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Health-assessment SaaS case studyLead qualification became self-serve; call-prep dropped from tens of minutes to a few.

A coach scaling into a productized business needed a funnel that qualifies leads automatically.

ClientThrive Calibrate · Gilles Paige

ProjectHealth-Assessment SaaS

My roleSenior developer, end to end

StatusLive · 5-star

Discuss a similar build

Assessment screen showing question 9 of 28 about night-time waking, five answer options and a progress bar at 32%.

The real product, shown with demo data.

Self-serveLead qualification, no manual back-and-forth

MinutesCall-prep and intake, down from tens of minutes

5★Client feedback — live product

28Questions, 25 of them scored: 100 points split 40 / 40 / 20 across three pillars

In short

A coach scaling from one-to-one work had no way to qualify leads at scale. I built a live platform around a scored assessment, with personalised results, embedded booking and an admin dashboard — making qualification self-serve and cutting call-prep from tens of minutes to a few.

01 · The situation

Every inquiry meant manual back-and-forth.

A coach scaling from one-to-one work into a productized business had no way to qualify leads at scale: every inquiry meant manual back-and-forth, calls started cold, and the website was a dead end with no funnel.

02 · The challenge

A funnel the owner can tune without a developer.

Build a funnel that filters prospects automatically, captures rich context before a call, scores each person meaningfully, and books the call — with the scoring logic adjustable by a non-technical owner.

03 · What I built

From concept to a live product.

A structured multi-question wellness assessment with a custom three-pillar scoring engine, a personalised results page with embedded booking, a secondary lead-magnet intake tool, and a secure admin dashboard.

Results page with an "Action Advised" status badge and three pillar cards labelled Inconsistent, High Friction and Disrupted. — Results for the respondent: a band and three pillar labels, never raw scores.

Admin dashboard with cards for total submissions, this week, average score and flagged constraints above a table of recent submissions. — The coach's dashboard: totals, average score, flagged cases and the latest submissions.

Submissions table with name, email, score, category badge, three pillar labels and a warning icon on flagged rows. — All submissions, with score, band, pillar labels and a flag for anyone needing attention first.

Submission detail with a "Primary Constraint Detected" banner, pillar scores of 23/40, 13/40 and 9/20, a total of 45/100 and an admin notes panel. — One submission as the coach sees it: pillar scores, the constraint flag and private notes.

Question management screen with a nutrition question expanded to show five answer options worth 4 to 0 points, and a scoring summary of 40, 40 and 20 points. — Questions and the points behind each answer are edited here, with no redeploy.

Screens from the real product, captured with demo data. No client or customer data is shown.

04 · How it works

A funnel that qualifies leads on its own

01AssessmentMulti-question, randomised order
02Scoring engineThree pillars, points stored as dataAdmin-editable
03Results pageFriendly labels for the user
04Embedded bookingBook the call in one step
05Coach dashboardRaw scores + priority auto-flagSecure admin

Visitors take a scored assessment, see personalised results and book a call — while the coach gets context before the call even starts.

05 · The hard engineering

Configurable, secure, tested.

Try it: three pillar scores become labels, a band and a flagInteractive demo · example scores

NutritionInconsistent

Score 23/40

ExerciseHigh Friction

Score 13/40

SleepDisrupted

Score 9/20

Coach dashboard45/100 · Action AdvisedThe respondent sees only the labels. The coach sees the numbers.

⚑ Primary constraint: Exercise

Questions and the points behind each answer are edited from the admin screen.

Configurable scoring

Questions and the points behind each answer are stored as data and edited from the admin screen — the owner re-tunes scoring live, with no redeploy.

Fair results

Question randomisation to prevent gaming, and two-tier labels that keep raw scores private to the coach.

Priority auto-flag

High-priority cases surface for immediate attention.

Secure admin

Hashed credentials, rate-limited login, password reset, multi-admin, automated email — with a real test suite.

Layered, tested architecture

Built on SOLID architecture with a repository/service-layer pattern and a real automated test suite.

06 · Key decisions

The calls that shaped the build

Why store scoring as data?

So the non-technical owner can change questions and the points behind each answer from the admin screen — live, with no developer and no redeploy.

Why two tiers of labels?

Raw scores stay private to the coach, while users see friendly, useful results. Question randomisation stops people gaming the assessment.

07 · The outcome

Qualification went from manual to self-serve.

✓ Live product with 5-star client feedback✓ Call-prep and intake dropped from tens of minutes to a few✓ Built end to end as sole engineer

“

Sikandar took the time to understand the vision behind my project and asked thoughtful questions to make sure the final product aligned with my goals. He provided realistic timelines, stuck to them, and delivered earlier than expected without sacrificing quality. What really stood out was his willingness to go above and beyond — he proactively handled extra tasks and improvements. The end result is a fully functional MVP I'm confident launching. I would absolutely work with him again.

Gilles PaigeFounder, Thrive Calibrate · Live, 5-star

08 · Stack

Next.jsFastAPIPostgreSQLasync SQLAlchemyJWT authCal.com embedResendSentry/GA4

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