What this is, in one paragraph
You've probably already used the Wheel of Life with clients — most coaches have. The wheel is one of the most reliable intake tools in the field because it gets a person to map their whole life onto one page in under five minutes. The problem isn't the wheel. The problem is everything that happens after: the wheel goes into a Notion page or a PDF, the client commits to a habit, and you don't see them again for two weeks. By the next session you're rebuilding context from scratch.
LifeWheel is the part of your stack that keeps the wheel alive between sessions. Your client takes the assessment, their habits and journal stay in their phone, and you see — with their permission — what's actually happening. You walk into Tuesday's call already knowing they hit their morning walk four out of seven days, journaled twice, and rated their Career sphere a point lower than last month.
Who this is for
LifeWheel for Coaches works for anyone whose practice is built around regular check-ins, a client's whole-life context, and the slow work of behavior change. The audiences below have shaped the design.
What you get
Every feature here is live in the coach portal today. Sign up, invite your first client, and you'll be using all of these inside an hour.
What your clients see
Every client takes a 4-minute Wheel-of-Life intake and lands on a chart like this — eight life spheres rated 1 to 10, color-coded, with an average score in the middle. You see the same chart in your coach portal. No translation layer between what they see and what you read.
Sample client. Average 5.6 across eight spheres — Growth and Career carrying weight, Money and Health asking for attention. Their wheel updates as they re-rate, and the same view sits in your portal.
How clients improve over time
The single chart you'd otherwise have to build by hand in a spreadsheet. Each client's spheres get tracked week over week — re-rated by them, recorded automatically — so when you sit down for a session you can see whether what you've been working on is actually moving. The example below is twelve weeks of a real-shaped curve: Health and People grinding upward, Career steady, Joy slow but climbing.
Sample 12-week trajectory. Real client curves are messier — that's the point of seeing them.
The reason this matters more than a one-off intake: most behavior change happens in fits and starts. A client makes a breakthrough on Health, then Career goes sideways for two weeks because their boss put a new project on them, then Joy ticks up because they finally said no to something. Without a trend view you only catch the headline; with one you catch the texture.
LifeWheel for Coaches vs other tools coaches try
Most coaches we talk to are already using something — usually a Notion template, a spreadsheet, or a generic CRM bent into the shape of a coaching practice. Here's an honest comparison of how LifeWheel for Coaches stacks up against the alternatives. We're not trying to win every row; the right tool for your practice depends on what part of the work matters most.
| LifeWheel for Coaches | Notion templates | Practice / CoachAccountable | Generic CRM (HubSpot etc.) | Spreadsheet | |
|---|---|---|---|---|---|
| Wheel of Life methodology built-in | Template-dependent | Add-on, manual | DIY chart | ||
| Visual progress charts per client | Limited | Yes (text-heavy) | Pipelines, not progress | Manual charts | |
| Client mobile app | Yes (Practice) | Generic | |||
| Cohort / group session mode | DIY workspace | Partial | |||
| Pre-session intake assessment | Manual form | Built-in forms | Generic forms | DIY | |
| Habit + journal visibility between sessions | Habit checklists | ||||
| Payments + invoicing | Use Stripe directly | Built-in (Stripe) | Add-on modules | ||
| Free tier | Free, unlimited clients | Free template | 14-day trial | Limited free | Free |
| Time to set up | ~5 min | 1–2 hrs | A few hours | Half-day + | Ad-hoc |
| Built around Wheel of Life specifically |
Where the alternatives genuinely outshine us: Practice and CoachAccountable have full payment processing and contract workflows that we don't (and don't plan to — we want to stay focused). Notion is wildly more flexible if your practice doesn't lean on the wheel methodology. Spreadsheets are still the cheapest, fastest scratchpad for any custom analysis. The case for LifeWheel for Coaches is narrow on purpose: it's the right pick if the wheel is a real part of how you work, and you want the visualisation, intake, cohort view, and between-session signal in one place rather than four.
How it fits your existing practice
You don't need to rebuild your business around this. LifeWheel slots into a coaching practice in three places: before the session, during it, and between sessions. The rest of your stack — Calendly, Zoom, Stripe, your CRM if you have one — stays exactly where it is.
Before the session — pre-session intake
When a new client books, send them the wheel link before the call. They take 4 minutes, score themselves on 8 areas, and the result lands in your dashboard. By the time they're on Zoom you've already seen which sphere is sitting at a 3 and which is at an 8. The first call starts at the right depth instead of with "so, tell me about yourself."
During the session — session-prep dashboards
Open the client's profile twenty minutes before the call. The prep brief shows their wheel, mood trend, journal entries since last session, habit completion, and whatever they're stuck on. It's the difference between a session that starts with you scrambling for context and one that starts with "I noticed Career dropped from a 6 to a 4 since we last talked — what's going on there?"
Between sessions — async visibility
This is where most of the value sits. Coaching is a thing that happens for one hour every two weeks, but behavior change happens in the 335 hours in between. When your client logs a mood crash on Wednesday, journals about it on Thursday, and breaks a streak on Friday, you can see all three. You can drop them a private note before the next session — or let it ride and bring it up when you meet. Either way, you're not flying blind.
Three ways to use LifeWheel as a coach
Depending on where you are in your practice — solo coach with five clients, content creator with an audience, AI-curious early adopter — one of these will fit better than the others. They also stack: many coaches use all three.
The free embeddable widget
Drop the Wheel of Life assessment on your own coaching site with two lines of HTML. No signup for your visitors, your branding alongside ours, the result appears right on your page. Coaches use it for pre-session intake and lead magnets.
The MCP / ChatGPT integration
Run the wheel inside ChatGPT Plus or Claude — mid-session, mid-research, mid-anything. The integration is free, OAuth-based, and lets the AI fetch a client's wheel or render a fresh one without leaving the chat.
The coach portal
The full thing. Client roster, dashboards, cohorts, session notes, habit visibility. Sign up free, invite your first client, and start seeing their wheel within a few minutes. This is where serious coaching practices live.
What it costs
Right now, the coach account is free. Not free-with-asterisks — actually free. You can invite clients, run cohorts, take session notes, and use every feature on this page without paying a cent. We're a small team and we'd rather have a hundred coaches actively using the tool than ten paying ones who churn.
Full coach portal. Unlimited clients. Cohort mode. Session notes. Mobile app sync. No credit card required.
A paid tier is in development for coaches who want white-label, deeper analytics, custom sphere sets, and priority support. Pricing TBD. Existing free features stay free.
The mobile app your clients use is also free for them — they can pay for the optional premium app features (AI plans, advanced journaling, vision board), but nothing about working with you depends on them paying. The coach side and the client side are priced independently.
What coaches are saying
Real testimonials from coaches running active practices on LifeWheel. We're collecting more as the platform grows.
The wheel was always the strongest part of my intake process. Having it stay live between sessions is what changed my practice.
My cohort group used to need three apps and a spreadsheet. Now it's one dashboard and I can actually see who's struggling without asking.
The private notes panel is the feature I didn't know I needed. I used to keep client observations in a Google Doc I had to remember to open.
Try it with one client
The fastest way to see if this fits your practice is to run it with one existing client for two weeks. Sign up takes a minute. Invite link goes out the same day.
Get your free coach account →Frequently asked questions
Is LifeWheel for Coaches free?
Yes. The coach account is free to create and free to use with your clients today. There's no credit card, no trial timer, and no per-client fee. We're working on a paid tier for coaches who need more clients, deeper analytics, and white-label options, but the core workflow — invite clients, see their wheel, run sessions — stays free.
How is this different from a generic coaching CRM?
A generic CRM tracks contacts, invoices, and calendar events. LifeWheel tracks the work itself. Every client has a Wheel of Life you can read at a glance, a habit list you can see updating between sessions, journal entries they choose to share, and mood data over time. It's built around the methodology rather than around scheduling, so the dashboard answers "how is this person actually doing" instead of "when's our next call."
Do my clients need their own LifeWheel account?
Yes — your clients use the free LifeWheel iOS app on their own phones. You send an invite link from the coach portal, they install the app and connect, and from that moment forward the data they choose to share flows into your dashboard. They keep full control over what's shared and what stays private. Web-only clients can use the embeddable assessment instead, but the habit and journal sync needs the iOS app.
Can I customize the wheel for my niche (career coaching, health coaching, etc.)?
The wheel ships with eight standard areas (Health, Career, Money, Love, Joy, Growth, People, Contribution) covering the most common coaching territory. Clients can rename spheres for themselves — a career coach's client might rename Joy to Energy or Love to Family. Fully custom sphere sets per coaching practice are on the roadmap; for now you work with the eight, which fit health coaching, career coaching, life coaching, and leadership coaching out of the box.
How is client data protected?
Client data lives in their account, not yours. Sharing is per-section and reversible — a client can show you their wheel but hide their journal, or share habits but withhold mood data. When a client disconnects, your access ends and your dashboard shows nothing for them. We don't sell, share, or train AI on client data. Full privacy details are at lifewheel.us/privacy.
Can I export my clients' data?
You can export your own coaching notes anytime. Client-owned data — their wheel, habits, journal — belongs to them and exports through their app, not yours. If a client asks you for a summary, you can take screenshots from the dashboard or use the prep brief view as a printable session reference.
Does it integrate with Calendly / Zoom / payment tools?
Not yet. LifeWheel is the part of your stack that handles the work between and during sessions — the wheel, habits, notes, cohort view. Scheduling stays in Calendly or Cal.com, video stays in Zoom or Google Meet, payments stay in Stripe or whatever you use. Google Calendar sync for sessions is on the near-term roadmap; everything else is intentionally out of scope so the tool stays focused on coaching itself.