Coaching business intake optimizer
Streamline client qualification for coaches while personalizing the intake experience based on prospect needs and budget.
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Program recommendation quiz
Guide potential clients to the right coaching program by asking about the area they want to improve, their current situation, commitment level, and preferred learning style.
Match every prospect to the right program
Explore the flow.
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Questions in this template:
You can tweak any of these questions after installation.
- 01
What area do you most want to improve?
- Business & Revenue
- Mindset & Confidence
- Productivity & Focus
- Relationships & Communication
- 02
Where are you right now in this area?
- Just Getting Started
- Making Progress but Stuck
- Ready to Scale
- 03
How much time can you dedicate each week?
- Light Touch (1-2 hrs/week)
- Moderate (3-5 hrs/week)
- All In (5+ hrs/week)
- 04
How do you learn best?
- Self-Paced Courses
- Group Coaching
- Private 1-on-1
Related templates.
Want to build this in your account?
Start with the mapped flow, then keep only the questions, logic, and next steps that fit your campaign.