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Templates

Start from a built form, not a blank page.

Every template opens fully built in your dashboard — questions, logic, and end screens included. Customize it or publish as-is.

Assessment
Private Practice Marketing Diagnostic

A six-area marketing diagnostic for coaches and consultants who help therapists, clinicians and practice owners grow. Honest routes for practices that are full or not yet open, screeners that open deeper questions only where needed, six scored patterns from positioning to retention, a practice profile chart and a first move for every result. Replace the booking link on the endings with your own.

Assessment
Growth Bottleneck Diagnostic

A diagnostic for business coaches and consultants: routing questions, screeners that open deeper sections only where needed, five scored patterns, early-sign results and a first move for each. Replace the booking link on the endings with your own.

Assessment
Growth Readiness Diagnostic

A seven-area diagnostic for business coaches and consultants: routing questions, screeners that open deeper questions only where needed, seven scored patterns, early-sign results, a readiness profile chart and a first move for each result. Replace the booking link on the endings with your own.

Assessment
Executive Burnout & Capacity Diagnostic

A six-area capacity diagnostic for executive and wellbeing coaches, drawing on research into what drives burnout at work. A safety route that comes before everything, screeners that open deeper questions only where needed, six scored patterns from workload to values, a capacity profile chart and a first move for every result. Not a clinical burnout measure, and it says so. Replace the booking link on the endings with your own.

Assessment
Gut Health & Lifestyle Assessment

A six-habit gut health assessment for wellness and nutrition coaches. Red-flag symptoms go straight to a doctor, specialist situations to specialist advice; everyone else gets screeners that open deeper questions only where needed, six scored habit patterns from plant variety to movement, a habits chart and a first move for every result. It looks at lifestyle, never at conditions, and says so. Replace the booking link on the endings with your own.

Calculator
Marketing ROI Calculator

A real calculator for marketing and growth consultants: from six numbers a prospect already knows, it works out cost per customer, lifetime gross profit, lifetime value to cost, return on spend and payback, sorts the result from losing money to under-investing, and shows what the prospect's chosen lever is worth in their own numbers. Replace the booking link on the endings with your own.

Assessment
Sales Pipeline Health Diagnostic

A six-area pipeline diagnostic for sales coaches and consultants working with B2B and service businesses. Honest routes for businesses over capacity or selling online, screeners that open deeper questions only where needed, six scored patterns from targeting to forecasting, a pipeline profile chart and a first move for every result. Replace the booking link on the endings with your own.

Assessment
Leadership Effectiveness Diagnostic

A six-area leadership diagnostic for executive and leadership coaches. Routing for wellbeing and first-time leaders, screeners that open deeper questions only where needed, six scored leadership patterns, early-sign results, a leadership profile chart and a first move for every result. Replace the booking link on the endings with your own.

Assessment
Strategic SWOT Diagnostic

A SWOT that's specific enough to act on, for business strategy coaches and consultants. Routes for cash crises, sales and pre-revenue businesses, six scored areas from cash resilience to strategic focus, the business's strengths and the weakness or threat to deal with first, a position chart and a first move for every result. Replace the booking link on the endings with your own.

Intake
Coaching Client Intake

A pre-session intake coaches send to new clients: a path for business, career, leadership or life coaching, goals and readiness for everyone, a follow-up when past coaching didn't work, a coaching-is-not-therapy check that signposts support and tags it for the coach, consent, and a thank-you with preparation tips for the client's kind of coaching. Replace the booking link on the ending with your own.

Assessment
Career Change Readiness Diagnostic

A six-area career change diagnostic for career coaches. Routes for people who've just lost their income or are happy where they are, screeners that open deeper questions only where needed, six scored patterns from direction to confidence, a readiness chart and a first move for every result. Replace the booking link on the endings with your own.