Assessment Template

Wheel of Life Template

The classic coaching tool, digitized. Rate 8 life areas and see balance visualized. Start meaningful conversations.

40% avg. conversion

40% conversion

Industry average: 3-10%

Perfect for These Coaches

Life Coach

Life Coaches

Personal development specialists

Executive Coach

Executive Coaches

Leadership & career coaches

Wellness Coach

Wellness Coaches

Holistic wellbeing specialists

How the Wheel of Life Assessment Works

The Wheel of Life is one of the most recognized coaching tools in the world. Developed in the 1960s, it provides a visual snapshot of life balance by measuring satisfaction across 8 key areas: career, finances, health, relationships, family, social life, personal growth, and fun/recreation.

When someone completes the assessment, they rate each area from 1-10. The results display as a wheel chart where a perfectly balanced life would appear as a circle. Most people's results look more like a flat tire, with some areas thriving and others neglected. This visual makes the imbalance immediately obvious and creates natural motivation for change.

Why Coaches Love This Template

The Wheel of Life serves multiple purposes in a coaching practice. As a lead magnet, it captures emails from people who are actively thinking about life improvement. As a discovery tool, it surfaces the areas clients most want to work on. As a progress tracker, clients can retake it monthly to see their growth visualized.

Unlike generic lead magnets that get downloaded and forgotten, the Wheel of Life provides immediate personal insight. When someone sees their wheel is lopsided, with career at 9 but relationships at 3, they have a concrete reason to seek coaching help. That's why we see 40% average conversion rates on this template.

Customization Tips

While the default 8 categories work for most life coaches, you can customize the areas to match your specialty. Wellness coaches might replace "Career" with "Nutrition" and "Social" with "Sleep Quality." Executive coaches might add "Leadership" and "Team Relationships." The results text can be personalized to reflect your coaching philosophy and offer specific next steps.

The assessment takes most people 2-3 minutes to complete. It's short enough that mobile users finish it, but substantive enough that the results feel meaningful. After they enter their email, they see their personalized wheel chart with an invitation to book a discovery call.

Template Features

Everything You Need to Capture Leads

8 Life Areas

Career, finances, health, relationships, family, social, personal growth, fun

Visual Wheel Chart

Beautiful visualization showing life balance at a glance

Lead Capture

Collect name and email before showing their wheel

Mobile-First

Looks perfect on phones where your followers are

Your Branding

Add your logo, change colors, personalize everything

Email Integration

Connect to Mailchimp, MailerLite, or ConvertKit

Use Cases

Where to Use Your Wheel of Life

Discovery Sessions

Use as a conversation starter to identify areas clients want to work on.

Program Qualification

Identify which coaching program fits based on their priorities.

Instagram Bio Link

Replace Linktree with something valuable that captures leads.

Progress Tracking

Have clients retake periodically to measure growth.

Decorative background pattern

Start Capturing Leads Today

Launch your Wheel of Life assessment in 10 minutes. Free to start.