Rate satisfaction across eight life areas, plot the wheel and get an AI report showing where imbalance is quietly draining the results a client wants.
Quick answer
Rate satisfaction across eight life areas, plot the wheel and get an AI report showing where imbalance is quietly draining the results a client wants.
The wheel is the coaching profession's oldest starting instrument for a reason: it makes trade-offs visible. Clients rate eight areas - career, money, health, relationships, family, growth, fun and environment - from 1 to 10, and the scored profile shows the shape of their life rather than a single complaint. The AI report reads the spread, not just the low scores: which high area is propping up a low one, and where a small lift would move the whole wheel.
| Template | Life Wheel Balance Assessment |
|---|---|
| Category | Coaching & Consulting |
| Format | Weighted 1-5 assessment with personalized AI PDF report |
| Time to complete | About 10 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 | Life coaches · Career coaches · Clients themselves |
| Cost | Free to copy and customize on FormLM |
Sample form and AI report preview (fillable once the app is published).
What you get when you copy this template.
Classic wheel dimensions, each rated 1-10.
Rate how much each area matters now, so scores are not read flat.
Current versus ideal plotted side by side.
One page naming the gap, the trade-off and two first moves.
Four steps from copy to a usable result.
Current satisfaction and importance, 1-10.
One line per area on what a 10 would look like.
Scores, spread and the areas with the biggest gap.
Choose the area where progress unlocks the others.
Where this fits in a coaching practice.
Open every engagement with a comparable baseline.
See how much of the dissatisfaction is actually non-work.
Stop guessing which area is the real pressure point.
What makes it work as a professional deliverable.
Real items from the template - the live version scores each response and writes a personalized AI report.
