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🧭 Coaching & Consulting

Free Coaching Diagnostic Assessment Template

A short scored diagnostic that shows a prospect where they stand on their coaching topic, which areas need work first and how a coaching engagement could help.

~6 min check
scored free report
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Quick answer

A short scored diagnostic that shows a prospect where they stand on their coaching topic, which areas need work first and how a coaching engagement could help.

Note: this page is for process reference only. Scores describe coaching-relevant readiness, not clinical conditions; coaching is not therapy or medical care.

Methodology: dimensions are weighted self-report scales common in coaching discovery; bands are indicative, not norms.

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About this template

The best first offer in coaching is clarity, not a pitch. This free diagnostic asks a focused set of scored questions on the prospect's topic — leadership, career, habits or communication — and returns a report showing where they stand, which sub-areas lag and what coaching typically does about them, giving both sides a factual basis for the consultation.

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Template at a Glance

TemplateFree Coaching Diagnostic Assessment
CategoryCoaching & Consulting
FormatScored diagnostic with free instant AI report
Time to completeAbout 6 minutes per response
What you getA personalized AI report (printable PDF) per response, plus an AI consultant chat reached from the report QR
Best forLife, leadership and career coaches using it as a lead magnet
CostFree to copy and customize on FormLM
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Live Preview

Sample form and AI report preview (fillable once the app is published).

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Fill it in to see how responses flow.
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Sample AI report with scoring visuals and recommendations, printable as a PDF.
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Scan the QR on the report to start an AI consultant chat.
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What's Included

Everything you need to run this template.

1

Questionnaire

Scored items across the topic's sub-areas.

2

AI report

A free position report with flagged lags.

3

AI consultant

Follow-up chat on next-step options.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy it as your lead-magnet offer.

2

Prospect answers

Six minutes of scored self-report.

3

Instant report

Position, gaps and what coaching does.

4

Consult from facts

The call discusses the report, not the pitch.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Coaches building a pipeline

Convert cold traffic with clarity.

2

Prospects

See the gap before buying anything.

3

Content creators

Turn an article into a working quiz.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version lets you customize every field.

  1. How clear is your current direction day to day? (slider 1-5)
  2. How often do good intentions fail to become action? (choice)
  3. Rate your energy across a typical week (slider 1-5)
  4. Who would you ask for feedback first, and why? (open)
  5. Which area feels most stuck right now? (choice)
  6. What have you already tried? (open)
  7. What would change first if this got solved? (open)
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Frequently Asked Questions

Is the diagnostic really free to offer?
Yes — it runs in your workspace at no cost, and the report comes out automatically after answers land.
Does a low score disqualify a prospect?
No — it routes. Some profiles fit coaching, some fit advice or therapy better, and the report makes that visible early.
Can it target a niche like leadership?
Yes — items are editable, so the same shell runs leadership, career-transition or habit diagnostics.
Is it free to reuse?
Yes. Copy it into your FormLM workspace per topic you market.
What makes it different from a quiz funnel?
It returns an explainable position report tied to sub-areas — a basis for a professional conversation, not just a lead capture.
Why lead with a diagnostic instead of a pitch?
Clarity sells coaching better than claims: a prospect who sees their own gap arrives at the call already convinced of the need.

Run Free Coaching Diagnostic Assessment with your next client

Copy it, publish the diagnostic and consult — free.