The Five Types of Self-Services Tools

If you want to take advantage of the “seller-free” phenomenon that’s happening and will continue to happen in the world of buyers, your business should be considering five main self-service tools and experiences for your website visitors.

Self-Assessment

Often found in the form of quizzes or questionnaires, self-assessment tools stand out as a powerful yet simple way to answer a major question buyers often have: “Where do I stand?”

Self-Selection

Self-selection tool often starts with a simple question as well: What is the best _____________ for me?

Self-Configurator

Most known for designing/building physical products, self-configurator tools are meant to take something that is abstract in the buyer’s mind and make it feel more concrete

Self-Scheduling

Self-Scheduling tools offer potential clients a straightforward way to book appointments based on their availability and preferences

Self-Pricing

Self-pricing tools, in other words “pricing calculators,” are designed to answer the question EVERY buyer wants to know -- How much is it?

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Self-Configurator Tool Examples

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Self-Scheduling Tool Examples

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Yale-2
62%

Higher close rate for appointments booked through self-service tool

2x

Average sales value per customer

“Our ‘schedule-a-visit tool’ is the best thing we do. Our close rate for appointments booked through this tool is 62% higher, and we achieve roughly 4k in sales per appointment. That’s double the average appointment.”

Steve Sheinkopf
Steve Sheinkopf, CEO, Yale Appliance

*Gartner. (2020, September 15). Gartner says 80% of B2B sales interactions between suppliers and buyers will occur in digital channels by 2025. Retrieved from [https://www.gartner.com/en/newsroom/press-releases/2020-09-15-gartner-says-80--of-b2b-sales-interactions-between-su]