Built for modern coaching
Every feature is designed to save coaches time, improve client outcomes, and scale coaching operations — from solo practitioners to large coaching companies.
Pre-Call Preparation
Walk into every coaching session fully prepared. AI assembles context, history, and coaching prompts before each call.
AI Call Guides
AI-generated preparation documents that synthesize client history, recent progress, and coaching objectives — delivered before every session.
Session Agendas
Structured agendas built from upcoming milestones, outstanding action items, and client context documents.
Client Pulse Tracking
Visual momentum indicators help you quickly spot clients who need extra attention before their next call.
Post-Call Automation
Every coaching call is automatically processed, summarized, and ready to deliver — no manual work required.
AI Session Recaps
Transcripts are automatically processed into structured recaps with themes, action items, and key takeaways — ready to send to clients.
Coaching Summaries
AI generates coaching notes including wins, flags, pulse assessment, and recommended focus areas for your next session.
Flexible Delivery
You control how recaps go out — automatically sent to clients the moment they're ready, or held as a draft so you can review and edit before sending. Either way, the formatting is handled for you.
Client Communications
Email clients directly from CoachOps.ai without switching apps. AI generates personalised between-session check-ins that reference the specific commitments your client made — keeping them accountable between calls without you lifting a finger.
Client Portal
Give every client a private, branded portal where they can review their journey, access session recaps, and track their progress.
Branded Client Portal
Clients get a private portal to view their AI journey narrative, session recaps, action items, and shared documents.
Session History
Every recap and agenda is accessible in one place. Clients can review any past session without digging through email.
Action Item Tracking
Outstanding action items surface clearly between sessions so clients stay on track without you chasing them.
AI That Sounds Like You
CoachOps.ai learns from you and your clients — your voice, your methodology, and your clients' history — so every document it produces feels authentically yours.
Find My Voice
CoachOps.ai analyzes your last ten call transcripts to build a coach voice profile — capturing your language, structure, and tone. Every recap, summary, and call guide is then generated to sound like you wrote it, not generic AI.
Client Memory
Upload client context documents and let the AI build a deep understanding of each client over time. After 3 sessions, your pre-call brief references patterns from every previous conversation. After 12, it reads like a deeply informed colleague who knows your client.
Best Practices Library
Upload your coaching methodology, call frameworks, and best practices. Call guides are generated to follow your structure and approach — so every prep document is built the way you actually run sessions.
Client Management
A complete view of every client relationship, from onboarding documents to session history and coaching progress.
Client Dashboard
See all clients at a glance with pulse indicators, session counts, program tiers, and quick access to details.
Document Management
Upload and manage client documents that inform AI outputs — assessments, vision statements, onboarding notes, and more.
Session History
Full chronological view of every coaching session with transcripts, recaps, summaries, and attached files.
Two quick connections. We handle the rest.
Connect your scheduler and your call recorder — a quick setup in your settings. Everything else is built into CoachOps.ai. Already use other tools? Connect them too — but you never have to.
Your scheduler
So CoachOps knows who you are meeting, and when.
Your call recorder
So every session becomes a transcript we can work from.
Built in. Nothing to connect.
Optional — sync with tools you already use
Task-management sync (Asana, Notion, Todoist) is available on Team plans. New integrations added regularly.
Team & Organization
Built for coaching companies that manage multiple coaches and clients at scale, with company-wide templates and shared workflows.
Multi-Coach Support
Manage coach seats, assign clients, and maintain consistent quality across your entire coaching team.
Shared Templates
Company-wide AI prompt templates ensure consistent coaching methodology and output quality across all coaches.
White-Label Branding
Customize the platform with your logo, colors, and domain. Your clients see your brand, not ours.
Practice Intelligence
At-risk client alerts. Practice-wide theme analysis. Capacity indicators across your team. Every coaching company is running a business — most have no visibility into theirs.
Standardized Workflows
Set pipelines, prompts, and document templates once at the company level. Every coach delivers the same process and quality — no retraining, no drift.
Executive Oversight
Give owners and executives a view-only window into every coach and client — full visibility into the business without taking up a coaching seat.
Security & Privacy
Enterprise-grade security with role-based access control, credential isolation, and data protection built in.
Role-Based Access
Coaches see only their clients. Company admins manage organization-wide settings. Clear permission boundaries at every level.
Credential Isolation
Integration credentials are encrypted and isolated per coach and company. Coaches can override or inherit company credentials.
Data Protection
All data encrypted in transit and at rest. Session recordings and transcripts stored securely with access controls.
Ready to see it in action?
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