The 5 States Personal Report
Give your clients a clear picture of what drives their success - and what holds it back.
The Personal Report measures the five qualities Brendan Foley identified as critical to meaningful success: Clarity, Connection, Certainty, Vitality and Spirit. Your client completes a short online questionnaire and receives a detailed personal profile with scores across each state and tailored coaching advice. You debrief the report, guide the conversation, and stay the strategist. Seachange Now handles platform, scoring and report delivery.
Coaches working with individual leaders, managers and high performers
Clarity, Connection, Certainty, Vitality, Spirit
~20 min questionnaire · report follows shortly after
Scored personal profile with per-state analysis and coaching advice
English (more on demand)
Required to deploy with clients
What the Personal Report measures
Your client answers a short online questionnaire and is scored against all five states of success: Clarity, Connection, Certainty, Vitality and Spirit. The report opens with a narrative overview that interprets their overall profile in plain language, then goes state by state with scored results, characteristics and specific coaching strategies. It closes with the OWA (Outcome - Why - Action) coaching model, so every insight points to a next move. Because a state is a mindset plus a skillset rather than a fixed type, everything in the report is coachable.
Read about the full 5 States framework →Typical use cases for coaches and consultants
- Open an executive coaching engagement with a structured baseline your client can see and own.
- Diagnose which of the five states is the primary drag on a high performer's results.
- Create a development roadmap that goes beyond personality type and focuses on buildable qualities.
- Run it before and after a coaching programme to show measurable progress across the five states.
- Equip a coaching conversation with evidence instead of self-reported perception.
How it works
From brief to debriefable report in days. No subscriptions, no platform commitments, no surprise costs along the way.
Set up and invite
You brief Esperto on the engagement; we coordinate with Seachange Now to set up the questionnaire and send a unique link to your client.
Questionnaire and scoring
Your client completes the assessment in about 20 minutes. The platform scores each of the five states and generates the personalised report.
You debrief, they grow
You walk through the scored profile one-on-one with your client, using the built-in coaching advice as the foundation for your work together.
Inside the Personal Report
Six glimpses of the report your client receives: a full overview, scored results across all five states, and practical coaching strategies they can act on immediately. Swipe to browse.
← Scroll or swipe to see all slides
Built so you can deliver value and earn your margin.
The Personal Report is priced as a partner rate for coaches and consultants who deliver it inside their own engagements. You charge your client what fits the value of your work; the difference is your margin.
Partner rate
Contact us / per report
Partner pricing is shared on a discovery call and depends on volume and scope. Ask about volume rates for cohorts and programmes.
- Online questionnaire with a unique client link
- Scored profile across all five states
- Narrative overview plus per-state analysis
- Personalised coaching advice per state
- OWA (Outcome - Why - Action) coaching model
Certification is required. To deploy The 5 States reports with your clients you complete a half-day accreditation facilitated by Brendan Foley's team, plus an annual licence that includes complimentary profiles. We explain the path on a discovery call.
Personal Report questions
Who is the Personal Report for?
Coaches and consultants who work with individual leaders, managers and high performers. It suits executive coaching, leadership development programmes, and any engagement where you want a structured, evidence-based view of what drives and what limits your client's performance.
How long does it take?
The questionnaire takes about 20 minutes to complete, and the report follows shortly after. Client lift is minimal: one focused session with their report in hand is all it takes to get started. [EDIT: confirm exact turnaround with Seachange Now.]
What does my client receive?
A full Personal Report: a narrative overview of their profile, scored results across all five states (Clarity, Connection, Certainty, Vitality, Spirit), detailed per-state analysis with tailored coaching strategies, and the OWA (Outcome - Why - Action) coaching model to support lasting change.
Do I need to be certified to deploy it?
Yes. You first complete a half-day accreditation facilitated by Brendan Foley and Seachange Now, which gives you the skills to interpret and debrief the report effectively. An annual licence applies. Contact us and we will connect you to arrange your accreditation.
Can I combine it with the Team or 360 Report?
Yes, and many coaches do. Personal Reports for every member roll up naturally into the Team Report, and the 360 adds outside perspective on a single leader. All three use the same five states, so the picture stays consistent as you go deeper.
Looking for the bigger picture? See the full 5 States overview, framework and Brendan Foley →
Let's talk about how the Personal Report fits your practice.
A short discovery call is the fastest way to know whether this is the right tool for your next engagement. We will ask how you work with your clients, what outcomes matter, and where individual development sits in your offering. Then we will be honest about whether the Personal Report is the right match, or whether the Team Report, the 360, or something else in the Esperto toolkit fits better.
Contact: Eric van Velzen | eric.vanvelzen@esperto.one
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