Coaching OS
For Business Coaches

Turn more leads into paying business coaching clients without hiring a sales team.

Coaching OS is the AI operating system built for business coaches: qualify leads automatically, follow up on Instagram, Facebook, WhatsApp, and SMS, book discovery calls, and onboard clients with contracts and payments - all from one platform.

Book a Demo
AI lead qualificationDiscovery call bookingE-signature contractsPayments to your own Stripe account

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

Leads go cold because follow-up is inconsistent
Your calendar fills with unqualified discovery calls
Onboarding a new client eats a whole afternoon
You're stitching together five different tools
Group cohorts need coordinated, repeatable communication
Admin work competes with revenue-generating coaching time
70%+

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

3x

more discovery calls close when leads are pre-qualified on revenue stage and fit.

10+ hours

spent weekly on admin instead of coaching as a growing practice takes on more clients.

24/7

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

How it works

From first comment to signed client, on autopilot

1. Capture

Turn content into leads

Publish a lead magnet - a scorecard, guide, or mini-training - once, and it captures leads from Instagram, Facebook, your website, or a webinar automatically.

2. Qualify

Know who's ready to invest

The AI asks about revenue stage, team size, and biggest challenge, then scores the lead - so you stop guessing who's a fit before you get on a call.

3. Book

Fill your calendar with qualified calls

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

4. Convert

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.

5. Retain

Keep clients engaged between sessions

Automated check-ins, reminders, and an AI trained on your own frameworks keep clients supported and reduce churn.

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 business coaches choose us

Built around your business, not the AI

One built-in CRM and pipeline, not five stitched-together tools
Payments settle directly to your own Stripe account, not ours
Every automation is fully configurable, not a locked template
Scale a group coaching program without scaling your admin headcount
Book a demo

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 about a prospect's business stage, revenue, and biggest challenge, then scores them - so only serious, qualified leads land on your calendar.

Ready to build a business coaching practice that runs itself?

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

Book a Demo