How to Use Coaching Assessments

Online assessments can be an incredible asset to your coaching business when used effectively! From pre-screening potential clients to managing ongoing progress and expectations, assessments let you gather valuable information and simultaneously provide feedback and results. It’s like automation meets personalization – and we bet you and your clients will love them!

Finding new clients with Assessments

An online assessment can act as a free teaser of your expertise to engage new and potential clients. Some ways you could utilize this are to put an assessment link in your email signature, blog, or social media. This could be as simple as a link that’s calling out a question, for instance, “Are you in the right mindset for Summer?” if you’re a mindset-focus coach. The opportunities and topics are endless here, and the main goal is to get people to interact with you in some way right off the bat.

Coaching Topics for Assessments

Let’s look at some other potential topics, too. Are you a coach looking to help startups or small businesses get off the ground? You could offer a business assessment such as “How ready are you to launch your business?” that assesses where a client is and offers useful feedback and advice to help them. This feedback is extremely important, as it’s positioning you as an expert in that field, and offering potential solutions to clients before you’re technically even working with them. What better way to prove just how brilliant you are at what you do!

Assessments to Measure Progress

Another great way to use assessments as a coach is to measure ongoing progress. You could offer monthly or quarterly assessments to measure a client’s progress by having similar questions, and seeing how the results change over time. This is also a great way for you to tailor your coaching practice based on what may be working extremely well versus what may not. It’s a win-win for both you and your clients!

As you can see above, assessments can be used in a variety of ways to strengthen your coaching practice. Whether before, during, and after your interactions with a client, assessments provide valuable information and feedback to you both. 

Ready to get started? Check out our ready-to-use Coaching Assessment packages!