Who Should Be Using Customer Assessments (And Why They Work)?
Information is king, and it’s never been easier to reach large audiences and get people from all over the world into your marketing funnel.
Or so it seems…
Because the problem is that people are now becoming wise to the tricks of the trade and getting sick of the forced detail handovers that lots of companies inflict upon them.
However, all is not lost!
The good news is that people are still happy to provide their details when there’s something in it for them.
So, the solution is to give them value in return for their information, right?
But how do you do that?
You hook them and reel them in with a customer assessment.
That might not sound particularly exciting or inspiring, but we aren’t talking about dull, administrative forms to fill out like you’re applying for a bank loan.
No, the assessments we mean are ones that not only give something back to those who take it, but will also help you:
- Find out what customers really want and need
- Pre-qualify your leads before a sales call
- Find an easy way to personalize your content and marketing.
These assessments can be used by all kinds of companies and brands too.
Want some examples?
Then let’s look at how different types of businesses can benefit from customer assessments, and how ScoreApp can help you use them to attract, engage, and convert leads like crazy.
Why customer assessments are a game-changer
What makes customer assessments so special, then?
Well, first of all, unlike traditional lead generation methods, customer assessments turn the hard-earned data collection process into an interactive experience.
Taking something that is usually boring or frustrating and making it useful and exciting is a no-brainer if you want to grab customer details and increase consumer interest.
Essentially, they work so well because they:
- Capture attention – People are far more eager (and therefore likely) to take a quiz or assessment than fill out a generic form.
- Engage prospects – Personalized results create an emotional connection and keep people invested in the outcome.
- Qualify leads – When you collect useful information upfront, you can better tailor your follow-ups to boost conversions.
How ScoreApp helps: Easily create customer assessments of your own in minutes to pre-qualify leads and get personal with your outreach.
Who should be using customer assessments?
We wouldn’t blame you if the first thing that comes to mind when you think of customer assessments is insurance companies. Or invasive medical questionnaires. Or something similarly uninspiring and boring.
But when it comes to the sort of exciting and interactive assessments we’re talking about, pretty much any industry can reap the benefits.
Here are some of the best examples and how you could use customer assessments in each niche.
1. Coaches and consultants
Why it works:
Coaches and consultants have to rely on trust and credibility in their roles.
An assessment that allows them to demonstrate their expertise while pre-qualifying leads is going to be game-changing for building strong relationships early on.
How to implement it:
- A business coach could create a ‘What’s Your Leadership Style?’ assessment to effectively segment their leads and offer tailored coaching packages based on each style.
- A career consultant could run a ‘How Ready Are You for a Job Change?’ quiz to guide prospects toward their next steps.
2. Health and wellness businesses
Why it works:
Everyone has their own health goals, body types, and abilities, so it doesn’t really make sense to only offer one-size-fits-all solutions.
People want personalized health advice—and an interactive assessment provides instant, tailored insights to their situations, wants, and needs.
How to implement it:
- A nutritionist could create a ‘What’s Your Metabolism Type?’ quiz to recommend customized meal plans based on current health, future goals, and dietary restrictions.
- A personal trainer could offer a ‘Find Your Ideal Workout Routine’ assessment to match users with training programs that take into account physical abilities and exercise preferences.
3. SaaS and tech companies
Why it works:
Software and technology businesses need engaged leads who understand their products before purchasing.
How better to ensure people are getting the perfect product for their company then, than assessing how well they fit with your company’s solutions?
It’s all about asking your leads the right customer service questions to send them to the software package or service they need to succeed.
How to implement it:
- A CRM software provider could offer a ‘How Efficient Is Your Sales Pipeline?’ quiz to generate interest and educate users on what their products do.
- A cybersecurity firm could create an ‘Is Your Business Secure?’ assessment to highlight vulnerabilities and recommend ideal solutions.
4. E-commerce and product-based businesses
Why it works:
When e-commerce brands help potential customers find the right product, they’re much more likely to increase sales and reduce returns.
This is particularly true if there are a lot of options in the range, because people do become overwhelmed by choice.
How to implement it:
- A skincare brand could run a ‘Find Your Perfect Skincare Routine’ quiz to recommend products for specific skin types (dry skin, oily skin, etc.).
- A clothing retailer could offer a ‘What’s Your Personal Style?’ assessment to suggest fashion collections or items for different occasions.
5. B2B service providers
Why it works:
B2B companies often need to educate and qualify their leads a fair amount before making a sale.
An assessment is a really effective way to ensure you are the perfect match for a potential client—and that they’re a good fit for you as well.
How to implement it:
- A marketing agency could run a ‘How Strong Is Your Brand Strategy?’ quiz to generate leads for their consulting services.
- A finance firm could offer an ‘Are You Financially Prepared for Growth?’ assessment to attract businesses that need advisory services.
How customer assessments drive engagement and conversions
It’s not just the types of businesses we’ve mentioned who can benefit from these lead magnets either.
No matter what industry you’re in, customer needs assessments improve your marketing and sales in three key ways:
- They attract the right leads – Your company gets quality prospects through the door, not just passive browsers who have no intention of buying or signing up.
- They create a better customer experience – The personalized results from your assessment responses will keep your audience engaged and want to take the next step with you.
- They drive conversions – Assessments pre-qualify leads and help you build relationships, making them more likely to convert and remain loyal to your brand going forward.
How ScoreApp makes customer assessments simple
Creating and promoting customer survey questionnaires doesn’t have to be difficult or time consuming—at least not when you use ScoreApp.
With ScoreApp, you can:
- Quickly create assessments using ready-made templates
- Capture and segment leads based on quiz responses
- Automate personalized follow-ups through CRM and email integrations
- Track performance and optimize your lead generation strategy
Everything your brand or company needs to attract, engage, and convert leads using customer assessments is right there in ScoreApp waiting for you.
Is a customer assessment right for your business?
If your business wants more high-quality leads, better engagement, and stronger conversions, then a customer assessment could be exactly what’s been missing from your campaigns.
Discover how ScoreApp customer assessments can transform your marketing strategy and take your results to a whole new level.
