What Is a Customer Assessment and How Much Does it Cost?
Don’t you just hate it when you feel you aren’t being listened to? When you don’t feel seen, heard, understood, or appreciated?
Well, so does everybody else—and that includes consumers.
So, it makes sense that if you have a deeper understanding of what people want and need, then not only will you be able to create and run more effective marketing campaigns and better sales strategies, you’ll also develop stronger relationships with your customers.
This is where you need customer assessments to help you gain those invaluable insights.
But what exactly is a customer assessment? And how much do they cost to make and implement?
Probably thousands of dollars and hours upon hours of your working week, right?
Nope!
We’ll show you everything you need to know about making top-quality customer assessments without having to pay outrageous fees or waste days of your company’s precious time.
We’ll also go through:
- What customer assessments are and why they matter
- How you can use them to generate leads and improve customer experience in your business
- The actual costs involved—and how ScoreApp makes it free to get started
- How different types of businesses could use a customer survey questionnaire
- The five simple steps to getting your assessments up and running.
Ready to see how quick and easy it can all be?
Let’s dive right in, then.
What is a customer assessment?
Let’s first define what a customer assessment actually is.
Essentially, we’re talking about interactive quizzes and surveys that businesses can use to gather information about their existing and their potential customers.
When used correctly, a strong customer assessment can help your brand or company:
- Identify customer needs and pain points
- Segment leads based on responses
- Personalize your sales and marketing campaigns.
Unlike traditional customer surveys (the dull and uninspiring ones a lot of companies send out), customer assessments feel much more engaging and exciting, as they offer immediate value to participants while providing your business with actionable insights.
How customer assessments help businesses grow
Whereas a lot of companies traditionally just send out feedback requests after a sale, sign-up, or other customer interaction, the assessments we’re talking about can boost your marketing results across all three key stages of the buyer journey.
The right customer survey questions at the right time can help you better attract, engage, and finally convert new leads into fully fledged clients and loyal fans.
Here’s how and why they work so well.
1. Attract high-quality leads
Customer assessments can be used as powerful lead magnets that draw people to your brand by offering value upfront—such as quizzes, which tell people something about themselves.
Instead of asking prospects to sign up for a generic email list, like most businesses do, you’ll be providing personalized insights in exchange for contact details.
Example assessment: A financial advisor could offer a ‘How Ready Are You for Retirement?’ assessment to collect leads and tailor follow-ups based on responses.
2. Improve customer engagement
Interactive assessments and surveys also keep potential customers actively involved in the experience, increasing their investment in your brand.
Those personalized results you’re providing will make users feel heard and understood, and build further trust and credibility.
Example assessment: A skincare brand could create a ‘What’s Your Skin Type?’ quiz to recommend products based on answers, keeping customers engaged while providing useful insights.
3. Boost conversions with personalized recommendations
As we mentioned earlier, when you understand customer needs, you’ll be able to offer the right product or service to the right people at the right time—the perfect combination.
Assessments make it really easy to effectively segment your users based on their responses so you can automate follow-ups for increased conversion rates.
Example assessment: A software as a service (SaaS) company that offers marketing automation tools could run a ‘How Automated Is Your Business?’ assessment, with tailored recommendations based on quiz results.
How much does a customer assessment cost?
You’re probably wondering how much this is all going to cost, especially as you’ll want to keep creating and promoting customer assessments going forward.
After all, the feedback and growth process is not just a one-time experience—things are always changing, and you can always be learning and improving.
That’s what all successful businesses do!
Let’s look at some costs for customer assessment tools…
The cost of traditional assessment tools
So many businesses are paying thousands of dollars every single year for custom-built assessment tools, requiring:
- Web developers to build a tailored system
- Marketers to create and optimize questions
- Analysts to process and interpret customer responses.
Want to know the average costs for these traditional methods?
- Custom-built quizzes and assessments: Somewhere between $5,000 and $50,000—sometimes even more!
- Standalone survey software: Around $30–$300/month
- CRM integrations and automation tools: Additional monthly fees (which can range wildly depending on the company and the level of service)
This all quickly adds up!
Thankfully, this level of cost can be avoided and you can get all the tools and features you need for far less…
The cost of customer assessments with ScoreApp
Unlike most of the traditional solutions we’ve mentioned, ScoreApp makes it free to get started.
Here’s what you get when you sign up to ScoreApp:
- Free tier: Create and launch a customer assessment at no cost.
- Scalable plans: As your business grows, ScoreApp offers tiered pricing to unlock advanced features such as automation, segmentation, and analytics.
- All-in-one platform: There’s no need for separate customer survey tools, lead generation software, or complex integrations—everything is built in and ready to use.
Example use: A business coach could set up a lead qualification assessment for free and only upgrade to a paid plan once they’ve generated a high volume of leads.
What businesses can benefit from a free customer assessment?
The great thing about customer assessments is that they work across all industries—whether you’re a coach, consultant, eCommerce brand, B2B company, or something else entirely.
Here are some examples of how businesses and professionals could use customer assessments…
1. Coaches and consultants
- Generate qualified leads by assessing potential clients’ challenges.
- Segment leads based on readiness for coaching services.
Example: A business coach could use a ‘What’s Your Leadership Style?’ quiz to attract and pre-qualify leads for a high-ticket program.
2. E-commerce and product-based businesses
- Create personalized product recommendations for higher sales.
- Reduce returns by guiding customers to the right products for their needs.
Example: A skincare company could create a ‘Find Your Perfect Skincare Routine’ quiz that recommends tailored products based on survey responses.
3. Service providers and B2B businesses
- Pre-qualify new leads before scheduling sales calls.
- Offer tailored content based on customer needs.
Example: A digital marketing agency could run a ‘How Effective is Your Current Marketing Strategy?’ assessment that generates leads by offering customized reports.
How to create a customer assessment for free with ScoreApp
Setting up high-converting customer assessments doesn’t have to be difficult or time consuming.
When you use ScoreApp to create and track your assessments, it becomes quick and easy.
Here’s how to do it in five short steps…
Step 1: Choose your assessment goal
First of all, figure out what you actually want to achieve through your assessment.
Do you want to capture leads, qualify prospects, or gather insights?
Your answer will guide your next moves.
Step 2: Select a pre-built template or create your own
ScoreApp offers dozens of ready-made templates tailored to industries and needs.
Simply choose or create your ideal template and start filling it out.
Step 3: Write engaging, valuable questions
Use clear, action-driven questions that help segment leads effectively.
Step 4: Automate follow-ups based on responses
Once you’ve set up your segmented audiences or personas, you can create personalized emails and content recommendations to nurture each type of lead.
Step 5: Track results and optimize performance
Use ScoreApp’s built-in analytics tools to see what’s working and what isn’t. You can then refine your strategy going forward for even more incredible results.
Start using customer assessments for free today
If you want to attract, engage, and convert high-quality leads for your business, then well-designed customer assessments are just the things you’re looking for.
And with ScoreApp, you can create them for free—without the high costs and time constraints you get with traditional marketing and design tools.
Ready to start getting more leads through the door and turn them into loyal customers and clients? Start creating your customer assessments with ScoreApp today!
