For coaching and consulting organizations
Your method.
Used on every call.
Set the standards for your coaches, advisors, and consultants. CoachOS helps them follow your method on client calls, get useful feedback, and prepare the work that comes after.
Illustrative organization-level dashboard showing only aggregate methodology adoption and skill trends, not individual coach or client records
The gap
You teach people your method. How do you know they’re using it on client calls?
01 / Start with your method
Start with how you already work.
Bring in your training materials and choose the calls your coaches, advisors, and consultants handle. Then set expectations for each one.
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01. CALLS
Choose your call types.
Set up discovery calls, regular coaching sessions, reviews, or whatever else they run.
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02. STANDARDS
Decide what makes a good call.
Choose what matters on each type of call, from asking good questions to agreeing on next steps.
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03. FOLLOW-UP
Choose what gets written.
Set up the reports, plans, and action lists they need after each call.
02 / Use it on every call
Your method.
In their hands.
CoachOS joins the client calls your coaches, advisors, and consultants choose. It remembers what happened on earlier calls and prepares reports and next steps. They review everything before sharing it.
- Uses previous calls and the client’s documents
- Prepares reports in the format you teach
- Everything is reviewed before clients see it
03 / Help everyone improve
Specific feedback.
After every call.
After each call, the person who ran it gets a private note about what went well and what to do differently next time. It follows the standards you set for that type of call.
These notes are for the person who ran the call. Clients and organization administrators cannot read them.
04 / See how everyone is doing
Know where your coaches, advisors, and consultants
need support.
See how they are doing on different types of calls, what they do well, and where they need more training. You get the overall picture without seeing private client information.
- See how everyone is doing against your standards
- Compare results across types of calls
- See which topics need more training
Two ways to use CoachOS
For the people you certify.
Or the people you employ.
Whether you manage a team inside your company or certify the people you train, CoachOS runs on your method either way.
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01 / For the people you certify
Keep your graduates improving.
Give your graduates and certified coaches a platform to keep improving after your program, with your name and method built in. Include it in your program or sell access separately.
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02 / For the people you employ
Use it across your company.
Manage a team of coaches, advisors, and consultants? Give them the same call standards, reports, and feedback, and see where they need more training without reviewing private client records.
Either way, CoachOS uses your brand, your method, and the call standards you set. Everyone joins by invitation.
Client information stays private.
Client records, recordings, and private feedback stay in each person’s own workspace. Organization leaders see overall results, not client files or private coaching notes. Clients only see what is shared with them. Works with Zoom, Google Meet, Microsoft Teams, Google Calendar, and Outlook Calendar.
For organizations that train coaches, advisors, and consultants
You teach the method.
Join the waitlist to put it on every call.
Tell us who you train or manage, and how they work today. We’ll talk through how CoachOS could fit your program or company.