Assessments & progress

Assessments, wheels, forms, and progress tracking — built for coaching.

Most coaching platforms offer forms. BackboneAI gives coaches a working assessment and progress engine.

Built-in coaching tools

A seeded library, ready to assign on day one.

BackboneAI ships with a library of coaching wheels, well-being instruments, and values & goal tools — already scored and ready to send. Assign one in a click; your client completes it in the portal.

Coaching wheels

Rate-each-area wheels that turn a conversation into a clear, visual baseline.

  • Wheel of Life
  • Career
  • Finance
  • Family
  • Health & Wellbeing
  • Relationship
  • Leadership
  • Purpose

Well-being & mindset instruments

Reflective check-ins on well-being, character, and confidence — for coaching, never screening.

  • WHO-5 Well-Being Index
  • PERMA Profiler
  • Big Five / Mini-IPIP
  • Confidence & Self-Efficacy

Values & goal tools

Move from what matters to what's next, then capture the reflection in between.

  • Values Assessment
  • T-GOAL worksheet
  • Reflection logs
Custom scored tools

Build your own scored instrument.

When the built-in library doesn't fit, build exactly the instrument you need with the builder. It handles structure, scoring, and interpretation — no spreadsheets, no code.

Sections & questions

Group questions into sections and add as many as the instrument needs.

Multiple response types

Scales, single- and multi-select, yes/no, and free text — mix them per question.

Per-answer scoring

Assign a score to every answer so results calculate automatically on submit.

Score bands

Define bands with labels and colors to turn a raw number into meaning.

Reverse scoring

Flip negatively worded items so every question scores in the same direction.

Subscale & profile modes

Roll questions into subscales or a profile, not just a single total.

Forms & e-signature

Intake, consents, and policies — signed in the portal.

Not everything is scored. Send the paperwork a coaching relationship needs — intake questionnaires, agreements, and policy acknowledgements — and let clients read and sign them with a typed e-signature, right where they complete their tools.

  • Intake & onboarding forms
  • Consents & policy acknowledgements
  • Typed e-signature captured in the portal
  • Stored with the client's record
Coaching agreement

I agree to the coaching terms and confirm the information I've provided is accurate and complete.

Signed Jun 28, 2026 · 9:14 AM Signed
Client portal completion

Clients complete assigned tools themselves.

Assigned tools and forms appear in the client's secure portal, ready to complete at their own pace. Results flow straight back to their record — no PDFs to email, no re-typing. When it's easier to capture answers live, coaches can complete any tool on a client's behalf from the chart.

  • Clients complete assigned tools & forms themselves
  • Secure invite & login to the portal
  • Coaches can complete any tool from the chart
  • Results land straight on the client's record
secure.backbone.coach
Your assignments
2 to complete · 3 done
Wheel of Life
8 areas · about 5 minutesAssigned by your coach To do
Coaching intake & consent
Form · typed e-signatureSign in the portal To do
WHO-5 Well-Being check-in
Completed todayShared with your coach Done
Wheel of Life · result
This month   90 days ago
Results, bands & trends

Color-graded results you can read at a glance.

Every completed tool returns a clear, color-graded result. Scores fall into the bands you define, wheels render as radar charts, and re-takes line up into a trend so you can see where things are heading — not just where they are today.

Thriving Steady Needs focus
  • Color-graded results by score
  • Band chips with clear, coaching-native labels
  • Radar charts for wheels
  • Trend over time across re-takes
Progress overlays

See change, take over take.

When a client repeats a tool, BackboneAI overlays each take on the same chart. Instead of comparing two numbers, you and your client watch the shape shift — the areas that grew, the ones holding steady, and where to put the next block of work.

  • Every re-take overlaid on one radar
  • Growth and plateaus visible at a glance
  • A shared picture you can review together
Wheel of Life · progress overlay
This month   90 days ago

This month vs 90 days ago — Career, Health & Purpose up.

AI-assisted debriefs

An instrument-aware debrief after every result.

When a client finishes a tool, BackboneAI reads the result in context — the instrument, its bands, and how it has moved over time — and hands you a short, coach-facing debrief plus questions you can take straight into the session.

It never scores a client clinically or decides what a result means. You stay in control of the interpretation and the conversation.

Built on Anthropic's Claude. Personally identifying information is scrubbed before any model call, and debriefs are coach-facing — never a diagnosis or a replacement for your professional judgment.

AI debrief · Wheel of Life

What stands out

Career and Health both climbed since the last take, while Fun stayed flat and lowest. Momentum looks strongest in the areas worked on last block.

Suggested questions

Career and Health both rose — what shifted there?
Fun scored lowest again. What would a 7 look like?
Where do you most want to focus this next block?
External assessment tracker

Track instruments completed outside BackboneAI.

Your clients arrive with results from elsewhere — a DISC profile from a workshop, a CliftonStrengths report, an Enneagram type. Record those alongside the tools they complete in-platform, so the whole picture lives in one place instead of scattered across PDFs and inboxes.

  • Record DISC, CliftonStrengths & more
  • Capture the type, result & date completed
  • Add your own interpretation notes
  • See external & in-platform results together

Bring in what you already use

DISC CliftonStrengths Enneagram MBTI-style EQ assessments + your own

Log the instrument, the result or type, the date completed, and a note — so an externally administered assessment sits right next to the wheels and scored tools in the client's chart.

The assessment & progress engine

Everything you need to measure and track

  • Built-in coaching wheels
  • Values & goal tools
  • Wellbeing & mindset instruments
  • Custom scored tools
  • Forms & typed e-signature
  • Client self-completion in the portal
  • Results, bands, charts & trends
  • Repeated tools for progress tracking
  • External assessment tracker

Turn reflection into visible progress.

Assign the right tool, let clients complete it in the portal, and watch growth become visible — take over take, with an AI debrief ready when you are.