The coaching operations platform

AI-Powered Coaching
Operations

You became a coach to change lives — not to spend your evenings writing session notes and building call prep documents. CoachOps.ai handles everything before and after the coaching conversation, so you can show up fully present for every client.

30 days free · No credit card required

Your Tools & Processes Streamlined

CoachOps.ai integrates easily (often in one click) with your current scheduling, transcription, and document tools. You control the workflow, prompts, and document templates.

Client Portal

A private, branded portal for each client to review session recaps, update action items, share documents, and communicate with you. No more digging through emails for you — and an elevated experience for your clients.

Writes in Your Voice

CoachOps.ai learns how you coach and communicate. Every recap and email drafted for you starts out sounding like you wrote it, not a generic AI tool.

Smart Call Preparation

CoachOps.ai call guides and agendas generated for you before every session — client history, recent progress, and sharp objectives — based on past sessions, client action items, and your methods.

Automated Call Processing

From transcript to CoachOps.ai summary to client-ready recap, seamlessly. No cutting, copying, pasting, and formatting. Action items and follow-ups are ready for your review — not left for you to do.

Client Retention Insights

CoachOps.ai reads the sentiment and trajectory of every session and surfaces which relationships are thriving — and which need attention — before they slip away.

Works with the tools you already use

ZoomGrainFathomFirefliesKrispCalendlyAcuityGoogle WorkspaceMicrosoft OfficeAsanaMondayNotionSlackHubSpot+ more
See it in action

What CoachOps actually does

One place for everything. Call prep, recaps, action items, documents, and client messages all live in CoachOps.ai — no more scattered tools and buried email threads. Your clients get a private, branded portal where they follow their journey, work their action items, and message you directly. Everything you and your clients need, in one connected home.

01 · Before the call

Pre-Call Guides

Walk into each session with an AI brief that pulls together history, progress, and sharp objectives — so you are present, not scrambling.

CoachOps pre-call guide
02 · For your clients

Branded Client Portal

Clients get a private, branded home for their journey, recaps, and action items — your brand front and center, not ours.

CoachOps branded client portal
03 · Your whole practice

Everything in one place

Every client, session, and action item organized — see momentum across your roster at a glance, without living in another app.

CoachOps practice overview
Up and running in minutes

How it works

CoachOps.ai plugs into your existing workflow — no rip-and-replace.

01

Connect your tools

Link your calendar, transcript service, and document tools. CoachOps.ai integrates with the tools you already use.

02

CoachOps.ai does the work

Calls are automatically transcribed, summarized, and turned into client-ready recaps. Pre-call guides appear before each session.

03

Coach smarter

Spend less time on admin and more time coaching. Track client momentum, review AI insights, and deliver better outcomes.

For coaching companies

Scale your practice without scaling your overhead

Every coach gets the same time-saving benefits — while you get the consistency, visibility, and control to run a professional coaching organization.

Consistent process across every coach

Set company-wide templates, AI prompts, and workflow defaults. Every coach on your team delivers the same quality — in your voice, your format, your brand.

Visibility across your practice

Admin dashboards give you a real-time view of client activity, session volume, and coach performance across your entire organization.

Built for scale

CRM integrations, coach invoicing, team management, and admin controls designed for coaching companies managing multiple coaches and client portfolios.

Your data, your control

Your clients trust you. You can trust us.

Coaching conversations are sensitive. CoachOps treats them that way — and your data always stays yours.

Never used to train AI

Your sessions, transcripts, and recaps are never used to train AI models — not ours, not the AI provider's. Your clients' words stay between you and them.

You own your data — take it anytime

Export everything — clients, sessions, recaps, and documents — in CSV, JSON, or PDF whenever you want. No lock-in, no hostage data, no export fees.

Encrypted and private by design

Encrypted in transit (TLS) and at rest, with role-based access. Your practice’s data is isolated and yours alone.

Leave clean, whenever

Close your account and your data is permanently deleted. And we'll never sell it or trade it for advertising — that's simply not our business.

See our Privacy Policy for the full detail on how your data is stored, used, and deleted.

Ready to get your time back?

Join coaches saving hours every week with AI-powered operations. Start free, or book a walkthrough to see it on your own coaching workflow.

30 days free · No credit card required