Wheel of Life Funnel
Help your leads visualize their life balance across 8 key areas with personalized insights.
Last updated 2 months ago
What is the Wheel of Life?
The Wheel of Life is a classic coaching tool that helps people see how balanced (or imbalanced) their life is at a glance. Your leads rate their satisfaction in 8 life areas, and the results reveal their strengths, focus areas, and a personalized balance profile.
Why it works: The visual nature of the wheel makes imbalances immediately obvious. It's a powerful conversation starter and creates natural demand for coaching.
Perfect for:
Life coaches
Executive coaches
Wellness coaches
Career coaches
Personal development coaches
Therapists and counselors
What Your Leads Experience
The Wheel of Life is a single-screen assessment with comprehensive results.
The Assessment
Your lead rates their satisfaction in 8 life areas using sliders (1-10):
Each slider shows:
Score (1-10)
Real-time status label: "Thriving" (8-10), "Growing" (5-7), or "Focus Area" (1-4)
The Results
After clicking "See My Life Balance Results", your lead sees:
Balance Profile Card
Profile name with icon (e.g., "Building Momentum 🚀")
Personalized description of their overall balance pattern
Life Balance Score
Average score out of 10
Radar Chart
Visual spider/radar chart showing all 8 areas at a glance
Immediately reveals the "shape" of their life balance
All Areas Breakdown
Progress bars for each area with score and status label
#1 Focus Area
Their lowest-scoring area highlighted
Personalized insight for that area
3 actionable tips for improvement
Your Strengths
Top 3 highest-scoring areas celebrated
Balance Profiles
Based on their scores, your lead gets one of 6 profiles:
Area Insights by Score Level
Each area has three insight levels:
Example: Health & Wellness
High (8-10): "Your health is a top priority - this foundation supports everything else in your life!"
Medium (5-7): "You're maintaining your health, but there's room to level up your energy and vitality."
Low (1-4): "Your wellbeing needs attention. Small daily habits like a 10-minute walk can create big changes."
Tips for Each Area
Every focus area comes with 3 actionable tips. For example:
Health & Wellness Tips:
Start with 10 minutes of movement daily
Prioritize 7-8 hours of quality sleep
Add one more serving of vegetables to your day
Career & Work Tips:
Identify one skill you'd love to develop this quarter
Schedule a conversation about growth with your manager
Reflect on what energizes vs. drains you at work
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
All 8 area scores
Average score
Balance profile (name, icon, description)
Top 3 strengths with scores
Top 3 focus areas with scores and tips
Lowest area with full action plan
Area insights for all 8 areas
Tips for Success
1. Use It as a Discovery Call Warm-Up
Send the Wheel of Life before your discovery call. You'll start the conversation knowing exactly where they need help.
2. Focus on Their Focus Area
The results identify their #1 focus area. Your follow-up should speak directly to that pain point.
3. Celebrate Their Strengths Too
Don't just focus on problems. Acknowledging their strengths builds trust and rapport.
4. Send Results via Email
Set up an automatic email with the {{Results}} placeholder. Your leads get their complete wheel, profile, and insights delivered to their inbox.
Quick Reference
Background
The Wheel of Life was created by Paul J. Meyer in the 1960s and has become one of the most widely used coaching tools in the world. It helps clients quickly visualize their life balance and identify where to focus their attention for maximum impact.
Have questions? Reach out to our support team!