drive authority.
Quizzes and assessments aren’t just tools for gathering information from clients — they can also generate data-driven insights that power your content strategy. By analyzing aggregate responses, you can uncover trends, challenges, or gaps across your audience and publish the findings as:
Maturity curves or readiness scores
Quarterly research reports
Blog posts, infographics, or social content
Strategic recommendations
This kind of content positions you as an expert who not only understands the individual client but also sees the big picture and can guide others through it.
What to look for in a platform:
Ability to analyze aggregate responses across all participants
Category-based insights
Charts for visualization
Coaches and consultants often want to create research-backed lead magnets, LinkedIn thought pieces, or strategic industry insights that reflect their frameworks and elevate their authority — without requiring a separate analytics team.
Once you know what features actually support your work, you can now analyze the platform you need.
Typeform / Jotform – Great for forms, but not built for ongoing client relationships. They don’t offer native goal tracking, before/after analysis, or contextual reports.
ScoreApp – Focused on lead generation, with nice reports and nice landing pages. Limited on engagement features and not well suited for long-term coaching or consulting workflows.
Pointerpro – Offers more depth but lot of attention on formatting PDFs and excels. Limited on engagement features. Becomes expensive quickly and isn’t as focused on small expert businesses or coaches.
This is exactly where Evalinator stands out.
It was created for coaches, consultants, and expert advisors who want to use assessments not just to collect data, but to guide a journey.
Evalinator includes:
Score + Importance for each question for more insightful reporting
Progress tracking over time (perfect for client reviews)
Built-in Wheel of Life and Maturity Model templates
Goal setting and progress tracking
Embedded calculators to quantify benefits or outcomes
Easy white-labeling and embedding on your own site
Affordable pricing for experts with low traffic — so you can start small and scale as needed
Whether you’re building a single lead magnet quiz or a full client engagement model, Evalinator gives you the tools you need to deliver value from first click to ongoing coaching.
If you’re just getting started with assessments, analyze your needs and budget and then make a decision.
We would love for you to give Evalinator a try.
Helps you provide real insights
Supports ongoing relationships
Lets you showcase your framework and thinking
Is priced for experts who are growing — not just agencies or marketers with huge lists
Evalinator was created specifically to help experts like you do just that.
Want to explore what your own custom assessment or lead generation quiz could look like? Check out our templates and create your own in as little as 30 minutes.
Access our 2 week no-risk trial. We also help you create your quiz or assessment.
Feeling frustrated with lead generation?
Take this free, 5-minute quiz and get more prospects into your leads funnel.
Instant Results. Actionable recommendations. Email required.
Find Your Score >>
