Score an enquiry or account on potential value, investment readiness and fit, then get a tiered report that guides package, pricing and follow-up effort.
Quick answer
Score an enquiry or account on potential value, investment readiness and fit, then get a tiered report that guides package, pricing and follow-up effort.
Note: this page is for process reference only. Tiers guide effort and packaging decisions; they never judge people, and pricing must stay within your professional rules.
Methodology: axes adapt standard account-tiering logic to solo coaching practices.
Not every enquiry should get the same effort or the same price sheet. This scoring form rates each enquiry on potential value, readiness to invest and fit with your method, then places it in a tier — the report recommends which package, how much follow-up energy and when to revisit, so a coaching practice spends its week where returns are real.
| Template | Coaching Client Value Tiering Score |
|---|---|
| Category | Coaching & Consulting |
| Format | Tiered scoring assessment with segment report |
| Time to complete | About 5 minutes per response |
| What you get | A personalized AI report (printable PDF) per response, plus an AI consultant chat reached from the report QR |
| Best for | Coaches deciding where to spend a limited calendar |
| Cost | Free to copy and customize on FormLM |
Sample form and AI report preview (fillable once the app is published).
Everything you need to run this template.
Value, readiness and fit rated per enquiry.
A tier placement with package and effort plan.
Chat through borderline cases before deciding.
From copy to deliverable in four steps.
Copy it into your enquiry flow.
Value, readiness and fit, honestly.
Report suggests package and effort.
Tiers move — review the book.
Pick your role — see how it fits your workflow.
Say yes with a plan, not a gut.
Balance caseloads across tiers.
Scope enterprise before proposal.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
