Replace Kajabi, Calendly, Paperbell, Stripe, and the spreadsheet with one intelligent platform that runs your coaching practice while you actually coach. Save 8+ hours a week, cancel $400/mo in subscriptions. Plus the moves no other platform makes: an AI Brain trained on your methodology, an Outcomes Engine that turns session notes into client wins automatically, a private community with your clients, and a peer forum with every other coach.

How Coach OS works differently
Coaching Intelligence trains on your first transcripts and methodology docs. By week two, Coach OS writes session notes, drafts content, and answers clients in your language. Not generic templates.
Every draft, action item, and follow-up lands in your Review Queue first. Approve, edit, or discard in seconds. The platform does the typing. You stay the coach.
Every session you record sharpens your voice profile, expands your framework library, and improves the Outcomes Engine. Month 12 is meaningfully better than month 1. Compounding, not subscription.
5+ tools stitched with Zapier and prayer
One platform, everything connected. One login.
Paying $149-549/mo for Kajabi or Kartra
Coach OS replaces both. $97/mo founding rate.
30-60 minutes of notes after every session
Intelligent notes generated in 30 seconds from your transcript
Clients ghosting between sessions
Slip detection flags at-risk clients. Auto check-ins keep them engaged.
Building funnels in Kartra, then exporting leads to your CRM
Funnels, tags, sales, and coaching in one system. Tags trigger automations across the whole platform.
Losing leads after discovery calls
Sales intelligence with 26 proven techniques scores your calls
Generic portal that says "powered by some SaaS"
Your logo, your colors, your brand. Clients think you built it.
Pre-built funnel templates that look like every other course creator's site
Coach-specific templates: discovery call, free challenge, group launch, VSL, lead magnet. Pre-written copy from real coach research.
Paying $137+/mo for tools that don't talk to each other
One platform for $97/mo founding rate. Zapier connects the rest.
Manually tracking coaching hours for ICF renewal
Auto-logged from every session. Progress toward ACC, PCC, or MCC visible at a glance.
No way to prove ROI to clients or justify your rates
Shareable progress reports show exactly what coaching delivered. Data, not feelings.
Built fast based on what coaches actually asked for. Below is the recent shipping log.
LinkedIn + BlueSky direct posting
Publish AI-drafted content straight to both, no copy-paste. Long posts auto-thread on BlueSky.
Schedule + cross-post
One click to schedule a post for next Tuesday at 9am. Or fire it across both platforms in parallel right now.
AI Brain shows its sources
Every chat response cites the training samples it drew from with similarity scores. No more guessing.
Bulk client actions
Multi-select clients in the list. Move 12 to a new stage, tag a batch, or bulk delete in two clicks.
Lead magnets auto-deliver
Add a magnet URL to any form. Every submitter gets it emailed within seconds.
Pre-session reminders
Clients get an email 3 days and 1 day before their session listing their open action items. Auto.
Pipeline forecasting
Deal value, win probability, expected close date on every kanban card. Pipeline total + weighted forecast at the top.
Activity timeline per client
Every interaction with a client in chronological order — sessions, messages, forms, todos, calendar, all filterable.
ICF + EMCC tracking, side-by-side
Auto-log coaching hours and watch progress toward both bodies' credentials at once. No double-bookkeeping.
17 currencies
Pick your display currency. Pipeline, programs, analytics, Stripe Checkout — all render in your money.
Public profile pages, indexable
Every published coach profile gets a Google-friendly page with OG metadata + JSON-LD. Each profile = a potential SEO entry point.
4 outcome instruments
Wheel of Life, Confidence & Clarity, tri-scale, custom rubric builder. One-click install. Auto-scoring on every response.
Auto-detected breakthroughs
Composite jumped 25%? Dimension hit thriving? Goal reached? Fires into a Breakthrough Inbox card on your dashboard the second it happens.
Win extractor (zero-click)
Every session note is scanned for client wins with verbatim quote verification. Wins flow to the client's portal AND your Renewal Brief.
Case study generator
One click on any breakthrough → anonymized story arc + verified pull quotes + LinkedIn / X / Instagram variants in your voice → publish to Content Engine.
Renewal Brief
One-pager bundle for the renewal conversation: outcome deltas, top wins, themes, before/after narrative. Generated in seconds.
Client Journey on portal
Clients see their own composite trend, sparkline, baseline → latest delta % between sessions. Builds intrinsic motivation.
Forgetting-curve win resurfacing
Daily memory-lane digest of client wins ≥45 days old. Use them as DMs, content, or just to remember why the work matters.
Every part of your coaching practice, connected and intelligent. No more switching tabs. No more copy-pasting. No more falling through the cracks.
Spend your time coaching, not on admin. Intelligent session notes, client tracking, and a brain trained on your methodology.
Connect Zoom, Fathom, Otter, or Fireflies. Transcripts flow in automatically. Intelligent notes, action items, mood tracking, and follow-up emails generated in your voice. Objections flagged. Goals created. Between-session check-ins keep clients engaged and accountable on autopilot. You just coach.
8-15 hrs saved per week
Pipeline from lead to alumni. Intelligent slip detection flags clients about to ghost. Between-session check-ins drafted in your voice, sent with one click. Embeddable intake forms auto-create client profiles. Handle 2x the clients without the chaos.
2x client capacity
Run group programs, masterminds, and workshops with full attendance tracking, session notes, and individual observations per participant. Clients see their group sessions in their portal. Scale beyond 1:1 without losing the personal touch.
Groups + 1:1 in one place
Upload your frameworks, sessions, and writing. The Coach OS learns your voice, your methods, your style. It extracts your signature frameworks from transcripts, turning years of coaching into organized IP you can teach, sell, and scale.
Your IP, systematized
Detect wins. Close more clients. Keep them longer. Build your audience without burning out.
The moat Kajabi and Kartra don't have. Coach OS scans every session for client breakthroughs and wins, drafts case studies in your voice, surfaces renewal moments before clients ghost, and hands you a one-click renewal brief that shows clients exactly what they got. Resurface dormant wins as social proof. Proof of impact, generated automatically from the work you were already doing.
Proof, on autopilot
Content generated from your actual session insights, frameworks, and notable quotes lifted straight from your discovery calls. Not generic motivation... real stories, real patterns, your authentic voice. Generate platform-tailored versions for LinkedIn, Instagram, X, Threads, and BlueSky. One-click publish to LinkedIn and BlueSky; the rest are formatted ready to paste. Every sales call becomes a content asset. Consistent presence without the grind.
30 min vs 5 hours
Funnels and landing pages with 12 coach-specific templates and behavioral tags (replaces Kartra). Lead magnet pages that segment prospects by pain so the right demo lands. Pipeline forecasting shows deal value, win probability, and 30/60/90-day weighted revenue at a glance. Sales intelligence with a custom objection playbook scores your discovery calls and tells you exactly what to say. Email nurture sequences built on proven psychology (Cialdini, Voss, Hormozi). Unified messaging across email, in-app, and SMS (Twilio). Sell programs and courses with built-in Stripe checkout. Contracts with e-signing close deals faster. Sell your coaching frameworks to other coaches through the marketplace for passive income. Referral program included. Your practice grows while you coach.
Complete growth system
A white-label client portal where clients track goals, check action items, view session summaries, and message you between sessions. Your logo, your colors, your font, your favicon, your branded URL slug. A Portal AI assistant trained on your methodology answers client questions between sessions in your voice. Hide 'Powered by Coach OS' entirely on the Coach Pro plan. Light or dark theme. Clients think you built it.
Fully white-labeled
A branded client experience that makes you look like a premium practice, not a solo freelancer.
One calendar connection covers Google, Outlook, iCloud, and Exchange via Nylas. Transcripts flow in automatically from Zoom, Fathom, Otter, and Fireflies. One-click Calendly sync creates clients and sessions when prospects book. ActiveCampaign and ConvertKit push new clients to your email list. Zapier connects Coach OS to 5,000+ other apps. Stripe Connect lets clients buy your programs directly. List yourself in the Coach Directory so other coaches and potential clients can find you. Everything flows, nothing falls through.
5,000+ app connections
Install Coach OS as a mobile app on any device. Push notifications alert you when clients message, forms are submitted, or sessions are booked. Two-factor authentication keeps everything secure. Light and dark mode for any environment. Your practice fits in your pocket.
Works on any device
Two community products built in, side-by-side. One private with your clients, one public with every other coach. The places coaching actually happens between sessions.
A private Workplace-style community per cohort, program alumni group, or just your full client list. Posts, comments, six emoji reactions, image attachments, edit and delete, unread badges, pinning, archive when a programme wraps. Clients see it inside the same portal they already use for sessions and goals. No second login.
A peer-to-peer forum where every Coach OS user can talk to every other Coach OS user. Six categories from Pricing to Sales to Real Talk. Threaded discussions, @mentions with autocomplete, web push notifications, image attachments, reactions, and a bell-icon notification dropdown that keeps you connected without leaving the app.
Kajabi gives you a course. Paperbell gives you a payment link. Coach OS gives you the room where coaching actually happens between sessions.
Every screen built for coaches. No generic SaaS. No learning curve.

Paste a transcript, get structured notes in seconds

Goals, session history, AI journey insights, and actions

Retention, pipeline, session trends, and ICF hours

10 proven frameworks. Extract your own. Sell on marketplace.

Automated prompts. Clients respond from their portal.

Your entire coaching practice at a glance
Link your calendar, Zoom/Meet, and Stripe. Everything syncs automatically.
Upload a few writing samples and past session notes. The Coach OS learns your voice in minutes.
Run your next session. Notes, follow-ups, and content handled. You handle the coaching.
“I can run my whole business out of this. It's my brain, my sales engine, and my coaching platform. I've used Kajabi, Kartra, every CRM you can name — Coach OS is the first tool that actually understands what coaches do. The AI brain learns my voice. The sales analyzer doesn't suggest frameworks I've already rejected. The pipeline lets me build my exact process, not someone else's. There's so much wisdom we put out when we're coaching, and most of it is subconscious — Coach OS captures it. It's gold.”
Mo
Founder, We Are The Women · 7 of 8 close rate
“The sales intelligence module changed how I run discovery calls. I used to lose 3 out of 4 prospects. After using the objection playbook for a month, I closed 5 out of 7. The scripts actually work because they are based on real psychology, not generic sales fluff.”
Beta tester
Executive coach, private practice
“My clients love the portal. They can see their goals, read session summaries, and message me between sessions. Three clients told me it feels more professional than anything they have experienced with other coaches. That is the kind of edge that keeps clients coming back.”
Beta tester
Life coach, transitioning from corporate
I spent years working alongside coaches, watching brilliant practitioners drown in admin work. Five tools that don't talk to each other. Session notes written at midnight. Clients ghosting because there was no system to keep them engaged between sessions.
Coach OS is the platform I wished existed. Every feature was built because a real coach needed it, not because a product roadmap said so. The intelligence layer exists because I saw coaches spending more time on paperwork than on the work that actually changes lives.
Arthur
Founder, The Coach OS
Every subscriber gets a referral link. When a coach you refer subscribes, you earn 20% of their subscription every month, for as long as they stay. Coaching is a referral business. We built that in.
20%
Recurring commission on every referral
Lifetime
Earn for as long as they stay subscribed
1 Click
Share your link. We handle the rest.
Free Research Report
Data, trends, and insights from a $5.34 billion industry. What 122,974 coaches worldwide are doing, where the market is heading, and what top performers do differently.
Download the free reportMost coaching tools solve one problem. The Coach OS replaces your entire stack.
Intelligent session notes from transcripts
Transcript auto-import (Zoom, Fathom, Otter, Fireflies)
Client CRM with pipeline + Kanban
Coaching AI brain (RAG + voice profile)
Sales intelligence + 26-technique playbook
Email nurture sequences (psychology-driven)
Content engine from real sessions
Framework library (10 prebuilt + extraction)
Embeddable intake forms
White-label client portal with messaging
Client action items + goal tracking
Programs / courses with Stripe checkout
Calendar sync (Google, Outlook, iCloud, Exchange)
Calendly integration
Zapier (5,000+ app connections)
Analytics + client slip detection
Push notifications + mobile PWA
Two-factor authentication (TOTP)
Recurring appointment scheduling
ICF coaching hour tracking
Group coaching sessions
Industry benchmarks (anonymized)
Client progress reports (shareable)
Between-session check-ins
Contract e-signing
AI assistant in client portal
Course drip scheduling
Completion certificates
Framework marketplace
Global search (Ctrl+K)
AI journey intelligence per client
Client file sharing via portal
Custom branded portal URL
Coach directory for referrals
Comparison based on publicly available feature lists as of April 2026. Features may have changed.
Flat pricing. Grow your client list without growing your bill. No per-client fees, no usage limits on sessions.
Intelligent session notes from transcripts
Otter AI charges this for less
Full CRM with pipeline and slip detection
HubSpot Starter
White-label client portal
Delenta charges this
Email nurture sequences (psychology-based)
Mailchimp / ConvertKit
Content engine (sessions to social posts)
Repurpose.io
Scheduling + calendar sync
Calendly
Sales intelligence + objection playbook
Nothing like this exists for coaches
AI Brain trained on YOUR methodology
This doesn't exist anywhere else
Funnel templates + landing pages (coach-specific)
Replaces Kartra Pages
Behavioral tags + automation triggers
Replaces Kartra Mail tagging
VSL hosting with timestamp CTAs
Replaces Wistia / Vidyard
Programs, courses, and group coaching
Replaces Kajabi Basic
Coach public website + directory listing
Replaces Kajabi sites
Contract e-signing
HelloSign
Including everything Kajabi ($149-399/mo) and Kartra ($99-549/mo) charge for, plus your scheduling, CRM, email, notes, and content stack.
Founding cohort is capped at 15 coaches. Closes June 30, 2026 or when sold out. Your rate is locked for life.
5 clients to start. Session intelligence, CRM, calendar sync. No credit card. Upgrade to founding rate when ready.
Start FreeFor solo coaches running 5–20 active clients
Founding rate — locked for life
Closes June 30, 2026 or when 15 spots fill
For scaled practices and teams
Unlimited clients · team seats · full white-label
60-Day "Save 5 Hours" Guarantee
Use Coach OS for 60 days. If you don't save at least 5 hours per week on admin, email us and we'll refund every penny. No forms. No hoops. No questions. We take the risk so you don't have to.
Never. The Coach OS is human-in-the-loop by design. Every output requires your approval before it reaches a client. Check-ins are drafted, not sent. Notes are generated, not published. It amplifies you, never replaces you.
Absolutely. End-to-end encryption, explicit consent toggles per client, and we never train on your data without permission. Privacy isn't a feature, it's the foundation.
Those are tools. The Coach OS is an operating system. They handle scheduling OR notes OR payments. The Coach OS handles everything... and connects it all with intelligence that knows how you coach. Your session insights feed your content. Your intake forms create your clients. Your frameworks become your IP library. Plus: sales intelligence to help you close, nurture sequences to convert leads, unified messaging across every channel, a framework marketplace where you can sell your coaching IP to other coaches, AI-powered journey intelligence per client, and an AI assistant in the client portal that sounds like you.
The Coach OS has Basic and Advanced modes. Start with just the features you need (Dashboard, Clients, Sessions). Unlock more as your practice grows. You're never overwhelmed.
Under 10 minutes. Connect your calendar, paste a transcript, and watch intelligent notes appear. Add an intake form in 2 minutes. Upload writing samples to train your voice profile. You'll wonder why you waited.
Yes. Every subscriber gets a referral link. You earn 20% recurring commission on every coach you refer who subscribes. Coaching is a referral business... we built that in.
Yes. Every plan lets you set your business name, logo, and brand color on the client portal. The Coach Pro plan adds full white-label: custom favicon, font choice, branded client emails, and the ability to hide "Powered by Coach OS" entirely. Your clients see your brand, not ours.
Yes. Create group sessions, masterminds, or workshops with multiple clients. Track attendance, take group notes with individual observations per participant, and share everything through the client portal. Scale your practice beyond 1:1 without juggling spreadsheets.
That's exactly why we built the Sales Intelligence module. It includes an objection playbook based on Chris Voss, Sandler, and Hormozi... the world's best sales minds. Paste any discovery call transcript and get scored on what you did well and what to improve, with exact scripts you can use next time. You don't need to be a salesperson. You just need the right words at the right moment.
That's exactly why Coach OS works in 10 minutes, not 10 hours. Paste one transcript and see intelligent notes in 30 seconds. No courses to take. No certification needed. The onboarding wizard walks you through everything, and most coaches are fully set up during their first coffee break.
Start free. Upgrade when you're ready. Only 15 founding spots at $97/mo, locked for life. Closes June 30, 2026.
Free forever for up to 5 clients. No credit card required.
60-day money-back guarantee.If Coach OS doesn't save you 5+ hours per week, we'll refund every penny. No questions.
Take the free Practice Efficiency Assessment →