Interactive Wheel of Life for Coaches!

As a coach you help your clients explore and come up with the answers. A great tool to enable this is the “Wheel of Life“.

Interactive Wheel of Life on Evalinator

Limited time special offer – 50% off – Sign up here to create your own Interactive Wheel of Life!

A Wheel of Life has multiple dimensions that clients assess themselves on. They mark how well they think they are performing, or how satisfied they are on these dimensions.

For example:

  • Life coaches address dimensions such as career, family, friendships, financial security etc.
  • Business coaches could look at leadership, sales, marketing, people, customer service etc.
  • Career coaches might examine culture fit, skills, growth, executive presence, story telling etc.

How We Use the Wheel of Life Today

wheel of life paperMost coaches would use a static wheel of life today. They’ll have the client print out a template, fill it out, and then begin the discussion and exploration. The end result is great. It gets the job done.

But it does not help with an engagement outside of the office. People need goals and constant motivation. So you need to supplement those wonderful techniques with digital means.

In addition, the traditional tool-kits don’t help when you are prospecting. There is nothing to keep the prospective clients engaged with.  They have a piece of paper, and nuggets of self-awareness from the discovery call with you. But how do you stay in touch and help your clients along so they will book your sessions when they are ready? There is a need to go digital.

Finally, coaches never want to resort to pushy sales tactics. So regular check-ins by you through email can be perceived as intrusive. Just how many times would a client want to hear from you when they are not yet ready to commit? It looks like you are pushing for a sale. Unless you’re just sending them helpful material of course. But then, how would you personalize what you send them when your system doesn’t have the context?

Instead you want to be helpful and let the client take their own time to decide when they are ready. Clients must be willing, receptive and introspective. They should be ready to take action themselves. And you should add digital to your tool-kit.

How a Digital & Interactive Wheel of Life Helps

interactive wheel of lifeWhat if you could convert the Wheel of Life into a living and breathing coaching tool – to be used every time you engage with your clients. And something that the clients would use as a guide and reference.


An interactive Wheel of Life allows you to:

  1. Set more discovery calls because clients see value even before they book the discovery call. They get a taste of your style as soon as they fill one out.
  2. It helps you to keep clients engaged after the discovery sessions because they agree to take action on agreed goals even if they are not paying you yet. In essence, you become their accountability anchor.
  3. You can also inspire them with the wisdom of the crowd. While, everyone’s situation and goals are different, just seeing the many ways a problem can be tackled helps your clients with inspiration and motivation.

In fact, it is well proven that when clients are ready to buy, they would rather buy from someone they already trust and have a comfortable relationship with, and who already has the “context“. Who wants to start the cycle from the beginning again.

That’s exactly how Evalinator helps. Rather than just a printed form, or a static online tool, you and your clients can actually use it as a tool that promotes introspection and accountability. And as you build context and engage in a manner that yields the desired benefits to your clients, they become more likely to stay engaged.

What does an Interactive Wheel of Life look like?

interactive wheel of lifeTry out the sample Interactive Wheel of Life for yourself. Here’s one for life coaches and here’s one for business. You’ll see how this gives you powerful engagement capabilities through benchmarks and goal setting.

These are NOT just tools to generate a Wheel of Life, but they help you engage your clients even after. They become a goal setting and accountability tool.

You can customize these completely when you create your own Wheel of Life – the dimensions, your style, the colors other things. You can also host your Wheel of Life on your own website. And you can begin to capture email addresses in your own database too.

Next Steps – Get More than 50% Off!

Sign up here for a 21 day trial period. Create your own Interactive Wheel of Life. We’ll be there to help you get it off the ground within a few short days.

Create Your Wheel Of Life Now

See you inside!


4 Types of Interactive Assessments You Should Consider

Interactive Assessments can be of multiple types. Here is a quick summary of the 4 basic types of interactive assessments that you can create with Evalinator.

Interactive Assessments

What are interactive assessments?

Let’s quickly get this out of the way. Interactive assessments make your customer engagement dynamic in several ways.

  • First, they help your clients and prospects score themselves on something that you specialize in. Think of questions such as “Is my content marketing geared for lead generation?” or “How happy am I in my current job?”
  • An interactive assessment also shows live benchmarks. For example, your clients can see how they rated vis-a-vis everyone else like them who has responded so far.  e.g. CMOs can see how other CMOs are doing. Of course, to protect privacy, data is anonymized and aggregated.
  • Finally, you can engage with your customers and help them with the exact dimensions of their assessment that they need help with. That provides you with amazing context for your interactions with each other. For example, if someones rated low on “work-life balance”, then you can help with that aspect.
Why are Interactive Assessments useful?

An interactive assessment is great for experts – coaches, consultants and agencies. That’s because it helps you rise above the sea of content marketing madness, get your expertise out there, and really engage with your prospects and clients one on one.

Interactive assessments increase your lead generation pipeline while also allowing you to work with your clients in a personalized manner. They also help with better conversion from prospect to customers because you start building trust with your prospects as you help them.

Interactive Assessments Type 1: A Scored Assessment

This is the most popular assessment. Respondents will answer a series of questions and will receive a total score. Based on that total score, they will be mapped to a rating scale. For example, those scoring between 70 to 100 points will be ranked “Superstars”, those between 40-70 may be ranked “Blitz Ready”, and those below 40 points may be ranked as “Bootcamp time”. The expert will then help each respondent improve upon their current status through goal setting. Here’s an example of this.

Interactive assessment - scored

The assessment will also show users how they compare to others in the form of a bar chart or radar chart. It is meant as a guide to examine their performance vis-a-vis your peers. For example, it might show aspiring authors how they compare to other aspiring authors in the key areas of assessment (e.g. 60% of other authors also had trouble maintaining a writing schedule).

Interactive Assessments Type 2: A Personality Assessment

This is a special type of a quiz that does not focus on improvement on the quiz topic itself, but focuses on self introspection. For example, what’s your style of leadership, what kind of social work may suit you best, or what’s your your learning style. Here’s an example measuring sales personality types.

Interactive assessment - personality quiz

You can’t change what you are, but the expert can then help you achieve your goals based on this assessment. However, you can set it up so this assessment does show you how many others matched your personality type. For example, 75% of other marketers in your sector also rated being growth focused.

Interactive Assessments Type 3: A Wheel of Life

This is an assessment that purely focuses on self-introspection. For example, life or career coaches may use this  as they help you balance the multiple aspects of your life such as family, career, social relationships etc.

Here is an example.

Interactive assessment - wheel of life

The results you get will simply show you what you think your score is on the multiple topics in the assessment. The quiz will not compare you to others but will bring out the imbalances in the various aspects the assessment measures. For example, it looks like both family and career are at an area of concern, while social relationships are not. This then sets the stage for the next step of the coach helping you with achieving better balance.

Interactive Assessments Type 4: A Multi-Dimensional Assessment

This special type of assessment is for users who would like to combine multiple strategic areas of a topic which are actually separate assessments in their own right. Your customers can rate themselves on each of these areas, and see their results in a radar chart. See an example here.

Interactive assessment - multi dimensional

For example, if you are a marketing coach, you might have separate independent assessments on SEO, sales enablement, content production, account based marketing etc. A multi-dimensional assessment will let you bring all these assessment under one overall assessment so users can see their scores in one place, with one “overall score”.

Which Assessment is right for you?

There is no one size that fits us all! Each topic can be of multiple types, and sometimes experts can create 2 different types of interactive assessments on the same topic to meet their needs better.

Whichever interactive assessment you chose, we’re here to help you on your journey.


Integrating email marketing automation with Evalinator

Your email list is often your only way to communicate with your prospects and customers. And you are probably already using an email providers such as MailChimp or ConvertKit.

Evalinator not only helps build up your list, but also takes your email personalization to a whole new level. And that means more engagement!

evalinator email marketing automation

Evalinator connects with major email marketing platforms such as Active Campaign, Infusionsoft, MailChimp etc., and the list is growing everyday.

Here are some ways you might set up different kinds of emails in your email provider.

  1. Welcome emails: When someone submits responses to your Evalinator and provides their email address, Evalinator submits a validated email address to the specific contact list you designate. That means that you do not have to verify the email address again, and can trigger the welcome email from your systems immediately. Welcome emails can tell customers more about what your assessment is all about, and what to expect in the days and weeks ahead.
  2. Drip Campaigns: Often, experts have already written blogs on the various topics they cover in their Evalinator. These can then be sent as a weekly drip to the respondents. Or you can include them in an existing drip campaign or email course you may have already set up.
  3. Periodic Triggered emails: Your Evalinator is always changing as more people take the assessments. The graphs and charts on you Evalinator refresh themselves automatically. That means that respondents have more insights into benchmark information and their overall rankings as more people respond to your assessment. This also means that you have a treasure trove of statistics at your disposal. Because of this you earn the right to initiate a touch-point with the respondents every time a few more people have responded. You can simply set up an email mentioning the new statistics and trigger the emails to the entire list again.
  4. Goal setting emails: The purpose of your Evalinator is to help people with the hope that they see the value of a relationship with you, and then end up buying the services that you are offering. And to build up that relationship towards that conversion, you will help them achieve their goals. For example, someone who responded to “How good is my SEO program?” may want to improve their website content. This becomes a goal that you work with them on, and such emails can be triggered every time you set up a goal for them, and at regular intervals. Evalinator will tell you when a goal has been updated by your respondents.

We hope this gets you thinking about some common and powerful ways you can leverage your email automation software.

Get started today with Evalinator. We are still in Beta, so submit your request for an invitation here. And to see if you are a fit for Evalinator, assess that for your yourself right here.

See our growing list of integrations here. And if you use a platform that is not listed here, just let us know and we’ll connect it for you!

Are you ready for Evalinator?

How many times have you been attracted by a shiny new thing, spent days and weeks on it, and then given up because you finally realized it wasn’t right for you, or that you simply weren’t ready to make the best use of it.

We’ve been there.

And we realized that no software can get us to the promised land if we are not ready to leverage it properly. Nothing is as easy as marketing makes it out to be!

So, before you subscribe to Evalinator, we definitely wanted you to find out:

  1. Is Evalinator right for you?
  2. Are you ready to make the best use of Evalinator?

Answering both these questions will help you maximize the return on your investment.

That’s why we created an Evalinator to answer exactly that question for you! If you haven’t already head on over to Is Evalinator Right For You?.

We designed it to rate you on 3 levels:

  • Fits like a glove – go ahead and subscribe, and you will do extremely well.
  • Almost there – take a chance. It will most likely work
  • Not yet! – Don’t subscribe unless you are really, really attracted.

The assessment measures various things such as the availability of content, your database of customers and prospects, your website, your target audience etc.

It also measures your up-sell / cross sell path.

So go ahead and take the assessment. See where you stand. We are rooting for you!

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 an evergreen content marketing asset.

Interactive assessment - get started with Evalinator

 We are laying out 10 steps for you in this guide. Do these systematically, and you will have your target users engaging with your interactive assessment quickly. 

Once your users respond, you can engage with them through goal setting. That will become a powerful mechanism for meaningful sales follow ups. 

So you will address the entire customer life cycle – from lead generation and email database building to sales follow ups and conversion to revenue. 

Completing each step below in sequence will also motivate you to keep making progress!

Here’s to our partnership. We’ll be here for you every step of the way.

Step 1: Set up your profile

Grade: Easy

When you log in, your profile is at the top of the screen. You are front and center!  There’s nothing better than logging on and seeing yourself smiling back at you! So let’s do that first.

  1. Choose and upload a nice picture you use on your other channels – your website, Twitter, or LinkedIn. You want your face (or your company logo) to be the same everywhere so that your users feel a sense of continuity. So try choosing a picture you use often. For a personal picture, a smile is proven to build customer engagement, so if you don’t have a smiling picture, it’s time to either ask someone to take it now.  Remember to pick a suitable background.  For most, a plain background is fine, but you can select one based on your area of expertise – at an event, in the gym, in nature etc.
  2. You should already have a profile description of you or your company. You don’t need anything too fancy, just 2-3 sentences should do.  Make sure you put your purpose and your most important credentials first. Something like: ‘An established coach with 15 years of experience. My purpose is to help your unleash your creativity. I have worked with organizations such as …, and helped over … professionals.

Remember: Don’t overthink. Nothing is final. You can come back and change this anytime.  Keep moving.

Step 2: Set up the title and rating scales of your interactive assessment

Grade:  Medium

Note: Start this step in this spreadsheet template we have prepared for you.

This is a crucial part. Here’s where you take the first attempt at zooming in to the subject matter of your interactive assessment. In all probability, you have thought about this already, so let’s go.

  1. Choose a title for your assessment. This may not be the final title but choosing a title grounds you. It’s like a radar. That’s why many purposeful bloggers think of their topic first, and you always set an agenda for your meetings. A title keeps us from rambling. It also sets you up for the next step instead of getting lost with the details. So choose a title that defines your purpose. Don’t worry. This is not the final title. You just want to define what your focus will be. So something like “See how green you are?” is good enough. As you go along, you can always make it fancy like “X steps to a greener you!”, and edit the Evalinator to suit that if need be.
  2. Choose how your audience will rate themselves. Set up tiers or rating scales. Generally, 3 levels are good and practical, but 5 is also good in some industries like software or manufacturing. The levels are your guide to the questions you will set up. It will keep your questions focused. The tiers you set up will also allow you to write better questions. You can always come back and edit the rating scales. For now, just think about and set up the most logical way you think your interactive assessment is going to work.  

Remember: Don’t overthink. Nothing is final. You can come back and change this anytime.  Keep moving.

Step 3: Setup the segmentation profile fields to enable the right customer analytics

Grade:  Medium

Here’s where you’ll setup the basics of your segmentation. This can be fairly easy, but also can get pretty complex. So don’t over-analyze as you get started.

  1. Set up 2 or 3 profile fields. Depending on your business, this is generally something that directly maps to your target audience. For example, how big of a business they are, what stage of maturity they are in, what industry they are in, different titles or designations, etc.
  2. Once you define the profile fields, set up some values for them. Be careful because it is easy to get too granular. For example, if one of your fields is the title of the respondent, you should be careful to restrict the selection of value to between 3 – 5 values. Keep them relevant and only include the most important ones. Making the list longer will make it difficult for you. The most important reason is that you will then have to get responses for every profile field value to analyze the data meaningfully and show it to users. Your graphs will always look a little empty. So select the top 3 to 5 values you think are most likely to respond. You can add more later if needed.

Reminder: Again, don’t overthink. Nothing is final. You can come back and change this anytime.  Keep moving.  

Step 4a: Pass 1: Setup the questions for your interactive assessment

Grade: Difficult

Note: Start this step in this spreadsheet template we have prepared for you.

This step can get a little hairy because this is the meat of your interactive assessment. So we will do it in 2 passes. This step might take up to 2-3 days.

Some people are too creative for their own good. For example, when we first set up the assessment “Is Evalinator right for you?” on our home page, we set up 5 different dimensions of analysis and 6-7 questions under each one of those dimensions. We ended up making it too complicated for our own good. The intent was excellent but we were not ready for the complexity. So after several months of struggling, we finally bit the bullet, and made it a linear assessment with 10 questions. That’s the one you see online now.

In many cases, having multiple dimensions may make sense. For example, as a sales coach you might want to measure content, org structure, and best practices as 3 dimensions. The important thing is to make sure they don’t overlap. So measuring “content”, and “target customers” might result in duplication and confusion because they are linked – content questions will ask about target customers. So just take care of that aspect. Keep the topics independent, and you’ll be good.

To get started, we recommend just creating a simple linear assessment, not a multi-dimensional one.

Also, do not start this online. Access the spreadsheet we have set up for you. Do it there so it’s easy to keep going back and forth between questions.

Goal setting for interactive assessment on EvalinatorUnder each assessment, set up the questions. What’s a good question? A question should allow you logical followups so you can help your customers and prospects improve. So any topic that is controllable by your customers can be a question. That’s the purpose of Evalinator. Things that your prospects can’t change about themselves should be posed as profile questions.

Each question has a title, and description.  You can use the title field to also denote category of the question. For example “Customer Segmentation” and then use the description field for the question itself.  Play with it, and see what works. 

Under each question, define response options that users will select. The important thing is to have at least as many response options as your rating scales. So that each response option maps to at least one rating scale. It makes scoring the responses much easier for both you and your users. People like simplicity.

Remember: Don’t overthink. Nothing is final. You can come back and change this anytime.  Keep moving. 

Step 4b: Pass 2: Refine the questions for your Evalinator

Grade: Difficult

Sometimes, you need to take a break or pick up a complex topic another day. This is Pass 2. You will review the questions you have set up and adjust them as needed.

Sometimes it also helps to google a bit on your target topic. See what other thought leaders are saying about this topic. It might help to get your thoughts organized. Don’t copy from anyone else of course, just get some inspiration.

Wrap it up. Don’t overthink. Consider what your customers think of intuitively. Sometimes our own expertise makes things more complicated than they should be.

Step 5: Enter your questions and bring up your interactive assessment

Grade: Easy

Now that you have filled out your spreadsheet, go ahead and input them into your interactive assessment.

At this stage, you have material in 2 different places – online and in the spreadsheet. We feel that having only 1 master helps. Follow one of the below approaches, and stick to what you select:

  1. Either discard the spreadsheet and do everything online – because you will want to make many edits and changes. This is optimal, if you have carefully looked over  your questions and are confident that one change will not result in many changes across the other questions.
  2. Or be diligent about making changes to the spreadsheet first, and then transfer them online. This is the best approach when you have cascading changes, i.e. change to one question may make you change other questions. This is especially likely in the first couple of iterations, and when you only set up the questions in a rough manner.

Note: At this point, things can start to get cumbersome. So be systematic, and don’t take shortcuts. You don’t want to keep going back and forth, and changing your questions too much. Think about the changes you are making and why.

Step 6: Add images to the questions in your Evalinator

Grade: Medium

People like relevant visuals. So set up a nice picture for each of your questions.  And also for the background image on the Evalinator and each assessment

  1. Make sure to keep your visuals aligned with what you have used in the past. If you are just starting out, then pick a picture theme that works for you. For example, some people may pick out colorful pictures with people in them, and some might pick out simple ones with one or two words on them. Just remember to keep them uniform, and aligned with your target customers.
  2. Use any of the free or paid image sources online. Make sure they are either royalty free or grant you a license to use the images. One good source is
  3. We have found that for simple images with words or signs on them, creating them in a simple tool like Canva, or even MS Powerpoint is a fine option. Just make sure you size them properly.
  4. Get creative help if you need it. There are many freelance designers who would do this for you very cheaply with high quality. Look up for inspiration, or tap into your network.  

Step 7: Set up the color scheme for your Evalinator

Grade: Medium

Your Evalinator needs to look nice, and also match with the color scheme of your own website.

  1. If you are a DIYer, then just go ahead and set up the right colors for your Evalinator.
  2. If not, get a freelancer to help you. They might even inspire you to make broader changes so be careful there!

Step 8: Dress rehearsal for your Interactive Assessment

Grade: Easy

It’s time to run though the assessment online. Hit publish, and then go through it as a user would.

  1. Check your landing page content – grammar, brevity, clarity
  2. See if your questions are simple enough. Simplify them and make them crisp. Don’t try to cover ALL possibilities.
  3. Check the descriptions of your rating scales. Keep them punchy. No need to write a big essay here.
  4. Check your color scheme
  5. Review and update the pictures. 

You might also want to get feedback from a real user or two. Send them the link and tell them to take the assessment, and see what they think. They will come up with insights you didn’t think of. Just remember to take all feedback with a pinch of salt. You are the best judge of what you are after. Remember Henry Ford, Steve Jobs, Jeff Bezos and others. Believe in your vision.

Step 9: Connect your content marketing email provider

Grade: Easy

interactive assessment - email marketing automationYou will collect email addresses when users take the assessment. So you will want to capture them in your marketing automation provider.

Here are the available integrations and instructions to set them.

  1. Create a new list to capture these users
  2. Set up this list within your Evalinator settings
  3. Set up a welcome email in your email marketing tool

You can make this more advanced, but this should do for now.

Step 10: Go live!

Grade: Easy

Congrats! You are ready. Embed the Evalinator on your website. And start collecting responses. See instructions here.

  1. Create a new page on your website and place your assessment there.
  2. It’s best to prime the pump. So ask a few trusted users to take it so the Evalinator has some data in it. Make any final changes.
  3. Then send it to the next wave of people.
  4. And then go all out.

At this stage, you are helping your audience tremendously. And you have a content marketing asset that will keep on giving.


Remember: Your journey has just started. You have to now compile the insights you gather to engage your customers, do meaningful sales follow ups, and help them set and meet their goals through goal setting.