Coaching Readiness Assessment Funnel

What is the Coaching Readiness Assessment?

This assessment evaluates your potential clients' readiness for coaching using the Transtheoretical Model (Stages of Change). It measures self-awareness, commitment levels, and identifies where they are in their change journey — plus what kind of support they're looking for.

Why it works: Not every lead is ready for coaching. This assessment helps you identify who's ready to commit and how to best serve them based on their current stage.

Perfect for:

• Life coaches

• Executive coaches

• Business coaches

• Career coaches

• Health and wellness coaches

• Any coaching professional

What Your Leads Experience

The assessment is a 3-step wizard with 7 questions total.

Step 1: Self-Awareness

Your lead rates their clarity and awareness:

1. Goal Clarity: "How clear are you about what you want to achieve?"

2. Obstacle Awareness: "How aware are you of what's currently holding you back?"

Step 2: Readiness & Commitment

Your lead rates their commitment to change:

3. Commitment: "How committed are you to making meaningful changes in your life?"

4. Openness: "How open are you to trying new approaches, even if they feel uncomfortable?"

5. Investment: "How ready are you to invest time and energy into your growth?"

Step 3: Your Journey

Your lead identifies their stage and support needs:

6. Stage of Change: Which best describes where they are now

7. Support Preferences: What kind of support they're looking for (multi-select)

Emoji Scale (Questions 1-5)

Stages of Change Options (Question 6)

Support Preferences (Question 7)

The Results

After completing the assessment, your lead sees:

Readiness Score Card

• Readiness percentage

• Tier name with color badge

• Personalized message about their readiness level

Dimension Breakdown

• Awareness score (average of Q1-Q2)

• Commitment score (average of Q3-Q5)

• Progress bars for each

Stage of Change Card

• Their current stage name

• Stage-specific guidance for coaching

Support Needs Card

• The types of support they selected

• Displayed as badges

Readiness Tiers

Stage-Specific Guidance

Collecting Leads

After seeing their results, your lead can submit their contact information.

Contact Form Fields

What You Get (Lead Data)

For every lead, you capture:

Contact Information

• First name, last name, email, phone (based on your settings)

Complete Assessment Results

• Readiness percentage

• Readiness tier and message

• Awareness score

• Commitment score

• Stage of Change

• Stage-specific guidance

• Support needs (what they're looking for)

• All individual answers

Tips for Success

1. Use as a Pre-Discovery Call Assessment

Send this before your discovery call. You'll know their readiness level, stage, and what support they want before you even speak.

2. Tailor Your Approach by Stage

Someone in "Pre-contemplation" needs a different conversation than someone in "Action." Use the stage information to meet them where they are.

3. Reference Their Support Needs

If they said they want "Accountability & follow-through," lead with how your coaching provides that. Speak their language.

4. Send Results via Email

Set up an automatic email with the {{Results}} placeholder. Your leads get their readiness profile, stage, and support needs in their inbox.

5. Lower Readiness Isn't Bad

Someone at 30% readiness might just need nurturing. Add them to an email sequence that builds awareness and trust over time.

Quick Reference

Background

This assessment is based on the Transtheoretical Model (Stages of Change) developed by Prochaska and DiClemente. It's one of the most widely researched frameworks for understanding behavior change readiness and is used by coaches, therapists, and healthcare professionals worldwide.

Have questions? Reach out to our support team!