Coaching Assessment

Building a foundation for sustainable change.

Thank you for taking the time to complete this assessment. There are no right or wrong answers. This is designed to help us understand where you are today, what matters most to you, and how we can work together toward your goals. Only your name and email are needed. Everything else is optional, so answer what feels relevant, skip the rest, and we'll go deeper together. Everything you share stays private.

Just exploring? Most people start by joining the waitlist. This is the deeper conversation for when you're ready to begin.

Step 1 of 13 Welcome

First, how do we reach you?

First name

Last name (optional)

Phone (optional)

Your story

Tell me a little about yourself.

What brings you to coaching now?

If we met one year from today and things had gone really well, what would be different?

Overall health

How would you rate your current health?

Current medical conditions

Current medications

Any injuries, physical limitations, or chronic pain?

Have you been cleared by your healthcare provider to participate in exercise?

Yes No Not sure

Lifestyle snapshot

Tell me about a typical day.

A typical day, start to finish

Sleep

Hours per night

Restful?

Yes No

Nutrition

How would you describe your eating habits?

Meals per day

Water intake

Movement

Do you exercise regularly?

Yes No

Rate your stress 5

0 · calm10 · overwhelmed

Rate your energy 5

0 · depleted10 · energized

Exercise history

What types of movement have you enjoyed in the past?

What forms of exercise do you dislike?

Have you ever worked with a personal trainer or coach?

Yes No

What has helped you stay active?

What has made it difficult?

Readiness for change

How important is improving your health? 5

010

How confident are you that you can make changes? 5

010

Why did you choose that number instead of a lower one?

What would move you one point higher?

Wellness wheel

Rate each area from 1 to 10.

❤️ Physical health 5

😴 Sleep 5

🥗 Nutrition 5

🏃 Movement 5

😌 Stress 5

😊 Emotional well-being 5

👥 Relationships 5

🎯 Purpose 5

⚖️ Work-life balance 5

🎉 Fun & joy 5

Which area would you most like to improve first?

Strengths

What are you already doing well?

What strengths have helped you make positive changes in the past?

Who supports you?

Barriers

What tends to get in your way? Choose any that apply.

Anything else in the way?

Values

What matters most to you? Choose any that apply.

Anything else you value deeply?

How would improving your health support those values?

Coaching goals

What are your top three goals?

Goal 1

Goal 2

Goal 3

How will you know you're making progress?

Looking ahead

What are you most excited about?

What concerns you most?

What does success look like for you?

The Coaching Compass

Four questions to guide every session that follows.

What matters most to you?

What's working already?

What's getting in the way?

What's one small step you're ready to take?