Blog

Customizable Quiz Landing and Results Pages

Every quiz has a landing page, a series of questions, and then a results page. Evalinator allows you to have customizable quiz landing and results pages. This allows you to create a great

Locked Pages - Restrict Access to Your Assessments

Sometimes, you want to create locked pages - e.g. restrict an assessment to only a subset of your users. For example, restrict access only to those who have signed up to your course. N

The 5 Stages of a Successful Coaching or Consulting Business

In this article, we will explore the lifecycle of an expertise based business such as a coaching or consulting business. We will highlight the 5 key stages from lead generation to client

Client Retention Strategies for Experts

For any business, especially for expertise led ones such as professional services, coaches, consultants, and business course creators, it is crucial to improve client retention. Revenue

How to Market Your Online Course: 5 Practical Tactics

It is important to market your online course to attract new customers. It's a vital part of authority marketing. But it can be tough, especially at the beginning. Big bang PR/marketing of

5 Ways to Build Authority in Your Field

To build authority in your field means standing out and gaining the trust of your audience. Whether you're a business professional, coach, consultant, or a service provider, establishing

Choosing a Quiz Platform? Think Self Discovery for Clients

As an expert, you rely on your expertise for winning and keeping clients. Your quiz or self-assessment then has 3 goals: Generate leads and acquire new clients Showcase your thoug

Which Limiting Beliefs Are Holding You Back? (Template)

We’re excited to introduce the Limiting Beliefs self-assessment or quiz. It's a powerful tool to help you generate more leads or onboard new clients. Combine it with the powerful Wheel

Adding Additional Users To Your Account

Sometimes, you want to add additional users who will help you create and edit assessments, and do other things. In this post we'll show you how you add other people to your account. No

Setup Your Custom Wheel of Life Online

A custom Wheel of Life is an excellent coaching tool, great for lead generation, and for onboarding clients. Try the Wheel of Life yourself here (opens in a new window). Customize the la

Editable Wheel of Life Templates - Customizable Coaching Tools

The wheel is a very versatile coaching tool. We'll show you how fully online and editable Wheel of Life templates let you create a customized coaching wheel for your practice. Coaches can

SMART Goal Setting with Context

Why do we need SMART goal setting? As seasoned consultants and coaches, we understand the pivotal role goal setting plays in every stage of our business, right from lead generation to cli

How to Ask Good Questions

In the worlds of coaching, consulting, and sales, the ability to ask good questions is like having a secret weapon in your arsenal. But what exactly are these questions, and why are they

Better Client Onboarding. Better Retention.

Client onboarding is a very important step towards getting new clients started off on the right foot. But what exactly is "onboarding," and why does it matter so much? Onboarding is

Empowering Clients through Goal Setting: A Coach's Guide

Goal setting allows coaches to guide their clients towards achieving a better balance and meet their transformation goals. In this article, we'll explore: How to use a customized Whe

How To Interpret A Wheel of Life And Take Effective Action

In this article, we'll show you how to interpret a wheel of life, set goals, and take meaningful action. The Wheel of Life is a powerful guiding compass in our quest for fulfillment and b

Effective Lead Nurturing Strategy

Think of lead nurturing as systematic customer or prospect engagement. In this post, we share a practical way to do this for your business. so you can stick to it. Why lead nurturing Th

How to Use a Balance Wheel or Wheel of Life

The Wheel of Life, also known as the Balance Wheel, is a powerful coaching tool used to assess various areas of a client's life or business. The wheel helps identify areas for impro

How to Create Your Buyer's Journey?

A buyer's journey describes how your prospective customers go through the usual buying cycle of research, evaluation, and decision making. So, whether you want to sign clients up fo

How to add videos to your Wheel of Life and other assessments?

Adding videos to your Wheel of Life or other custom assessments makes it a very immersive experience. An assessment is a great addition to your course or community. Whether it's a DISC, S

How to request more information from users about their responses?

Sometimes, you want to request more information from users about why they selected a particular response. For example, if you use a custom Wheel of Life as part of your client onboarding,

How to Enable Goal Setting on Your Interactive Assessment

Goal setting is an integrated feature of your Evalinator assessments and quizzes. This allows you to: Follow up with prospective customers in a personalized way Engage with existi

How to customize form labels, button texts, and error messages

Sometimes, you want to customize the small little things in your assessment. A good example is when you are making an assessment for a non-English audience. In that case, almost every text e

Connect Kajabi to Your Assessments and Quizzes

You can connect Kajabi to your assessments and quizzes such as the Wheel of Life. That way, when clients take your assessments, the information is automatically available in Kajabi. As

How to show multiple questions on the same page?

If you have a Wheel of Life, a personality assessment, or a scored assessment that has more than 10-15 questions, you may want an option to show multiple questions on the same page. That

The Character Strengths Finder Assessment Template

The character Strengths Finder assessment is a very useful coaching tool for personal and professional development. It first originated in 2000 from a research led by Christopher Peterson

5 Coaching Exercises to Engage Your Clients

Here are 5 powerful coaching exercises to help you connect with your clients and guide them towards their goals. As a coach, fostering meaningful conversations and insights with your clie

The Communications Style Assessment Template

This Communications Style assessment is a simple and effective way to help clients understand their communication style. Use it to understand yours too. It's an excellent tool for discove

Is Your Sales Style Consultative? (Template)

Our sales style assessment/quiz (opens in new window) tells you how strongly consultative you are. It's free for everyone to take. Whether you are a sales person, a consultant, or coa

Mailchimp Integration - Better Lead Generation & Nurturing

Mailchimp is the leading digital and email marketing automation platform that offers email automation, websites, and commerce. How to get new customers into your email database in Mailc

Online Lead Generation - Do You Have a Hook?

Let's see if this scenario below is holding you back from online lead generation. Imagine this situation on your website Someone is looking for help in your area of expertise. They find

Sell Better by Helping Clients Make Better Decisions - 3 Stories - Sales Enablement Tools

A recent report by Gartner shows how we can drive 157% better outcomes if our sales enablement tools can help with "sense making" (1). In simpler words for the rest of us - we should help

5 Practical Lead Magnets to Improve Lead Generation

Lead magnets are used to generate more leads by converting more visitors on your website. In this blog, we also cover a special combination of 2 lead magnets that will allow you to engage pr

How to Do Content Marketing for Experts?

If you are an expert (coach, consultant, author, skilled professional, etc.) then content marketing is a great way to build and market your expertise. Doing so helps you: Elevate your

What is Consultative Selling and How to Bridge the Gap?

Consultative selling has often been associated with building trust and being customer-centric by putting customer value first. It is often contrasted with transactional selling where we pi

Create a Needs Assessment for Better Client Meetings

Understanding your client's needs well generates actionable next steps from your sales interactions. A needs assessment or needs analysis goes beyond sales qualification (budget, authorit

Solving the #1 Challenge with Your Sales Follow-up Emails

Most sales transactions require 5 or more follow-ups to get closer to a good next step. Only 2% of deals move forward in the first sales follow up. However, only 8% of us are able to consi

Why You Should Add Interactive Content to Your Marketing Mix?

What is interactive content for B2B marketing? The traditional definition of interactive content is that we create content that gets readers to engage and interact with our content. As a re

Use Interactive Content to Better Align B2B Marketing and Sales

Why Interactive Content for B2B Marketing & Sales? B2B sales and marketing for professional services is complex because most purchases are not impulse buys. Either, they are based on

3 Ways to Improve Sales Effectiveness

A recent Gartner report on sales effectiveness cites that almost 70% of B2B sellers faced feelings of burnout, were overloaded with administrative burdens, and felt that management was disco

Establishing Your Thought Leadership With Maturity Assessments

In this post, we'll outline what interactive maturity assessments / models are, and how to use them to rise above the noise. The goal is to grow your business by position yourself as a cl

A Storytelling Framework for Coaches & Consultants (with 12 Example Stories)

What is a storytelling framework important? Storytelling is a great tool to communicate and get your message across. Stories are engaging and easy to identify with. Stories are also easie

Using an Expert Quiz Funnel to Grow Your Business

An expert quiz funnel is a fantastic tool to use for lead generation and also overall business growth. It is also a very useful tool for consultative sales and needs assessment with clien

Balance Strategy & Execution: Showcase Value, Not Effort

Consultants must balance strategy and execution as they help clients achieve desired outcomes and build confidence. Bring a strategic view Execute effectively and deliver results

Consultative Selling vs Transactional Selling

Contrary to popular opinion, the discussion should not be consultative selling vs transactional selling. Rather it should be about balancing consultative selling AND transactional selling

How Coaches & Experts Can Get Better Website Conversions?

It can be frustrating when people who visit your website just click out without booking a discovery call. Especially if the number of visits is low, your need to make sure that as many of th

5 Actions You Can Take Today to Grow Your Business Faster

Are you ready to grow your business faster and take it to new heights? Are you tired of feeling overwhelmed by all the different strategies and tactics out there? Look no further. In t

Enterprise Architecture (EA) Maturity Model Assessment

Organizations need to manage change better than ever. Business can only move rapidly if the underlying technology architecture is flexible, data is used to efficiently unlock and use insight

How to Set up Simple Marketing Automation and Not Overcomplicate It

Before we dig into why you need simple marketing automation, let's define why you need automation in the first place. Then, we'll describe the complete process from defining your offer to se

How To Get More People To Respond to Your Offer

Are you tired of the "Top 25 or Top 50 tips" kind of posts to generate more traffic. These posts expect you to be a superhero. But they end up creating so much choice that it's difficult to

A Worthy Addition to Your Marketing Toolkit?

The right marketing toolkit is critical to growth. How many times have you been attracted by shiny new tools, and spent days and weeks on them, before you finally realized they weren't rig

How to Generate Higher Quality B2B Marketing Qualified Leads (MQLs)

Are you are looking to improve your B2B Marketing Qualified Leads (MQL) and lead nurturing process? Fact: 97% of the leads from marketing are not useful to sales(1). Most B2B marketing a

How To Create and Optimize Your Marketing Funnels (even if you don't have a high Google rank)

Marketing funnels maps the journey that customers go through from initial awareness to making a purchase. In this blog, we will explore how to implement the various stages of the marketin

What is a Maturity Model?

Maturity models are powerful interactive tools that help you visualize your path to transformation. They also help align multiple people to a common understanding of the current state of

Why is Personalization So Difficult in B2B Sales and Marketing?

We know that personalization is critical to build trust and engage our customers. And there are a lot of tools and plenty of advice that help us personalize our interactions. Yet, every t

Get Your Content Marketing Maturity Score

Ever wonder how well you are executing your content marketing? We've created an online self-assessment on content marketing maturity for you. You can see instantly where you sta

How to Create Automated Email Sequences to Engage Clients and Prospects

Automated email sequences are important because once you have gained a clients interest (through a download, event meeting etc.), the biggest challenges that most marketers and sales peopl

How to build trust during a sales cycle?

Why is it important to build trust during a sale cycle? 79% of buyers prioritize trust in a sales relationship as a key factor (2019 Salesforce State of Sales study). Customers always

Business Storytelling Assessment

Business storytelling is the art of going beyond the facts and engaging your audience with an experience. Stories help build an emotional connection. That makes them much more memorable.

Template: Social Selling Maturity Model Assessment / Quiz

Our social selling maturity model assessment template is a simple and fun tool that helps you work with your clients in a structured manner. Great for personal branding and social media coa

Template: Cloud Maturity Model Assessment

Our cloud maturity model assessment template gives you a great head start towards the complex task of assessing an organization’s cloud maturity. The model template follows a high level

Template: Data and Analytics Maturity Model

Our data and analytics maturity model assessment template gives you a great head start towards the complex task of assessing an organization’s data & analytics maturity. The model t

Software Development Security Assessment (Online Template)

This Software Development Security assessment is aimed at Software Development Processes (SDLC ) and is a great way to have quality security conversations. It can be used as a self-assess

Digital Maturity Assessment Template

Our digital maturity assessment templates gives you a great a head start towards the complex task of assessing an organization's digital maturity. There are 2 templates to choose from:

UX Design Self-Assessment Template

This UX design self-assessment quiz template is ideal to engage clients. It is fully customizable so you can tailor it with unique expertise and point of view. Use it for: Lead ge

How to Use Zero Party Data to Improve Customer Experiences?

In this blog we'll outline what zero-party data is along with the other types of data we typically capture. Then we will outline a few practical strategies to maximize the quality of your cu

Building an Expert Positioning Systematically

Creating a trusted expert positioning is making sure you're known for helping your clients decide what is right for them. This is very different from simply selling your products and servi

What is Authority Marketing and How to Get Started?

Authority marketing is about becoming a recognized and credible source of expertise in your chosen subject matter area. In other ways, it's about building your brand using content marketi

Product Recommendation Tool - SQL vs NoSQL? (Template)

This is a sample template for deciding between SQL vs NoSQL databases. It is part of the broader family of product recommenders or decision making tools under the umbrella of sales enablemen

It Pays to Go Beyond Content Marketing

What does it mean to go beyond content marketing? You are probably already engaged in content marketing. Or you are thinking of starting. It simply means that you would like to publis

More Ways to Capture Email Addresses on Your Assessments / Quizzes

If you use Evalinator assessments and quizzes as lead magnets, i.e. one of your aims is to get new clients into your pipeline, then this feature allows you more ways to capture email address

Monetize Tech Partnerships through Value Assessments

Monetizing tech channel partnerships is becoming an urgent conversation as both tech product and consulting companies seek to enhance their client intimacy and revenue growth. In this blo

The Wheel of Health (Assessment Template)

The Wheel of Health assessment is a very versatile coaching tool. It is a variation of the popular Wheel of Life. A fully online and customizable Wheel of Health (or Wellness) let you cre

7 Essential Software Tools for Your Freelance Business

Selecting the right software tools for your freelance business is important as competition increases. The number of people doing freelance, coaching, or consulting work was estimated at 7

The Human Design Type Assessment / Quiz Template

The Human Design Type Assessment seems to have been first channeled by Robert Allan Krakower, who later changed his name to Ra Uru Hu, in 1987. According to Ra Uru Hu, he received a 8-day

5 Useful Coaching Tools & Techniques

In this blog, we will list five popular and useful coaching tools and techniques that can help you enhance your coaching process. Using these tools, you can really help your clients unloc

Selecting the Right Chart Type for Your Quiz or Assessment

Every assessment or quiz needs a different chart type to convey its results. That's why Evalinator offers multiple chart options. Let's review the types of charts first. The 6 Major C

Template: Is Blockchain Right For You?

Considering the use of blockchain technology in your organization. Our Is Blockchain Right For you assessment gives you a great head start towards making this decision. The base template

What's Your Wheel of Business Telling You?

In this post we'll show you how you can use a Wheel of Business to quickly assess your overall business operations performance. A Wheel of Business is an adaptation of the popular Wheel o

The GROW Model for Coaching

The popular GROW model for coaching was first developed by Sir John Whitmore and his colleagues. The Grow model itself is copyrighted by Performance Consultants International. If you are

A Guide to the DISC Assessment

In this post, we will outline the background of the DISC assessment as a coaching assessment tool so that you can use it effectively to interpret the results of your respondents. Note: Th

How to Implement an Insights-Led Sales Method?

This is the age of insights-led sales. It means that going into a B2B sales meeting with slides to present about our company or product is probably not going to do much to interest prospecti

The Big 5 Personality Assessment

The Big 5 Personality traits assessment is the result of significant scientific research. It assesses your personality along 5 core factors: Conscientiousness Agreeableness Neurot

Wheel of Life - A Complete Guide

A Wheel of Life assessment is a simple yet powerful life coaching tool used by coaches. It provides a very effective diagnostic of how clients are balancing different facets of their life. I

Setting Up Incentives to Promote Your Assessment

In this post we'll show you how to link a promotion or a lead magnet to promote your assessment, and vice versa. That way you can amplify the effect of your client engagement efforts and boo

Day 5 of the 5 Day Challenge - A Story Framework for your Email Sequence

Welcome to Day 5 of the 5 day email challenge to attract and engage your ideal clients! Today, you will use our story framework to create 6 emails. You will use these emails to engage you

Day 4 of the 5 Day Challenge - Your 10 Point Marketing Plan

Welcome to day 4 of the 5 day email challenge to attract and engage your ideal clients! Today, we will create a promotion plan for your funnel. Access your 10 point marketing tactics c

Day 3 of the 5 Day Email Challenge - Finish Your Assessment

Welcome to Day 3 of the 5 day email challenge to attract and engage your ideal clients! Today, you will finish creating your diagnostic assessment, and place it on your website. Watch

Day 2 of the 5 Day Challenge - Creating Your Diagnostic Assessment

Welcome to Day 2 of the 5 day email challenge to attract and engage your ideal clients! Today, you will start creating your diagnostic assessment. Watch the video below for instruction

Day 1 of the 5 Day Challenge - Strategy

Welcome to Day 1 of the 5 day email challenge to attract and engage your ideal clients! Today, you will create the strategy - review your offers, your audience, and outline what your diag

Connect Evalinator to Zapier: Automate Your Sales and Marketing Workflows

Evalinator is on Zapier so you can easily automate your sales and marketing workflows by connecting your quiz or assessment to systems such as Hubspot, Salesforce, MailerLite, and so on!

5 Practical Ways To Get More Coaching Clients

Every coach must have a plan to consistently get more coaching clients. In this blog, we list 5 practical ways to help you do just that. These strategies will yield results if you do t

4 Wheel of Life Template Variations for Coaches

A custom Wheel of Life template hosted online on your website is a great lead generation and client engagement tool. It builds trust with your prospects and leads to more discovery calls. Cl

How to Set up Scoring or Rating Bands for Your Assessment

In Evalinator, every interactive assessment is ultimately a series of questions. Each question has multiple response options with points assigned. At the end of the assessment, the goal for

Personalize Your Sales & Marketing Workflows in Constant Contact With Evalinator

Now you can grow your list and personalize your sales & marketing workflows in Constant Contact. Constant Contact is an excellent email and online marketing automation platform. It's

MailerLite Integration - Better Lead Generation & Nurturing

MailerLite is an excellent digital marketing product that offers email automation, websites, and commerce. The features are very well designed. Even in the free tier you can send a sequence

Question Types & Scoring for Your Interactive Assessment

Evalinator provides you with a lot of flexibility and scoring options for your interactive assessment or quiz. You also have different types of assessments and option settings available to

Options and Settings For Your Assessment

You can customize and tailor your assessment to provide an optimal experience to your respondents. Since Evalinator aims to offer you a lot of control in how you can configure your assess

Improve Your HubSpot ROI with Better Lead Generation & Nurturing

In this post we will outline the steps needed to improve your HubSpot ROI by integrating it with Evalinator. Why Evalinator & HubSpot? You already know that HubSpot is the leading ente

Customizing the Colors for Your Interactive Assessment on Evalinator

Before publishing, you'll likely want to customize the colors you use in your assessment so that they match with the branding of your website or logo. Evalinator allows you to do just that.

Here are 5 of the Top 7 Email Marketing Mistakes You can Eliminate

Recently we came across a nice blog post on Jeff Bullah's website describing the top 7 email marketing mistakes that you should avoid. It was surprising that 5 of those 7 mistakes wer

4 Types of Interactive Assessments / Quizzes to Grow Your Business

Interactive assessments or quizzes can can be used to start a conversation with clients, build trust, and help them achieve their goals. As a result, they are excellent tools for growing you

Use Goal Setting For More Effective Sales Follow Ups

Goal Setting give you a powerful mechanism for sales follow ups. It allows you to engage your customers and prospects 1-1 through personalized interactions. Read on about how an interacti

How to Embed Your Assessment on Your Own Website

If you have a website, you will most likely want to have users visit your website to interact with the assessment, instead of visiting www.evalinator.com after they click on your assessmen

Your 10 Step Guide - Go Live with Your Interactive Assessment!

Congratulations on getting started with your interactive assessment on Evalinator! This guide will help you channel your expertise into an interactive assessment which will serve as

Categories