How CoachOS Works (Concrete, Not Conceptual)

Three things you do with every client. Sage makes each one actually manageable.

Plan

Build Roadmaps That Adapt

  • Pre-built milestone templates you customize per client
  • Progress visibility for both of you (they see percentages, you see completion tracking)
  • Automatic flagging when someone stalls at a milestone
  • Task dependencies that keep work sequenced logically

What this solves: No more "what should we work on next?" moments. The roadmap tells you.

Discovery Stage Strategy Stage Execution Stage Repeatable Roadmap Structure

Execute

Session Management That Doesn't Suck

Before each session, Sage pulls up:

  • Previous session notes with action items
  • Outstanding milestones and overdue tasks
  • Documents they've shared or you've assigned
  • AI-generated prep brief based on where they are

During the session, you coach. Take notes if you want, or let AI transcribe.

After, AI summarizes key points and suggests next milestones. You review, adjust, done.

What this solves: No more scrambling at 9:50 for a 10:00 session. No more "wait, where were we?"

Session notes loaded Overdue tasks flagged AI prep brief ready Active Session Coach + Client AI transcription running Session Workspace

Reflect

Know What's Working (And What Isn't)

Sage dashboard shows you:

  • Which clients are on track vs. stalled
  • Average time in each stage across your practice
  • Which milestones consistently cause friction
  • Client engagement metrics

Use this to refine your approach. Figure out what works. Stop guessing.

What this solves: You finally have data on your practice, not just anecdotes.

Practice Analytics Week 1 Week 2 Week 3 Week 4 5 clients on track 2 clients stalled Practice Dashboard

See It In Action

Watch how CoachOS turns coaching chaos into systematic practice management.

Watch 3-Min Demo Talk to a Coach Using Sage