Pre-discovery assessments for coaches

Know your next client before the first call

Inisio turns your website and methodology into a bespoke assessment. Prospects get a personalised readiness snapshot. You get a fit report, before you ever pick up the phone.

  1. 1Paste your website
  2. 2Create your free account
  3. 3Add more links and files, and we’ll build your assessment

Start with one website. Once you’ve registered, you can add as many URLs and files as you like.

Set up in minutes · 14-day money-back guarantee · See how it works

Prospect view · Question 4 of 9

How ready do you feel to make a change in the next three months?

12345678910
AI follow-upWhat has held you back from making this change before?

Coach report · Focused tier

Sarah M.

17/25

Strong fit
Readiness for change4/5
Clarity of goals3/5
Commitment & availability4/5
Openness to coaching3/5
Fit with your offer3/5

Top needs

Wants a clear next career step after a restructure; lacks confidence negotiating.

Watch-outs

Limited time until Q2; may expect quick answers rather than a process.

Suggested discovery-call opener

“You mentioned the restructure made you question what you actually want next. What would a good outcome look like six months from now?”

Illustrative example. Real reports are generated from your own methodology and each prospect’s answers.

The problem

Discovery calls shouldn’t be guesswork

You spend 30 to 60 minutes on a free call trying to work out whether this person is a real fit, while they try to work out whether you’re worth the investment.

Sometimes you know within five minutes it isn’t right. And the calls that are a fit? You walk in blind to their real challenges and readiness.

Coaches tell us they spend 10-20 hours a week on calls that don’t convert

That’s time you could spend actually coaching.

Generic intake forms tell you very little

Name, email and “what brings you here?” rarely reveal readiness or fit.

Inisio does the qualifying for you

Every link you share becomes a thoughtful first conversation, before the real one.

How it works

From website to fit report in four steps

No quiz-building, no templates to wrestle with. Inisio does the heavy lifting; you stay in control.

1

Share your website

Paste your site and, if you like, your offer pages or documents. Inisio learns your niche, approach and ideal client.

2

Review your assessment

Inisio drafts a bespoke assessment in your methodology. Confirm the details, tweak questions and choose which depth tiers to offer.

3

Share one link

Put your link wherever prospects find you. They choose Snapshot, Focused or Deep Dive and answer at their own pace.

4

Walk in prepared

Get an email alert and a fit report for every submission, so the discovery call starts with confirmation, not exploration.

Features

Everything you need to qualify with confidence

Built for one job: helping you know who’s a fit, and helping them feel understood.

Understands your practice

AI analysis of your website and offer builds a profile of who you help, how you work and what a great-fit client looks like.

Bespoke, not a template

Every question is written from your methodology and niche, so the assessment sounds like you, not a generic quiz.

Three depth tiers

Snapshot, Focused and Deep Dive let prospects choose how much time to invest, and you see who went the extra mile.

Adaptive follow-ups

AI asks a relevant follow-up question based on what the prospect just said, uncovering what a static form would miss.

Fit scoring on 5 dimensions

Each prospect is scored against the dimensions that matter for your coaching, with a clear overall fit signal.

Conversation-ready coach report

Top needs, watch-outs, suggested discussion points and a follow-up email draft, ready before you pick up the phone.

A gift for your prospect

Every prospect receives a personalised readiness snapshot, so the assessment feels like value, not a hoop to jump through.

One link, everywhere

Website, booking page, Instagram or LinkedIn bio, email signature, podcast notes: one link works anywhere you can paste it.

Live dashboard & analytics

See every submission, fit score and tier at a glance, and open any report in one click.

Instant email alerts

Get notified the moment someone completes your assessment, with their headline score in the email.

One assessment, two reports

Turn answers into a better first conversation

You get a private coach report: fit score, top needs, watch-outs, discussion points and a follow-up email draft. Your prospect gets their own personalised readiness snapshot, so they arrive informed, invested and ready.

A personalised assessment says “this coach gets me” before you’ve even met. The call shifts from exploration to confirmation.

Coach report · Focused tier

Sarah M.

17/25

Strong fit
Readiness for change4/5
Clarity of goals3/5
Commitment & availability4/5
Openness to coaching3/5
Fit with your offer3/5

Top needs

Wants a clear next career step after a restructure; lacks confidence negotiating.

Watch-outs

Limited time until Q2; may expect quick answers rather than a process.

Suggested discovery-call opener

“You mentioned the restructure made you question what you actually want next. What would a good outcome look like six months from now?”

Illustrative example. Real reports are generated from your own methodology and each prospect’s answers.

Comparison

How Inisio is different

Other tools optimise for volume. Inisio optimises for fit.

inisio.Client qualification & fitQuiz & scorecard buildersLead generationForm toolsData collectionCoaching platformsSession management
Questions written from your website, offer and coaching approach
AI follow-up questions shaped by each prospect’s answers
Private coach report: fit, readiness and discovery-call talking points
Personal report for the prospect
Ready-made templates
CRM & email integrations
Session scheduling & payments

Based on publicly available information, October 2026.

Pricing

Simple, honest pricing

One product, every feature. Lock in the Early Access rate while places last.

Limited to the first 20 coaches

Early Access

£49/month

Your rate stays locked for the current toolset. Future premium features will be optional upgrades.

  • AI analysis of your website and offer
  • Bespoke assessment in your methodology
  • Snapshot, Focused & Deep Dive tiers
  • Adaptive AI follow-up questions
  • Coach report with fit score, needs, watch-outs & email draft
  • Personalised readiness snapshot for each prospect
  • 1 assessment (up to 3 coming soon)
  • Up to 100 prospect reports a month (fair use)
  • Live dashboard, analytics & email alerts

Standard

£89/month

Full access to Inisio, billed monthly.

  • AI analysis of your website and offer
  • Bespoke assessment in your methodology
  • Snapshot, Focused & Deep Dive tiers
  • Adaptive AI follow-up questions
  • Coach report with fit score, needs, watch-outs & email draft
  • Personalised readiness snapshot for each prospect
  • 1 assessment (up to 3 coming soon)
  • Up to 100 prospect reports a month (fair use)
  • Live dashboard, analytics & email alerts

14-day money-back guarantee. Same features on both plans. No VAT added. Cancel any time.

FAQ

Questions coaches ask

Inisio builds a bespoke pre-discovery assessment from your website, offer and coaching approach. Prospects complete it through a single link, and you get a fit report before the first call, while they get a personalised readiness snapshot.

Still wondering? Email [email protected]

Walk into every discovery call prepared

Build your bespoke assessment in minutes and share your link today.

View pricing