Build Authority & Engage Clients With Expert Assessments
Go beyond static PDFs – share insights, align goals, and become a trusted partner in your clients’ transformation
(New! Try our AI Assessment Builder)
Shaped by Experts. Designed for Impact.
Coaches & Trainers
Use popular tools like the Wheel of Life, personality assessments, and calculators to set a baseline, then guide clients through goal setting and progress tracking on their transformation journey.
Consultants
Turn your frameworks into consultative tools and calculators to help clients uncover gaps, co-create roadmaps, and accelerate sales conversations - become a trusted advisor.
Service Professionals
Stand out with specific, client-friendly needs analysis tools to build trust and position relevant personalized offers- build credibility and earn word-of-mouth referrals.
Enhance your authority brand. Customize pre-made templates for a quick start, or use AI to rapidly create one matching your expertise and offers.
Build Ongoing Trust in 3 Steps
1. Establish a Baseline
Help clients diagnose their problems and identify gaps.
2. Show How to Bridge the Gap
Deliver personalized advice with a clear action plan with goals.
3. Visualize Value Delivered
Quantify for clients the value of your work and how they have improved. Position renewals and targeted offers.
Everything You Need to Turn Insight Into Action
Setting the Baseline
Custom quizzes, assessments & calculators. Use templates or start from scratch. Match your branding. Use multiple languages. Use different question types and charts to display results & insights.
SMART Goal Setting
Whether with prospects or existing clients, set relevant goals and action items right from the baseline. Track progress to promote accountability. Establish trust.
Before-After Analysis
Easily show your clients how they have changed or improved over time from the baseline. Be 100% client centric.
Detailed Segmentation
Build authority and share insights by using segmentation – age, industry, function, role, markets, and so on. Analyze response patterns by question, profile field, or dimension.
Flexible Flow
Re-sequence individual questions in any order to build a natural flow. Restrict access by invitation or put on your website for lead generation. Customize page section. Create the experience you need.
Link Assessments
Address multiple dimensions in the same assessment (e.g. Wheel of Life, Digital Maturity, or Financial Planning). If you need more depth, then create dedicated assessments by topic and simply link them together.
Lead Capture & Automation
Easily integrate with your CRM or marketing automation provider with just a few clicks. Send personalized email sequences based on assessment data.
Group Engagement
Organize respondents into groups or accounts. Drive alignment between stakeholders or set up group coaching. See results by group and drill down into individual respondents.
Jumpstart with Templates or Build Your Own
Try these assessments below to see how they work
Coaches & Trainers
Try Yourself - Instant Results!
Create a customized quiz or assessment that reflects your unique differentiation
Why Experts Choose Evalinator?
⚠️ Challenges
- Authority Building
- Long Sales Cycles
- Client Retention
Your expertise is locked
... in static documents and webpages—clients can’t experience it firsthand.
It's hard to quantify value to clients
...you need to establish a clear baseline of the current state first.
Authority building is a chore
... it’s hard to consistently publish insights and showcase your expertise.
Client meetings don't generate next steps
... they need what you are offering but they can't quite see the gaps.
Grow Engagement. Deepen Insight. Deliver Results.
Help your clients move forward — and your business grow — with assessment-based insights at every stage.
Attract with Expertise
Turn your expertise into high-value assessments that showcase your insight and elevate your brand.
Engage Prospects
Guide conversations with dynamic benchmarks and clear gap analyses that help prospects take the next step.
Retain & Grow Clients
Track progress over time with goal setting and before-after snapshots to demonstrate value delivered and retain clients longer.
Flexibility to Choose From a Variety of Tools
Copy and edit our ready made quiz templates or create your own from scratch
Scored Quiz & Maturity Models
Series of questions that lets your customers get a score at the end. Perfect for diagnosing a problem or overall performance. You can also assign them a level – e.g. nascent, emerging, mature – based on the score with personalized and detailed feedback.
Personality or Type Quiz
A great format that does categorization, e.g. “What’s your sales style?”. As simple or as complex as you need it to be. Buzzfeed and Cosmo quizzes are examples, and so are DISC and Big 5 Personality tests. All included free with your subscription.
Wheel of Life
A very versatile quiz type for coaches and advisors. Get a snapshot across multiple facets of any topic. Tailor our templates to create a Wheel for any purpose – life, health, business, career, leadership, and so on. A wonderful graphical display with personalized feedback.
Interactive Calculators
Create and embed calculators that take in numerical inputs and calculate the outcome. Let clients see quickly how they can benefit from your services. E.g. ROI, operational savings, new revenue, and so on
“We coach C-suite clients. Evalinator enables our thought leadership to be experienced first hand. It immediately helps our clients assess where they stand. We then use our expertise to take them on a collaborative journey towards the desired outcomes.”
Spiria Inc
Connect. Communicate. Collaborate.
Your Expertise, Your Way
Personalized Results Pages
Provide immediate value using charts and customizable sections.
Add or remove sections to fully customize how the results are displayed.
Position targeted offers based on the respondent’s results.
Ready to Use Templates
Templates are available for whichever type of assessment or quiz that you are creating.
And you can use AI to get started with a new assessment from scratch within minutes.
Built-In Goal Setting
SMART Goals and actions flow right from the personalized assessment results – all online.
You don’t have to use separate tools such as spreadsheets or other online task tracking tools.
Easily show progress over time.
Comprehensive Dashboard
An intuitive dashboard that shows you summary results and status of your respondents at any time.
Access analytics by question, dimension, and profile.
“As a digital services firm, it is important for us to build client confidence. Evalinator instantly does that. We highlight best practices in multiple aspects of digital marketing in our assessment, and we are able to stay in touch individually using personalized insights.”
Start Designs
Digital & Creative Agency
Seamlessly Connect to Your Workflow
Maintain your single source of truth. Evalinator makes it easy to send the information you gather to your CRM and marketing automation systems.
That way you can segment and create personalized nurturing email sequences, or keep track of sales stages and revenue in your CRM.
With Zapier & Evalinator, you can connect to hundreds of systems within minutes.
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 email!
“As a small business, it is important for us to personalize our client interactions no matter the stage of relationship.
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 quizzes.”
One Life
Change Begins With Choice
Real Results from Real Coaches, Trainers, & Consultants
Our customers use Evalinator to drive expertise led client engagement.
Start Designs
Digital & Creative Agency
“As an agency, it is important to build client confidence. Evalinator instantly does that. We highlight best practices in multiple aspects of digital marketing in our assessment, and we are able to stay in touch individually using personalized insights.”
Spiria Inc
Enabling Talent Transformation
“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.”
One Life
Change Begins With Choice
“It is important for us to personalize our client interactions no matter the stage of relationship. We bridge the gap between where you are now and where you need to be. Evalinator is a great way for us to offer benchmarking through a series of tailored assessments.”
Check Your Lead Generation Score
We created a custom assessment just for you.
Feeling frustrated with lead generation?
Take this free, 5 minute quiz to see what you could be doing to get more prospects into your leads funnel.
Results are instant and actionable recommendations will be presented. Email address required.
“I work with 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
Frequently Asked Questions
Evalinator is a client engagement system that uses diagnostic assessments, and a goals driven accountability system that leads to client transformation. It helps you measure the progress towards the transformation vision so you can easily demonstrate the value you bring.
You start this process by creating one or more interactive assessments that are tailored to your expertise.
Quizzes and assessments are only 1 part of Evalinator.
Evalinator goes beyond the pretty results and PDFs. It enables you to engage clients in a personalized way. That way way you can convert or grow the relationships.
Evalinator works with your CRM by enriching it.
1) Your clients assessment data can be sent to your CRM
2) You help clients set the right goals and make progress together as their partner
3) Using Evalinator, you demonstrate the value delivered so you can continue to grow your accounts from a position of strength.
You track and manage your deals and pursuits in your CRM as before.
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.
From Lead Generation to Client Growth
Suitable for all stages of your customer lifecycle
Generate More Leads
Start generating leads in as little as 30 minutes. No tech skills needed.
Close More Deals
Personalize your follow-ups to engage prospects, build trust, and create brand awareness.
Grow Existing Clients
Cross-sell and up-sell clients by helping them identify and analyze their challenges.
Start Building Authority Today
With simple pricing and full support, Evalinator helps you turn expertise into engagement – fast.