Team and enterprise administration
Staff invitations, advanced roles, Super Admin V2, feature flags, subscription visibility, and safer support tools.
AI Operating System for Coaches+18% this week+9% this week+24% this week+31% this week+6% this week
Automate your sales, onboarding, client communication, follow-ups, and support from one intelligent platform.
Built for coaches, consultants, creators, agencies and personal brands who want to scale without hiring more staff.
or explore the platform ↓Coaching OS AI · Dashboard
New Leads
128
Calls Booked
42
Revenue
$38.4k
AI Conversations
614
Active Clients
76
Growing a coaching business shouldn't mean working 14-hour days.
Every day coaches spend hours:
Replying to Instagram DMs
Following up with leads
Scheduling calls
Sending payment links
Answering repetitive questions
Onboarding new clients
Updating spreadsheets
Managing multiple tools
Every repetitive task slows down growth.
80%+
of leads never receive consistent follow-up.
40%
of booked calls don't convert because follow-up is inconsistent.
10+ hours
spent weekly on admin tasks by many coaches.
24/7
AI can engage, qualify and support leads without waiting for business hours.
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.
Voice AI
An AI receptionist that answers your business line, looks up the caller against your leads and clients, creates a new lead if they're unknown, checks your real calendar, and books the appointment - live, on the call. Every call gets a transcript, an AI summary, and a recording. Run outbound call campaigns to your list with built-in consent tracking, quiet hours, and rate limiting.
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.
Client Portal
A branded portal where clients log in to see their own dashboard - progress, upcoming appointments, contracts, invoices, and messages - without emailing you to ask what's next.
Habits
Assign daily or weekly habits to a client and they check them off from their own portal. You see streaks and completion at a glance, right on the client's profile.
Check-ins
Send a recurring check-in form on a schedule - weight, mood, progress photos, whatever you ask - and see every response land on the client's timeline as it comes in.
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.
Contacts
A lighter list for people who aren't a sales lead or a paying client yet. Import an existing contact list from a CSV - built for a clean migration off GoHighLevel - tag them, and send a compliant broadcast email with automatic unsubscribe handling. Convert any contact into a real lead the moment they're ready to talk.
Analytics
See lead source, conversion rate, booked calls, revenue, pipeline, and automation performance.
How it works
From Instagram DM to Paying Client
Simple. Easy to understand.
Step 1
Instagram DM
Step 2
AI starts conversation
Step 3
Lead Qualification
Step 4
Books Discovery Call
Step 5
Calendar Updated
Step 6
Reminder Sent
Step 7
Call Completed
Step 8
Invoice Sent
Step 9
Payment Received
Step 10
Client Onboarded
Step 11
Support AI Activated
Step 12
Upsell Opportunities
Built for every kind of coach
Fitness CoachesBusiness CoachesMindset CoachesLeadership CoachesRelationship CoachesSales CoachesMarketing CoachesExecutive CoachesCareer CoachesReal Estate CoachesConsultantsAgenciesCourse CreatorsPersonal Brands
AI Conversations
Respond instantly.
Smart Follow-ups
Never lose a lead.
Sales Automation
Qualify and book automatically.
Client Portal
Clients log in to see their own progress.
Integrations
Connects with the tools you already use
Instagram
WhatsApp
Facebook
Calendly
Google Calendar
Zoom
Stripe
PayPal
GoHighLevel
Slack
Gmail
Google Sheets
Notion
OpenAI
Claude
Retell
How we use your Google account
Connecting Google Calendar, Gmail, or Google Sheets is optional and workspace-controlled from your own Integrations settings - nothing is accessed until you connect it. Here's exactly what each one is used for:
Google Calendar
When you connect it, we create a calendar event for every appointment booked through Coaching OS AI, remove it if the appointment is canceled, and check your existing busy times so your public booking page never double-books you.
Gmail
When you connect it, client emails you send through Coaching OS AI are sent from your own Gmail address, so replies land in your normal inbox instead of a shared sender.
Google Sheets
When you connect it and turn on a Workflow or export, we write rows into a spreadsheet you choose - leads, appointments, or payments - so your existing reporting stays up to date automatically.
We never sell your Google data or use it for advertising. Full details are in our Privacy Policy.
Knowledge Base
Train the portal on how your coaching business works
Upload the materials your team already uses, then let Coaching OS AI turn them into safe answers, better follow-up, and faster client support.
Program PDFs
SOPs and scripts
FAQs and policies
Notion or Google Docs
Workspace knowledge
One source of truth for AI
Mike can answer questions about the coach's own account, clients, offers, policies, and dashboard.
Client Support AI can answer common questions using approved business content.
Sales AI can stay consistent on pricing, program details, next steps, and booking rules.
Every answer stays workspace-scoped, so one coach's knowledge never leaks into another coach's portal.
Why coaches choose us
Built around your business, not the AI
Reply to every lead
Book more discovery calls
Reduce admin work
Save hours every week
Deliver a better client experience
Scale without hiring assistants
Get paid directly - client payments go to your own Stripe account, not ours
Security
Your clients' information, protected
Client information deserves the same care as any other business - Coaching OS AI is built with that in mind from day one.
Encrypted data
Role-based access
Secure integrations
HIPAA-ready
SOC 2-ready controls
GDPR-aware
What's Next
Where Coaching OS AI is headed: teams, governance, and scale
Coaching OS AI is expanding from a powerful coaching CRM into an enterprise-ready operating system for coaching teams, agencies, and multi-coach firms.
Workflow reliability & governance
Workflow automation already runs today - this adds retryable runs, full run history, pause and resume controls, replay tools, and human approval steps for sensitive actions.
AI governance
Prompt and knowledge versions, quality checks, usage limits, cost visibility, and safer no-answer behavior.
Advanced CRM reporting
Lifecycle history, custom fields, team workload views, governed exports, and clearer automation attribution.
Security readiness foundations
Privileged MFA, encrypted credentials, audit trails, backup and restore evidence, and SOC 2 readiness planning.
These are planned capabilities, not live features, except where noted above. Formal SOC 2, HIPAA, SSO, SCIM, and enterprise SLA claims require operating controls, vendor agreements, and independent validation before they are marketed as available.
Frequently asked questions
Yes. Coaching OS AI includes its own CRM dashboard, and can also sync with tools like GoHighLevel and Google Sheets - so you can keep your existing system of record or move everything into Coaching OS AI.
Ready to automate your coaching business?
Book a strategy session with our team and see the platform built for your coaching business.