Smart Automation: Online Self-Assessments

Key Ideas

A self-assessment is a structured set of questions designed to allow the user to evaluate aspects of themselves including their relative strengths and weaknesses.
An assessment combined with timely, personalized feedback can catalyze valuable self-reflection and prime a meaningful conversation.
Personalized feedback can be very time-consuming and, consequently, prohibitively expensive.
No-code automation tools enable you to provide personalized feedback nearly instantaneously.

We worked with Tom McMakin and Doug Fletcher, the authors of How Clients Buy, to create an automated version of their Seven Elements Assessment.