Turn coaching outcomes into numbers - value gained, cost avoided, time recovered - and compare them against the real fee in one AI-written case page.
Quick answer
Turn coaching outcomes into numbers - value gained, cost avoided, time recovered - and compare them against the real fee in one AI-written case page.
Coaching value evaporates in the review meeting unless it is written down in units someone respects. This assessment collects four value streams - income or outcome gained, cost avoided, time recovered and goals achieved - alongside what the engagement actually cost the client in fees and hours. The report produces a defensible ratio, states the assumptions and yields a one-page case the client can hand to whoever controls the budget.
| Template | Coaching ROI Self-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 | Coaches selling to organisations · Exec 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.
Income, promotion, deal or result attributed to the work.
Turnover, mistake, churn or sick leave that did not happen.
Hours back per week, and what they were used for.
Fees plus hours, with the attribution stated openly.
Four steps from copy to a usable result.
Named, dated and specific.
Client estimates, which is the honest standard.
Fees plus the client's own hours.
The report shows ROI with assumptions visible.
Where this fits in a coaching practice.
A business case the client can carry.
Justify the engagement at review time.
Decide on renewal with numbers, not gratitude.
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.
