We help coaches find and close ideal clients

At Magpai, we help you attract ideal prospects, create meaningful connections, double your close rate from enrollment conversations using lead scoring assessments.

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A mockup of two assessments side by side.

What is a lead scoring assessment?

A lead-scoring assessment is a branded web-based tool that enables potential clients to quickly and easily self-assess where they are on their path to achieving a goal, there by shining a light on what’s missing and how you can help.

Experience the Tool

Four steps to create your assessment

Step 1

Choose your assessment template

Get started in minutes using our turn-key assessment templates and time-tested swipe copy, to help you execute one of 7 proven sales-generating strategies.

Mockup of the Magpai back-office and a little assessment to the side
Step 2

Customize the template content

Personalize your assessment to reflect your brand, showcase how you can help, and begin a process of meaningful communication to build rapport.

Step 3

Put it to work in your business

Start attracting qualified leads and spot ideal clients in minutes. Simply use our proven promotional swipe copy, suggested social media posts and our step-by-step tutorials.

Step 4

Identify Sales Qualified Leads

Whether you integrate the results with your CRM, or use the Magpai back office, you will instantly spot ideal leads who are looking for what you offer, ready to invest in support and worth your time and attention.

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What our clients are saying...

Lead scoring assessments are now a necessity for coaches, consultants, and trainers.

"Incorporating our assessment into our live event campaigns has been a game-changer. Not only did it help with conversion, but it also identified the need for two additional programs, which we recently launched with great success."

Portait of Jay Fiset, a happy Magpai client

Jay Fiset


"Assessments helped structure my event content and conduct on-site coaching sessions which were instrumental in helping me identify the most qualified prospects in the room and then move them into my high-ticket offer."

Headshot of Magpai client, Kim Carpenter

Kim Carpenter

World Changing Women

"If you hold any kind of event, incorporating Magpai’s assessment software is a super smart move, just as it was for us."

Headshot of Magpai client, Christine Kloser

Christine Kloser

Best Selling Author, Coach, and Publisher

"Whether I am doing a presentation, workshop or hosting a masterclass, all my clients can benefit from having an assessment of their own to use in their sales and follow up process."

Headshot of Magpai client and founder of Power Up Your Follow Up, Debbie Hoffman

Debbie Hoffman

Founder of Power-up Your Follow-up

"Since requiring potential clients to take my assessment prior to our conversation, I’m averaging an 85% closing rate and shortened the time it takes to get to a YES."

Picture of Magpai client, Erica Boling, and her dog that she trained.

Erica Boling

Northeast K9 Institute

“By having event attendees complete our pre-assessment, we were able to begin building rapport with those most likely to invest, before they arrived. This information contributed to having our highest converting, 7 figure event in 4 years.”

Headshot of Magpai client, Armando Villa smiling at the camera

Armando Villa


"I've been using Magpai Assessments since 2017 and haven't looked back since. By having potential clients take my assessment prior to a Discovery Call, I save time and have a proven process for enrolling those I want to work with."

Portrait headshot of Isablle Tierney, a trusted Magpai client.

Isabelle Tierney

Founder of The Good Life

"Magpai’s assessment software has been an invaluable asset to my business. I've been using it for over two years and the information that this magical tool has helped me collect is PRICELESS!"

Portrait headshot of Magpai Client, Patty Farmer.

Patty Farmer

Marketing Media and Money

"Jane’s guidance on how to design my event content and assessment and flow hugely impacted my ability to increase conversion into our back-of-the-room offers.”

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Steve Olsher

New Media Summit

Magpai serves the thought-leader community

Are you are looking to stand out in your niche, attract ideal clients, spark meaningful interactions and accelerate your sales results? Let’s do this!




Health Practitioners

Financial Advisors

Virtual Assistants

Digital Marketers

Online Business Managers



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Top 3 ways to use lead scoring assessments

Most Popular

The Pre-Discovery Call Assessment

No longer waste your time with unqualified leads who aren’t ready to change, or willing to invest in support.

Clients who infuse their assessment into their marketing outreach report a doubling of conversion, a more meaningful interaction and shaving 15 to 30 minutes of their sales calls.

The impact Magpai has had on my business is mind-blowing. I went from frustrated and not closing sales, to now closing 90% of my discovery sessions. I simply ask clients to complete my assessment before the call and then use Magpai's simple 5 step process. I love it!

Elaine Gibson

The Lead Generation Assessment

Grow your list with highly qualified leads who are eager to discover where they’re on track and what elements are holding them back.

Whether speaking from stage, posting in social media, or running paid ads, a self-assessment is a unique and compelling call-to-action that your ideal clients are drawn to.

I went form not getting any results from my interviews and tele-summit trainings, to growing my list from 4000 to 14,000 in just 8 months, using my Magpai assessment as my compelling free gift.

Portrait headshot of client, Julie Renee Doering.
Julie Renee Doering

The Pre-Event Assessment

Increase the show up rate, attendance and conversion from your event or webinar, by infusing an assessment into your campaign.

By asking event registrants to take your assessment, you not only gather valuable intel, but you also shine a light on what’s holding them back and how you can help.

Incorporating our assessment into our live event campaigns has been a game-changer. Not only did it help with conversion, but it also identified the need for two additional programs, which we recently launched with great success.

Portait of Jay Fiset, a happy Magpai client
Jay Fiset
Be seen as an authority


When you incorporate assessments into your sales and marketing process you go from making it “all about you” to making it “all about the prospect,” while at the same time amplifying your authority and building trust.

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Build tust and connection


Magpai gives you x-ray vision into who is on the other end of the email. This allows you to provide relevant, free content based on their needs and then invite those, who are a fit, into your products and programs.

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Spot your ideal clients


Magpai automatically sorts leads based on your criteria, sorting highly-qualified leads so you can move them into one-on-one sales calls or automated nurture campaigns, helping you avoid wasting time with those who are not ready to buy.

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enroll with ease and confidence


Incorporating an assessment into your one-on-one sales conversations saves you time, increases the value you provide, and easily doubles or even triples your closing rate.

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We get these questions a lot...

Here are some answers!

If I need help designing my assessments or surveys, is there someone to talk to?

Can my assessment sit on a custom domain? Like 'coaching-assessment.com'...

What is Lead Scoring?

Can videos be incorporated within assessments?

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