The Coaching Operating System (C-OS)
A plug-and-play operating system built for solo practitioners and multi-provider group practices in coaching, counseling, and mental health. This system standardizes the end-to-end clinical and personal growth client journey while streamlining administrative compliance, billable hour tracking, financial cycles, and AI-assisted client acquisition into three core operational workspaces.
- Created by
- Nova
- Spaces
- 3
- Projects
- 5
- Sessions
- 33
About this template
- Client Care & Coaching Journey Hub: Standardizes individual client management from initial intake assessments, consent forms, agreements, and billing setup through welcome orientation, custom session agendas, evidence-based tools and homework, billable hour tracking, and ethical offboarding. - Practice Admin & Financial Calendar: Centralizes recurring operational management, allowing you and any admin staff to manage their monthly tasks, track billable vs. non-billable hours, and archive monthly completion logs for annual auditing. - Practice Growth & Marketing Pipeline: Measures potential client acquisition metrics over specific timeframes, captures diagnostic intake notes during discovery or triage calls and facilitates AI-assisted brainstorming for social media strategy and coaching-educational content.