What if you could seamlessly attract and retain clients with a single assessment? With Agolix® by Assessment Generator, the possibilities to connect with your clients are endless! Are you just beginning a customer discovery process? An assessment can help you reel in the clients you WANT to work with – and who also want to work with you. If you’ve got loads of clients you’re trying to keep satisfied (aren’t we all?!) an assessment provides valuable engagement to increase retention. Read on to learn more on how you can utilize Agolix in your client retention strategy.

Engagement Marketing

What makes assessments so valuable as a client retention tool? It’s their unique form of engagement marketing. An assessment provides an interactive experience, which is shown to better keep the attention and interest of clients over time. What better way to retain clients than by communicating with them in a thoughtful, interesting, and unique way? As Amy Balliet said in Entrepreneur Magazine, “Because assessments incorporate specific information about a consumer’s life, people tend to place more trust in the recommendations that they make.” Who wouldn’t want to ensure greater trust in their client relationships? Talk about a recipe for success with retention!

Dynamic PDF Reporting

An assessment is one thing, but how about delivering compelling results? Agolix is proud to offer customizable, dynamic PDF reports. How you communicate with your clients matters, and these dynamic reports allow you to provide an extra boost of professionalism, transparency, and engagement. You are able to customize your PDF reports, including cover pages, images, and brand colors. This way, when your clients receive feedback and results from your assessment, your brand is front and center. It’s important to communicate information professionally and effectively, and these reports allow you to do just that while building relationships and trust.

Ease of Use

Are you worried about the time this all might take? Not to fear- we’re here to help, plus we offer an array of time-saving integrations. We also offer a variety of sample assessments to get you started. And don’t just take our word for it… there are many success stories out there, and we’re proud of each and every one. 

We can’t wait for you to start retaining clients like a pro! Take a quick test drive of Agolix to see how assessments can help you.

Cindy Sideris

Cindy Sideris

Cindy Sideris is a NY-based writer passionate about engagement marketing and an expert on online assessment strategy.