Cross-sell, up-sell & build client confidence.
- Do gap analysis with clients
- Plan & track progress towards targeted opportunities
- Showcase value delivered at every step
Engage with clients as only an expert can.
Templates available. 10 minute quick start!
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Use Consultative Selling to Create Systematic Growth
Have meaningful, targeted conversations that are always 100% centered on your clients
1. GROW QUALIFIED PIPELINE
Use custom maturity models & assessments to systematically open conversations around the current state and what good looks like. Generate leads with prospects as well as existing clients.
2. CLOSE MORE & BUILD TRUST
Align your offers directly to meeting the clients’ desired vision. Jointly set goals around key activities and milestones. Keep your execution closely linked to the strategic goals.
3. Build An EXPERT Brand
Rise above the noise of unimpactful content marketing. Showcase your expertise with targeted points of view around the transformation that actually matters to your clients. Establish yourself as a trusted expert.
4. EXPAND EXISTING ACCOUNTS
Make clients your advocates. Use before-after analysis to demonstrate both progress and value delivered. Reinforce existing relationships and create new ones. It’s just science.
“As a digital agency, it is important to build customer confidence in such a crowded market. Evalinator instantly does that. We highlight best practices in multiple aspects of digital marketing & commerce in our assessment. We are able to position our services using personalized insights.”
Start Designs
Digital & Creative Agency
What Other Coaches are Saying
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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.”
Genki Coaching
Performance Coaching
“I coach 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.”
One Life Coaching
Change Begins With Choice
“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 assessments. These were very quick to launch and allows us to personalize our client interactions no matter the stage of relationship.“
The Epiphany Experience
Achieve Your Goals
“There are parallels between how principles of science can be applied in life. I published a book titled Life Imitates Science detailing these principles (available on Amazon). I work with clients and help them gain a clearer understanding as to what may be mitigating them from moving forward. Evalinator allowed me to easily offer both life and business assessments to clients. These assessments channel my experience and expertise into an excellent client relationship starter, and also as an ongoing coaching tool based on benchmarking and goal setting”
Take a Test Drive - Turbocharge Your Client Engagement in Minutes
Use our templates to create tailored interactive content that is unique to your expertise
“We created an assessment on Serverless computing to engage clients. Our top of the funnel approach is to drive our target audience to it so we can begin the dialog and then sustain it based on our expertise. Evalinator’s customizable maturity models and interactive features post-assessments help us do just that.”
Antstack
Full Stack Serverless Company
Lead with Expertise. Blend With Your Own Unique Style!
Offer Instant Value to Clients
Build trust and confidence. Engage both prospective and existing clients by providing immediate value.
Have personalized conversations that are 100% client centric. Engage clients on an actionable journey.
Start with an interactive expert quiz or assessment that offers insights to you and your clients. Align your product or services to those goals.
Personalized Conversations
A streamlined experience built for collaborative next steps. You don’t have to print any PDF reports.
SMART Goals and actions flow right from the personalized assessment results – all online. You can drive a personalized post-assessment experience to create the desired results.
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. See overall aggregated results to gain unique insights into primary challenges and opportunities.
These aggregated results lead to shareable insights.
Organize users into groups for advanced conversations.
Ready to Use Templates
Templates are available for whichever type of assessment or quiz that you are creating. You can customize the templates to get started in minutes.
A simple user interface saves you time. Advanced features are just a click away.
Your customers will see insightful charts and feedback that is 100% personalized to them.
“Our focus is AI led digital engineering. We created data analytics maturity assessments that cover the entire data lifecycle. These tools help us quickly establish rapport and credibility with prospective clients, and also allow us to have detailed conversations with existing accounts to expand our service footprint.”
AI Led Digital Engineering
Unlock the power of data and AI
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How it works
3 Easy Steps
Create
Organize your website copy, checklists, frameworks & presentations into interactive maturity models or diagnostics. Use our templates. We will help.
Connect
Engage clients and prospects to assess gaps and set goals. Put a lighter version on your website to generate leads. Cement current relationships and access new ones.
Grow
Stay aligned with your clients’ short and long term goals. Easily demonstrate the value that you add. Allow your offers to surface naturally and create a predictable, mutually beneficial relationship.
Features Specially Designed For Experts
Variety of Quizzes & Assessments
Match your branding for a consistent experience. Have different question types such as multiple choice, single select, and sliding scale. Choose from multiple quiz types – type, scored, personality, wheels of life, business and so on.
Continued Engagement
Your engagement doesn’t need to stop when responses are submitted. Keep prospects engaged by setting short & long term goals, before-after analysis, and so on. Ideal for existing client growth too.
Benchmarking
Different members of your audience have different characteristics. Segment by age, industry, function, role, markets, and so on to provide much more granular results. The value you can offer is amplified.
Organization by Dimensions
Easily organize the questions you ask into multiple categories or dimensions so that you can offer respondents real insights at the right level. Build trust in your expertise.
Customizable Flow
Collect email and profile information upfront or at the end. Re-sequence individual questions in any order to build a natural flow. Create the experience you need.
Maintain Privacy
We understand your need for confidentiality. Data is not shared with any one and databases are encrypted. It is visible only to you and the respondent.
Personalized Results
Deliver highly personalized results to your clients and prospects. Set up feedback, tips, goals, & actions based on the scores.
Group Engagement Features
Organize respondents into groups or accounts. Drive alignment between stakeholders, set up group coaching, or organize impactful consulting presentations.
Is Evalinator Right For Your Business?
We created a custom assessment just for you. It will help you decide if you should give Evalinator a shot.
If you are looking to grow your business, then we think Evalinator is the perfect tool for you.
It works well to generate leads, nurture them, and for growing existing client relationships.
Use this self-assessment to see for yourself if this will be a good fit.
Frequently Asked Questions
Evalinator is a client engagement system that uses diagnostic assessments, a goals driven accountability system that leads to transformation, and a milestone based measurement framework to measure the progress towards the transformation vision.
You start this process by creating one or more interactive assessments that are tailored to your expertise.
Evalinator works with your CRM by enriching it.
1) A quiz or assessment helps clients assess where they are and you establish yourself as a trusted advisor
2) You help clients set the right goals and make progress together as their partner
3) 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 a CRM if you have one.
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 Our Blog
Personalized client conversations are the key to growth and sales conversions today.
Give Your Offers a Boost
Sell and engage like an expert should. Generate more leads and upgrade each client touchpoint into a conversation.