WHAT YOU GET
One Place to Administer, Manage, Deliver, and Document
You administer an assessment, deliver the report, and hope the insight sticks. That is how most assessment platforms were designed to work, because their job ends when the PDF is delivered. Yours doesn’t. The Pro Account is built around a different assumption: that the assessment is the beginning of your work, not the end of it. When you administer through the Pro Account, your participants don’t just receive a report. They receive access to a Participant Hub where results stay alive, reflection is structured, and development continues between your sessions. You stay in control of who sees what and when. Your work has a platform behind it that carries the same standard you bring to the room.
Everything Your Practice Needs in One Place
One catalog, one platform. Assessments across type, emotional intelligence, career, and social dynamics. Practitioner manuals, ebooks, and custom reports in your file manager. No separate vendor accounts, no separate credit systems, no separate logins.
You control the participant experience. You decide when results are released, which tools participants can access in their Participant Hub, and whether Evidentra® is available. Every participant receives the experience you designed, not a vendor’s default.
Feedback is built in. Participant experience surveys capture feedback as part of the process, at no additional charge. When a sponsor asks what participants thought, the data is already there.
No subscription. No expiration. You purchase inventory credits when you need them. A credit is only used when you access results. If a participant doesn’t finish, you don’t pay.
What Your Practice Looks Like When the Platform Carries Its Share
Right now, your delivery probably looks something like this: you administer an assessment, deliver the report, send a follow-up email with reflection questions you wrote yourself, and hope the insight holds until the next session. If a sponsor asks how it went, you pull together anecdotal feedback or send a survey you built on your own.
When you deliver through the Pro Account, the platform picks up where your session ends. Participants access their results in a Participant Hub that stays open between your touchpoints. Reflection is structured. Evidentra®, where you enable it, gives participants a thinking partner when you are not in the room. When they come back for the next session, they have been working with the material, not trying to remember what you covered.
And the proof builds itself. Participant feedback is captured as part of the experience, not as something you chase after the engagement ends.
WHO THIS IS FOR
Practitioners Who Are Ready for a Platform That Works as Hard as They Do
Executive and Leadership Coaches You are running a coaching practice across multiple clients, and every engagement is a separate setup.
One client gets type work. Another gets EQ. A third gets both. Each assessment comes from a different vendor with a different portal, and none of them connect to the participant experience you want to deliver. The Pro Account organizes your practice by client, gives you one catalog across assessment families, and delivers a consistent Participant Hub experience regardless of which instrument you used.
OD Consultants and Team Development Facilitators You know the workshop is the beginning, but your tools treat it like the end.
The session lands. The team gets it. And then nothing holds the work in place until the next engagement. The Pro Account gives your participants a place to return to between sessions, with structured reflection and Evidentra® where you enable it. Your work continues without you having to build the follow-through infrastructure yourself.
Internal HR, L&D, and Talent Development Professionals You need to run assessments across cohorts and show the organization something more than a stack of PDFs.
Program-level delivery requires a platform that handles volume, keeps participant experiences consistent, and captures feedback you can report on. The Pro Account gives you project-based administration, consignment links for large groups, and built-in NPS data so you can document outcomes without building a separate measurement process.
Career Coaches and Career Development Practitioners You want your clients to leave with clarity and a place to come back to when the hard decisions show up.
Career work doesn’t resolve in a single session. Your clients need somewhere to revisit their results when a job offer arrives, a role changes, or motivation shifts. The Pro Account delivers career assessment results into a Participant Hub that stays accessible, so your clients carry the work forward on their own terms.
THE BIGGER PICTURE
Development Work That Cannot Be Documented Cannot Be Defended
You know the work is real. You have seen people change how they lead, communicate, and make decisions. But when a sponsor asks what changed, or when a budget needs to be justified, most practitioners have nothing to show except session notes and a stack of PDFs delivered months ago.
This is not a personal shortcoming. It is an infrastructure problem. The tools practitioners were given were never designed to capture evidence that the work landed. They were designed to deliver a report and move on to the next sale.
The research confirms it. Only 29% of organizations believe their measurement approach clearly demonstrates the value of development work. The gap is not expertise. The gap is proof.
When your platform captures participant feedback as part of the experience and NPS data is available at the project level, you are no longer asking anyone to take your word for it. Your work has evidence behind it. That evidence builds referrals, justifies budgets, and protects your credibility when organizations tighten spending.
You stop being the practitioner who delivers insight and hopes it sticks. You become the one whose work is documented, defensible, and worth repeating.
Key Features of the Core Factors Pro Account
Assessment Catalog
Access assessments across type, emotional intelligence, career, and social dynamics from a single platform. Custom reports, practitioner manuals, and ebooks are available in your file manager.
Client Management
Organize projects by client so your practice has a single view across engagements, not a disconnected list of one-off projects.
Flexible Distribution
Send personalized email invitations for structured engagements. Use a consignment link for workshops, large groups, or situations where participant details are unknown in advance.
Reporting Options
On-screen scores for quick virtual feedback. Participant PDF reports for debriefs. Practitioner PDF reports with full numeric data for your session preparation. US Letter and A4 formats available.
Practitioner Control
You decide when results are released, which Participant Hub features participants can access, and whether Evidentra® is available. Every touchpoint reflects your delivery choices.
Participant Hub Integration
When you release results, participants access a dedicated account with on-screen reporting, structured reflection tools, and Evidentra® where enabled. The experience continues between your sessions without you managing it.
Pay-As-You-Go Credits
No subscription fees. No setup costs. Inventory credits never expire. A credit is used only when you access a participant’s results. Incomplete assessments cost you nothing.
Built-In Feedback
Experience surveys capture participant feedback and NPS data at the project level, at no additional charge. Documentation happens as part of the experience, not after it.
Dedicated Support
A 30-minute onboarding call with your dedicated success manager. Integrated help desk for ongoing support. Real-time notifications when participants complete assessments.
GET STARTED
Three Steps to Start Using the Pro Account
- Step 2
Schedule Your Onboarding Call
Once approved, you schedule a 30-minute call with your dedicated success manager to walk through the platform, answer your questions, and get your first project set up.
- Step 3
Complete Accreditation Requirements
Most assessments require completion of a practitioner training program before they are activated in your account. Some assessments, like Career Signals, are available immediately. Your success manager will walk you through what applies to the assessments you plan to use.
Frequently Asked Questions
The Pro Account is free to apply for and free to maintain. There are no subscription fees, setup costs, or annual charges. You purchase inventory credits as needed, and a credit is only used when you access a participant’s results. Credits never expire.
You are not charged. A credit is only used when you access the participant’s completed results. Incomplete assessments cost you nothing.
Most assessments require completion of a practitioner training program before they are activated in your account. Some, like Career Signals, are available immediately with no training required. Your success manager will walk you through the requirements for the assessments you plan to use.
Yes. The Pro Account gives you access to assessments across type, emotional intelligence, career, and social dynamics. You can create multiple projects for the same client and use any combination of assessments across engagements.
When you release results, participants receive access to a Participant Hub where they can view their full report on screen, use structured reflection tools, and access Evidentra® where you have enabled it. You control when results are released and which features are available.
Yes. You decide when results are released to participants. You can release results immediately after completion or hold them until you are ready to deliver. This gives you full control over how and when participants first encounter their results.
A consignment link is a unique, project-specific URL you can share with any group. Participants use the link to complete the assessment without you needing to enter their information in advance. This is useful for workshops, paid sessions, marketing campaigns, or any situation where your participant list is not yet known.
Every Pro Account includes a dedicated success manager, an integrated help desk, and real-time email notifications when participants complete assessments. Report re-downloads are always free, so you maintain ongoing access to participant results at no additional cost.
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