Using the Saboteur Assessment as a lead

The Leads feature makes it easier than ever to nurture leads, build relationships through the Saboteur Assessment, and seamlessly convert prospects into clients—all from within your Coach Dashboard.

Why it matters

The breakdown of the Leads area

How to invite a lead to take the Saboteur Assessment

What email your lead will receive

Setting up your booking link (Optional but recommended)

Tracking leads in your dashboard

FAQs

Why it matters

• Engage prospects who are curious but not yet ready to commit.
• Use the Saboteur Assessment as a low-barrier entry point to start building trust and meaningful conversations.
• Save time—no more chasing emails or manually tracking your prospects’ results. Everything is organized for you in one place.

A breakdown of this feature

• Invite Leads to the Saboteur Assessment: Send a personalized invite directly from your Coach Dashboard.
• Personalized Landing Page: Your name appears on the lead’s Saboteur Assessment page so they know the invitation is from you.
• Automatic Results Sharing: When your lead completes the Saboteur Assessment, you get notified instantly and can view their results—no manual follow-up needed.
• Book a Session: Add your booking link once, and it will appear on your prospect’s results page to make scheduling a Saboteur Discovery Session easy.
• Seamless Enrollment: Convert a prospect into a PQ Program client with one click.

How to invite a lead to take the Saboteur Assessment

• From the Leads tab in your Coach Dashboard, click Invite Lead.
• Enter the lead’s name and email address.
  • Each invitation is unique to you as a coach.
  • Multiple coaches may invite the same lead.
  • Leads already enrolled in the PQ Program cannot be invited again.
• Click Send Invitation.
• Your lead will instantly appear in your Leads table, with their status updating in real-time.

What email your lead will receive

When you send an invitation, your lead will immediately get an automated email.

• Subject line: “[First Name], you’ve been invited to take an assessment!”
• When they click, their name and email are pre-filled—they just need to complete the Saboteur Assessment.

Emails & notifications

• When you invite your lead to take the Saboteur Assessment
  • They will see an email: “[First Name], you’ve been invited to take an assessment!”
• When your lead completes the Saboteur Assessment
  • You’ll receive an email: “[First Name] has completed the assessment.”
  • You’ll also see a notification inside your dashboard.
• Your lead also receives:
  • An email with their results (“Your Saboteur Assessment Results”).
  • Their results inside the app, with your name on the page for a personalized experience.

 

Setting up your booking link (optional but recommended)

After completing the assessment, many leads are curious to talk about their results. You can make that next step simple:

1. In your dashboard, select Edit Booking Link.
2. Add your scheduling link (e.g., Calendly, Acuity, or your preferred booking tool).
3. Once added, your lead will see a “Book a Session” button directly on their Saboteur Assessment results page.

Tip: This is the perfect way to encourage your lead to book a Saboteur Discovery Session (SDS) and move closer toward joining the PQ Program.

 

Tracking leads in your dashboard

Your Leads table gives you a real-time snapshot of your prospects.

Hover over the info icons in the dashboard for quick definitions.

Here’s what each status means:

• Pending → You’ve sent the invitation, but the lead has not completed the Saboteur Assessment yet.
• Completed → The lead has finished their Saboteur Assessment. Results are instantly shared with both of you.
• Enrolled → The lead has been converted into a client and is also added into your Clients tab.

Metrics you’ll see:

• Total Leads: How many invitations you’ve sent.
• Assessments Pending: Invitations still waiting for completion.
• Assessments Completed: Leads who have finished the Saboteur Assessment.
• Conversions: Leads you have enrolled into the PQ Program.

How do I view my lead's Saboteur Assessment results?

1. Find your lead in the list.
2. If they have completed their Saboteur Assessment, you’ll see a “Show Results” button next to their name.

• Click this to open and review their results.
• Results are displayed both in a dialog view and as a downloadable PDF.

If you don’t see “Show Results”

This means your lead has not completed the Saboteur Assessment yet. To follow up, you can:

• Click the ↩️ Resend Invitation icon next to their record, or Select Resend Invitation from the options menu.

Tip: Encourage your lead to check their spam folder if they say they didn’t receive the invitation. The email should be sent by noreply@positiveintelligence.com

My lead has already taken the Saboteur Assessment in the past. Will it sync to Coach Dashboard?

• No, results will only be synced if you invite them through your dashboard. However, you can still get a copy of their results by asking them to share the results link with you.

 

FAQs

Can I customize the email invitations going to the leads?

• Not at the moment. The invitations are automatically sent from the system. However, you’re always free to send your own follow-up emails to reinforce your personal brand.

Tip: Use your own emails or messages alongside the automated invite to add warmth and build connection in your own voice.

Can my lead reply back to the system emails?

• No, the system emails are sent by  <noreply@positiveintelligence.com> which means it will not route back to you if they respond to the email.

Will my lead recieve any marketing emails if I invite them as a lead?

• No. Once a lead is invited through your dashboard, they are automatically opted out of general marketing emails from Positive Intelligence.

What this means for you as a coach:

• • You are the main point of contact for your leads, which helps you build trust and own the relationship.
  • Your leads will not get distracted by outside promotions, so you can guide them through the PQ journey at their pace.
  • This creates a more personal, coach-led experience—helping you nurture the relationship and increase conversions.

My didn't my lead recieve the email invitation?

• Confirm the email address with your lead and make sure it’s entered correctly in Coach Dashboard.
• Ask your lead to check their spam or junk folder in case the invitation was filtered there.

 

This is a great time to review the Saboteur Discovery Session resources to help guide your conversations with your leads.