The discovery questionnaire that pre-sells your coaching package
The right discovery questionnaire does more than gather information — it gets the client thinking, articulating, and committing before they ever book a call.
A conversational format keeps your tone human, mirrors the way you actually coach, and makes it obvious why your package is worth the investment.
Your discovery questionnaire IS your sales process
The discovery form is the most underrated piece of any coaching funnel. Done well, it does three things at once: it qualifies the client, it primes them for the conversation you want to have on the call, and it quietly raises the perceived value of your package before any pricing is mentioned.
A conversational format does this naturally because it mirrors how you actually coach. Each question follows from the last, the client feels heard, and by the time they hit submit they are already half-sold on the work.
Mid-programme check-ins prevent quiet churn
Almost every coaching dropout is preceded by a session that feels slightly off — and almost none of those clients say anything at the time. A short check-in survey at the midpoint of a programme gives them a private, low-stakes way to flag drift before it hardens into a refund request.
The same survey doubles as a celebration tool. Capturing wins in the client's own words mid-way through the programme gives you the testimonial language you will use months later when they renew.
Quizzes that actually grow your list
A 'what's blocking your growth?' diagnostic outperforms a generic PDF lead magnet because the result is personal and the next step is obvious. Map every result to one of your offers and the quiz becomes a 24/7 sales assistant that never sleeps.
The shareable archetype quiz is the other half of the playbook — its job is reach, not conversion. Run them together and you have both the top and the bottom of the funnel covered with one builder.
Surveys we'd build for you
New-client discovery questionnaire
Replace your Google Form with a flow that feels like the start of session one.
Mid-programme progress check-in
Spot drift early and give your client a moment to reflect on wins.
End-of-coaching transformation review
Generate the testimonial and case study while the impact is fresh.
Group cohort feedback round
Hear from quieter members who would never speak up on a Zoom call.
Lead-magnet self-assessment
Turn a free PDF into an interactive scorecard with a personalised result.
Quiz ideas your audience will share
What's really blocking your growth?
A diagnostic quiz that maps every result to one of your offers.
Which coaching package is right for you?
Removes the awkward pricing conversation and pre-sells the right tier.
Discover your leadership archetype
Brilliant for shareability, list-building, and starting a real conversation.
Pitfalls to avoid
- ×Making the form too long. If it feels like homework, your best-fit clients won't finish it.
- ×Skipping the result page. The result is the moment of insight — and the moment they decide to book.
- ×Forgetting to ask 'what would success look like?' That single answer should shape your whole proposal.
Let the concierge team write your discovery flow, archetype quiz, and result page in your tone of voice.
Done-for-you, branded, and live in days.
Talk to the concierge team