{"id":11451,"date":"2023-06-08T13:57:00","date_gmt":"2023-06-08T11:57:00","guid":{"rendered":"https:\/\/proweb.p.blends.be\/?p=11451"},"modified":"2025-09-16T11:21:16","modified_gmt":"2025-09-16T09:21:16","slug":"ellivate-consulting-takes-the-client-intake-process-to-new-heights-with-pointerpro-case-study","status":"publish","type":"case_study","link":"https:\/\/pointerpro.com\/blog\/business-level-strategy-assessment\/","title":{"rendered":"Ellivate Consulting takes the client intake process to new heights with Pointerpro [case study]"},"content":{"rendered":"\n<style>\n    #section-Z2d2hMx {\n        padding-top: 2.8rem;\n        padding-bottom: 6rem;\n    }\n\n    @media (min-width:1024px ) {\n        #section-Z2d2hMx {\n        ;\n        ;\n        }\n    }\n\n    <\/style>\n\n<!-- if container is fluid -->\n<div class=\"full-width\" style=\"position: relative; opacity: 100%; background-color: #421f3c;\">\n    <div class=\"container-xl lazyblock-section lazyblock-section-Z2d2hMx-container  #421f3c custom-padding \" id=\"section-Z2d2hMx\"\n    style=\"opacity: 100%; background-color: #421f3c;\">\n                            <div class=\"section-bg-color\"\n                 style=\"opacity: 100%;\"><\/div>\n                <div class=\"row justify-content-center px-0 mx-0\">\n                <div class=\"col-lg-10 px-0 custom-padding row\">\n                    \n\n<style>\n    #heading-NVrQU .heading h1 {\n        color: #ffffff;\n        font-size: 3.125rem;\n        line-height: 4rem !important;\n    }\n\n    #heading-NVrQU {\n        margin-top: 0rem;\n        margin-bottom: 2rem;\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        #heading-NVrQU {\n            margin-left: 0;\n            margin-right: 0;\n        }\n\n        .single #heading-NVrQU .heading h1 {\n            line-height: 3rem !important;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-heading-1-container lazyblock-heading-1-NVrQU  px-0\" id=\"heading-NVrQU\">\n    <div class=\"row heading lazyblock-heading-1 justify-content-start  lazyblock-heading-1-NVrQU\">\n        <div class=\"col-12 col-lg-12 text-start \">\n            <a class=\"heading-1-anchor heading-anchor\" id=\"ellivate-consulting-takes-scale-up-business-level-strategy-to-new-heights-with-pointerpro-assessments-case-study\"><\/a>\n            <h1>Ellivate Consulting takes scale-up business level strategy to new heights with Pointerpro assessments [case study]<\/h1>\n        <\/div>\n    <\/div>\n<\/div>\n\n\n\n<style>\n    #heading-ZjhnMQ .heading h2 {\n        color: #f5f5f5;\n        font-size: 1.25rem;\n        line-height: 1.5rem !important;\n    }\n\n    #heading-ZjhnMQ {\n        margin-top: 0rem;\n        margin-bottom: 0rem;\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        #heading-ZjhnMQ {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-heading-2-container lazyblock-heading-2-ZjhnMQ date-and-author-container px-0\" id=\"heading-ZjhnMQ\">\n    <div class=\"row heading lazyblock-heading-2 justify-content-start date-and-author lazyblock-heading-2-ZjhnMQ\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <a class=\"heading-2-anchor heading-anchor\" id=\"written-june-8-2023-by-nigel-lindemann\"><\/a>\n            <h2>Written June 8, 2023, by Nigel Lindemann<\/h2>\n        <\/div>\n    <\/div>\n<\/div>\n\n                <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n<!-- end -->\n\n<!-- if container is MD -->\n<!-- end -->\n\n\n\n\n<style>\n    #section-hgwuz {\n        padding-top: 2.8rem;\n        padding-bottom: 2.8rem;\n    }\n\n    @media (min-width:1024px ) {\n        #section-hgwuz {\n        ;\n        ;\n        }\n    }\n\n    <\/style>\n\n<!-- if container is fluid -->\n<div class=\"full-width\" style=\"position: relative; opacity: 100%; background-color: #ffffff;\">\n    <div class=\"container-xl lazyblock-section lazyblock-section-hgwuz-container  #ffffff custom-padding \" id=\"section-hgwuz\"\n    style=\"opacity: 100%; background-color: #ffffff;\">\n                            <div class=\"section-bg-color\"\n                 style=\"opacity: 100%;\"><\/div>\n                <div class=\"row justify-content-center px-0 mx-0\">\n                <div class=\"col-lg-10 px-0 custom-padding row\">\n                    \n\n<style>\n    .lazyblock-content-11szyA p,\n    .lazyblock-content-11szyA p a,\n    .lazyblock-content-11szyA h1,\n    .lazyblock-content-11szyA h2,\n    .lazyblock-content-11szyA h3,\n    .lazyblock-content-11szyA h4,\n    .lazyblock-content-11szyA h5 {\n        color: ;\n    }\n\n    #content-11szyA {\n        margin-top: 0rem;\n        margin-bottom: 0rem;\n    }\n\n    #content-11szyA {\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        .p-0 {\n            padding: 1rem !important;\n        }\n        #content-11szyA {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-content-container lazyblock-content-11szyA-container  px-0 \"\n     id=\"content-11szyA\">\n    <div class=\"row lazyblock-content justify-content-start  lazyblock-content-11szyA\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <p>\u201cJust go, just grow, whatever it takes\u201d: That\u2019s often a useful maxim for startup businesses to break through and\u00a0<b>scale up<\/b>. But when their rocket starts to reach full throttle on its way to new, unexplored spheres, they\u00a0<b>better have the right gear and processes on board<\/b>. That\u2019s where\u00a0<a href=\"https:\/\/www.ellivateconsulting.com\/\" target=\"_blank\" rel=\"noopener\">Ellivate Consulting<\/a>\u00a0comes in.<\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-11462\" src=\"https:\/\/proweb.p.blends.be\/wp-content\/uploads\/ellivate.png\" alt=\"\" width=\"584\" height=\"517\" \/><\/p>        <\/div>\n    <\/div>\n<\/div>\n\n                <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n<!-- end -->\n\n<!-- if container is MD -->\n<!-- end -->\n\n\n\n\n<style>\n    #section-AX5Fd {\n        padding-top: 2.8rem;\n        padding-bottom: 1.8rem;\n    }\n\n    @media (min-width:1024px ) {\n        #section-AX5Fd {\n        ;\n        ;\n        }\n    }\n\n    <\/style>\n\n<!-- if container is fluid -->\n<div class=\"full-width\" style=\"position: relative; opacity: 100%; background-color: #f5f5f5;\">\n    <div class=\"container-xl lazyblock-section lazyblock-section-AX5Fd-container  #f5f5f5 custom-padding \" id=\"section-AX5Fd\"\n    style=\"opacity: 100%; background-color: #f5f5f5;\">\n                            <div class=\"section-bg-color\"\n                 style=\"opacity: 100%;\"><\/div>\n                <div class=\"row justify-content-center px-0 mx-0\">\n                <div class=\"col-lg-10 px-0 custom-padding row\">\n                    \n\n<style>\n    #heading-2bfTkU .heading h2 {\n        color: #421f3c;\n        font-size: 2.5rem;\n        line-height: 3rem !important;\n    }\n\n    #heading-2bfTkU {\n        margin-top: 0rem;\n        margin-bottom: 2.8rem;\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        #heading-2bfTkU {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-heading-2-container lazyblock-heading-2-2bfTkU  px-0\" id=\"heading-2bfTkU\">\n    <div class=\"row heading lazyblock-heading-2 justify-content-start  lazyblock-heading-2-2bfTkU\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <a class=\"heading-2-anchor heading-anchor\" id=\"from-specialization-to-powerful-consulting-frameworks\"><\/a>\n            <h2>From specialization to powerful consulting frameworks\u200b\u200b\u200b<\/h2>\n        <\/div>\n    <\/div>\n<\/div>\n\n\n\n<style>\n    .lazyblock-content-ZBnS2b p,\n    .lazyblock-content-ZBnS2b p a,\n    .lazyblock-content-ZBnS2b h1,\n    .lazyblock-content-ZBnS2b h2,\n    .lazyblock-content-ZBnS2b h3,\n    .lazyblock-content-ZBnS2b h4,\n    .lazyblock-content-ZBnS2b h5 {\n        color: ;\n    }\n\n    #content-ZBnS2b {\n        margin-top: 0rem;\n        margin-bottom: 0rem;\n    }\n\n    #content-ZBnS2b {\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        .p-0 {\n            padding: 1rem !important;\n        }\n        #content-ZBnS2b {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-content-container lazyblock-content-ZBnS2b-container  px-0 \"\n     id=\"content-ZBnS2b\">\n    <div class=\"row lazyblock-content justify-content-start  lazyblock-content-ZBnS2b\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <p>Chris Ellis is the founder of this\u00a0<a href=\"https:\/\/www.ellivateconsulting.com\/\" target=\"_blank\" rel=\"noopener\">boutique consultancy based in Sydney, Australia<\/a>. Thanks to 25+ years of senior executive experience in finance and tech, he developed specialized know-how in transformational change, growth strategy, people development, and leading global sales teams. Chris and Ellivate are all about\u00a0<b>helping recurring revenue businesses create repeatable and scalable processes\u00a0<\/b>to reach their revenue goals<b>.<\/b><\/p>\n<p>Ellivate uses Pointerpro to deliver its consulting services to a broader audience. How? By building online assessments with auto-personalized PDF reports, of course. Pointerpro\u2019s very\u00a0<i>own\u00a0<\/i>Chris, our Product Marketer, sat down for a quick chat about Ellivate&#8217;s\u00a0<strong>c<\/strong><b>onsulting methodology<\/b>\u00a0and more.<\/p>\n<p>&nbsp;<\/p>\n<h4><span style=\"color: #421f3c; font-size: 28px;\">What does your ideal customer look like?\u200b<\/span><\/h4>\n<p>&nbsp;<\/p>\n<p><i>We serve any type of recurring revenue business. They\u2019re often SaaS companies, but we don&#8217;t specialize in any particular industry. They tend to have similar challenges and needs that we work on with them. Types of organizations we&#8217;ve worked with were developers of recruitment platforms, cybersecurity applications, and also platforms for NDIS the National Disability Insurance Scheme that funds costs associated with disability in Australia. So quite diverse.<\/i><\/p>\n<p><em>The ideal customer would resemble this: Organizations, with a staff of between 50 and 200 people,<strong> on a scaling journey<\/strong>. Often they&#8217;ve gone from being a founder-led business to now having <strong>hired their sales teams, and their customer success teams<\/strong>, and starting to experience what we call \u201cchaos in the business.\u201d That\u2019s where we identify they <strong>don\u2019t have the right systems, frameworks, and processes in place.<\/strong> So we come into play to work with the go-to-market teams and change that.<\/em><\/p>        <\/div>\n    <\/div>\n<\/div>\n\n\n\n<style>\n    .lazyblock-content-1m161h p,\n    .lazyblock-content-1m161h p a,\n    .lazyblock-content-1m161h h1,\n    .lazyblock-content-1m161h h2,\n    .lazyblock-content-1m161h h3,\n    .lazyblock-content-1m161h h4,\n    .lazyblock-content-1m161h h5 {\n        color: ;\n    }\n\n    #content-1m161h {\n        margin-top: 0rem;\n        margin-bottom: 0rem;\n    }\n\n    #content-1m161h {\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        .p-0 {\n            padding: 1rem !important;\n        }\n        #content-1m161h {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-content-container lazyblock-content-1m161h-container  px-0 \"\n     id=\"content-1m161h\">\n    <div class=\"row lazyblock-content justify-content-start  lazyblock-content-1m161h\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <h4><span style=\"color: #421f3c; font-size: 28px;\">What end result do you aim for when working with your clients?<\/span><\/h4>\n<p>&nbsp;<\/p>\n<p><i>So our ideal end result for them is the achievement of their revenue goals. In the current market, that predominantly means: sustainable profitable growth. A lot of SaaS businesses over the last few years have been very focused on growth at any cost. We focus on turning that into\u00a0<\/i><b><i>sustainable and profitable growth<\/i><\/b><i>\u00a0for them.<br \/><\/i><i><br \/>That really implies creating efficient and effective processes for their sales and customer success teams. So it doesn&#8217;t matter whether they&#8217;ve got five people in those teams or five hundred. What we want them to have is a\u00a0<\/i><b><i>consistent way of selling and creating recurring revenue.<\/i><\/b><\/p>\n<p>&nbsp;<\/p>\n<p><video src=\"https:\/\/proweb.p.blends.be\/wp-content\/uploads\/Snippet-1-Ellivate-branding.mp4\" poster=\"https:\/\/proweb.p.blends.be\/wp-content\/uploads\/2-5.png\" preload=\"metadata\" controls=\"controls\" width=\"100%\" height=\"100%\"><\/video><\/p>        <\/div>\n    <\/div>\n<\/div>\n\n                <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n<!-- end -->\n\n<!-- if container is MD -->\n<!-- end -->\n\n\n\n\n<style>\n    #section-Z1AL6zA {\n        padding-top: 2.8rem;\n        padding-bottom: 2.8rem;\n    }\n\n    @media (min-width:1024px ) {\n        #section-Z1AL6zA {\n        ;\n        ;\n        }\n    }\n\n    <\/style>\n\n<!-- if container is fluid -->\n<div class=\"full-width\" style=\"position: relative; opacity: 100%; background-color: #ffffff;\">\n    <div class=\"container-xl lazyblock-section lazyblock-section-Z1AL6zA-container  #ffffff custom-padding \" id=\"section-Z1AL6zA\"\n    style=\"opacity: 100%; background-color: #ffffff;\">\n                            <div class=\"section-bg-color\"\n                 style=\"opacity: 100%;\"><\/div>\n                <div class=\"row justify-content-center px-0 mx-0\">\n                <div class=\"col-lg-10 px-0 custom-padding row\">\n                    \n\n<style>\n    #heading-25p5tK .heading h2 {\n        color: #421f3c;\n        font-size: 2.5rem;\n        line-height: 3rem !important;\n    }\n\n    #heading-25p5tK {\n        margin-top: 0rem;\n        margin-bottom: 2.8rem;\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        #heading-25p5tK {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-heading-2-container lazyblock-heading-2-25p5tK  px-0\" id=\"heading-25p5tK\">\n    <div class=\"row heading lazyblock-heading-2 justify-content-start  lazyblock-heading-2-25p5tK\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <a class=\"heading-2-anchor heading-anchor\" id=\"consulting-methodology\"><\/a>\n            <h2>Consulting methodology<\/h2>\n        <\/div>\n    <\/div>\n<\/div>\n\n\n\n<style>\n    .lazyblock-content-1lo2Ve p,\n    .lazyblock-content-1lo2Ve p a,\n    .lazyblock-content-1lo2Ve h1,\n    .lazyblock-content-1lo2Ve h2,\n    .lazyblock-content-1lo2Ve h3,\n    .lazyblock-content-1lo2Ve h4,\n    .lazyblock-content-1lo2Ve h5 {\n        color: ;\n    }\n\n    #content-1lo2Ve {\n        margin-top: 0rem;\n        margin-bottom: 0rem;\n    }\n\n    #content-1lo2Ve {\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        .p-0 {\n            padding: 1rem !important;\n        }\n        #content-1lo2Ve {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-content-container lazyblock-content-1lo2Ve-container  px-0 \"\n     id=\"content-1lo2Ve\">\n    <div class=\"row lazyblock-content justify-content-start  lazyblock-content-1lo2Ve\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <h4><span style=\"color: #421f3c; font-size: 28px;\">What is your consulting methodology to help these clients?<\/span><\/h4>\n<p>&nbsp;<\/p>\n<p><i>We&#8217;ve built a\u00a0<\/i><b><i>12-step framework<\/i><\/b><i>. One that is predominantly focused on two pillars: revenue operations and revenue enablement.\u00a0<\/i><\/p>\n<p><i><\/i><i>With six steps around\u00a0<\/i><b><i>revenue operations<\/i><\/b><i>, on the one hand, we help organizations\u00a0<\/i><b><i>perform through productivity<\/i><\/b><i>: the right processes and the right operating rhythms. On the other hand, we zoom in on data and analytics: the metrics to measure success for their organization.<\/i><\/p>\n<p><i><\/i><i>The other six steps around\u00a0<\/i><b><i>revenue enablement<\/i><\/b><i>\u00a0consist of aligning the messaging between teams. It\u2019s one of the biggest challenges we come across. Whether it\u2019s marketing, sales, or customer success teams that communicate internally or whether any of them is communicating the value propositions to the market, consistency is key. The other part of the enablement pillar puts the right<\/i><b><i>\u00a0training and coaching<\/i><\/b><i>\u00a0in place for these go-to-market teams.<\/i><\/p>\n<p>&nbsp;<\/p>\n<p><video src=\"https:\/\/proweb.p.blends.be\/wp-content\/uploads\/Snippet-2-Ellivate-branding.mp4\" poster=\"https:\/\/proweb.p.blends.be\/wp-content\/uploads\/3-2.png\" preload=\"metadata\" controls=\"controls\" width=\"100%\" height=\"100%\"><\/video><\/p>        <\/div>\n    <\/div>\n<\/div>\n\n                <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n<!-- end -->\n\n<!-- if container is MD -->\n<!-- end -->\n\n\n\n\n<style>\n    #section-Z1r9HNG {\n        padding-top: 2.8rem;\n        padding-bottom: 1.8rem;\n    }\n\n    @media (min-width:1024px ) {\n        #section-Z1r9HNG {\n        ;\n        ;\n        }\n    }\n\n    <\/style>\n\n<!-- if container is fluid -->\n<div class=\"full-width\" style=\"position: relative; opacity: 100%; background-color: #f0f0f0;\">\n    <div class=\"container-xl lazyblock-section lazyblock-section-Z1r9HNG-container  #f0f0f0 custom-padding \" id=\"section-Z1r9HNG\"\n    style=\"opacity: 100%; background-color: #f0f0f0;\">\n                            <div class=\"section-bg-color\"\n                 style=\"opacity: 100%;\"><\/div>\n                <div class=\"row justify-content-center px-0 mx-0\">\n                <div class=\"col-lg-10 px-0 custom-padding row\">\n                    \n\n<style>\n    #heading-ZUphcT .heading h2 {\n        color: #421f3c;\n        font-size: 2.5rem;\n        line-height: 3rem !important;\n    }\n\n    #heading-ZUphcT {\n        margin-top: 0rem;\n        margin-bottom: 2.8rem;\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        #heading-ZUphcT {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-heading-2-container lazyblock-heading-2-ZUphcT  px-0\" id=\"heading-ZUphcT\">\n    <div class=\"row heading lazyblock-heading-2 justify-content-start  lazyblock-heading-2-ZUphcT\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <a class=\"heading-2-anchor heading-anchor\" id=\"digitalizing-the-consulting-frameworks-as-lead-magnets-but-also-beyond\"><\/a>\n            <h2>Digitalizing the consulting frameworks as lead magnets, but also beyond\u200b<\/h2>\n        <\/div>\n    <\/div>\n<\/div>\n\n\n\n<style>\n    .lazyblock-content-1Qtpqn p,\n    .lazyblock-content-1Qtpqn p a,\n    .lazyblock-content-1Qtpqn h1,\n    .lazyblock-content-1Qtpqn h2,\n    .lazyblock-content-1Qtpqn h3,\n    .lazyblock-content-1Qtpqn h4,\n    .lazyblock-content-1Qtpqn h5 {\n        color: ;\n    }\n\n    #content-1Qtpqn {\n        margin-top: 0rem;\n        margin-bottom: 0rem;\n    }\n\n    #content-1Qtpqn {\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        .p-0 {\n            padding: 1rem !important;\n        }\n        #content-1Qtpqn {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-content-container lazyblock-content-1Qtpqn-container  px-0 \"\n     id=\"content-1Qtpqn\">\n    <div class=\"row lazyblock-content justify-content-start  lazyblock-content-1Qtpqn\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <h4><span style=\"color: #421f3c; font-size: 28px;\">What were you aiming to solve when you came across Pointerpro?\u200b<\/span><\/h4>\n<p>&nbsp;<\/p>\n<p>Our own biggest challenge was generating more leads for Ellivate. Rather than just relying on outbound activity, we wanted to attract more people\u2019s attention and get them to reach out to us. We were looking for lead magnets, so to speak, to ultimately get more names into our CRM and to immediately spark engaging conversations with these prospects, going forward.<\/p>\n<p>&nbsp;<\/p>\n<h4><span style=\"font-size: 28px; color: #421f3c;\">Did you look at other solutions before choosing Pointerpro?\u200b<\/span><\/h4>\n<p>&nbsp;<\/p>\n<p><i>We looked at a few solutions. The first one was a system called Brilliant Assessments. We actually did go into that platform and played around on it to see what that was like and compared that to Pointerpro. Another one we looked at was called \u201cAssessment Generator.\u201d We had a meeting with that organization to see what they could offer us.\u00a0<\/i><\/p>\n<p><i><\/i><i>We really analyzed our main evaluation\u00a0<\/i><b><i>criteria<\/i><\/b><i>:\u00a0<\/i><b><i>user-friendliness, user experience, and a quality report<\/i><\/b><i>\u00a0to deliver added value to any responding prospect.\u00a0<\/i><\/p>\n<p><i><\/i><i>I had mapped out how I wanted the assessment to work and the PDF report to come out at the end and truly found that there was\u00a0<\/i><b><i>a lot less complexity with the Pointerpro<\/i><\/b>\u00a0<b><i>platform<\/i><\/b><i>. When we were testing Brilliant Assessment, for example, we found that it was a lot slower and we had some clunkiness issues with it. So in summary, the three factors for us to go with Pointerpro were: the\u00a0<\/i><b><i>quality of the PDF reports<\/i><\/b><i>, the\u00a0<\/i><b><i>reduced complexity of the calculations,<\/i><\/b><i>\u00a0and then the\u00a0<\/i><b><i>speed of use<\/i><\/b><i>.<\/i><\/p>\n<p>&nbsp;<\/p>\n<p><video src=\"https:\/\/proweb.p.blends.be\/wp-content\/uploads\/Snippet-3-Ellivate-branding.mp4\" poster=\"https:\/\/proweb.p.blends.be\/wp-content\/uploads\/4-1.png\" preload=\"metadata\" controls=\"controls\" width=\"100%\" height=\"100%\"><\/video><\/p>        <\/div>\n    <\/div>\n<\/div>\n\n                <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n<!-- end -->\n\n<!-- if container is MD -->\n<!-- end -->\n\n\n\n\n<style>\n    #section-aPR9O {\n        padding-top: 2.8rem;\n        padding-bottom: 2.8rem;\n    }\n\n    @media (min-width:1024px ) {\n        #section-aPR9O {\n        ;\n        ;\n        }\n    }\n\n    <\/style>\n\n<!-- if container is fluid -->\n<div class=\"full-width\" style=\"position: relative; opacity: 100%; background-color: #ffffff;\">\n    <div class=\"container-xl lazyblock-section lazyblock-section-aPR9O-container  #ffffff custom-padding \" id=\"section-aPR9O\"\n    style=\"opacity: 100%; background-color: #ffffff;\">\n                            <div class=\"section-bg-color\"\n                 style=\"opacity: 100%;\"><\/div>\n                <div class=\"row justify-content-center px-0 mx-0\">\n                <div class=\"col-lg-10 px-0 custom-padding row\">\n                    \n\n<style>\n    #heading-Z1mWRgF .heading h2 {\n        color: #421f3c;\n        font-size: 2.5rem;\n        line-height: 3rem !important;\n    }\n\n    #heading-Z1mWRgF {\n        margin-top: 0rem;\n        margin-bottom: 2.8rem;\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        #heading-Z1mWRgF {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-heading-2-container lazyblock-heading-2-Z1mWRgF  px-0\" id=\"heading-Z1mWRgF\">\n    <div class=\"row heading lazyblock-heading-2 justify-content-start  lazyblock-heading-2-Z1mWRgF\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <a class=\"heading-2-anchor heading-anchor\" id=\"tools-created-with-pointerpro\"><\/a>\n            <h2>Tools created with Pointerpro<\/h2>\n        <\/div>\n    <\/div>\n<\/div>\n\n\n\n<style>\n    .lazyblock-content-Z2hRXdp p,\n    .lazyblock-content-Z2hRXdp p a,\n    .lazyblock-content-Z2hRXdp h1,\n    .lazyblock-content-Z2hRXdp h2,\n    .lazyblock-content-Z2hRXdp h3,\n    .lazyblock-content-Z2hRXdp h4,\n    .lazyblock-content-Z2hRXdp h5 {\n        color: ;\n    }\n\n    #content-Z2hRXdp {\n        margin-top: 0rem;\n        margin-bottom: 0rem;\n    }\n\n    #content-Z2hRXdp {\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        .p-0 {\n            padding: 1rem !important;\n        }\n        #content-Z2hRXdp {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-content-container lazyblock-content-Z2hRXdp-container  px-0 \"\n     id=\"content-Z2hRXdp\">\n    <div class=\"row lazyblock-content justify-content-start  lazyblock-content-Z2hRXdp\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <h4><span style=\"color: #421f3c; font-size: 28px;\">What questionnaires and report templates did you build with Pointerpro?<\/span><\/h4>\n<p>&nbsp;<\/p>\n<p><i>The biggest one was based on our 12-step framework, that I mentioned earlier. We wanted to\u00a0<\/i><b><i>give prospects a flavor of the deep dive that we would do going into their organization<\/i><\/b><i>\u00a0&#8211; and make them familiar with the 12-step framework.<\/i><\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-11461\" src=\"https:\/\/proweb.p.blends.be\/wp-content\/uploads\/Ellivate-screenshot-1-1536x730-1.png\" alt=\"\" width=\"1536\" height=\"730\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><i>So it wasn&#8217;t just a quick survey and they&#8217;d get a score at the end. We created a 13-question assessment &#8211; built around our framework &#8211;\u00a0 and called it the \u2018Scale Up Assessment\u201d. An organization that would complete the assessment automatically received\u00a0<\/i><b><i>a detailed eight-page report,\u00a0<\/i><\/b><i>\u00a0tailored to their answer outcomes,<\/i><b><i>\u00a0with real added value, specifically for them<\/i><\/b><i>.<\/i><\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-11460\" src=\"https:\/\/proweb.p.blends.be\/wp-content\/uploads\/Ellivate-screenshot-2-1536x715-1.png\" alt=\"\" width=\"1536\" height=\"715\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-11459\" src=\"https:\/\/proweb.p.blends.be\/wp-content\/uploads\/Ellivate-report-pages-1536x720-1.png\" alt=\"\" width=\"1536\" height=\"720\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><i>That was the first one we did and now we&#8217;ve just gone live with a\u00a0<\/i><b><i>DISC assessment<\/i><\/b><i>\u00a0as well. This one is around personality and behavioral profiling and will lead to a more detailed program that we offer around DISC. And we&#8217;ve got some plans going forward for an\u00a0<\/i><b><i>assessment for financial service organizations<\/i><\/b><i>\u00a0too.<\/i><\/p>        <\/div>\n    <\/div>\n<\/div>\n\n                <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n<!-- end -->\n\n<!-- if container is MD -->\n<!-- end -->\n\n\n\n\n<style>\n    #section-ZOsHU4 {\n        padding-top: 2.8rem;\n        padding-bottom: 1.8rem;\n    }\n\n    @media (min-width:1024px ) {\n        #section-ZOsHU4 {\n        ;\n        ;\n        }\n    }\n\n    <\/style>\n\n<!-- if container is fluid -->\n<div class=\"full-width\" style=\"position: relative; opacity: 100%; background-color: #f0f0f0;\">\n    <div class=\"container-xl lazyblock-section lazyblock-section-ZOsHU4-container  #f0f0f0 custom-padding \" id=\"section-ZOsHU4\"\n    style=\"opacity: 100%; background-color: #f0f0f0;\">\n                            <div class=\"section-bg-color\"\n                 style=\"opacity: 100%;\"><\/div>\n                <div class=\"row justify-content-center px-0 mx-0\">\n                <div class=\"col-lg-10 px-0 custom-padding row\">\n                    \n\n<style>\n    .lazyblock-content-16qW4X p,\n    .lazyblock-content-16qW4X p a,\n    .lazyblock-content-16qW4X h1,\n    .lazyblock-content-16qW4X h2,\n    .lazyblock-content-16qW4X h3,\n    .lazyblock-content-16qW4X h4,\n    .lazyblock-content-16qW4X h5 {\n        color: ;\n    }\n\n    #content-16qW4X {\n        margin-top: 2rem;\n        margin-bottom: 1rem;\n    }\n\n    #content-16qW4X {\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        .p-0 {\n            padding: 1rem !important;\n        }\n        #content-16qW4X {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-content-container lazyblock-content-16qW4X-container  px-0 \"\n     id=\"content-16qW4X\">\n    <div class=\"row lazyblock-content justify-content-start  lazyblock-content-16qW4X\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <p><img decoding=\"async\" class=\"aligncenter size-full wp-image-11457\" src=\"https:\/\/proweb.p.blends.be\/wp-content\/uploads\/Chris-Ellis_Ellivate-Consulting-150x150-1.png\" alt=\"\" width=\"150\" height=\"150\" \/><\/p>\n<p>&nbsp;<\/p>\n<blockquote>\n<p>\u201cThe three factors for us to go with Pointerpro instead of competing solutions? The quality of the PDF reports, the reduced complexity of the calculations and then the speed of use.\u201d\u200b<\/p>\n<\/blockquote>        <\/div>\n    <\/div>\n<\/div>\n\n                <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n<!-- end -->\n\n<!-- if container is MD -->\n<!-- end -->\n\n\n\n\n<style>\n    #section-bruYe {\n        padding-top: 2.8rem;\n        padding-bottom: 1.8rem;\n    }\n\n    @media (min-width:1024px ) {\n        #section-bruYe {\n        ;\n        ;\n        }\n    }\n\n    <\/style>\n\n<!-- if container is fluid -->\n<div class=\"full-width\" style=\"position: relative; opacity: 100%; background-color: #ffffff;\">\n    <div class=\"container-xl lazyblock-section lazyblock-section-bruYe-container  #ffffff custom-padding \" id=\"section-bruYe\"\n    style=\"opacity: 100%; background-color: #ffffff;\">\n                            <div class=\"section-bg-color\"\n                 style=\"opacity: 100%;\"><\/div>\n                <div class=\"row justify-content-center px-0 mx-0\">\n                <div class=\"col-lg-10 px-0 custom-padding row\">\n                    \n\n<style>\n    .lazyblock-content-xWaOK p,\n    .lazyblock-content-xWaOK p a,\n    .lazyblock-content-xWaOK h1,\n    .lazyblock-content-xWaOK h2,\n    .lazyblock-content-xWaOK h3,\n    .lazyblock-content-xWaOK h4,\n    .lazyblock-content-xWaOK h5 {\n        color: ;\n    }\n\n    #content-xWaOK {\n        margin-top: 2rem;\n        margin-bottom: 1rem;\n    }\n\n    #content-xWaOK {\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        .p-0 {\n            padding: 1rem !important;\n        }\n        #content-xWaOK {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-content-container lazyblock-content-xWaOK-container  px-0 \"\n     id=\"content-xWaOK\">\n    <div class=\"row lazyblock-content justify-content-start  lazyblock-content-xWaOK\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <h4><span style=\"color: #421f3c; font-size: 28px;\">Ok, so things really seem to be catching on with lead-generation assessments. Have you looked into developing assessments for other purposes as well?\u200b<\/span><\/h4>\n<p>&nbsp;<\/p>\n<p><i>Well yes, actually. When we go into an organization to do a deep dive, that can be quite costly for some organizations. So now we\u2019re looking at enhancing our initial lead generation assessment and developing it into a middle-ground solution. In other words: a much more detailed assessment.\u00a0<\/i><\/p>\n<p><i><\/i><i>The goal is then to charge a fee for that very detailed assessment and PDF report, providing them with access to our know-how and frameworks at a lower price than what us having to physically go into their business would cost.<\/i><\/p>\n<p>&nbsp;<\/p>\n<h4><span style=\"color: #421f3c; font-size: 28px;\">What has been your overall experience with Pointerpro? Are you satisfied with the way things have gone, so far?\u200b<\/span><\/h4>\n<p>&nbsp;<\/p>\n<p><i>Yes. First of all, we get a lot of great feedback from prospects who\u2019ve completed one of our assessments. It\u2019s just great because they get this quality report and from our side, we can use that in our discovery sessions with them to explore further around their needs. So far, we\u2019ve had around 600 people using the assessment. In terms of user experience, people find the assessments quick and easy, and they\u2019re surprised by the level of quality of the output.<\/i><\/p>\n<blockquote>\n<p>\u201cSo far, we\u2019ve had around 600 people using the assessment. In terms of user experience, people find the assessments quick and easy, and they\u2019re surprised by the level of quality of the output.\u201d\u200b<\/p>\n<\/blockquote>        <\/div>\n    <\/div>\n<\/div>\n\n                <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n<!-- end -->\n\n<!-- if container is MD -->\n<!-- end -->\n\n\n\n\n<style>\n    #section-1GRcJn {\n        padding-top: 2.8rem;\n        padding-bottom: 2.8rem;\n    }\n\n    @media (min-width:1024px ) {\n        #section-1GRcJn {\n        ;\n        ;\n        }\n    }\n\n    <\/style>\n\n<!-- if container is fluid -->\n<div class=\"full-width\" style=\"position: relative; opacity: 100%; background-color: #f5f5f5;\">\n    <div class=\"container-xl lazyblock-section lazyblock-section-1GRcJn-container  #f5f5f5 custom-padding \" id=\"section-1GRcJn\"\n    style=\"opacity: 100%; background-color: #f5f5f5;\">\n                            <div class=\"section-bg-color\"\n                 style=\"opacity: 100%;\"><\/div>\n                <div class=\"row justify-content-center px-0 mx-0\">\n                <div class=\"col-lg-10 px-0 custom-padding row\">\n                    \n\n<style>\n    #heading-ZsgDw6 .heading h2 {\n        color: #421f3c;\n        font-size: 2.5rem;\n        line-height: 3rem !important;\n    }\n\n    #heading-ZsgDw6 {\n        margin-top: 0rem;\n        margin-bottom: 2.8rem;\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        #heading-ZsgDw6 {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-heading-2-container lazyblock-heading-2-ZsgDw6  px-0\" id=\"heading-ZsgDw6\">\n    <div class=\"row heading lazyblock-heading-2 justify-content-start  lazyblock-heading-2-ZsgDw6\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <a class=\"heading-2-anchor heading-anchor\" id=\"any-important-tips-you-would-share-with-future-pointerpro-users\"><\/a>\n            <h2>Any important tips you would share with future Pointerpro users?<\/h2>\n        <\/div>\n    <\/div>\n<\/div>\n\n\n\n<style>\n    .lazyblock-content-Z1VAnAu p,\n    .lazyblock-content-Z1VAnAu p a,\n    .lazyblock-content-Z1VAnAu h1,\n    .lazyblock-content-Z1VAnAu h2,\n    .lazyblock-content-Z1VAnAu h3,\n    .lazyblock-content-Z1VAnAu h4,\n    .lazyblock-content-Z1VAnAu h5 {\n        color: ;\n    }\n\n    #content-Z1VAnAu {\n        margin-top: 0rem;\n        margin-bottom: 0rem;\n    }\n\n    #content-Z1VAnAu {\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        .p-0 {\n            padding: 1rem !important;\n        }\n        #content-Z1VAnAu {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-content-container lazyblock-content-Z1VAnAu-container  px-0 \"\n     id=\"content-Z1VAnAu\">\n    <div class=\"row lazyblock-content justify-content-start  lazyblock-content-Z1VAnAu\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <p><i>Yes, I think the biggest one would be this: really planning and mapping out the different variables of your assessment, beforehand. It makes it much easier to build the questionnaires and ultimately the custom reports that will be generated automatically. For the detailed assessment we are going to monetize, the first version that we\u2019re currently working on has about 25 to 30 variables that could come out of the assessment. We\u2019ve also been playing around with about 80 variables. So definitely: plan first.\u00a0\u00a0<\/i><\/p>\n<p><i>The second tip is if you\u2019re using Pointerpro assessments as a lead magnet, look to automate where you can. <\/i>We use Zapier to integrate the contact information of respondents into our CRM.<\/p>\n<p>&nbsp;<\/p>\n<h4><span style=\"color: #421f3c; font-size: 28px;\">Sounds like you practice what you preach to your clients, documenting processes and automating where you can. Thank you so much for this interview.\u200b<\/span><\/h4>\n<p>&nbsp;<\/p>\n<p><i>Fantastic. Thanks. It\u2019s been great working with you guys over the past period.<\/i><\/p>        <\/div>\n    <\/div>\n<\/div>\n\n                <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n<!-- end -->\n\n<!-- if container is MD -->\n<!-- end -->\n\n\n\n\n<style>\n    #section-xyxh0 {\n        padding-top: 4rem;\n        padding-bottom: 2.8rem;\n    }\n\n    @media (min-width:1024px ) {\n        #section-xyxh0 {\n        ;\n        ;\n        }\n    }\n\n    <\/style>\n\n<!-- if container is fluid -->\n<div class=\"full-width\" style=\"position: relative; opacity: 100%; background-color: #ffffff;\">\n    <div class=\"container-xl lazyblock-section lazyblock-section-xyxh0-container  #ffffff custom-padding \" id=\"section-xyxh0\"\n    style=\"opacity: 100%; background-color: #ffffff;\">\n                            <div class=\"section-bg-color\"\n                 style=\"opacity: 100%;\"><\/div>\n                <div class=\"row justify-content-center px-0 mx-0\">\n                <div 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class=\"d-flex flex-centered h-100\">\n                                                <div class=\"d-flex flex-wrap\">\n                    <div class=\"container-md px-0\">\n                        <div class=\"row lazyblock-content justify-content-start\">\n                            <div class=\"col-12 col-lg-12 text-start ps-4\">\n                    \n\n<style>\n    #heading-ZvLLaC .heading h2 {\n        color: #ffffff;\n        font-size: 2rem;\n        line-height: 3rem !important;\n    }\n\n    #heading-ZvLLaC {\n        margin-top: 0rem;\n        margin-bottom: 2rem;\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        #heading-ZvLLaC {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-heading-2-container lazyblock-heading-2-ZvLLaC  px-0\" id=\"heading-ZvLLaC\">\n    <div class=\"row heading lazyblock-heading-2 justify-content-start  lazyblock-heading-2-ZvLLaC\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <a class=\"heading-2-anchor heading-anchor\" id=\"create-your-own-assessment-for-free\"><\/a>\n            <h2>Create your own assessment <br>for free!<\/h2>\n        <\/div>\n    <\/div>\n<\/div>\n\n\n<div class=\"row lazyblock-cta w-100\">\n    <div class=\"col-lg-12 text-start\">\n        <a class=\"btn btn-primary  \" href=\"https:\/\/app.pointerpro.com\/register?trial=true&amp;plan=professional\" target=\"_self\">Get started today<\/a>\n    <\/div>\n<\/div>\n\n                            <\/div>\n                        <\/div>\n                    <\/div>\n                <\/div>\n            <\/div>\n        <\/div>\n        <div class=\"image-wrapper col-lg-6 order-2\">\n            <div class=\"d-flex flex-centered h-100\">\n                                                                    <img decoding=\"async\" class=\"on-the-fly-ZsQap8\" src=\"https:\/\/pointerpro.com\/wp-content\/uploads\/PP-BANNER-GetStartedToday.png\"\n                         alt=\"\" title=\"\"\/>\n                            <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n\n<script>\n    document.addEventListener(\"DOMContentLoaded\", function() {\n        var containers = document.querySelectorAll('.lazyblock-content-image-container');\n\n        function checkViewport() {\n            var screenWidth = window.innerWidth;\n            if (screenWidth > 320 && screenWidth <= 768) {\n                containers.forEach(function(container) {\n                    container.classList.remove('px-0', 'mx-0');\n                });\n            } else {\n                containers.forEach(function(container) {\n                    container.classList.add('px-0', 'mx-0');\n                });\n            }\n        }\n\n        checkViewport();\n\n        window.addEventListener('resize', checkViewport);\n    });\n\n<\/script>\n            <\/div>\n       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