Assessments & surveys for consultants

Turn your assessment framework into a product.

Build custom assessments and surveys, score them automatically, and deliver branded reports your clients actually use — all in one place.

Your framework deserves better than a spreadsheet.

If you score assessments by hand, paste results into a doc, and email it off, you're spending your expertise on busywork. Traitsly turns your methodology into a product: build it once, assign it endlessly, and deliver reports that look like you charged for them.

What Traitsly gives you

From the first question to the final report, Traitsly handles the whole lifecycle — scored assessments and open surveys alike.

Your framework, your language

Define your own traits, write your own questions, and set the scoring rubric — all in a guided editor, no code. Reports speak in your methodology, not a generic personality template.

Scoring handled for you

Every response is scored automatically against your rubric the moment it comes in. Consistent, repeatable results — no spreadsheet to maintain, no math to redo.

Reports worth sending

Branded, presentation-ready results with score callouts, trait breakdowns, and charts you configure once. Each score band maps to interpretation copy you control.

A workspace for every client

Keep each client in its own workspace with its own respondents and assignments. Invite people by email — access is scoped to exactly what they need and revocable any time.

Surveys, public or private

Need feedback at scale instead of a scored report? Launch a survey, share a public link or keep it invite-only, and collect responses without traits or rubrics.

How it works

Four steps from a blank canvas to a report your client will remember.

01

Build the assessment

Define your traits, write your questions, and set the scoring rubric that turns answers into scores.

02

Assign and invite

Send it to an individual or a whole client workspace. Respondents get scoped, revocable access.

03

Respondents complete it

A focused take-flow guides each respondent through the questions on any device.

04

Deliver the report

Scores compute automatically and render into a branded report with charts, interpretations, and trait detail.

Built for the people who assess

Consultants

Turn a proprietary framework into a repeatable, billable product — assessment, scoring, and report all in one place.

Coaches

Send clients a clean self-assessment and walk them through a report that frames the conversation for your next session.

Organizations

Run team and leadership assessments across departments, with each group kept cleanly separate.

Frequently asked

Do I need to write code to build an assessment?

No. Assessments, traits, scoring rubrics, and charts are all configured through guided editors in the app.

What's the difference between an assessment and a survey?

An assessment is scored against your trait rubric and produces a branded report. A survey collects responses without scoring — share it on a public link or keep it invite-only.

Can I customize how results are interpreted?

Yes. You define the trait set and the score bands, and each band maps to the label and copy that appears on the report.

Can I manage multiple clients separately?

Yes. Each client gets its own workspace with its own respondents and assignments, so nothing bleeds between engagements.

How does pricing work?

Traitsly bills per tier (Solo, Practice, Agency). Higher tiers raise your respondent allowance across all your client workspaces. You can upgrade or cancel any time from the customer portal.

Ready to retire the spreadsheet?

Build your first assessment today and deliver a report your clients will remember.