2. Why It Matters

Done right, a health assessment is more than a questionnaire—it’s a lead magnet, a diagnostic, and a sales script. It removes guesswork on consult calls, shows prospects you understand their world, and gives business leaders a low‑risk way to sample your value.

With light scoring and clear next steps, you move from vague conversations to targeted recommendations—making it easy for clients (and companies) to say “yes.”

3. Step-by-Step Guide

1

Pick One Audience & Outcome

Decide if this is for 1:1 leads, current clients, or employees. Define the single outcome: lead capture, consult prep, or company pilot. Name it (e.g., Thrive Score or Wellness Check‑In).

Pro Tip — Narrow wins: one audience, one promise, one CTA.

2

Draft Sections & Scoring

Use 6–8 sections (energy, sleep, nutrition, stress, movement, mindset, work). Keep ~85–90% multiple‑choice, 10–20% scales, 5–10% short text. Assign simple risk points to each option (higher points = higher risk).

Pro Tip — Scoring pattern: Best = 0 pts, OK = 1, Needs work = 2, Red flag = 3–4. Sum → 3 tiers (Green/Amber/Red).

3

Build in Google Forms

Create sections, mark key questions “Required,” turn on email collection, and add short helper text under complex questions. Use “Go to section based on answer” for simple branching.

Pro Tip — Confirmation page should invite action: “Book your 15‑min review.”

4

Brand & Embed

Add your logo/colors and embed on a page (e.g., /assessment). Place a sticky CTA linking to your scheduler and a privacy note: “Responses are confidential.”

Pro Tip — Add UTM parameters to your share link to see which channels convert.

5

Automate to CRM + Calendar

Send new responses to Sheets/Airtable, tag score tier, and trigger an email with your booking link. Optional: auto‑create a calendar event when someone books.

Pro Tip — In Zapier, compute score_tier so it’s visible in your pipeline at a glance.

6

Pilot, Review, Improve

Run 10 test completions. Watch where people drop off, shorten unclear items, and tighten copy. Track completion → booking rate to benchmark.

Pro Tip — Aim ≥60% completion rate and ≥30% booking rate from the assessment page.

7

Package for B2B

Offer a 3–5 minute “Employee Wellness Check.” Aggregate results into a 1‑pager with 3 insights + 3 recommendations + your program CTA.

Pro Tip — Use a lightweight template: logo, 3 charts, bullets, next steps. Keep it skimmable.

4. Examples & Options

Consult Script (Use This)

Open: “Based on your responses, I noticed sleep and mid‑day energy dips.”

Mirror: “You’re getting 5–6 hrs and skipping lunch—sound right?”

Diagnose: “These two drive cravings and afternoon crashes.”

Prescribe: “In my 12‑week plan, weeks 1–2 fix sleep timing and a simple protein‑focused lunch. Want help implementing?”

Three Implementation Paths

DIY (free): Google Forms → Google Sheets → Calendly, single‑step Zap.

Mid‑level: Typeform (logic + design) → Zapier → Airtable/HubSpot Starter.

Advanced: Jotform (HIPAA) → Zapier → CRM (HubSpot/Keap) + Looker Studio dashboard.

Scoring Example

Each domain 0–4 pts. Totals: 0–8 Green (maintain), 9–16 Amber (coach fix), 17–32 Red (priority plan). Auto‑tag tier in your sheet.

Question Bank (Copy‑Ready • Pick & Choose)

Keep tone friendly and plain‑language. Prefer multiple‑choice over long text.

1) Work‑Life Balance

• “How often do you have enough time for yourself?” (Always → Never)

• “Hours of work on a typical day?” (<6, 6–8, 8–10, 10–12, 12+)

• “Do you take regular breaks?” (Hourly, 1–2/day, Rarely, Never)

• Open: “One change to improve balance?”

2) Current Health Status

• Overall health (Excellent → Poor)

• Common issues (multi‑select): fatigue, headaches, digestion, sleep, anxiety

• Sleep hours (7–9, 5–6, <5, 9+)

• Open: “Biggest health concern?”

3) Stress Levels

• Frequency (Rarely → Constantly)

• Sources (work, finances, family, health, perfectionism)

• Coping (healthy outlets, distracting, unhealthy, none)

• Stress 1–10

4) Job Satisfaction

• “How do you feel about going to work?” (Excited → Miserable)

• “Do you feel valued?” (Always → Never)

• Alignment with long‑term goals (Yes → No)

• Open: “One change to improve satisfaction?”

5) Nutritional Health

• Balanced meals frequency (Always → Rarely)

• Food issues (bloating, reflux, crashes, cravings)

• Water intake (8+ cups → <3 cups)

• Open: “Biggest nutrition challenge?”

6) Physical Health

• Activity frequency (Daily → Rarely)

• Chronic pain (No → Constantly)

• Mobility issues (flexibility, distance, joints, posture)

• Open: “One fitness goal this quarter?”

7) Mental Health

• Overwhelm frequency (Never → Constantly)

• Sleep quality (Excellent → Poor)

• Anxiety frequency (Never → Constantly)

• Joyful activities (Daily → Rarely)

8) Life Satisfaction

• Overall life satisfaction (Very → Very dissatisfied)

• Alignment with values (Yes → No)

• Area to change (Career, Relationships, Health, Finances, Growth)

• Open: “One thing that would make life better now?”

5. Common Mistakes to Avoid

• Too long. Instead of 40+ items, ship a tight 15–25 and iterate from data.

• No clear CTA. Don’t end with “Thanks.” Instead, route to “Book your 15‑min review.”

• No scoring. Instead of eyeballing results, use a simple tier (Green/Amber/Red) to guide the consult.

• Clinical tone. Swap jargon for approachable language to increase completion rate.

• No follow‑up. Automate an instant email + booking link while motivation is high.

6. Quick Win Highlight

💡 Quick Win: Build a 8‑question mini‑assessment in 10 minutes. Use one question per domain (work‑life, health, stress, job, nutrition, physical, mental, life). Make all multiple‑choice, add a short confirmation message with your Calendly link, and publish.

Copy sample items: “How rested do you feel most mornings?” (Very, Somewhat, Rarely, Never) • “How many days do you move 30+ min?” (0, 1–2, 3–4, 5+)

Mark Complete ✅

💬 DM Prompt

“Hey! I’m testing a 3‑minute Wellness Check‑In to spot easy energy/sleep wins. If you complete it, I’ll send a 2‑step plan tailored to your answers. Here’s the link: [paste your form link] — want the quick feedback?”

Sent the DM

7. Mini-Implementation Exercise

Fill this worksheet before you build:

Domain	Top 2 Questions	Risk Signal	Points
Sleep	1) Wake rested? 2) Hours/night?	Rarely rested; <6 hrs	3–4
Energy	1) Midday slump? 2) Caffeine reliance?	Daily slump; 3+ cups	2–3
Nutrition	1) Balanced meals? 2) Water intake?	Rarely balanced; <3 cups	2–3
Stress	1) Stress level 1–10? 2) Coping?	≥7; unhealthy coping	2–4
Movement	1) Days 30+ min? 2) Sitting hours?	0–1 days; 9+ hrs	2–4

CTA & Routing: Confirmation message → “Thanks! Book your 15‑min review” + link. Email auto‑reply with score tier + booking.

8. Tools & Resources

Google Forms

Fast, free, reliable. Great for MVP and easy embedding.

Typeform

Slick UX + logic jumps to keep completion rates high.

Jotform (HIPAA)

Privacy‑friendly option when handling sensitive data.

Zapier

Send responses to Sheets/CRM, compute score tiers, trigger emails.

Google Sheets / Airtable

Store responses, add computed columns, filter by score tier.

Calendly

Embed a booking flow on the thank‑you screen and emails.

9. Checkpoint / Success Criteria

✅ Branded assessment published and mobile‑friendly.

✅ Scoring rubric in place (0–4 per item; Green/Amber/Red tiers).

✅ Embedded on site with a visible CTA to book a review.

✅ Zapier test: new response → sheet/CRM + auto email with booking link.

✅ Pilot complete: ≥10 responses, 3 consults booked, 1 paid client or 1 B2B intro.

10. Summary & Next Step

Your assessment is a lead magnet, diagnostic, and consult script in one.
Keep it short, mostly multiple‑choice, and score into 3 clear tiers.
Automate capture → tag → email → booking to remove friction.
Package aggregated insights for businesses as a simple 1‑pager.

Next → Module 12 Custom Website Setup & Branding

🚀 Module 11: Health Assessment Builder