Stop stitching together 6 tools to manage clients, notes, billing, and content. The Coach OS gives consultants one platform for everything — from discovery call to deliverable to renewal. All connected, all intelligent.
No credit card required. Free forever for up to 5 clients.
Detailed engagement notes buried in Google Docs
Structured notes generated from call transcripts in seconds
Losing track of deliverables across 10+ clients
Client pipeline with stages, goals, and action item tracking
Discovery calls that end in 'let me think about it'
Sales intelligence with proven objection handling scripts
No systematic follow-up between engagements
Email nurture sequences built on persuasion psychology
Proposals in Notion, CRM in Airtable, no client portal
One platform: CRM, proposals, portal, all connected — plus one-click Stripe Connect so payments flow straight to your bank
Spending Sunday nights writing LinkedIn posts
Content engine that turns your engagement insights into thought leadership
Connect Zoom, Fathom, or Otter. Call transcripts flow in automatically. Get structured notes, action items, deliverable tracking, and follow-up drafts without manual work.
From prospect to alumni. Kanban pipeline, full interaction history, risk alerts for disengaging clients, and CSV import to migrate from your current CRM in minutes.
Paste any discovery call transcript and get scored against 8 criteria. Objection playbook with scripts from Chris Voss, Sandler, and Hormozi. Close more, chase less.
The platform scans your call transcripts for recurring patterns and frameworks. It turns years of consulting experience into organized intellectual property you can teach, sell, and scale.
Package your methodology into structured programs with modules, video, and written content. Clients purchase through built-in Stripe checkout and access everything from their portal.
Email nurture sequences, referral program with 20% commissions, content engine for LinkedIn and Twitter, intake forms that auto-create client profiles. Your pipeline fills while you consult.
8-15
Hours saved per week
5,000+
Zapier app connections
26
Sales techniques with scripts
Free for up to 5 clients. Founding member pricing ($97/mo) locked for life for the first 15 consultants. Closes June 30, 2026 or when sold out.
Get Started Free