Rate each coaching enquiry on readiness, goal clarity, commitment and timing, then get a report that ranks the queue and drafts who gets the first call today.
Quick answer
Rate each coaching enquiry on readiness, goal clarity, commitment and timing, then get a report that ranks the queue and drafts who gets the first call today.
Note: this page is for process reference only. Scores sort your follow-up order; they do not predict whether coaching will succeed for anyone.
Methodology: axes follow coaching-specific readiness research framing (readiness, clarity, commitment, timing).
Coaching enquiries decay fast — motivation peaks the week someone reaches out. This form rates each lead on readiness to change, clarity of goal, willingness to commit time and money, and timing pressure, then ranks the whole queue in a report so the most coachable moment of the week gets the first call instead of the loudest email.
| Template | Coaching Lead Qualification Score |
|---|---|
| Category | Coaching & Consulting |
| Format | Weighted lead scoring assessment with AI report |
| Time to complete | About 4 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 with an enquiry queue and limited calendar space |
| 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.
Four-axis rating captured at enquiry time.
A ranked queue with today's call list.
Follow-up angles for undecided leads.
From copy to deliverable in four steps.
Copy it behind enquiries and calls.
Score the lead the day it arrives.
See who is coachable now.
Motivation decays — act early.
Pick your role — see how it fits your workflow.
Sequence outreach with intention.
Run the queue without judgment calls.
Prioritise leads inside launch windows.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
