Wheel of Life Pro

From life review to coaching follow-up

Wheel of Life Pro gives career, health, and life coaches a visual assessment for users and clients to review important areas of their lives. The results offer a broad view of how balanced participants feel, which coaches can use to prompt reflection and follow-up conversations.

Participants can email their results for future reference or share them on social media. A call to action at the end of an assessment can direct them to coaching services or appointment booking, supporting lead generation.

Configure assessments and place them in context

Create unlimited assessments and allow participants to take them multiple times, so they can revisit how they view various areas of life. Customize each wheel’s appearance and colors, then choose from three chart types. Chart options are configurable independently for each assessment.

Add an assessment to a post or page with a shortcode or button block. The extension is designed to work with any WordPress theme, letting you place assessments alongside relevant coaching content.

Participant accounts and coach insights

Visitors can take assessments without an account. If you enable registration, users can take assessments from their profiles and review their history. From the dashboard, coaches can review registered users’ profiles, assessment histories, and progress.

The dashboard also reports the total number of assessments taken, popular assessments, and recent completions. These figures show how visitors and clients are using the tool.

Resources and email messages

Add resources for registered users to view on their dashboards. You can also tailor email templates for registration messages, forgotten-password emails, and assessment reports.

Set up on your coaching site

Install Wheel of Life Pro, create an assessment, and customize its appearance, colors, chart type, and call to action. Add it to a post or page using a shortcode or button block. If your process includes visitor accounts, enable registration to let participants view their histories and to review member activity from the dashboard.