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Featured templates
Featured15PreviewAre we a good fit to work together?
Qualify coaching and consulting leads before a discovery call. Scores goal clarity, readiness to change, timing and investment readiness, sends strong fits straight to booking a call and gives everyone else a next step.
Featured12PreviewYour 2-minute wellness score
A quick lifestyle self-check for health coaches, clinics and wellness brands. Scores sleep, movement, food and daily energy, shows each person how they compare with others, and offers a free consultation to those who are running low.
Featured10PreviewWorkplace Cybersecurity Quiz
A ready-to-use security awareness test for staff onboarding and yearly training, run by IT providers, trainers or HR. Twelve questions on phishing, passwords and MFA, handling data and reporting incidents, with a score per topic and an 80% pass mark.
Featured9PreviewLead qualification & routing
Score inbound leads on fit, buying readiness and urgency, then send each one to the right next step: a sales call, a switching call for buyers leaving another provider, a self-guided start or a free guide. Shows a conditional question, skip logic and an outcome that combines the score with a specific answer.
Featured6PreviewLeadership style assessment
For leadership coaches, L&D teams and HR. Scores how much each manager leads through communication, strategy and execution, names their dominant style and one habit to build next, with your coaching or program as the next step.
Featured5PreviewOperations health check
For consultants and agencies who help owner-led businesses run better. Scores how much the business depends on the owner, its processes and tools, its numbers and cash, and its delivery, then offers owners with gaps a free review call.
Featured4PreviewHow mature is your marketing?
A lead magnet for marketing agencies and consultants. Prospects score their marketing on strategy, channels, lead follow-up and measurement, and each level gets its own next step, from a one-page plan to a growth planning call.
Featured3PreviewWhat kind of entrepreneur are you?
A shareable founder type quiz for startup coaches, accelerators and founder communities. Scores how strongly each founder leans Visionary, Operator or Maker, names their type and the co-founder or first hire who balances it, and ends with your next step, such as a playbook or a call.
Featured1PreviewB2B Lead Qualifier
Qualify B2B prospects before a sales call on business need, budget, decision process and timeline. Sales-ready leads with budget in place go to a call, warm leads get case studies and early-stage leads get a buyer's guide.
Featured1PreviewIs your team ready to adopt new software?
For SaaS vendors, consultants and implementation partners. Scores a prospect's goals, ownership and buy-in, data and processes, and team capacity, sends ready teams to book a rollout kickoff and shows everyone else what to fix first.
Featured1PreviewYour business financial health check
For accountants, bookkeepers and financial advisors. Business owners score their cash flow, profit, debt and bookkeeping, and businesses at risk are sent to book a financial review with you.
FeaturedPreviewAgency Client Fit Assessment
For agency teams deciding whether to take on a new client after the first call. Scores work fit, budget and terms, expectations and the working relationship, then recommends taking them on, setting conditions first or declining.
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19PreviewWhat's your learning style?
For teachers, tutors, course creators and L&D teams. Scores visual, aural, read/write and hands-on learning preferences, gives each learner honest study tips for their strongest mode, and ends with your next step, such as a study guide or a course.
7PreviewDigital Transformation Readiness
For digital transformation consultants, IT partners and agencies. Scores leadership and vision, technology and data, and culture and change readiness, shows which one is the bottleneck, and sends ready organizations with a committed sponsor to a roadmap workshop.
4PreviewAttachment Style Quiz
For relationship coaches, therapists and course creators. Scores security and comfort with closeness, the two dimensions behind the four attachment styles, shows each person the style they lean toward and offers a next step such as a coaching call.
4PreviewIs our agency right for your project?
For web, brand and marketing agencies qualifying project requests. Scores project clarity, budget, timing and who decides, sends prospects with a budget in place to book a call and gives the rest a planning guide.
2PreviewIs your renovation ready for a quote?
For renovation and home improvement companies. Scores a homeowner's project scope, budget, timing and decision readiness, sends ready projects to book a site visit and gives early planners a checklist.
2PreviewCareer Transition Readiness
For career coaches working with people who want to change careers. Scores direction, transferable skills, financial runway and momentum, sends people who are ready to move to a planning call and gives everyone else a clear next step.
2PreviewMindset Coaching Intake
For mindset coaches, as an intake before the first session. Scores self-talk, bouncing back from setbacks, acting despite doubt and openness to change, shows where the client's patterns hold them back and invites them to book a session.
2PreviewLifestyle Check for Chronic Disease Risk
For clinics, pharmacies and health coaches. Scores activity, eating, smoking and alcohol, and sleep and stress, where a higher score means healthier habits, and points people with several risk factors to a check-up with their doctor.
2PreviewCareer Clarity Assessment
For career coaches, career services and HR teams. Scores direction, values fit, strengths in use and readiness to act, offers a strategy session to people ready to move and a clarity call or workbook to everyone else.
2PreviewRate your nutrition habits
For nutrition coaches, dietitians and health coaches. Scores food quality, meal routine, drinks and relationship with food, then offers people with strong habits a fine-tuning session, the middle group a 7-day meal plan and everyone else a free nutrition consult.
2PreviewPersonal productivity audit
For productivity, performance and business coaches. Scores planning, focus time, task systems and energy, gives each respondent a practical fix for their weakest area and invites anyone who's struggling to a free session.
1PreviewInsurance Needs Assessment
For insurance agents and brokers: score prospects on who relies on their income, what they own and owe, recent life changes and readiness to act. Prospects with a clear need and a budget are invited to a coverage review, and the rest get a checklist or a guide.
1PreviewDeal Readiness Scorecard
Score one open B2B deal before a forecast or pipeline review, on pain and budget, champion and buyer, timing and process, and competitive position. Each deal lands in commit, best case, pipeline or at risk, with the next step to take.
1PreviewDigital Marketing Channel Audit
For marketing agencies and consultants who work across channels: businesses score their channel mix, lead capture, tracking and budget decisions. Each result points to their weakest area and offers your next step, from a free channel review to a strategy call.
1PreviewExecutive Coaching Readiness
For executive coaches screening senior leaders before a chemistry call. Scores development focus, openness to feedback, sponsorship and time, sends ready leaders with funding in place to a call and shows the rest how to prepare.
1PreviewLife Coaching Intake Assessment
For life coaches, as an intake before the first session or as a lead magnet. Scores work, relationships, health and energy, and money, shows which part of life needs attention first and invites people to book a session.
1PreviewBusiness Coaching ROI Readiness
For business coaches who want to talk to owners that coaching will pay off for. Scores the business case, how well they know their numbers, time to implement and follow-through, sends strong cases to a call and gives the rest a first step.
1PreviewStudent Engagement Survey
For teachers, schools and course creators checking in partway through a course. Students answer anonymously about motivation, taking part, keeping up and support, and those falling behind are pointed to a catch-up session, isolated ones to a study group.
1PreviewCertification Readiness Assessment
For exam prep providers, trainers and tutors. Learners score their syllabus coverage, practice test results, study routine and exam-day preparation, then get a ready, almost or not-yet verdict with the next step, such as a study plan session.
1PreviewTeam Productivity Audit
For productivity coaches, operations consultants and team leads. A manager scores their team's priorities, meetings, focus time and manual work, sees where the hours go, and gets a team session, an audit or a reset call as the next step.
1PreviewMVP Readiness Assessment
For accelerators, startup studios and product consultants working with early-stage founders. Scores problem evidence, scope, early users and the learning plan, sends launch-ready teams to an MVP launch review and gives everyone else the first gap to close.
1PreviewFounder Strengths Assessment
For accelerators, startup coaches and co-founder teams. Scores vision and strategy, execution, people leadership and selling with habit and evidence questions, names each founder's lead strength and the hire that fills the gap, and ends with your next step, such as a coaching call.
1PreviewPersonal Branding Readiness
For personal brand, LinkedIn and marketing coaches. Scores positioning, content habit, online presence and inbound opportunities, sends established brands to a strategy call and gives everyone else a clear first step.
1PreviewResilience Assessment
For resilience, wellbeing and performance coaches. Scores how people bounce back from setbacks, handle change, cope with pressure and find support, with one practical step per area and a free call for those who are struggling.
1PreviewHow good is your sleep, really?
For sleep, health and wellness coaches. Scores sleep schedule, falling and staying asleep, daytime energy and evening habits, then sends good sleepers a guide, offers the middle group a 14-day reset and invites poor sleepers to a coaching call.
1PreviewYour stress level check-in
A short stress check-in for therapists, coaches and wellbeing programs. Scores sense of control, physical calm, a clear head and coping habits over the past two weeks, then offers a reset plan or a support session depending on the result.
1PreviewJob application screener
For employers and recruiters screening applicants for any role. Applicants confirm their right to work, answer scored questions on experience, skills and practical fit, and upload a CV; your team sees each one as advance, review or below the bar, while applicants get a neutral thank-you.
1PreviewCulture fit assessment
For hiring teams preparing interviews: candidates answer workplace scenarios scored on collaboration, ownership and adaptability and see a neutral thank-you, while your team sees each score with a question to probe. Use it to plan the interview, not to reject people.
1PreviewAre you ready to buy a home?
For real estate agents and mortgage brokers. Scores a buyer's mortgage readiness, savings, search clarity and timing, sends ready buyers to book a consultation and gives everyone else the next step for their stage.
1PreviewWould coaching actually help you?
For personal trainers and online fitness coaches. Scores the prospect's goal, time and commitment, openness to coaching and budget, sends ready clients with a budget to book an intro call and gives everyone else a free kickstart or starter guide.
PreviewSales Readiness Assessment
For founder-led companies and professional services firms. Scores offer clarity, lead flow, sales conversations, pricing and follow-up, then routes each lead to the right next step.
PreviewPre-employment skills assessment
A skills test for customer support candidates, with a work authorization check up front. It scores job knowledge, situational judgment and a short work sample, then sorts each candidate into advance, review or below the bar for your hiring team.
PreviewEvent RSVP Form
For anyone hosting an event, from client workshops to team dinners. Collects who's coming, how many people and their dietary needs, and only asks the follow-up questions of guests who say yes.
PreviewFAQ Submission Form
For businesses that want to collect questions from customers and website visitors. Asks for the question, its topic and how urgent it is, flags urgent ones and gives you real questions to build your FAQ page from.
PreviewFinancial Advisory Fit Assessment
For financial advisors and planners: qualify prospects on their goals, financial picture, readiness to pay for advice and timing. Strong fits are invited to a free consultation, and everyone else gets a planning checklist or a starter guide.
PreviewIs it time to talk to a lawyer?
For law firms and solo lawyers. Scores an inquiry's stakes, deadlines, preparation and readiness to hire, fast-tracks urgent matters to a consultation, offers a call back to people not ready yet and sends early inquiries a guide.
PreviewCar Buyer Readiness Quiz
For car dealerships and brokers. Scores a buyer's timing, budget and financing, vehicle choice and decision readiness, sends people who plan to buy soon to book a test drive and offers everyone else a price quote or a buying checklist.
PreviewB2B Opportunity Scoring
For sales teams deciding which new opportunities deserve their time. Reps score ICP fit, deal value, strategic value and effort to win, and each opportunity lands in prioritize, pursue with limits or deprioritize, with a next step.
PreviewSales Process Health Check
For sales consultants who audit how a team runs its pipeline. Sales leaders score their pipeline stages, qualification, forecasting and conversion tracking, and each result points to a next step, from a pipeline review to a stage template.
PreviewSales Team Performance Audit
For sales trainers and coaches who work with sales managers. Scores the team's selling skills, coaching, performance management and retention, then offers a next step that fits, from a coaching plan to a full team audit.
PreviewCRM Implementation Readiness
For CRM consultants and implementation partners. Scores goals and ownership, sales process, data and team adoption, and sends only teams with an owner and a budget in place to a planning call.
PreviewSales Rep Onboarding Assessment
For sales managers and enablement leads onboarding new reps. New hires score their product and market knowledge, sales conversations, tools and process, and pipeline ownership, so you can see who is ready to carry a target and where to coach.
PreviewContent Marketing Maturity Assessment
For content agencies, copywriters and marketing consultants. Prospects score how they plan, produce, promote and measure their content, and each result points to a next step: a strategy review for advanced teams, a free content audit or a plan template for the rest.
PreviewSEO Readiness Audit
Qualify SEO prospects with a self-audit of their technical basics, keyword targeting, links and reviews, and tracking. Sites with a solid base are offered a competitor gap analysis, the rest a free SEO review or a strategy call.
PreviewEmail Marketing Health Check
A lead magnet for email marketers and agencies. Businesses check their list, deliverability (SPF, DKIM and DMARC included), automated emails and campaigns, then get a score per area and your next step, from a setup checklist to a strategy call.
PreviewSocial Media Strategy Assessment
Give prospects a clear picture of their social media: goals and platforms, content plan, engagement, and whether it brings in leads. Each result ends with your offer, from a one-platform starter plan to a growth call.
PreviewCandidate Screening Scorecard
For recruiters and hiring managers who run screening calls. Score each candidate straight after the call on skills, motivation, communication and practical fit, with a right-to-work check, and get an advance, review or don't progress call with the next step.
PreviewRemote Work Readiness Assessment
For HR teams, managers and remote-work consultants. Scores setup and experience, focus and routine, async communication, and support and connection, so you can see who needs help before remote work turns into disengagement.
PreviewEmployee Performance Self-Review
For HR teams and managers running performance reviews. Employees score their own results, ownership, teamwork and growth before the meeting, then arrive with a PDF of their scores, examples to discuss and one development goal.
PreviewHiring Manager Readiness Check
For recruiters, HR partners and talent teams. Hiring managers score role clarity, approval, the interview process and candidate experience before a role opens. Only those with approval in place are sent to a kickoff call.
PreviewTeam Health Pulse Survey
For team leads and HR checking on one team between bigger surveys. Scores clarity, speaking up, collaboration and workload anonymously, and points anyone reporting an unsustainable workload or a team where it's hard to speak up to a confidential next step.
PreviewGroup Coaching Program Fit
For coaches who run group programs alongside 1:1 work. Scores comfort sharing in a group, learning from peers, schedule fit and how common the challenge is, invites strong fits to apply for the next cohort and points everyone else to the format that suits them.
PreviewChange Management Readiness
For change management consultants and transformation advisors. A leader scores one planned change on the case for change, sponsorship, people readiness and capacity. Changes that are ready and have an active sponsor are offered a launch planning call, the rest a workshop or a risk call.
PreviewProcess Improvement Scanner
For lean, operations and automation consultants. Rates how standardized, error-free, smooth and measured a company's core processes are, places it on one of four maturity levels and offers an audit, an improvement sprint or an automation review as the next step.
PreviewStrategic Clarity Assessment
For strategy consultants, facilitators and business coaches who work with leadership teams. Scores strategic direction, focus, team alignment and how progress is tracked, and offers each leader a strategy session that fits their result.
PreviewOrganizational Health Check
For organizational development consultants, leadership coaches and HR advisors. Scores how the leadership team works together, roles and accountability, communication and retention, points leaders to their weakest area and offers a review call as the next step.
PreviewIT Strategy Readiness Assessment
For IT consultants, managed service providers and fractional CTOs. Scores IT planning, security and backups, core systems, and vendors and access at small and mid-sized businesses, then offers a roadmap session or a free risk review depending on the result.
PreviewTraining Needs Analysis
For L&D consultants and training providers. A manager or L&D lead scores their team on skill gaps, how training needs are spotted, time and budget for learning, and whether training changes the work, then gets a next step, from a free skills gap audit to a training plan review.
PreviewOnline Course Readiness Check
For online course creators and e-learning teams. Future learners score their time, self-direction, tech setup and reasons for learning before they enroll; ready learners are invited to enroll, and the rest get a prep step or an onboarding call first.
PreviewStartup Funding Readiness
For accelerators, startup advisors and angel networks. Founders score their traction, team, market story and preparation for the round, startups with real traction are sent to book a readiness review, and the rest see what to fix before they pitch.
PreviewBusiness Loan Readiness
For business lenders, brokers and small business advisors. Scores credit history, repayment capacity, security and the loan plan, sends application-ready businesses to book a review and gives the rest a checklist to work through.
PreviewInvestment Risk Profile
For financial advisors and planners. Scores risk tolerance, capacity for loss, time horizon and investing experience, and gives a cautious, balanced or growth profile, with growth only when capacity and time horizon support it.
PreviewRetirement Readiness Assessment
For financial planners and retirement advisors. Scores the retirement goal, saving habits, future income and how well the plan is protected, sends people on course to book a plan review and shows everyone else the first gap to close.
PreviewMortgage Readiness Assessment
For mortgage brokers, lenders and real estate agents. Home buyers score their deposit, income, credit and paperwork, buyers who are ready are sent to book a pre-approval call, and everyone else gets a plan for the gaps.
PreviewMental Wellbeing Check-In
A gentle wellbeing check-in for therapists, counselors, coaches and wellbeing platforms. Scores emotional balance, connection, purpose and self-care, and points people who are struggling toward a doctor or mental health professional and a first conversation with you.
PreviewCustomer Health Score
For customer success teams running a regular health check on each account. Scores product adoption, business outcomes and the strength of your relationship, then marks the account healthy, stable or unhealthy with a next step.
PreviewCustomer Churn Risk Assessment
For customer success managers checking an account before a renewal or account review. Scores usage trend, contacts, open issues and renewal signals, then rates the churn risk as low, early warning or high, with the next step for each.
PreviewProduct Adoption Score
For customer success managers reviewing how deeply an account uses the product. Scores usage depth, feature breadth, team reach and how embedded the product is, then flags accounts ready for an expansion talk and those that need re-onboarding.
PreviewNPS & Loyalty Survey
For businesses checking in with their customers. Asks the standard 0-10 NPS question and scores loyalty, value, ease and support, then asks promoters for a review and lets detractors leave an email so your team can follow up.
PreviewCustomer Onboarding Readiness
For onboarding and customer success teams preparing a new customer's launch. Scores ownership, goals and timeline, data and setup, and user readiness, then tells you whether to launch, close the gaps first or move the date.
PreviewSupport Experience Survey
For support teams checking how a single request was handled. Scores resolution, speed, the support team and how easy it was to get help, then routes anyone whose problem isn't solved to a follow-up and thanks the rest.
PreviewIT Security Readiness Assessment
For IT providers and MSPs looking for small-business clients. Scores accounts and access, devices, backups and team readiness, then invites each business to a security review, a gap check or a call, depending on how exposed it is.
PreviewVendor Qualification Scorecard
For procurement, operations and finance teams choosing a supplier. Scores one vendor on fit and value, stability, compliance and service, and recommends approve, approve with conditions or don't approve. A vendor without compliance evidence is never approved outright.
PreviewProject Management Maturity
For project management consultants, trainers and PMO leads. Scores planning, delivery tracking, team capacity and learning from past projects, then places the organization on one of four maturity levels, each with its own next step.
PreviewProcess Documentation Audit
For operations consultants and process coaches. Scores how much of a business is written down, how usable and current its documents are, and how much depends on one person, then offers a call, a workshop or a starter template based on the result.
PreviewStartup Investment Readiness
For accelerators, angel groups, pre-seed funds and fundraising advisors. Scores the founding team, market and product, traction and the round plan, sends ready founders to a pitch review and tells everyone else what to fix before they raise.
PreviewProduct-Market Fit Scorecard
For startup coaches, accelerators and product advisors. Scores four product-market fit signals: the must-have test, retention, organic demand and willingness to pay. Sends teams with strong signals to a growth call and shows everyone else the weakest signal to work on.
PreviewGo-to-Market Readiness
For startup consultants, accelerators and go-to-market advisors. Scores the target customer, positioning and pricing, channels and sales, and the launch plan, sends launch-ready teams to a GTM planning call and shows everyone else the first gap to close.
PreviewCreative Brief Readiness Check
For creative and design teams checking a client brief before work starts. Scores the objective and audience, deliverables and budget, brand materials, and approvals, then says whether to start, clarify first or run a brief workshop.
PreviewProject Scope Qualifier
For agencies and studios reviewing a project request before writing a proposal. Scores requirements, delivery risk, team capacity and commercial fit, then says whether to scope it now, resolve open questions first or re-scope.
PreviewAgency Partner Qualification
For agencies vetting a freelancer or partner agency before handing over client work. Scores work quality, reliability, rates and terms, and capacity, then recommends approving them, starting with a trial project or looking elsewhere.
PreviewDigital Agency Capability Audit
For agency coaches and consultants, or owners checking their own agency. Scores positioning, delivery, client retention and profitability, shows the area holding growth back and routes agencies ready to scale to a strategy call.
PreviewSEO Audit Lead Qualifier
For SEO agencies and consultants qualifying inbound leads. Scores search goals, tracking, the website and budget, sends ready leads with a budget to book an audit call and gives the rest a checklist to fix the basics first.
PreviewWork-Life Balance Assessment
For wellbeing and career coaches, wellness platforms and HR teams. Scores workload, switching off, rest and life outside work, places each respondent at one of four balance levels and invites the most stretched to a free call.
PreviewEmotional Intelligence Assessment
For coaches, HR and L&D teams. Scores self-awareness, self-management, social awareness and relationship management, gives each person one thing to practice and points them to coaching, a practice plan or a workshop.
PreviewGoal Setting Readiness
For coaches and productivity creators. Scores goal clarity, planning, follow-through and accountability, sorts people into four levels and offers each a next step, from a free goal-setting call to a goal-mapping session.
PreviewMarket Research Survey
For founders and businesses researching a market before they build or sell. Asks about the problem, how people handle it today, what they'd pay and how they buy, then invites the people with the strongest need to a short interview.
PreviewProduct Feedback Survey
For software and product teams asking their users for feedback. Scores usefulness, ease of use, reliability and missing features, then sends users who hit bugs to report them, asks happy users for a review and asks users who miss a feature to request it.
PreviewBrand Perception Survey
For businesses and agencies checking how people see a brand. Scores familiarity, trust, distinctiveness and preference, then points fans to your updates, newcomers to an introduction and doubters to your client stories.
PreviewExit Survey
For subscription and service businesses to send when a customer cancels. Scores value for money, fit, service and the chance to win them back, shows a save offer to customers who'd stay if you fixed the problem and thanks everyone else.
PreviewUX Research Survey
For designers and product teams testing a website or app with real users. Asks about one task and scores task success, navigation, clarity and look and feel, invites users who got stuck to a short session and signs up happy users for future tests.
PreviewWhat's your burnout risk?
A burnout self-check for coaches, therapists and workplace wellbeing programs. Scores recovery, workload, connection to work and support, shows people how they compare with others, and points those at high risk toward professional help and a confidential call.
PreviewCustomer satisfaction survey
For businesses that want feedback after a purchase, project or service. Asks a 1 to 5 star satisfaction question and scores quality, communication and service, then asks happy customers for a review and offers unhappy ones a follow-up from your team.
PreviewEvent Feedback Survey
For organizers of workshops, conferences, meetups and webinars. Scores content, organization, networking and whether the event was worth attendees' time, offers people who'll come again first access to the next one and asks the rest what to change.
PreviewCourse evaluation
For course creators, trainers and schools collecting end-of-course feedback. Scores overall satisfaction, content, teaching and what learners took away, asks happy learners for a review and flags very unhappy ones so your team can follow up.
PreviewCompliance knowledge check
For HR, compliance and safety teams onboarding new staff. Tests 12 basics that apply in any workplace: data protection, information security, health and safety, and speaking up. The pass mark is 80%, and anyone below it is sent back to the training material to retake.
PreviewNew hire onboarding quiz
For HR and people teams onboarding new starters. A ready-to-use knowledge check on data privacy, information security, health and safety, and professional conduct, scored by topic, with a pass mark and a refresher step for anyone below it.
PreviewEmployee engagement pulse
For HR teams and founders running a regular engagement round. Starts with the eNPS question, scores commitment, recognition, growth and manager support anonymously, then gives promoters, passives and detractors their own thank-you and next step.
PreviewHow clear is your brand?
For brand strategists and designers who want better first conversations. Prospects score their positioning, messaging, visual identity and how customers see them, and strong brands are invited to a strategy session while unclear ones get a free clarity call.
PreviewIs your website costing you sales?
For web designers and conversion specialists. Business owners rate their own site on message, customer proof, speed and ease of contact, and tracking, then get the first fix to make, with a free website audit offered to the sites that need it most.
PreviewYour money health score
For financial coaches, planners and personal finance creators. Scores spending, safety net, debt and saving habits, gives every result a next step and, once 20 people have taken it, shows how each person compares with the rest.
PreviewIs your sales process ready to scale?
For sales consultants and fractional sales leaders whose clients already have a sales team. Scores the playbook, pipeline sources, hiring and ramp, and sales economics, then shows whether the team is ready to add reps and offers a call about the next step.
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