The Executive Coaching Operating System (EC-OS)
A plug-and-play operating system designed for executive coaches and scaling firms to standardize client delivery across your roster while unifying admin, finance, sales, HR, and marketing into a single source of truth.
- Created by
- Nova
- Spaces
- 4
- Projects
- 7
- Sessions
- 42
About this template
Designed specifically for executive coaches and scaling coaching firms, this end-to-end management framework standardizes single-client delivery across your entire roster while unifying firm-wide operations, sales, team HR, and marketing into a single source of truth. - Client Delivery Hub: Standardizes the full lifecycle for every coachee—from intake and 360 diagnostics to session logging, leadership tools, sponsor triad calls, and offboarding. - Finance & Admin Center: Houses monthly and annual operational calendars to manage invoice generation, payment dunning, coach log audits, payouts, and compliance. - Sales & Marketing Pipeline: Features a structured intake assessment engine—including pre-call qualification questions and diagnostic templates—alongside a collaborative social media content calendar. - Team & HR Workspace: Manages coach hiring pipelines, onboarding checklists for new contractors, and monthly internal team-building activities.