Practice
Day-to-day coaching operations.
Sales Pipeline + Forecasting
Drag clients across stages. Each card shows deal value, win probability (color-coded), and expected close date. Top bar totals pipeline value, weighted forecast, and what's closing in 30 days.
Client Activity Timeline
Chronological feed of every interaction with a client — sessions, messages, forms, check-ins, action items, calendar events, framework assignments, and discovery calls. All in one place, filterable by type.
Bulk Client Actions
Multi-select clients in the list view. Move N clients to a new stage at once, apply a tag to a batch, or bulk-delete. Sticky action bar appears the moment you check a box.
Action Item Reminders to Clients
Automatically email each client 3 days and 1 day before their next session, listing their open action items. Closes the commitment loop without manual follow-up.
Team Workspace (Coach Pro plan)
Invite up to 3 team members (VAs, junior coaches, ops). Roster, role management, workload distribution per member, pending invites. Available on the Coach Pro plan.
To-Dos & Review Queue
AI-extracted action items wait in 'Pending review' until you approve. Cross-channel: sessions, messages, check-ins, forms.
Team Assignment (VAs)
Assign todos to team members. Mo wanted this so she could delegate to her VA. Team Members live in Settings → Team.
Group Sessions
Multi-client coaching: masterminds, group programs, workshops. Per-session AND per-participant notes.
Unified Messages
Every client conversation in one inbox. In-app + email. Broadcast to multiple clients at once. WhatsApp + SMS coming.
Follow-ups (Check-ins)
Send recurring questions to clients between sessions. Build a template, assign cadence, review responses before each session.
Forms (Intake & Contracts)
Pick a template, customize, publish, share. Intake forms auto-create clients on submit; contracts get sent for e-signature. Used for both lead capture and post-sale onboarding.
Session Notes (1:1)
Paste a transcript, get structured notes in 30 seconds: summary, action items, mood, breakthroughs, follow-up email draft.
Calendar
Connect Google Calendar, Cal.com, or Calendly. All sessions in one place. Click any event to jump to its notes.
Client List
Every client searchable. Add manually, import CSV, or auto-create from intake forms. Click a client for the full profile.
Intelligence
AI that learns your voice and methodology.
Outcomes Engine
Quantified client progress measurement, end-to-end. 4 prebuilt instruments (Wheel of Life, Confidence & Clarity, tri-scale, custom rubric builder). Auto-scoring on every response. Per-client Outcomes tab with composite trend + dimension breakdown + sparklines. Settings overview at /dashboard/settings/outcomes shows usage + average improvement % across all clients.
Breakthrough Auto-Detection
Every outcome response gets compared to baseline. Threshold crossings, big jumps, goal-reached events fire automatically into a Breakthrough Inbox card on your dashboard. Coach can review, dismiss, or one-click 'Draft case study' to turn the moment into shareable content.
Wins Log + Auto-Extractor
Every session note is scanned by Claude for verifiable wins. Anti-fabrication: every win must contain a verbatim quote substring-matched against the source. Wins flow to the client's portal Wins Wall AND feed the Renewal Brief generator. Clients can also log their own wins from the portal.
Case Study Generator
Click 'Draft case study' on any breakthrough → Claude generates an anonymized story arc with verified pull quotes plus LinkedIn (1300), X/Twitter (280), and Instagram (2200) variants in your voice. One-click publish to Content Engine. Your client breakthroughs become content automatically.
Renewal Brief Generator
Click 'Generate brief' on any client → bundles outcome deltas, achieved + in-progress goals, win counts, breakthrough counts, themes, before/after state, growth edges into a printable one-pager. The artifact that anchors every renewal conversation. Print-to-PDF + share-with-client toggle.
Portal Journey Card
Client logs into their portal and sees their OWN progress: per-instrument composite trend with sparkline, baseline → latest delta %, days since baseline, total wins + last-30-day count. Builds the client's intrinsic motivation between sessions, not just at renewal.
Forgetting-Curve Win Resurfacing
Daily cron picks 1-3 client wins ≥45 days old that haven't been resurfaced in 30+ days, emails you a memory-lane digest. Useful for: a check-in DM, a piece of content, or just remembering why this work matters. Prioritises wins with verbatim quotes (most quotable).
Direct Posting to BlueSky & LinkedIn
Post AI-drafted content straight to BlueSky and LinkedIn from inside Coach OS. Auto-threads long BlueSky posts. Image attachments up to 4. Threads, Instagram, Facebook still pending platform approval.
Scheduled Social Posts
Schedule any post to fire at a specific date and time across one or all connected accounts. Inline date/time picker, platform checkboxes, pending queue with one-click cancel. Cron publishes automatically.
One-Click Cross-Platform Posting
When 2+ accounts connected, a single 'Post to all' button fires every platform in parallel. Per-platform success/failure feedback, no copy-paste between BlueSky and LinkedIn.
AI Brain Citations
Every AI Brain response shows the training samples it drew from — name, excerpt, and similarity score. No more guessing whether the AI is hallucinating or pulling from your real material.
Frameworks Assigned to Clients
Attach a framework to a specific client so the AI knows which methodology they're working through. Status tracking (active/paused/completed).
Cross-Channel Action Extraction
Action items get extracted from messages, check-ins, and form responses too — not just sessions. Each lands in your review queue.
Client Journey Intelligence
AI reads a client's full history (sessions + check-ins + messages) and surfaces patterns, breakthroughs, and risk signals.
AI Brain (Voice Profile)
Upload writing, sessions, frameworks. Coach OS learns YOUR voice. Auto-pulled from every saved session.
Create Content
AI drafts social posts in your voice from session insights and frameworks. Channel-specific tone for LinkedIn, X, Instagram, BlueSky.
Frameworks Library
Capture your repeatable coaching tools. AI Brain references them in session notes, journey insights, and content.
Sales
Discovery calls, pipeline, nurture, programs.
Lead Magnet Auto-Delivery
Configure any form with a resource URL (PDF, video, Notion page). Every submitter gets the magnet auto-emailed within seconds — no manual coach send. Customize subject + body or use defaults.
Sales Frameworks Library
Voss, Hormozi, SPIN, Challenger, Cialdini, Klaff, Pink. Each with techniques, when-to-use, examples, and coaching adaptations.
Form Embed Widget
JavaScript embed for forms. Better than iframe — auto-resizes, inherits parent styling, no scrollbars. Drop into any external site.
Landing Pages (Funnels)
12 templates: VSL, webinar, application, tripwire, quiz, lead magnet, discovery call. Auto-generate distribution copy + QR + embed.
Nurture Sequences
14 prebuilt psychology-driven email sequences (Lead Welcome, Discovery Reminder, Win-Back, etc.) + custom sequences in your voice.
Behavioral Tags + Triggers
Tag clients manually or auto-trigger from events (form submitted, video watched, page visited). Tags drive nurture enrollment.
Programs & Courses
Sell once, deliver many. Sessions + modules + payment + optional self-paced course content. Stripe Connect, you keep 100%.
Sales Call Analyzer
Paste a discovery call transcript. Get scored across 8 criteria, see missed objections, and get coached on what to say next time.
Objection Playbook
6 most common coaching objections, each with proven responses from Voss, Sandler, Hormozi. Mobile-friendly for mid-call lookup.
Network
Coach community + framework marketplace.
Public Coach Profile (SEO)
Every published profile gets its own indexable page at /coaches/your-id with OG metadata, JSON-LD structured data, and ISR refresh. Google sees and indexes each coach individually — every profile is a potential SEO entry point.
Founding Contributor Status
Opt into Industry Insights to earn the badge. Surfaces on your public profile. Get the quarterly State of Coaching report.
Framework Marketplace
Buy frameworks built by other coaches. Sell your own. Coach OS takes 0% — coaches keep 100% via Stripe Connect.
Coach Network
Browse coaches by niche, language, location. Send referrals. Borrow positioning. Public profile for prospects to find you.
Account
Settings, integrations, billing.
ICF + EMCC Accreditation Tracking
Coaching hours auto-logged from every session. Track progress toward ICF (ACC, PCC, MCC) and/or EMCC (Foundation, Practitioner, Senior, Master) credentials side-by-side. Each body has its own progress bar.
Multi-Currency Support
Pick your display currency from 17 supported (USD, EUR, GBP, AUD, CAD, NZD, CHF, SEK, NOK, DKK, JPY, SGD, HKD, ZAR, MXN, BRL, INR). All money displays — pipeline values, program prices, marketplace, analytics — render in your currency. Stripe Checkout passes it through.
Auto-Email Action Items
Toggle in Settings → Notifications. When you approve session notes, action items + follow-up email auto-send to the client.
Review-First AI
Default: AI-extracted items wait in 'Pending review' until you approve. Nothing AI-generated reaches a client without your sign-off.
Pipeline & Practice Analytics
Pipeline funnel snapshot, ICF hours, Stripe revenue, retention rate, goal completion, industry benchmarks.
Coach Style Settings
Tell the AI your niche, frameworks you use, frameworks you reject. AI biases ALL outputs to your style — no Sandler if you reject Sandler.
Stripe Connect (0% Fee)
Sell programs, courses, frameworks. Coach OS takes 0%, coaches keep 100%. Transactions land directly in your Stripe account.
Branded Client Portal
White-label portal. Clients see goals, session summaries, action items, files you've shared, and message you directly. Custom URL + brand color + logo.