For Coaches & Solo Practitioners

Deliver Assessments Under Your Own Name. No Certification Required.

Stop losing hours wrestling with clumsy survey tools and formatting PowerPoint decks. Deliver executive-grade 360° diagnostics under your own brand with instant client-ready PDF reports.

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Own Your Methodology

Build around your own framework instead of renting someone else's. No paying $5,000–$10,000 for restrictive certifications or giving away high margins.

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Focus on the Debrief

Spend your hours on the work clients actually pay you for. Reports generate automatically in minutes, so the debrief gets your attention.

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Sized for a Solo Practice

Start small with a credit allowance sized to your current volume and upgrade only when your client load expands. Never priced per seat.

Client-Ready Deliverables

Deliver Reports as Rigorous as Your Thinking

Every participant completion automatically generates a high-resolution, executive report complete with radar charts, attribute distributions, and coaching debrief frameworks.

  • ✓Print-sharp executive PDF export — charts stay crisp at any resolution
  • ✓Customizable with your firm logo, brand colors, and client logo per assessment
  • ✓Instant client-side PDF export ready for board and executive debriefs
  • ✓Detailed attribute breakdowns across self, manager, peers, and direct reports
Executive Deliverable SamplePrint Fidelity
AssessInsights Executive Report showing Multidimensional Competency Distribution radar chart deliverable
Participant: Daniela Miller (VP Product)14/14 Raters Completed
Proprietary IP

Bring Your Own Frameworks or Adopt Battle-Tested Models

You don't have to force your coaching practice into another vendor's rigid matrix. Design custom competency dimensions, configure custom weights, and write your own survey items with complete intellectual property protection.

  • ✓Supports 5-point and 7-point Likert scales, open qualitative commentary, and frequency scales
  • ✓Dynamic dimension weighting (e.g. Strategic Agility 1.5x, Culture 1.0x)
  • ✓100% intellectual property ownership — your proprietary models remain yours
  • ✓Pre-built templates like FutureFit™ available for immediate turn-key deployment
Builder Studio · Dimension SetupCustom Weights
AssessInsights Competency Rubric Builder interface
Full Flexibility: Add behavioral anchors, define rater group thresholds, and localize questions in English and Spanish.
Executive Debriefing

Start Coaching Debriefs With Objective Data, Not Assumptions

Coaches receive dedicated analytics views clustering quantitative ratings alongside categorized qualitative comments. Blind spots and hidden strengths surface automatically.

  • ✓Automated blind spot detection comparing self-scores vs. peer/manager cohorts
  • ✓Qualitative feedback clustering grouped by competency domain
  • ✓Threshold masking protecting rater confidentiality (minimum 3 raters per group)
  • ✓Exportable coaching action plan worksheets for participant follow-ups
Debrief Analytics & Cohort BenchmarksCoach View
AssessInsights Insights and Analytics dashboard showing cohort benchmark scores
Blind Spot FlaggedStrategic Vision (+9% peers)
Anonymity ThresholdProtected (Min 3 Raters)
Predictable Economics

Plans Sized to Your Practice. Never Priced Per Seat.

Whether you evaluate 10 leaders a year or 100, choose a plan with a credit allowance that fits your practice. No per-seat fees, no certification, and cancel anytime.

Frequently Asked Questions

Questions From Coaches & Advisory Firms

Everything you need to know about white-labeling, intellectual property, and client delivery.

Do I need a practitioner certification to deploy assessments with AssessInsights?

No. Unlike legacy psychometric providers that force consultants to purchase $5,000–$10,000 practitioner certifications before selling their tools, AssessInsights is 100% self-serve and customer-friendly. You can deploy pre-built frameworks like FutureFit™ or author completely bespoke diagnostics immediately.

Can I put my own consulting firm's logo and branding on the client reports?

Yes. Every report generated features your firm's logo and brand colors. On Starter, you can also add each client's logo per assessment. On Professional and up, you get full white-label with no platform branding and your own domain.

How do candidates and raters access their questionnaires?

Through zero-login secure magic links. Participants never have to create an account, remember passwords, or download software. They click the link from their email invitation, answer on any desktop or mobile device, and their progress auto-saves continuously.

Who owns the intellectual property of my custom rubrics and questions?

You do. Your firm retains 100% ownership of your proprietary questions, competency models, and survey rubrics. AssessInsights acts strictly as your private delivery engine.

Can I test the platform before committing to a paid plan?

Yes. Our 14-day Free Trial includes 5 credits to run real assessments. You can also experience the live 5-minute Free Demo directly on our website.

Personal Setup on Every Account

Spend your time on the debrief, not the formatting.

Book 15 minutes. Bring a framework, a questionnaire, or just an idea. We'll build your first branded template with you, live, and answer anything you want to ask.

Your first template, built with you · No annual contract