Setting Up a Custom Wheel of Life

If you are a coach or a consultant, then a Wheel of Life is an excellent tool to have your clients see where they stand on multiple dimensions of their life or business. That awareness becomes the first step towards making changes and / or improving.

You can use it as a coaching or consulting tool, but also as a sales lead generation or sales follow up mechanism. A typical Wheel of Life is made up of “rating scale” type questions. For example, respondents choose their score on each question from 1 to 10.

wheel of life - interactive content

Then at the end, the respondent can see their scores plotted on a polar chart. This makes for a very powerful and visual way of looking at the entire subject area.

Wheel of Life
Customizing this Wheel of Life Setup

In many cases, you may want to customize this basic wheel of life set up to personalize your approach for optimal customer experience. For example:

  1. Showing multiple choice questions instead of a horizontal slider.
  2. Rolling up scores by dimensions, instead of per question – for example, two or more questions may roll up into career.
  3. Showing comparison benchmarks to users. This is typically used for business assessments and interactive content. For example, here’s how other CEOs rated in your industry.

Customizing is fairly simple. In this post we will walk you through this process.

Step 1: Update Your Rating Bands

In case you want to use multiple choice questions, then you will need to update your rating bands. That’s because a typical rating setup allows for scores ranging from 1 to 10. But for a multiple choice question, you’ll probably have 3, 4 or 5 choices to select from. That means you need to hide some rating bands from showing up. Go into your rating bands section, and click on the “Scoring Details” button. wheel of life rating bands-1 Then, modify the mapped points for the rating bands as needed. For example, if you decide to have 4 response for each question, but want to still show the scores on a 10 tick polar chart, then select the scores of 4 of the bands as 1, 3, 7, 10, and select zero (0) for the other bands.

That’s because, the number of bands you have is the number of circles on your polar chart. That’s why the top score on your bands should not be more than the number of bands (in our case that’s 10).

wheel of life rating bands-scoring details  

That’s pretty much it. No need to change anything else at all for the rating bands.

Step 2: Rolling Up Scores by Dimensions

A typical wheel of life, shows each question and its score on the polar chart.

However, there are cases where you may want to have multiple questions that roll up into a single dimension. For example, you may have 3 questions under career, and 2 questions under family.  For business coaches or consultants, these could be 3 questions on marketing, and 3 on technology among other dimensions.

Doing this is easy. First, in the options section, select the option to show dimensions when the users see their results. Showing by dimensions means that questions will not be mapped to dimensions instead of their scores being shown on their own.

wheel of life option settings - dimensions

Now, in the dimensions section, set up your dimensions.  These dimensions will show up on the polar chart, instead of each question.

wheel of life dimensions

Finally, when you set up your questions, select the dimension for each question, and of course, select the type of the question as a multiple choice question.

wheel of life question - dimensions

You can leave the question type as horizontal slider as well if you just want the default scoring from 1 to 10. (don’ change the scoring details of the rating bands in that case.) If there are multiple questions for a dimension, then an average of the scores will be taken.

Step 3: Setting Up Your Answer Choices

The final step is to now map your answer choices to each band. That’s very simple too.

When you create a new answer choice, just map them to the right rating band. These results will automatically roll up to the right dimensions.

wheel of life response options

Conclusion

These 3 simple steps should help you customize your Wheel of Life for both business, personal, and life coaches.

Wheel of Life assessments are a powerful way to help your customers. They are also useful in sales lead generation and sales follow up scenarios. Every successful engagement starts with self awareness and bench-marking.

Next steps

If a Wheel of Life seems to be for you, then there is nothing better than testing it out! Get started for free and craft your first assessment. We are here to help you be successful.

Get Stated With An Interactive Assessment

 

3 Simple Steps To Generate More Traffic to Your Website

Tired of top 25 or top 50 tips to generate more traffic that expect you to be a superhero?

Generate more traffic

Let’s face it. You need results NOW. You don’t want a management consulting slide deck that outlines a strategy that is simply not feasible – not everyone can guest post, or create multiple landing pages, do keyword research or build a community, create a content calendar, post on social everyday, or even spend more time on extensive SEO which won’t yield results in the short term.

So we wrote this post intending to help our customers (of Evalinator) who have low website traffic and are worried that no one sees their work of art – their assessment! So what would be the point?

Here are the 3 simple things you can do to generate more traffic and make sure its relevant. These steps don’t require a lot of prep. To be fair, you should also be doing other things which will make your website attractive in the long term (like all the things in the top 25 lists).

Your Goals
  1. Generate more traffic to your website
  2. Get people to do something meaningful that matters to your business (relevant traffic)

Remember, your goal is sales, NOT marketing!

Tip 1: Advertise

Advertise - generate more trafficRegardless of what anyone tells you, everyone is advertising to generate more traffic and build awareness. Once you have it you can slow down but it’s a great way to start.

You need to advertise sensibly and watch your expenses. Most Evalinator customers are either coaches or consultants. So Twitter, LinkedIn and Facebook work best for them. Google and others are good too. Whatever you decide is good for you, start small because you are looking for “relevant” traffic that will take meaningful action.

Create a simple picture advt and include your value proposition in an easy to understand manner. Select your audience carefully (all platforms allow you to target your advts), and test with a low budget of say $10 or $20 per day on ONE platform. Don’t start all platforms at the same time. You just want a few people right now as you test this out and make sure people who click will convert or take meaningful action like taking your assessment that you have built using Evalinator, or download your eBook etc.

Remember, your goal is sales, NOT marketing!

So no gimmicks. Stick to a good, easy to understand value prop. Don’t be too broad in your offer – e.g. “improve sales” may attract a lot of people but most will bounce off and won’t do anything because they may not relate to what you do. Instead we did something like “Have you added interactive assessments to your content marketing toolkit yet?” and found it was a better way for us. Or even better, include some results from your Evalinator “60% feel unrecognized at work. See what you can do about it?” was what one of our customers did, and she linked the Advt to her landing page. We are going to try that next.

Create a nice professional profile on the platform you are advertising on. A smiling picture with a professional background and a simple description of what you do (stay away from politics and activism unless that’s what you do). It’s amazing how so many people try to bring “personality” into their profile and end up making it look unappealing (risky) to someone new who is going to spend money for your services or products.

2. Analyze 

Generate more traffic - analyzeHopefully you will generate more traffic and get a few people to click through to your website by advertising. Now install Google Analytics (its free and takes 2-3 hours to setup and learn the basics), and see what’s going on. Are visitors just bouncing off (clicking on your advt but not doing anything else), are they clicking to the next step or looking at your profile, are they taking and completing your assessment, what else are they clicking and reading?

You may be getting 4-10 people every day with a $10-$20 budget but that’s good enough to see what’s going on over a period of 8-10 days. We ourselves saw these things a) people coming and doing nothing else 2) coming to the pricing page and then not following through 3) reading some of our blogs but then not doing anything else

Be realistic when you generate more traffic: With good targeting, 1-3% people typically convert. So expect 1 or 2 new customers (or conversions) in 4-6 days with this low budget. If you are not getting that, then analyze, analyze, analyze, and be truthful to yourself. When we say customers, we mean conversions to your offer – people who take your assessment for example, or download an eBook. They may not be paying you yet. That’s a whole different ball game.

3. Prepare

Generate more traffic - prepareThis could have been the first step but it’s actually continuous. So best to get started first and not lose yourself in over-analysis.

And now that you have seen a little traffic, and seen what the people do when they click on your advt, you may be both excited and disappointed at what you have seen.

At this time, it’s really up to you. You know your business best. Gimmicks won’t help.

First, take a hard look and pretend to be in your customer’s shoes.

  • Would you convert if you landed on your website?
  • What would you lose by not converting?
  • Is your offer clear enough?
  • Does it promise short term gains or a long term gain?
  • Does it look like too much to do?
  • Do customers have other, easier alternatives? What’s wrong with them?

The answers will be painful, and will need both thinking and hands-on work.

What we did was we reviewed our journey personally with a few target customers (and even our friends) and got direct feedback on what they felt.

It was crushing! But good learning. You may feel you are doing everything for nothing. But simple things will help.

If you can then:

  1. Add a few testimonials (even 2 or 3 will help)
  2. Simplify your message
  3. Improve the design to make it more professional
  4. Write a couple of nice content pieces so even if people don’t convert immediately, they will read those and build confidence in you

Don’t go overboard with changes unless a few real prospective customers give you the feedback.

People who are never going to buy from you have an uncanny knack of giving a lot of feedback that is not actually useful.

We improved our assessment (Is Evalinator Right For You?) because the description and call to action was not persuasive enough. Our rating bands are still bad actually so that’s next on our list. We improved the questions which were too generic and difficult to understand.

People like simplicity. But because we are experts we tend to make things more complicated than they are.

We also improved the targeting of our advts. Remember, your end goal is sales, not marketing! So put your advertising on hold for a few days as you fix the issues, and then start again. Don’t give up!

Summary

Hopefully this gave you motivation to keep going. Don’t give up! It’s not complex but just needs a little bit of love. If there is demand for what you offer, you’ll make it through!

If you intend to make a living with your service or product, then don’t be afraid to experiment a little, and invest a little (sensibly). You’re not betting a lot using the approach we outlined above. We feel it’s better than spending sleepless nights, and long hours tweaking your stuff without any feedback on what’s working and what’s not!

But you know your business best. So decide based on what you think will work, not just rely on our tips.

Good luck. We are rooting for you!

 

Integrations

Integrations available with major email marketing platforms. More being added regularly.

Our list of email marketing integrations is growing steadily. That means Evalinator is a great addition to your marketing toolkit for:

1. Better lead generation

2. Email database building

3. Customer engagement to close revenue

New integrations are being done constantly based on our customers’ requests. So Evalinator customers can use the powerful email capabilities of their marketing automation provider, while still leveraging the unique context building capabilities of Evalinator.

Here is our growing list of marketing and sales automation integrations so far. 

If you would like to use Evalinator and your integration does not appear here, just let us know!

 

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 clearly seeing that they are on www.evalinator.com.  

Doing that is simple. It’s the same as how you will embed a YouTube video into your webpage.

All you have to do is to:

  1. Create a new page on your website (e.g. https://www.yourwebsite.com/assessyourskillshere)
  2. Use the following line of HTML as the only HTML on that page.
  3. Include a link to this new page in your navigation menu or any other place you decide to have it 

<iframe src=”your assessment url here” style=”width:100%; height:3000px;margin:0;” frameborder=”0″></iframe>

This will allow the assessment to start showing up as part of your own website, and your users will feel as if they are taking the assessment and interacting with your brand.

You can get the URL of your assessment by logging onto Evalinator and clicking “View Live” on your assessment. Copy the URL that shows up in the browser navigation bar.

Note: Feel free to adjust the height as needed in the HTML code above. 3000 px above may be either too little, or too much, depending on your content.

Now, if you are using a CMS such as WordPress among others, you might already have your theme already set up. That theme will also insert headers and footers of your website automatically on the page that holds the assessment. In most cases that is fine, and you should be all good. But for some reason, you may not want your theme headers and footers to show. In that case you will have to create a new page content template that tells your platform to not load (or override) the default header and footer. Instructions for doing that are best provided by the community of the system you are using.

For example, here’s the “Is Evalinator Right for You?” embedded using the above technique.