Questionnaires
Questionnaires allow you to collect information from your clients in a structured way.
Use cases
Before coaching
- Discovery questionnaire
- Needs analysis
- Expectations evaluation
During coaching
- Check-in points
- Progress evaluation
- Session feedback
After coaching
- Final assessment
- Satisfaction evaluation
- Testimonial
Create a questionnaire
- Go to My Client Portals > Questionnaires > + New
- Configure the questionnaire
- Add questions (free text, single choice, multiple choice, scale, yes/no)
- Associate with a journey step
Frequently Asked Questions
Can the client modify their answers? No, once submitted the questionnaire is locked.