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Assessments

How to send coaching assessments to clients

Assign built-in assessments — Ideal Client Avatar, Niche Finder, Values, Ikigai, SWOT and more — and review the results.

⏱ About 6 min · Updated 05 Jun 2026

Assessments give you and your client a shared starting point. CoachNexa includes a library you can assign in a click.

  1. Open Assessments

    Go to Assessments to see the available tools — Ideal Client Avatar, Niche Finder, Values, Ikigai, SWOT, Purpose, DISC, Great Life Check-up, and more.

  2. Choose an assessment

    Pick the assessment that fits where your client is — Niche Finder for a coach defining their market, or the Great Life Check-up for a life-coaching client.

  3. Assign it to a client

    Assign the assessment to a specific client (or a group). They get access to it from their portal.

  4. Client completes it

    Your client works through the questions in their own time on any device, and submits when done.

  5. Review the report

    Open their generated report, use it to guide your next session, and track how their answers evolve over time.

Assessments are a great onboarding step — assign one right after a client joins to start the relationship with insight.

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