Use life assessments to start a coaching conversation

Wheel of Life Pro gives career, health, and life coaches a visual way for visitors and clients to review important areas of life. The assessment offers a broad view of how balanced participants feel, giving coaches a starting point for reflection, follow-up, and conversations about creating a more fulfilling life.

Participants can complete assessments more than once to revisit their views of different life areas over time. Coaches can place assessments on relevant posts and pages using a shortcode or button block. The add-on is designed to work with any WordPress theme.

Set up assessments and charts

Create unlimited assessments and customize each wheel’s appearance and colors. Pro includes three chart types, and chart settings can be configured independently for each assessment.

To set one up, install Wheel of Life Pro on your WordPress website, make an assessment, then adjust its appearance, colors, chart type, and call to action. Add it to a post or page with a shortcode or button block.

Give participants ways to follow up

• Add a call to action at the end of an assessment to direct participants toward coaching services or appointment booking.
• Let visitors and clients share their results on social media or send a report to their email for future reference.
• Allow customers to register, take assessments from their profile, and view their assessment history.

These settings support lead generation: visitors can complete an assessment, share results, receive an email report, and respond to a prompt to sign up for coaching or book an appointment.

Review member activity and share resources

From the dashboard, coaches can review registered users’ profiles, assessment histories, and progress. Analytics display the total number of assessments taken, popular assessments, and recent completions, helping coaches see how participants use the tool.

Resources added for registered users appear on their dashboard. They provide a place to share information related to your coaching work and may help generate additional leads. Email templates for registration messages, forgotten-password emails, and assessment reports can also be customized.

If participant accounts are part of your process, enable registration and review member activity from the dashboard.