One screen shows every client: who’s on track, who’s slipping and who needs a nudge. The nudge goes out in your words, and each client sees the plan you agreed and ticks it off as they go. So fewer clients drift away, and more finish and rebook.
Sound familiar?They leave fired up, and by Tuesday they’ve forgotten what they agreed. A check-in goes unanswered, a session gets moved, and you only find out at the next call, or when they quietly don’t rebook. With ten or more clients, you can’t hold everyone’s next step in your head.
The goal and next steps they agreed with you, ticked off as they go, on a phone.
One screen: on track, going quiet, needs a nudge. Your Monday morning in ten seconds.
When a client goes quiet, a message goes out the way you’d say it. Nothing robotic.
The sample workspace. Five made-up clients, nothing here is real. Click to look round ↗
The Operating System grew out of the tools we built for Liz Rowlands Coaching and her ORBIT Method, in her brand. Your version follows your method, not ours.
Fifteen minutes, screen shared, one of your own clients in mind. You see your clients, their next steps, and a nudge going out in your words. No deck, no pressure: if it isn’t for you, you’ll know inside five.
Open the sample workspace, click Alys’s name and press Send nudge. Five made-up clients, nothing real behind it.
Rather look first? Send your four colours and we’ll build you a sample workspace in your brand to look round on your own.
One short email a month: what’s been built, what coaches are doing with it. Nothing else, ever.
One place where you and each client see the plan you agreed, what’s been done and what’s next. It shows you which clients are on track and which are slipping, and sends a nudge in your words when someone goes quiet. It’s built around your method and in your brand.
A CRM stores contacts and a booking tool fills your diary. The Operating System follows what each client agreed to do between sessions, spots who’s slipping, and helps you step in before they drift away.
Yes. Your logo and up to four colours, set up with you. Prefer the owl’s navy and gold? Keep those: same Operating System, same price.
Your clients, your content and your brand are yours. The Operating System is licensed to you for as long as your licence runs. It opens in any browser on your laptop or phone, and you can add it to your home screen like an app.
They get one screen: the goal you agreed, the next steps, and a five-minute weekly check-in. Nothing to learn.
Yes, it suits anyone whose clients move through stages, from consultants to trades. Fitting it to how you work changes the scope, so that one is quoted separately.
The method session sets it up. The rest is your programmes and your first three clients, done with you.