Coaching Assessment Template

The Transtheoretical Model, commonly called Stages of Change, was developed by researchers studying how people actually modify behavior. They found that change isn't a single event but a process with distinct stages: precontemplation, contemplation, preparation, action, and maintenance. Understanding where someone sits in this framework tells you exactly how to help them.

Someone in precontemplation doesn't see a problem yet. They're not looking for a coach. Someone in contemplation knows they want to change but hasn't committed. Preparation means they're ready to start soon. Action means they're actively working on change. Knowing this before a discovery call transforms how you approach the conversation and what you offer them.

Most coaches waste time on calls with people who aren't ready. The prospect sounds interested but keeps making excuses. They say they need to think about it or check with their spouse. Usually, they're in contemplation or preparation but not quite at action. This assessment identifies readiness upfront so you spend more time with people likely to buy.

The assessment also helps you match prospects to the right offer. Someone in preparation might need a low-cost entry program that builds momentum. Someone already in action who hit a plateau needs high-touch coaching to break through. By knowing their stage before you talk, you can skip the qualification questions and get straight to solving their actual problem.

Coaches across all niches use this same framework. Health coaches identify who's ready to change their diet versus who's just curious. Business coaches find entrepreneurs ready to invest in growth versus those still thinking about starting. Life coaches separate people dealing with crisis (who need immediate support) from those optimizing an already good life (who want different solutions).

After completing the assessment, leads receive a brief explanation of their stage and what typically helps people move forward. This positions you as the expert who understands their psychology, not just someone selling a program. The follow-up sequence can then address their specific stage with relevant content and offers.

This assessment pairs well with the Wheel of Life to show what areas need attention, and the Limiting Beliefs Identifier to reveal what might be holding them back.