Productivity Bottleneck Assessment Template
Help prospects identify what is blocking their focus, follow-through, and consistency.
Best for: Productivity coaches, executive function coaches, consultants, life coaches, and course creators.
Question 2 of 5
How clear are your top priorities each week?
Built for coaches who want qualified leads, not just email addresses.
A branded productivity assessment template that replaces generic time-audit PDFs with a scored, useful result and a qualified lead.
Every submission becomes a scored lead in your dashboard.
- Prospect name, contact, and how they found you.
- Their weekly reality and biggest bottleneck.
- The one project they keep delaying.
- A scored result band you can reference on the call.
- Status: New · Contacted · Booked · Won · Lost.
Questions that surface real signal.
- 1How often do you end the day feeling like you worked but did not move the right things forward?
- 2How clear are your top priorities each week?
- 3How often do distractions derail your work?
- 4Do you have a reliable weekly review system?
- 5What is one project you keep delaying?
Every prospect gets a scored, useful outcome.
Focused Operator
Clear priorities and consistent follow-through. Fit for advanced coaching or leadership performance work.
Needs Better Systems
Motivated but under-structured. Ideal for a coaching engagement plus lightweight systems design.
Overloaded and Reactive
Doing a lot, moving the wrong things. High-intent prospect for immediate coaching support.
A branded, personalized result — not another PDF.
Every submission ends on a scored result page like this. Prospects walk away with something useful, and you land a scored lead with context.
- Score + result band with a clear one-line summary
- Recommended next steps tuned to the answers
- A booking CTA that goes straight to your calendar
Needs Better Systems
You're capable but reactive — a lightweight system paired with coaching will unlock real leverage.
Recommended next steps
- Choose one weekly planning ritual
- Batch shallow work into fixed windows
- Define your single 'wildly important' goal
Questions about this template
Launch this assessment funnel today.
Customize the questions, wire it to your booking link, and start capturing scored leads.
This template is for education, coaching, and self-improvement lead generation only.