An interactive assessment transforms static forms into engaging experiences that prospects and clients want to complete. Unlike traditional surveys that feel like work, an interactive assessment uses dynamic questions, visual feedback, and immediate insights to create value for respondents. Talkpoint's interactive assessment generates category scores and AI talking points as prospects complete the scan, creating engagement through real-time feedback. The best interactive assessments balance engagement with data collection, making the experience enjoyable while gathering the insights you need. When prospects complete an interactive assessment, they receive immediate value through insights about their responses, which increases completion rates and improves data quality. This engagement makes interactive assessments more effective than traditional forms for capturing prospect and client information.
How it works
From scan to conversation in three simple steps
Design engaging questions
Create an interactive assessment with dynamic questions, visual elements, and category-based organization.
Share with prospects
Send your interactive assessment via email, embed on your website, or integrate with your CRM workflow.
Generate insights
As prospects complete your interactive assessment, they see category scores and you receive AI talking points.
What you get
Everything you need to start better sales conversations
Higher completion rates
Interactive assessments engage prospects more effectively than static forms, leading to better response rates.
Real-time feedback
Prospects see category scores and insights as they complete your interactive assessment, creating immediate value.
AI talking points
Get AI-generated conversation starters from each interactive assessment, tailored to specific responses.
Visual score breakdowns
Category charts and radar graphs in your interactive assessment make findings easy to understand.
Branded deliverables
Export results from your interactive assessment as professional PDFs to share with prospects or clients.
Website integration
Embed your interactive assessment on your website to capture leads and engage visitors.
When to use this
Common scenarios where this approach adds value
Lead generation
Use an interactive assessment as a lead magnet that provides value while capturing prospect information.
Pre-call qualification
Send an interactive assessment before discovery calls to gather context and prepare for better conversations.
Client engagement
Create an interactive assessment that clients want to complete, improving data quality and engagement.
Thought leadership
Offer an interactive assessment as a free tool that demonstrates expertise while capturing qualified leads.
Example talking points
AI-generated conversation starters based on scan responses
- 1Your interactive assessment responses show strong technical readiness but highlight change management as a priority area.
- 2The interactive assessment reveals high alignment on priorities, which supports moving forward with confidence.
- 3Category scores from your interactive assessment indicate readiness is strong across most dimensions.
- 4Based on your interactive assessment, I'd like to discuss the areas where scores were lowest to understand constraints.