InsightSquirrel
Home / Templates / Coaching & consulting / Coaching Programme Fit Finder
QuizCoaching & consulting

Coaching Programme Fit Finder

A short quiz that matches a prospect to the best next step with you, whether that is one-to-one coaching, a group programme, a self-study course, or a conversation first. It reads where they are, what they want and how they like to be supported, then recommends the path that fits, which protects your calendar and warms up the fit before anyone books.

What the questions look like

Real questions from the template, shown in full. You can edit every one of them.

  • Where are you right now with the thing you want to change?
    Stuck and ready to move fastMaking progress but want it to be quickerAt the very start and finding my feetNot sure this is the right time
  • How do you do your best work?
    One to one with focused attentionAlongside a group of peersAt my own pace, on my ownI honestly do not know yet
  • How much time can you give this each week?
    As much as it takesA few focused hoursThe odd pocket of timeVery little for now
  • What would make this feel like money well spent?
    A clear result by a set dateSteady accountabilityLearning I can keep and reuseSimply getting unstuck

An example result

Answers are weighted towards four possible outcomes rather than a single number. Signals of readiness, time and preferred support build up a best-fit recommendation, and the result page names the recommended path with a short reason why, so the suggestion feels considered rather than generic.

One-to-one coaching

You are ready to move quickly, you do your best work with focused attention, and you have time to commit. One-to-one coaching will get you there fastest. Book an introductory call and we will map your first ninety days.

One-to-one coachingReady, time-rich and wants focused attention. Point to a discovery call.
Group programmeMotivated and thrives with peers. Point to the next cohort.
Self-study courseEarly stage or limited time. Point to the course as a first step.
Let's talk firstUnsure of timing or fit. Offer a short no-pressure chat.

Who it is for

For coaches, consultants and creators who offer more than one way to work with them. Put it on your services page or in your bio link so prospects self-select the right offer, and the calls you take are with people already suited to what you do.

Related templates

Questions about this template

Does a quiz feel too impersonal for coaching?

Handled well it does the opposite. Warm, first-person questions and a considered recommendation show you understand the person before they have even spoken to you.

Can I change the recommended paths?

Yes. Rename the outcomes, rewrite the reasons and point each one at your own booking link or course, so every result leads exactly where you want it to.

Do I capture their details?

Yes. Ask for a name and email with clear consent before or after the result, and each response arrives tagged with the path they were matched to.