Coaching OS
For Leadership Coaches

Fill your leadership coaching practice with qualified leaders without chasing every inquiry yourself.

Coaching OS is the AI operating system built for leadership coaches: qualify 1:1 and cohort leads automatically, follow up on Instagram, Facebook, WhatsApp, and SMS, book discovery calls, and run agreements, payments, and onboarding - all from one platform.

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AI lead qualification1:1 and cohort program supportE-signature coaching agreementsPayments to your own Stripe account

Growing a leadership coaching practice shouldn't mean drowning in admin.

Inquiries come from referrals, content, and workshops with no single system to track them
A new manager and a senior executive need different qualifying questions
A cohort program needs the same update to land with everyone, reliably
Session prep competes with chasing paperwork and payment
Manually tracking who's mid-program, who renewed, and who referred you next
Proposals, agreements, and invoices scattered across five tools
70%+

of coaching inquiries go cold without fast, consistent follow-up.

2-3x

longer sales cycles when leads are qualified manually instead of before the call.

10+ hours

spent weekly on admin instead of coaching when 1:1 and cohort programs are run by hand.

24/7

AI can respond to and qualify inquiries without waiting for business hours.

How it works

From first inquiry to enrolled leader, on autopilot

1. Capture

Turn your expertise into a lead magnet

A leadership style assessment, a first-90-days-as-a-manager guide, or a mini-training captures leads from Instagram, Facebook, your website, or a talk you gave - once, automatically.

2. Qualify

Know their role and challenge before the call

The AI asks about their role, team size, and the leadership challenge they're facing, then scores the lead - so you know whether you're talking to an individual or building a case for a cohort before you ever get on a call.

3. Book

Fill your calendar with qualified conversations

Qualified leads book directly into your calendar. Confirmations, reminders, and no-show follow-up are handled for you.

4. Enroll

Close and onboard in one flow

Send your coaching agreement for e-signature, collect payment to your own Stripe account, and kick off onboarding automatically once they sign - for a single leader or an entire cohort.

5. Support

Stay present between sessions

An AI trained on your own frameworks answers client questions between sessions, and automated check-ins keep a multi-person cohort program moving without extra admin time from you.

Automation Modules

Everything included in your AI Operating System

A fixed catalog of modules you turn on - not a one-off automation someone built for you. Every module ships ready to configure for your business.

AI Lead Qualification

Automatically qualifies every lead before you ever speak to them. The AI asks the right questions, filters serious prospects, and sends qualified leads directly into your pipeline.

AI Sales Assistant

Answers questions about pricing, offers, coaching programs, and availability. Books calls automatically.

Mike, Your AI Assistant

A second AI, just for you - not your leads. Ask Mike about your hottest leads, unanswered conversations, or today's schedule, and it answers from your real dashboard data. Propose an action - add a lead, schedule a follow-up, archive a contact - and Mike shows you a preview to confirm before anything changes.

Instagram Automation

Auto-replies to comments and DMs, captures and qualifies leads, and books appointments - all inside the conversation.

Facebook Automation

Turns Page comments and Messenger conversations into booked calls automatically, with the same AI qualification as every other channel.

WhatsApp Automation

Keyword-triggered conversations that ask a qualifying question before delivering your offer, plus reminders and follow-ups for existing clients.

SMS Automation

Two-way text automation with built-in opt-in/opt-out compliance - keyword replies, reminders, lead capture, a full contacts and delivery-tracking view, and insights on what's actually landing.

Lead Magnet Builder

Build one lead magnet and publish it everywhere - your website (with an embeddable widget), Instagram, Facebook, WhatsApp, and SMS - with click and delivery tracking, funnel analytics, and automatic enrollment into a nurture sequence once someone converts.

Calendar Booking

Books calls directly into Google Calendar or Calendly. Sends confirmations and reminders.

Contracts & Onboarding

Send reusable, editable contract templates for e-signature with structured payment terms, automated reminders, and a signed PDF - then automatically trigger welcome emails, payment links, course access, and community invitations. Track conversion rate and time-to-sign from the built-in analytics dashboard.

Client Support AI

Train the AI using PDFs, videos, SOPs, Notion, and Google Docs. Clients receive answers instantly.

Email Automation

Lead nurturing, launch sequences, follow-ups, newsletters, and re-engagement.

CRM Dashboard

Track leads, appointments, clients, revenue, and follow-ups - all in one place.

Analytics

See lead source, conversion rate, booked calls, revenue, pipeline, and automation performance.

Security

Your clients' information, protected

Client information deserves the same care as any other business - Coaching OS is built with that in mind from day one.

Encrypted data
Role-based access
Secure integrations
HIPAA-ready
SOC 2-ready controls
GDPR-aware
Why leadership coaches choose us

Built around your practice, not the AI

One CRM for 1:1 clients and cohort programs, not five stitched-together tools
Payments settle directly to your own Stripe account, not ours
Every automation is fully configurable, not a locked template
Run a multi-person leadership cohort without scaling your admin time
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Grab a time below - no back-and-forth emails

This is the same booking flow your own leads would use, live from the product.

Trouble loading the calendar? Open scheduling in a new tab.

Frequently asked questions

Yes. The AI Lead Qualification module asks the questions you configure - role, team size, timeline, budget - and you decide what marks someone as a fit for 1:1 coaching, a cohort, or neither.

Ready to build a leadership coaching practice that runs itself?

Book a strategy session and we'll show you exactly how it fits your enrollment process.

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