Coaching practice management software, built for business coachs
CoachevaOS is business coaching software for tracking client revenue, active leads, and conversion rate in one dashboard, with an AI daily briefing that flags which clients need attention and a lead pipeline for growing your own coaching practice at the same time.
The problem
Between your own leads and every client's revenue/team metrics, running a business-coaching practice on a spreadsheet means you're the one falling behind on follow-up.
With CoachevaOS
Client revenue, team size, and active leads are tracked per client, while your own lead pipeline and AI daily briefing keep your own practice's growth on track too.
What CoachevaOS tracks for you, from day one
- Monthly revenue
- Team size
- Active leads
- Conversion rate
- Main bottleneck
Every field above is fully editable. This is a starting point pre-loaded for business coachs, not a fixed template.
“My clients feel the difference — everything's in one place now.”
Frequently asked questions
Yes, a business coach's workspace comes pre-loaded with monthly revenue, team size, active leads, and conversion rate fields per client.
Yes, the same lead pipeline and AI daily briefing that track your clients' businesses also run your own: a Kanban lead board, CSV import, and a morning briefing on who needs your attention.