Coaches & Consultants

Coaching Readiness Quiz

Segment potential clients by business stage and route them to the right offer. Captures revenue level, biggest challenge, and learning style, so your sales conversation starts where it matters.

7 questions · lead form · 3 scored outcomes · about 2 minutes to take. Free during your 14-day trial.

Who it is for

Built for coaches & consultants.

Knowing each lead’s stage helps you focus. The quiz pre-qualifies prospects so you spend call time with people who are ready for your level of service.

Good fit for: Business coaches, life coaches, consultants, course creators, mentors

Inside the template

The questions, ready to edit.

Every answer carries points, shown here beside each answer. The total decides which outcome each person sees.

Suggested start line: "Pick the answer closest to you. There are no wrong answers."

  1. Q1 What is the biggest challenge in your business right now?

    Pick the one that is costing you the most.

    Scaling beyond one-to-one work 4 pointsPricing and packaging my offers 3 pointsGetting enough clients 2 pointsFinding clarity and focus 1 point
  2. Q2 How long have you been in business?

    Every stage has its own priorities.

    More than 5 years 4 points2 to 5 years 3 pointsUnder 2 years 2 pointsI am just starting out 1 point
  3. Q3 What does your monthly revenue look like?

    This stays private and helps us recommend the right program.

    Over $25,000 4 points$10,000 to $25,000 3 points$3,000 to $10,000 2 pointsUnder $3,000 1 point
  4. Q4 How do you prefer to learn?

    We will match the program to the way you work best.

    Done-with-you strategy sessions 4 pointsA small mastermind group 3 pointsA self-paced course 2 pointsBooks and resources 1 point
  5. Q5 How many hours a week can you invest in growth?

    Be realistic, the best plan is the one you will follow.

    10 hours or more 4 points5 to 10 hours 3 points2 to 5 hours 2 pointsLess than 2 hours 1 point
  6. Q6 Where do you want to be in 12 months?

    Choose the outcome that excites you most.

    Running a team 4 pointsFully booked with premium clients 3 pointsSteady, predictable income 2 pointsA clear plan and more confidence 1 point
  7. Q7 How soon do you want to start?

    Our next cohort starts at the beginning of the month.

    Right away 4 pointsWithin a month 3 pointsIn the next 3 months 2 pointsJust researching 1 point
How the scoring works

Each answer carries 1 to 4 points, listed above from most to fewest. The total runs from 7 to 28: 21 to 28 shows The Accelerator, 14 to 20 shows The Growth Blueprint, 7 to 13 shows The Foundation Course. Change the points to match how you sell, so the result reflects what matters most to you.

Lead form

Ask for the email at the right moment.

The lead form appears just before the result, when people most want to see it.

  • Email address
  • First name (optional)
  • Phone number (optional)
Outcomes

Three results, each with a next step.

Outcome · 21 to 28 points

The Accelerator

The Accelerator is a 6-month, one-to-one program covering offers, systems and hiring, with strategy sessions every two weeks.

Button: Apply for the Accelerator
Outcome · 14 to 20 points

The Growth Blueprint

The Growth Blueprint is a 12-week group program to package your offers, raise your prices and build a steady flow of clients.

Button: Join the Growth Blueprint
Outcome · 7 to 13 points

The Foundation Course

The Foundation Course is a self-paced program to find your niche, shape your first offer and land your first clients.

Button: Start the Foundation Course
Make it yours

From template to live quiz in minutes.

  1. 1

    Open the template

    Click Use this template and start your free trial. No credit card.

  2. 2

    Edit the words

    Change questions, answers, points and outcomes to match your offers and prices.

  3. 3

    Match your brand

    Set your colors and font. On your site, the embed also picks up your page styles.

  4. 4

    Publish and embed

    Add it to Squarespace with a Code Block, or anywhere that accepts embed code.

See how this fits your business: Quiz funnels for coaches and consultants · Read the coaching playbook

Use the Coaching Readiness Quiz today.

Start your free 14-day trial, open the template and make it yours. No credit card required.

14-day free trialNo credit cardEdit everything before it goes live