CoachOS: Automated Coaching Business Backend
A fully automated business operating system for coaching practices that monitors every client in real time and ensures nothing ever falls through the cracks.
report_problemThe Problem
Most coaches lose clients quietly. Not because they coach poorly, but because nothing in their business is watching the gaps. No system flags who has gone silent, who is at risk, or whose contract is about to expire. The best coaches aren't immune to this — they just have better systems.
psychologyThe Solution
One click sends a proposal and emails a contract automatically via DocuSeal. A health score algorithm monitors every active client in real time. Session notes trigger personalised follow-up emails without any manual input. Payments via Paystack, contract signatures, and Slack alerts are all handled automatically inside a single n8n workflow connected to Airtable as the central data layer.
Project Demo
The Results
One-Click Proposal & Contract
Proposal-to-contract flow reduced to a single click — DocuSeal handles generation, delivery, and signature collection automatically.
Real-Time Client Health Monitoring
A health score algorithm monitors every active client continuously with real-time risk flagging before clients go silent.
Zero Manual Follow-Up
Session notes trigger personalised follow-up emails automatically — zero manual steps required after any coaching session.