Prospect Did Not Receive or Complete a Health and Value Assessment #

If a prospect has not received their Health and Value Assessment link, or cannot access their completed report, there are a few common reasons and simple steps to resolve the issue.

If the Prospect Did Not Receive the Assessment Link #

Possible Reasons #

• If the assessment was sent directly from Propel, the email comes from Propel Your Business, not from you personally.
  • The prospect may be expecting an email from you and overlook it.
• The email may have been filtered into spam or junk.

Recommended Action #

• Ask the prospect to check their spam or junk folder.
• If needed, resend the assessment using an invite link placed inside your own email so it comes directly from you.

If the Prospect Started the Assessment but Did Not Receive the Report #

If the prospect received the link but cannot access their results, they may not have completed the assessment.

How to Check Assessment Status #

1. Go to the Health and Value Assessment Dashboard.
2. Use the Filters and select All Steps.
3. This view shows:
   • Assessments that were started but not completed.
   • Assessments that were completed and finalized.
4. Search by:
   • Prospect name, or
   • Prospect company name.

What to Do Next #

• Once you locate the assessment:
  • Review where the prospect left off.
  • Copy the Resume Link.
  • Send the resume link to the prospect so they can finish the assessment.

Important Completion Requirement #

• A prospect must enter their information at the end of the assessment to fully complete it.
• If they did not reach that final step, the assessment is not considered finished, and the report will not be generated.

Summary #

• Missing emails are usually due to sender expectations or spam filtering.
• Incomplete reports mean the assessment was not finalized.
• Use All Steps filtering and the Resume Link to help prospects finish successfully.