Why CoachOS Roadmaps Work
(When They're Done Right)

Stop reinventing the wheel. Every client moves through the same proven stages, but their path adapts to them.

The problem with most coaching "frameworks" is they're either too rigid (everyone gets the same thing) or too loose (you're reinventing everything). CoachOS roadmaps split the difference.

The Four Stages (Every Client, Every Time)

Below is how CoachOS structures every client engagement. You customize the milestones within each stage to match their situation.

Client Progress: Sarah M. 40% Complete

Stage 1: Discovery (Weeks 1-2)

Completed • Flexible duration based on client readiness

100%

Milestones:

  • ✓ Values clarification
  • ✓ Skills inventory
  • ✓ Market positioning
  • ✓ Career narrative

You customize which exercises fit their situation. Sage tracks completion, flags if they're stuck.

Stage 2: Strategy (Weeks 3-5)

Completed

100%

Milestones:

  • ✓ Target company research
  • ✓ Role alignment
  • ✓ Application strategy
  • ✓ Networking plan

Built-in decision frameworks you can deploy. Task dependencies keep work logically sequenced. AI suggests resources based on their targets.

Stage 3: Execution (Weeks 6-11)

In Progress • 4 weeks remaining

40%

Milestones:

  • ✓ Resume refinement
  • → Application tracking (4 active applications)
  • Interview prep
  • Negotiation prep

Real-time progress on each application. Interview frameworks organized by stage. Follow-up reminders so nothing slips.

4

Stage 4: Close (Week 12+)

Upcoming • Starts when offer received

0%

Milestones:

  • Offer evaluation
  • Negotiation execution
  • Transition planning

Decision matrices for multiple offers. Post-acceptance check-ins. Transition preparation protocols.

Benefits for You and Your Clients

For You

Stop Rebuilding the Process Each Time

The four stages (Discovery → Strategy → Execution → Close) give you a proven structure. Customize the milestones within each stage, but never start from scratch.

Know Exactly Where Each Client Is

At a glance, see which stage every client is in, what percentage complete, and which milestones need attention. No more mental gymnastics tracking everyone's progress.

Catch Stalls Before They Become Problems

Sage flags when clients get stuck at specific milestones. Address it proactively instead of discovering it three weeks later in a session.

Scale Your Practice Without Sacrificing Quality

Handle 10 clients as easily as 5 because you're not reinventing infrastructure each time. Premium results, repeatable delivery.

For Your Clients

Clear Visibility Into Where They Are

Clients see their progress percentage and upcoming milestones. No more "are we making progress?" anxiety.

Logical Sequence of Work

Task dependencies ensure they're doing things in the right order. No wasted effort or confusion about priorities.

Confidence the Process Works

They can see the full roadmap from day one. They know what's coming, why it matters, and how it fits together.

Faster Results

Coaches using Sage report 83% faster time to job offer. CoachOS catches what might slip and keeps nothing from falling through the cracks.

View a Sample Roadmap

See exactly how CoachOS milestones adapt to client pace while keeping you both on track.

Annotated screenshot of roadmap timeline showing progress percentages and milestone states
Size: 1200×400 px
Alt: "Sample roadmap timeline showing client progress through career transition stages"

Try Sage Free

See how CoachOS roadmaps make your coaching more effective and less chaotic in two weeks.