Positioning
17%

The Purpose Engine

Vital Signs
Assessment

Before we begin

This assessment takes 7–10 minutes. Answer honestly — not aspirationally. The value of this conversation depends entirely on an accurate picture of where you are today, not where you want to be. We’ve worked with enough coaches to know that the gap between those two things is almost always where the money is being left on the table.


Section 01

Your Foundation — Positioning & Packaging

The best closers in the world can't save a weak pickup. This section tells us whether you're attracting buyers or browsers.

[01]

Think about the last 10 people who made it to your sales conversation. How many of them were genuinely ready to invest in a solution today?

If you answered 3 or lower, your message is doing the heavy lifting it was never designed to do — and no closer can fix that upstream.

[02]

Finish this sentence in one line: "I help _______ achieve _______ without _______."

This is your Big Bold Promise. If it takes more than one sentence, it isn't clear enough to convert.

[03]

How is your coaching offer structured?

A productized offer with clear deliverables, timeline, and price is the single fastest way to reduce friction at the point of sale.


Section 02

Vital Signs — Audience Engagement

A disengaged audience is a silent objection. This section measures the health of their attention before you ever make an offer.

[04]

How consistently do you publish content that attracts and nurtures your ideal clients?

Coaches who consistently publish targeted content spend 40% less time on outbound lead generation. Your content is your pre-qualifier.

[05]

On a scale of 1–10, how engaged is your current audience — comments, DMs, replies, and conversations initiated by them?

5/10
1 — Crickets10 — Constant inbound

Low scores here almost always point to one thing: the content doesn't make the audience the hero of the story fast enough.

[06]

What is your primary lead generation method?

Coaches who rely solely on referrals are one slow quarter away from a revenue crisis. Systematic lead generation is the difference between a practice and a business.


Section 03

The Weak Spot — The Transition

This is where most coaches quietly bleed out. The shift from teacher to seller is the most expensive moment in your business. Let's locate exactly where yours breaks down.

[07]

On a scale of 1–10, how comfortable are you transitioning from teaching content to presenting your offer?

5/10
1 — I dread this part every time10 — Completely natural

If you scored below 6, you're not alone — and it's costing you more than you realize. A skilled closing partner neutralizes this completely.

[08]

How do you typically handle sales conversations?

[09]

What happens after someone shows interest in working with you?

Coaches who can't distinguish between a process objection and a price objection leave 30–40% of their recoverable yeses on the table.


Section 04

Social Proof & Authority

Closing is storytelling. This section tells us what proof assets you have to work with — and how strategically you're deploying them.

[10]

How many compelling client success stories can you tell off the top of your head — specific results, specific people, specific contexts?

Vague testimonials lose deals. Specific, contextual stories close them. The difference between 'she helped me grow my business' and 'in 90 days I went from $4k to $18k months' is the difference between a browser and a buyer.

[11]

On a scale of 1–10, how well do you use storytelling — client transformations, your own journey, specific moments — in your marketing and sales conversations?

5/10
1 — I rarely use stories10 — Stories are central to everything I do

The gap between your prospect's current pain and their future vision is the only thing that creates urgency. If your storytelling is weak, urgency tactics feel manipulative — and they should.


Section 05

Revenue Leak Scorecard

Every hour you spend on tasks that aren't directly coaching is an hour you're billing at zero. Let's calculate exactly what that's costing you.

[12]

How many hours per week do you spend on tasks that are NOT directly coaching clients — admin, marketing, sales calls, content creation, tech, operations?

Most coaches dramatically underestimate this number. Include everything that isn't you sitting across from a paying client.

[13]

What is your average hourly rate when you are directly coaching a paying client?

This is the multiplier. Your revenue leak = non-coaching hours × this number. We'll calculate it in your report.


Section 06

The Partnership

You've told us where you are. Now let's talk about where you're going.

[14]

What is your revenue goal for the next 12 months from your coaching programs, and what is the #1 thing standing between you and that number right now?

[15]

If you could wave a magic wand and fix one thing about your sales process, what would it be?

Don't answer with a number. Answer with what you'd do with your time, your energy, and your focus if you never had to make another pitch.


Final Step

Unlock Your Results

Your personalized diagnostic report, score breakdown, and estimated revenue leak will be generated instantly and emailed directly to you.

Your responses are stored securely. We will use them to prepare your personalized diagnostic report.