Lead Generation Assessment Examples

Assessments are a great way to segment your audience based on their level so you can recommend the right products and services. In simple terms, a beginner in your industry won’t be working with you in the same way as someone who has deep knowledge. Knowing what level someone is at can help you provide the right recommendations to them and increase conversions. Assessments also convert into leads and segment based on which level the assessment taker is. You can integrate your assessment with your marketing automation software for automatic follow-up.

Jobdesign: Career Change Readiness Assessment

This assessment is used by a career change coach to determine how ready someone is to change their career which slots them into the right product/follow-up sequence depending on how ready the person is.

job design career test

SpotOn GPS Fence: Is SpotOn Right for You?

A popular rendition of an assessment is to see if a product is even right for the customer. It’s both a filtering system and a customer support reducer since people can self-serve to answer the simple question of whether a product will work for their needs.

SpotOn fence product assessment

Bird Watching HQ: Duck Identification Assessment

Assessments can also be used for straight up testing where there is a factual correct answer to each question. Case in point, this quiz from Bird Watching HQ that tests your knowledge of duck.

duck identification assessment

TheHabit: Ayurvedic State Assessment

This assessment determine what state you are in so you can discover how to improve from there. It uses a custom cover page with design that matches the brand who created it.

Ayurvedic state assessment

Dr. Scott Lyons: Drama Assessment

Great example of using an assessment to determine how much of an issue something is for a customer so you can recommend pathways for working together starting from where they are at today.

Dr. Scott Lyons Drama Asssessment

Art of Living Retreat Center: Wellness Assessment

The art of living holds various retreats aimed at helping people find a better overall life. They start with an assessment to determine which retreats might be the best fit for someone.

wellness assessment

Chile Psicologos: Anxiety Assessment

If you’re reading in order you’ve seen the pattern now. These assessments are being used to figure out what level someone is at so you can make recommendations based on the level. This one is about anxiety.

222 1x shots so

Yogapedia: Chakra Blockage Assessment

This assessment for Yogapedia helps determine if someone is experiencing a blockage so recommendations can be made whether they are experiencing a blockage or they are ready for something else.

355 1x shots so

Teacher Career Coach: Career Transition Stuck-ness Assessment

This assessment is used to determine if something is happening at all, so then you can figure out how to adjust if it is happening. Great use of lead filtering and also helping the audience understand where they stand today.

career transition stuckness assessment

Dr. Romie: What’s your busy brain score?

Brain stress assessment for people to discover how active their brains are from Dr. Romie Md. who is an expert at helping people with busy brains.

busy brain score assessment

Harvard Medical School: Immunology quiz

Tests knowledge about immunology in a quiz assessment format. Each question does have a correct answer and the results show different depending on how many you get correct.

Harvard Immunology Quiz

Dr. Julie Bjelland: Autism Assessment

This assessment is created by a psychotherapist, Dr. Julie Bjelland, and it helps highly sensitive persons assess if they may also have autism.

autism assessment dr. Julie Bjelland

Christina Lopes: Heart Openness Assessment

Christina is a spiritual teacher and the way she engages with new clients is dependent on how open hearted each person is. This assessment helps determine the level of open heartedness and provides a starting place for how to work together.

Open hearted assessment

Ryan: Grant Funding Assessment Tool

Ryan is a tax services company and uses an assessment to determine eligibility for grants. A great way to automate a conversation that would have to happen manually without an assessment like this.

grant funding assessment tool

Colleen Christensen: Body dysmorphia assessment

From nutritionist Colleen Christensen, this assessment helps people determine if they have body dysmorphia so Colleen can offer up help to different people depending on where they fall on the scale.

body dysmorphia question

Josh Haynam

Josh Haynam is the co-founder of Interact, the ai-powered personalization platform where brands create experiences to make every customer interaction unique. Josh is a student of psychology and interaction design, striving to build a platform that connects businesses and customers for a mutually beneficial collaboration.

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