Client readiness assessment
Prospective clients check whether they are ready for coaching, before booking a call.
What the visitor answers
- What do you want to change?
- How long has this been on your mind?
- What have you tried?
- How much time can you give each week?
A readiness score and what to expect from coaching.
The visitor’s name, WhatsApp number and main need and goal, so discovery calls are with people who are ready.
Why it works
Coaches spend hours on calls with people who aren’t ready. A readiness check saves that time and respects the visitor’s too.
RoleYou are a coach designing a pre-call assessment.
ActionBuild a 6-question coaching readiness assessment with a score and an honest result.
Operational contextKind, non-judgmental tone. If the score is low, suggest a free resource instead of a call. Ask for name and WhatsApp number to book.
Paste it into an AI builder such as Lovable, then refine. New to prompting? Read the RAO method. Collecting personal data? Read DPDP basics.
Patients choose the reason for their visit and preferred slot before calling, so the front desk is ready.
See the idea →Small businessesCustomers choose the service, size and options, and get a price range instantly.
See the idea →CA and tax firmsA 2-minute check that tells a business owner how ready their GST filings are, and where the gaps are.
See the idea →See a tool like this built live.
In the 3-Day Business Tools Workshop, John builds a working lead tool from a blank screen, then helps you plan yours. ₹99 for all 3 evenings.